North America DAUs

Europe DAUs

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Daily Active Users

% change DAUs

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Revenue By Geography

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Snap

Bitstrips is a media and technology company based in Toronto, Canada. It develops and operates Bitmoji, a mobile application that allows users to create personalized avatars and use them in messaging applications. As of March 2016, Bitstrips has been operating as a subsidiary of Snap Inc. Bitmoji was integrated into Snapchat in July 2016. Bitstrips Inc. was founded in 2007 by Jacob Blackstock, David Kennedy, Shahan Panth, Dorian Baldwin, and Jesse Brown.

Bitstrips

Spectacles are pairs of smartglasses dedicated to recording video for the Snapchat service. They feature a camera lens and are capable of recording short video segments and syncing with a smartphone to upload to the user's online account. They were developed and manufactured by Snap Inc., announced on September 23, 2016, during Snap Inc's rebrand from Snapchat Inc. and released on November 10. They are made for Snap's image messaging and multimedia platform Snapchat and were initially distributed exclusively through Snap's pop-up vending machine, Snapbot. On February 20, 2017, Snap Spectacles became available for purchase online.

Spectacles

Snap, Inc. is a technology company. It engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Earnings data Q1 2021

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Snap reports strong Q4 performance, focuses on AR innovation

Snap's Q4 2022 performance reflects robust user growth, revenue generation, and strategic investments in community and augmented reality.
The company's strengths lie in ad platform enhancements, user engagement, and upcoming Investor Day insights, bolstering its competitive position.
While facing challenges in revenue dynamics and cost management, Snap can leverage opportunities in AR innovation, ad platform optimization, and content monetization.
Navigating these challenges and seizing opportunities will be key for Snap to sustain growth, profitability, and investor confidence in the evolving social media landscape.

Snap reports solid Q1 performance, focuses on user experience

Snap's Q1 2023 performance reflects user growth, revenue increase, and positive cash flow generation. The company's strategic focus on user experience, revenue diversification, and cost management highlights its commitment to long-term growth.
While facing challenges in advertising platform ROI and revenue growth, Snap's strengths in user engagement, innovation, and cost efficiency position it well for future opportunities. The company's investments in AR and community growth are key drivers of its growth strategy.

Snap (SNAP) reports robust Q2 performance, focuses on community growth

Snap's Q2 2023 earnings call highlights strong financial performance, strategic investments in AR and AI, and a focus on community growth. The company emphasizes its unique role in visual communication, successful products like Snapchat+, and efforts to drive revenue growth through content engagement. Challenges include maintaining revenue growth amidst market competition and evolving advertiser needs.

Snap Inc. reports robust Q3 earnings, eyes growth through engagement

Snap Inc.'s Q3 performance reflects positive revenue growth, strong user engagement, and a focus on enhancing advertising platform ROI. While facing challenges in Q4 revenue guidance and leadership transitions, the company is well-positioned to capitalize on opportunities for growth through strategic initiatives and partnerships. Snap's emphasis on user engagement and revenue diversification bodes well for future success.

Snap reports solid Q4 performance, focuses on engagement growth

Snap's Q4 2023 performance showcased strong user engagement and revenue growth, supported by strategic initiatives in AI and content unification.
While facing challenges such as workforce restructuring and competitive pressures, Snap is focused on driving revenue through ad platform improvements and cost-saving measures.
Opportunities lie in leveraging subscription services, enhancing user experiences, and expanding in key regions to sustain growth and drive long-term success.

Snap reports strong Q1 performance, eyes SMB growth opportunities

Snap's Q1 performance showcased revenue growth, user engagement improvements, and a positive brand environment. The company's strategic focus on relationships, Snap Stars, and global expansion bode well for future growth. While facing challenges in user engagement balance and competitive landscape, Snap is leveraging opportunities in SMB advertising growth and ad partnerships.

