San Francisco-based Twitter earned 2 cents a share on $242.7 million in revenue during the quarter, as advertising revenue surged 121% year over year to $220 million. Data licensing rose 80% year over year to $23 million.
The company noted that mobile advertising revenue was more than 75% of total advertising revenue.
Analysts surveyed by Thomson Reuters were looking for Twitter to lose 2 cents a share in the fourth quarter on $217.8 million in sales.
"Twitter finished a great year with our strongest financial quarter to date," said Dick Costolo, CEO of Twitter, in a statement. "We are the only platform that is public, real-time, conversational and widely distributed and I'm excited by the number of initiatives we have underway to further build upon the Twitter experience."
The company ended the December quarter with 241 million monthly active users (MAUs), up 30% year over year, with the majority, 184 million, via mobile. The company noted that it reached 148 billion timeline views, a year-over-year increase of 26%, as advertising revenue per thousand timeline views reached $1.49 in the fourth quarter of 2013, an increase of 76% year over year.
The 241 million users was up just 9 million from the prior quarter, not a terribly strong growth rate.
The company also gave guidance for the first-quarter and fiscal 2014. For the first-quarter, it expects revenue to be in the range of $230 million to $240 million, with Adjusted EBITDA between $10 million and $16 million.
For the full year, Twitter expects revenue to be between $1.15 billion and $1.2 billion, with adjusted EBITDA between $150 million and $180 million.
-- Written by Chris Ciaccia in New York