Tim Profile picture
9 Aug, 7 tweets, 6 min read
1> $TWTR Carousel Ads are gaining steam & hereโ€™s a ๐Ÿ‘Œ๐Ÿผ use of it by $AAPL | @Apple. Carousel Ads are not new but @Twitter has revamped theirs & I believe this will be a powerful ๐Ÿ›  for businesses to stand out. I touched on this at the Financial Fitness Ad Tech Event, transcript ๐Ÿ‘‡๐Ÿผ
2> Continue to grow brand and performance business thru video capabilities, measurements, ad formats ๐Ÿ‘‡๐Ÿผ

โ–ช๏ธReleased new Carousel ads in Nov 2020. Theyโ€™re made up of 2 to 6 horizontally swipeable images or videos that drive people to an app or website. Any advertiser can createโ€ฆ
3> Carousel ads via Tweet Composer in Ads Manager or via the Ads API, & is able to use them either organically or promoted. This format includes an edge-to-edge design, 3P ๐Ÿ“Š, support, & new ๐Ÿ“Š features like swipes within the Carousel & breakdowns to measure ind Carousel card ๐Ÿ“Š
4> ๐Ÿ”นFor Web Carousels, they saw on avg, a ~15% ๐Ÿ“ˆ in click-through rate relative to single-asset formats

๐Ÿ”นAnd for App Carousels, we saw on average, a ~24% increase in installs per impression relative to single-asset formats
5> ๐Ÿ”นThis year, @Twitter will test multi-destination Carousels, a highly requested feature that can drive users to multiple websites

๐Ÿค‘ New ad formats are delivering 80% more impressions in Q4 YoY in 2020. $TWTR
@boo keep up the great work my friend, some of us are noticing the early results post rebuild! @nedsegal @jack @SEP

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More from @tpsojda

10 Aug
1) Thread ๐Ÿงต 2/2 on $SQ | @Square + $AFTPY $AFTPF | @afterpay_au with commentary from @jack @AmritaAhuja @nmolnar and yours truly.

๐Ÿงต 1/2 ๐Ÿ‘‡๐Ÿผ
2a) ๐Ÿ’ญ DRIVES LT GROWTH ๐Ÿ“ˆ SYNERGIES FOR BOTH COโ€™S

โ€œ๐Ÿ’ช๐Ÿผ consumer & merchant adoption has enabled @afterpay_au to deliver ๐Ÿš€ ๐Ÿ“ˆ w/ rev up ~4x over the last 2 years. We ๐Ÿ‘€ a # of levers to help drive continued ๐Ÿ“ˆ for them, 1st, in terms of ongoing secular ๐Ÿ“ˆ of BNPL in eComm;โ€ฆ ImageImageImage
2b) and 2nd, in terms of @afterpay_au future ๐Ÿ“ˆ adjacencies.โ€ @AmritaAhuja

โ€œtheir business has ๐Ÿ’ช๐Ÿผ cohort economics, providing a durable foundation for ๐Ÿ“ˆ across its merchants & consumer base. Afterpay has delivered positive GMV retention & ๐Ÿ“ˆ purchase freq over timeโ€ฆ
Read 23 tweets
9 Aug
1) After analyzing the $SQ | @Square Q2 call and @afterpay_au commentary, heโ€™s my big takeaways Iโ€™ve derived from @jack @AmritaAhuja and @nmolnar.

Itโ€™s long so it will be 2 ๐Ÿงตs hereโ€™s ๐Ÿงต#1 ๐Ÿ‘‡๐Ÿผ Image
2a) ๐Ÿ’ญ GEOGRAPHIC SYNERGIES โ›ฝ๏ธ ๐ŸŒŽ EXPANSION

๐ŸŒ expansion top prority of @Square. Geo presence is complimentary to @afterpay_au.

