Twitter Might Have to Buy Its Way to Growth. Here’s a List of Possible Targets. | Re/code

Some interesting scenarios in the full article, but perhaps it's more likely that Twitter itself will be acquired, if it fails to build momentum

"In short, Twitter still hasn’t solved its growth problem.

One way to address it is to pay for it. Twitter certainly thinks buying growth isn’t a bad idea, since it considered acquiring SoundCloud earlier this year in what would likely have been a $1 billion-plus transaction. (The Berlin-based SoundCloud describes itself as the “YouTube for audio.”)

Twitter eventually walked away from that deal, but there’s a good chance it’s considering other options. It’s also sitting on a $3.5 billion cash stockpile after raising debt, and the company’s trading at a market value of over $30 billion, which means investors are buying today with the idea that the company will grow tomorrow. All together that gives Twitter a chance (and a mandate) to go out and get something big."

Twitter Might Have to Buy Its Way to Growth. Here’s a List of Possible Targets. | Re/code