Snapchat and Instagram are starting to chase the same growth strategy
Snapchat is looking to Spotlight, its short-form video feed, to spark conversations in the app. Snap CEO Evan Spiegel wrote to employees that the company needs to "embrace" the transition.
Snap: Recovery Pushed Out; Improving DAU Remains A Key Metric To Watch
SNAP stock plunged after weak 2Q FY2025 earnings and disappointing 3Q outlook, largely driven by pricing challenges on its ads platform. AI and ML investments, along with Spotlight and Snapchat+, are driving early engagement gains but need more time to drive higher revenue growth. AR remains a key long-term growth driver, with over 350 million users engaging daily, supported by a fully integrated AR computing stack that differentiates itself from peers.
Snap: Don't Count Them Out - It's Certainly Cheap
Snap appears undervalued given its improving fundamentals, despite underperforming during a broader market rally and recent negative sentiment. Key metrics show strong engagement and user growth, with revenue and adjusted EBITDA both rising significantly year-over-year. Snap's new subscription business, with 15 million paying users and rapid growth, is making its revenue streams more resilient and diversified.
International Markets and Snap (SNAP): A Deep Dive for Investors
Explore how Snap's (SNAP) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Snap: Making The Case For An Upside Revaluation
Snap missed bottom and top line estimates for Q2 on Wednesday, but only marginally. The 17% drop in share price seems exaggerated. The social media company continued to grow its revenues and daily active users at 9% Y/Y. ARPU in Snap's core market is still growing and indicates healthy user monetization. However, Snap's losses increased Y/Y, leading to the creation of a new negative sentiment overhang.
SNAP Earnings Miss Estimates in Q2, Revenues Increase Y/Y
Snap misses Q2 earnings estimates as AI ad gains and strong user growth are offset by higher R&D spend.
Snap Focuses on AI as Advertising Revenue Slows
Snap says changing consumer behavior and tariff-related pressures are hindering advertising demand. The social media company released earnings Tuesday (Aug. 5) revenues of $1.34 billion, up 9% year over year, while advertising growth slowed to just 4%.
Sell SNAP Stock At $8?
Snap's stock (NYSE:SNAP) experienced nearly a 20% decline in trading on August 5th, following the release of the company's Q2 earnings report. This drop was caused by a miss on revenue, Average Revenue Per User (ARPU), and EBITDA.
Snapchat Parent's Stock Plummets as Ad Platform Issue Hits Results
Snap (SNAP) shares snapped 20% lower Wednesday, a day after the operator of the Snapchat social media site posted a higher net loss and adjusted earnings missed forecasts as it dealt with an ad platform glitch.
Social Media Stock Gaps Lower After Top-Line Whiff
Snap Inc (NYSE:SNAP) stock is one of the worst stocks on Wall Street today, down 20% to trade at $7.49.
Snap Inc. (SNAP) Q2 2025 Earnings Call Transcript
Snap Inc. (NYSE:SNAP ) Q2 2025 Earnings Conference Call August 5, 2025 5:00 PM ET Company Participants David Ometer - Head of Investor Relations Derek Andersen - Chief Financial Officer Evan T. Spiegel - Co-Founder, CEO & Director Conference Call Participants Benjamin Thomas Black - Deutsche Bank AG, Research Division Daniel Salmon - New Street Research LLP Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Justin Post - BofA Securities, Research Division Mark Elliott Shmulik - Sanford C.
Snap (SNAP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Snap (SNAP) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
