here with me to discuss is om malik, our editor at large, cory johnson, and an analysis with a companynew york. we will start with you. this is not a great report from twitter today. what is your take? om: i think jack was able to accomplish a couple of things. they were able to get some of the measuring tools in place and the biggie, as you mentioned, emily, we saw an uptick in users in january. they were able to define what users actually were. he elaborated first on that and i think that is going to start to resonate. what they needed to do was recalibrate their expectations to the point where we can actually see some positive surprises. it will be positive data points and the lowered bar looking at the march quarter. i think that the scott -- the stock will finally trough after the big declines after we have seen in the last month. emily: they're going to focus on the first rather than the second screen. cory? cory: there is this notion that twitter is reaching a bottom here and twitter kind of set a new local, and yet another bad quarter from twitter. one of the things that we see