2. Better than expected revenue growth
3. Margin improvements (hopefully this will continue bringing gaap profits one step closer). Also, R&D expenses seem to be slowing.
As for @dickc, I have always been a fan of his ability to operate Twitter. My biggest frustration with him was his selling of share in the high 30s, showing a lack of conviction toward future prospects. (An investor can only see so many consecutive sells before getting annoyed.)
I wanted to get more color on Frabric, and how pervasive its become within the developer community.