Snap reports record user growth and revenue, eyes AR innovation

Snap's Q2 2024 performance demonstrated strong user growth, revenue expansion, and improved financial health, driven by direct response advertising and Snapchat+ subscriptions.
While facing challenges in user retention and revenue diversification, Snap's focus on AR experiences, small and medium-sized advertisers, and upcoming innovations position it well for future growth.
Opportunities lie in expanding its customer base, enhancing content engagement, and leveraging technological advancements to drive revenue and user engagement.
Overall, Snap's strategic focus on innovation, user experience, and revenue diversification sets a positive trajectory for sustainable growth and market competitiveness.

Snap reports robust Q3 performance, eyes revenue growth opportunities

Snap's Q3 performance reflects strong user growth, revenue increase, and financial stability, positioning the company for future success.
While facing challenges in user engagement and competition, Snap's strategic focus on innovation and revenue growth presents opportunities for sustained growth.
With a clear roadmap for Q4 revenue targets and a commitment to enhancing user experience and AR capabilities, Snap is poised for continued success in the market.

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Cost of revenue

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Operating income

EBITDA

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Non-current assets

Net PPE

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Current liabilities

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Stockholders equity

Minority interest

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Book value per share

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Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Free cash flow

Dollar General

Kroger

Walmart

For retailers like Kroger, Walmart and Dollar General, the decline in SNAP dollars will put pressure on discretionary sales.

Shrinking food stamp benefits for families mean yet another challenge for retailers

SNAP has been facing a combination of IDFA, macro, and competitive issues, which has been weighing on its results. That said, it's still a valuable platform and expectations are low.

Snap Should Benefit From Lower Expectations In 2023

Prediction: These 2 Cheap Tech Stocks Will Surge on a TikTok Ban

The video-sharing platform's CEO, Shou Chew, made little headway in convincing lawmakers to allow the app to continue under its Chinese ownership.

Meta and Snap Stocks Rise After TikTok CEO's Testimony Fails to Ease U.S. Pressure

"If ByteDance fights against this forced sale, TikTok will likely be banned in the US by late 2023," Wedbush analyst Dan Ives said.

Snapchat and Meta lead social media stocks higher as TikTok CEO gives 'disaster' testimony to Congress

Snapchat grew revenues at a 50+% clip just over a year ago. Growth has completely disappeared and margins have followed suit.

Snap: Risks Are Rising But Stock Is Cheap

Snap Inc.'s SNAP, +3.53% stock jumped more than 3% Thursday after it launched a new division to help other companies build augmented-reality features for their websites or apps. The division, called AR Enterprise Services, marks Snap's entry into selling its AR technology to business customers so they can enhance real-world photos and videos with computerized images.

Snap launches division to bring AR to other companies

Snap has launched a program that helps businesses engage with customers via augmented reality (AR). The new AR Enterprise Services (ARES) enables businesses to integrate Snap's AR technology into their own apps, websites and physical locations, the company said in a Thursday (March 23) press release.

Snap Helps Businesses Integrate Augmented Reality into Stores

Alphabet

The three American companies tacked on $47 billion in market capitalization Thursday as Congress upped the pressure on security concerns posed by TikTok.

Banning TikTok Would Boost Alphabet, Meta And Snap—Here's How Much Their Stocks Could Jump

Snap users are already quite familiar with the company's expertise in AR thanks to Lenses and Filters. Now, the social media company is unveiling AR Enterprise Services (ARES) to offer those tools to businesses.

Snap is offering its AR tools to enterprise customers

Snap Inc , owner of photo messaging app Snapchat, launched a new division on Thursday that will help other companies build augmented reality features for their websites or apps.

Snap launches enterprise division to help businesses build AR features

SANTA MONICA, Calif.--(BUSINESS WIRE)--Snap Inc. today unveiled AR Enterprise Services (ARES), a new enterprise solution to enable businesses to integrate Snap's Augmented Reality (AR) into their owned and operated channels with ease and at scale. Through this offering, consumers will enjoy immersive and personalized experiences with their favorite brands, with a suite of advanced tools designed to increase confidence in their purchases.

