Twitter Has Hit Critical Mass: Del Prete

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Oct. 3 (Bloomberg) -- IDC Research's Crawford Del Prete discusses Twitter's S-1 filing and growth prospects. He speaks with Emily Chang on Bloomberg Television's "Bloomberg West." (Source: Bloomberg)

Now from boston.

You've had some time now to digest these numbers.

What are the headlines that are jumping out to you?

People are going to be concerned about user growth.

I would argue that the company has hit critical mass.

Going forward, this is about monetizing this critical mass they are operating at.

This company is probably going to be a big part of the future of media, and media in a web world.

Their ability to monetize their users and customers is very exciting.

There are a couple of aspects underneath that.

One is the licensing revenue.

We believe at idc that by 2020, companies such as twitter, google and facebook and maybe linkedin could emerge as powerbrokers in the ability to get access to what customers are saying about products and using that big data analytics data for companies.

These companies could turn a lot of that information into revenue streams, and the licensing revenue could become very exciting.

There was some conversation before about international growth.

The market for smart connected devices, tablets, phones and notebook pc's going forward is going to double between now and 2020 in emerging markets around the world.

In the mature markets, it will grow between now and 2020 about 25%. the fact that twitter has an international footprint and can monetize and grow that footprint and engage those customers, very powerful for these mobile devices.

This company was born on mobile.

Those are some of the things you should be looking at strategically.

This is a very exciting time for the company.

The future of a big part of media going forward.

The company was born on mobile, as you say.

This text has been automatically generated. It may not be 100% accurate.

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