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How do you expect OP to answer this question? Companies don’t publish the revenue breakdown by customer in their quarterly reports, only people on Twitters internal finance team would be able to (illegally) answer this for you. We can only wait for next quarters earnings report and make the inference.

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Surely the OP was asking a rhetorical question in order to gently hint that what the OOP was saying were opinions not grounded in fact.

You don't think it's a reasonable assumption that the largest consumer brands on the planet are likely to be among the largest ad spenders on an ad network?

I think they're saying we don't know anything until we have details.

Well that's not true. We know lots of things, including that Twitter is an ad network, that large companies tend to spend a lot on advertising, and that they seem to be defecting. That's all information. We happen not to know the exact % of rev from these companies, but that doesn't mean we know nothing.

Earnings report from where exactly?

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