Snap Inc. Unveils ARES to Bring Power of Its Augmented Reality to Enterprises

A TikTok ban in the U.S. will likely benefit Meta, YouTube and Snap's revenue and hence their stocks the most, per a Bernstein note.

TikTok ban will benefit Meta, Google and Snap the most: Bernstein

Oracle

TikTok is one of the fastest-growing companies in the world with over 1 billion monthly active users, which makes it only slightly less popular than Instagram with 1.2 billion MAUs. Despite being a private company, data estimates indicate the platform generated $4.6 billion in 2021, up a blistering 142% year over year.

3 Stocks That May Be Impacted by the Possible TikTok Ban

Apple

Microsoft

NVIDIA

Spotify

Taiwan Semiconductor Manufacturing

The use cases for AI are only beginning to be unlocked.

Where to Invest in Artificial Intelligence Stocks Today

Shares of Snap Inc (NYSE:SNAP) are on the rise on speculation that rival app TikTok could be banned in the US.  On Wednesday, the Biden administration called for TikTok to be sold or spun off from its Chinese parent company ByteDance or be hit with a ban.

Snap shares climb as TikTok rival stands to benefit from potential US ban

Snap Inc (NYSE: SNAP) is in the green today on reports that TikTok – the world-renowned short video app may face a ban in the United States to resolve concerns of national security.

U.S. may soon ban TikTok: could Snap be the primary beneficiary?

Video-centric social media company Snap Inc. ( SNAP , Financial) has taken a painful pummelling as the broader basket of social media and tech stocks sold off last year. It's hard to believe that shares of Snap are now down around 88% from their euphoric highs of 2021.

Snap Stock: Can AI and AR Innovations Spark Share Snap-back?

Snap (NYSE: SNAP ) stock is on the move Thursday as talk of a TikTok ban rekindles interest in the social media app. Insiders claim that President Joe Biden's Administration is considering banning TikTok as it represents a security threat to the U.S. If that were to happen, other social media services, such as Snap, could benefit from the ban.

SNAP Stock Pops Amid Potential U.S. TikTok Ban

Shares of  Snapchat-parent  Snap Inc (NYSE:SNAP) are rallying before the open, last seen up 6.1% after the White House said competitor TikTok could be banned in the U.S. if Chinese owner ByteDance doesn't divest its stake.

Snap Stock Pops on Possible Competition Ban

The White House is demanding ByteDance sell the U.S. arm of TikTok or face a potential ban, according to a report from The Wall Street Journal.

Meta and Snap Stocks Jump as Prospect of Ban on Key Rival TikTok Spreads

Snapchat launched parental controls on its app last year through the new ‘Family Center' feature. Today, the company announced through a post on its online Privacy and Safety Hub it will now add content filtering capabilities that will allow parents to restrict teens from being exposed to content identified as sensitive or suggestive.

Snapchat adds new parental controls that block ‘sensitive and suggestive' content from viewing by teens

Snapchat (SNAP) collaborates with Dutch Ministry to launch Augmented Reality lens to motivate young people to vote.

Snapchat (SNAP) Partners With Dutch Ministry to Inspire Voting

Social media platform Snap Inc. (NYSE: SNAP) stock has been rallying as Congress persists in its efforts to ban social media video platform TikTok in the U.S. This trend has been boosting shares of other U.S. social media platforms like Meta Platforms Inc. (NASDAQ: META) and Pinterest Inc. (NASDAQ: PINS).

Snap Stock Snaps Back on Prospects for a TikTok Ban

Exelixis

Exelixis' exciting oncology platform can lead to new products and higher revenue. Snap's popularity among younger users remains a major long-term tailwind.

News for Snap Stock (SNAP)