>> so far, facebook has been the more aggressive social media company on the nna front.hey closed the deal with instagram and oculus. i think twitter has a lot of challenges internally. we had a recent changeover in the management team at twitter. i think they're very internally focused at this point. mna for them is probably not going to be a part of the offensive strategy at this stage. >> on 26th, an a sequential basis, few users are expected to fall because last quarter was helped be i the world cup. how much of a decline do you expect to see? do you think they can actually post upside as well? >> actually the street expectation is for over 14 million net sequentially t. street is expecting helping growth sequentially, despite the world cup, cup as you mentioned. so, you know, that's the expectation, if they do better than that, the stock is probably going higher. it may be worse tan 14, 15 million net ads. the stock is probably going lower. >> we tend to forget sometimes on some of the things and corporate activity we do in a quarter. 1.8 billion twitter was able to