CNBC’s John Melloy mentions what may be the best analysis I’ve seen on the “Charlie Sheen effect.”

It comes from Lou Kerner, a keen eyed analyst at Wedbush. (See chart above) Kerner notes that Sheen may be Twitter’s “Lazy Sunday” moment:

Content Creators #Winning

In December, 2005 a Saturday Night Live skit called Lazy Sunday was uploaded to Youtube. One week later, Lazy Sunday surpassed 2 million views and by the time NBC had the video removed, the Lazy Sunday clip had generated 7 million video views. Lazy Sunday launched YouTube into the spotlight and ten months later, Google purchased YouTube for $1.65 Billion.

Twitter had its Lazy Sunday moment on February 28th when Charlie Sheen created his @charliesheen Twitter account. In just over 25 hours, Sheen amassed over 1 million followers, making the @charliesheen account the fastest to ever reach 1 million followers and making Twitter headline news.

I couldn’t begin to pit a dollar value on Twitter using traditional metrics of revenue and profits; but between Egypt and Sheen, their “buzz factor” went up immeasurably.  That makes a potential bidder more probable.


See also: Charlie Sheen sues Warner Bros., Chuck Lorre

Category: M&A, Technology

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

13 Responses to “Is Twitter Worth More Than We Think?”

  1. Greg0658 says:

    see my post in the next thread (quake) .. that real time news (for your choir – maybe ?)

  2. DC says:

    Twitter is disruptive technology. Until something better blows it away there’s no reason to short it.

    Same with tablets in my view. The Moskowitz/JP Morgan “bubble” call may yet rank among the most boneheaded of 2011, and could one day take its place among the legends including “who needs a computer on their desk?”

    Early indications today (not necessarily predictive, but…) are that iPad 2 online sales are strong. Online orders are already pushed out 2-3 weeks for delivery.

    But just as “iPod” became a generic term for MP3 players, it’s easy to imagine the same happening with iPad, if to a lesser extent. And the legions of anti-Apple and Android fans will more than win their share of the market for the market-disruptive technology of tablets.

    P.S. Best of vibes to all in Japan.

  3. Livermore Shimervore says:

    can someone explain to me how Twitter and Facebook make more money than dozens of Fortune 500′s??
    And what is proprietary about either? Will a Golden Slacks puba give twitter a pass for his dearest clients too? In other words as your great uncle and all his buddies at the Short Hills, NJ retirment home start tweeting and Friending, what is to stop a new hipper, cooler, smarter iteration of both of these ‘social networking’ inventions from replacing them in record time? Netscape Navigator, Yahoo and MySpace were all dethroned in anticlimatic fashion and investors were burned.
    If history teaches us anything it is that it teaches us nothing.

  4. VennData says:

    Is a drug and alcohol-addled porn lifestyle more desirable than we think?

    I mean why voyeur some sanitized, semi-prime-time version of his Sheen’s life – with laugh tracks and commercial breaks – when you can voyeur the real thing, in real time?


  5. Bob is still unemployed   says:

    Are we seeing the start of a new Internet bubble?

  6. Petey Wheatstraw says:

    Most likely, it’s currently worth more than I think it is (which ain’t much).

  7. Petey Wheatstraw says:

    VennData Says:

    “Is a drug and alcohol-addled porn lifestyle more desirable than we think?”

    It’s a more common lifestyle, especially among those who can afford it, than our society lets on. Only difference here is that Sheen didn’t care who knew.

  8. Is a drug and alcohol-addled porn lifestyle more desirable than we think?

    It’s been happening, at least in pop culture, ever since Babe Ruth. And what Petey Wheatstraw said.

  9. mathman says:

    Hah! Good ‘un, Common Man!

  10. Bob A says:

    just say no

  11. Trainwreck says:

    Twitter it’s like the future gold standard. Perhaps we should link the value of everything to tweets. Maybe I am joking maybe I am not jok

  12. djiddish98 says:

    I’m not a fan of the analogy – You can see the exposure that LazySunday provided Youtube based on the traffic chart.

    Twitter’s current reach numbers are greater than Youtube’s at the time of the Google purchase.

    Charlie Sheen is likely benefiting just as much from the twitter platform as twitter is benefiting from his use.