Twitter (TWTR) is set to report Q4 results today after the close with a call to follow at 6pm ET.

The current S&P CapitalIQ consensus is for adjusted EPS of $0.31 (up 24% yr/yr) and revenue of $1.19 bln (up 18% yr/yr). Twitter does not typically guide for EPS and revenue.

Advertising revenue will be closely watched.

Also monitor the geographic breakdown, which is a roughly 55%/45% split between US and international. International revenue has been growing more quickly.

Average mDAU is another metric to watch. It came in at 187 mln in Q3, up sharply from 145 mln in the same period last year.

Pay attention to any mention of changes in revenue model.

• During the Q&A session of its last call, Twitter said it was experimenting with things both for businesses and for consumers, including where Twitter thinks there are subscription opportunities.

TECHS:

Twitter has been hit-or-miss around earnings. After five EPS misses in a row, it did report a sizeable beat in Q3.

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