$SQ can help @afterpay_au w/ SMBs in in-person & other verticals not currently in

$SQ helps โ›ฝ๏ธ @afterpay_au priorities of LT ๐Ÿ“ˆ, esp in ๐Ÿ‡บ๐Ÿ‡ธ
2b) $SQ impressed w/ international expansion @afterpay_au has demonstrated, showing ability to ๐Ÿ“ˆ both consumers & merchants quickly in new regions, including ๐Ÿ‡บ๐Ÿ‡ธ, itโ€™s fastest ๐Ÿ“ˆ market to date. Also ๐Ÿ’ช๐Ÿผ ๐Ÿ“ˆ in ๐Ÿ‡ฆ๐Ÿ‡บ, ๐Ÿ‡ณ๐Ÿ‡ฟ, ๐Ÿ‡จ๐Ÿ‡ฆ, & ๐Ÿ‡ฌ๐Ÿ‡ง, as well as recent launches in Euro: ๐Ÿ‡ช๐Ÿ‡ธ, ๐Ÿ‡ซ๐Ÿ‡ท, & ๐Ÿ‡ฎ๐Ÿ‡นโ€ฆ
Read 29 tweets
29 Jun
1> ๐Ÿ“ฑAPP SPEND ๐Ÿงต ๐Ÿ‘‡๐Ÿผ

Consumers spent a record $64.9B on ๐Ÿ“ฑ apps in the H1 2021, a 24.8% ๐Ÿ“ˆ YoY. $AAPL @AppStore sawย $41.5Bย spent, vs $23.4B at @GooglePlay. However, $GOOG Play saw a 30% ๐Ÿ“ˆ YoY in expenditure vs 22.1% for the @AppStore, thanks to ๐Ÿ“ˆ demand in markets like the ๐Ÿ‡ต๐Ÿ‡ญ.
2> ๐Ÿ“ฑ games category had the most spent: $44.7B. Rest was spent on areas likeย sports, finance, biz, & subscription-based apps.ย 

@tiktok_us & @YouTube est to have collected $920M (up 74%) & $564.7M, respectively. Users paid @Tinder $520.3M, making them 3 highest-grossing apps.
3> $TCEHY Honor of Kings ($15B),ย PUBG Mobile ($1.5B), &ย Genshin Impact ($848M) were the 3 highest-grossing games in H1 2021.

In H1 2021, App installs ๐Ÿ“ˆ by 25.7% YoY to 71.3B as most activities shifted online due to the COVID-19. Downloads ๐Ÿ“ˆ by 1.7% to 72.5B.
Read 5 tweets
29 Jun
1> SOCIAL COMMERCE ๐Ÿงต

The ๐Ÿ‡บ๐Ÿ‡ธ social comm market is projected toย ๐Ÿ“ˆ by 35.8% YoY toย $36.62B in 2021, perย @eMarketer.ย Social comm is when a company advertises & sells its products via social media platforms.ย 

$FB $SHOP $SQ $PYPL $TWTR $PINS $SNAP $TCEHY $BABA $JD $PDD $SHOP
2> ๐Ÿ‡จ๐Ÿ‡ณ remains the ๐ŸŒ largest social comm market, w/ sales exp to reach $351.65B or 13% of the nation's e-comm sales.

$FB is the largest platform in the ๐Ÿ‡บ๐Ÿ‡ธ w/ 56.1M buyers, while @instagram & $PINS have 32.4M & 13.9M, respectively. @WeChatApp is the dom player in the ๐Ÿ‡จ๐Ÿ‡ณ market.
3> Acq customers on major ๐Ÿ‡จ๐Ÿ‡ณ platforms such as $BABA ($123 average per customer) & $JD ($26) can be expensive. Brands have leveraged social comm to ๐Ÿ“‰ CAC

Live-steam social comm will be big as well. The ๐Ÿ‡บ๐Ÿ‡ธ live streaming market is nascent, but sales in ๐Ÿ‡จ๐Ÿ‡ณ are exp to beย $131.52B.
Read 7 tweets
26 May
1) Recap ๐Ÿงตof @Square CEO @jack & brilliant CFO @amritaahuja speaking at @jpmorgan Global Technology, Media and Communications Conference today $SQ

@MaxTheComrade @caleb_investTML @InvestmentTalkk @alexkagin @BarbarianTrades @mukund @StockMarketNerd @Matt_Cochrane7 @ParrotStock
2) HAS COVID IMPACTED PRIORITIES?
๐ŸŒ€ @Jack priorities have not changed but dev velocity has improved mightily.
๐ŸŒ€ @CashApp DD work pulled up to get stimulus to Americans
๐ŸŒ€Focus/magic is how to connect 3 ecosystems together: Seller, @Cashapp, @TIDAL
3) APPEAL TO NEW AUDIENCES:
๐ŸŒ€ @CashApp / Seller: understand needs of customers & building ahead of that to broaden utility of ecosystem
๐ŸŒ€Meet underserved customers/markets, like in SE US, gaining better risk/security controls to open up๐Ÿšช's comp. to peers
Read 27 tweets

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