Tech

Twitter earnings: Investors look for profit in ad products

Twitter's path to 'tweet' success
VIDEO1:5501:55
Twitter's path to 'tweet' success

Twitter reports third-quarter earnings after the bell on Monday and investors will be looking for guidance from the company that new products and initiatives can help lead the social network to sustained profitability.

Analysts are looking for Twitter to report earnings per share of 1 cent on revenue of $351 million, according a consensus estimate by Thomson Reuters.

The downside risk is Twitter executives get on the conference call and push out expectations for new ad products and services to start making money several quarters into the future, Kevin Landis, president of Firsthand Capital Management, told CNBC's "Squawk Box."

"I think what we might see is more good talk about all the different ways they're figuring out how to make money, and then sort of a calibration about just how quickly are these things going to bear fruit," Landis said.

Read More Twitter launches in-app music streaming with SoundCloud, iTunes

Shares of Twitter are down more than 20 percent this year. Neil Doshi, managing director at CRT Capital Group, told "Squawk Box" there is a unique opportunity to buy into Twitter following the launch of a number of ad products.

Among the products on which investors will be looking for insight are in-app promotions, video ads and "buy now" buttons that will let users purchase products through links embedded in tweets. Doshi said app developers in particular are excited to have a place other than Facebook to promote their products.

Read More Twitter's big 'buy now' commerce move

Doshi also suggested investors will be looking for signs those products are paving the way to profitability.

"I think there's still a long runway ahead for this company, and if they can really start to show that this is not just a niche-y little social site, it's something that can be attracted by the mass audiences, then I think there is going to be a big runway for the stock to move ahead," said Doshi.

The company could also report a bump in monthly average users for the third quarter, as a closely followed news cycle that included the Ferguson shooting and the iOS data breach likely provided a tailwind to traffic, said Doshi. These events draw in new users who can potentially be monetized, he said.