Twitter Surges on Earnings Beat, Shaking Off a Lag in User Growth

Shares of Twitter are jumping on Friday after the company reported mixed fourth-quarter results that included an addition of just four million monthly active users, despite beating top and bottom-line estimates. Leigh Drogen, chief executive officer of Estimize, explains how sentiment about the new users metric is changing. Drogen says new users are no longer the leading indicator for revenue for social companies. Twitter exemplified that by executing on its revenue model incredibly well, according to Drogen. He weighs in on Twitter's newly-announced partnership with Google, which he says is not as compelling as its deal with Flipboard. While the business side is performing well, Drogen reveals what changes still need to happen on Twitter's product side.