80% of Twitter’s Ad Revenue Comes From Mobile

Twitter's Q1 2014 resultsTwitter just announced its first quarter earnings report for 2014, with impressive gains in advertising: total revenue grew 119% year-over-year, with 90% of those earnings coming from advertising. Of that advertising revenue, a huge chunk – 80% – came from mobile. Not too surprising, since 78% of Twitter’s total monthly active users are now on mobile (VentureBeat).

However, user growth was disappointing for the platform. Twitter added 14 million monthly active users, and only 3 million of those in the U.S.  To compare total numbers, Facebook has 202 million monthly users in the U.S. vs. Twitter’s 57 million.

New users outside the U.S. are not as lucrative for the company. Ad revenue per thousand timeline views is $3.47 for U.S. users, but only $0.61 for international users.  However, overall ad revenue per thousand timeline views did rise significantly for the company, up 96% to $1.44 (AdAge).

If user growth continues to stall, how long will Twitter’s ad revenues stay on the rise?