What to Look for in Twitter's S-1 Filing

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Oct. 3 (Bloomberg) -- Bloomberg Contributing Editor Paul Kedrosky comments on the timing on Twitter's IPO. He speaks with Trish Regan and Adam Johnson on Bloomberg Television's "Street Smart." Cory Johnson and Jon Erlichman also comment. (Source: Bloomberg)

Especially compared to facebook -- do you think the facebook ipo incentivized management to try to do the same?

Yes, there's no question it did.

They want to avoid the worst of the pitfalls, but one of the things, an awful lot of the reason why they successfully made the transition to mobile has an because they purchased instagram, and one of the primary reasons they were able to purchase instagram was because they have free cash, and they have free cash because they did an ipo.

They could launch it for strategic reasons right now.

You famously said about a year and a half ago that is both needed -- facebook needed to go from like to want, and they did that with targeted ads.

What does twitter need to do?

It is hard to speed to the numbers.

The key thing from twitter, and use the this an awful lot, is demonstrate a level of targeting -- you see this in awful lot, is demonstrate a level of engagement.

I think that's exactly what they need to show, that the level of engagement people have on the platform is demonstrably highly different from the level of engagement they can expect on facebook.

Cory johnson, when you look through this this afternoon, what are you going to be looking at?

First, i want to rip off some hard facts for the viewers.

We've heard rumors that the company went from profitable to unprofitable, and i'm going to look for why that happened, what sort of rampant spending, presumably?

I think the growth rate of revenues and growth rate of users will be two of the big news we will be looking for worst in the filing.

Jon erlichman, can you address the level of engagement that paul kedrosky was just mentioning?

It's a good question.

If you are an advertiser, what are you paying for?

That's what twitter will tell you.

They will say that basically, the rate you pay is dependent on that engagement.

If somebody sees that had and they like it or they they for it -- favorite it, or they respond to the advertiser, or they start following the results of the advertiser, and is a difference which results in potentially paying a few cents per engagement to a few bucks.

I'm most interested in knowing what part of the business is generating the most revenue.

Promoted tweets is the most obvious part, and that's one to watch for.

Lots of other details that i'm sure will be juicy.

It's also important for this

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

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