North America DAUs

Europe DAUs

Rest of World DAUs

Daily Active Users

% change DAUs

North America

Europe

Rest of World

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

OpEx Y/Y

Growth

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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Snapchat users have complained of seeing their likeness in ads after the images were put through an AI-powered generator in the "My Selfies" tool.

Snapchat reserves right to put AI-generated images of users' faces in ‘My Selfie' ads

Snap partnered with chipmaker Qualcomm and OpenAI's ChatGPT to create the AR Spectacles, which allow users to place digital images and filters onto the real world through the lenses.

Snap unveils $1,200 high-tech glasses that will let you alter reality in bid to win tech race

Snap Inc. (NYSE:SNAP ) Annual Snap Partner Summit Call September 17, 2024 1:00 PM ET Company Participants Evan Spiegel - Chief Executive Officer & Co-Founder Ceci Mourkogiannis - Head, Products Brooke Berry - Head, Creator Development Sophia Dominguez - Director, AR Platform Bobby Murphy - Chief Technology Officer Evan Spiegel Welcome, everybody. We are so excited to kick-off the Snap Partner Summit.

Snap Inc. (SNAP) Annual Snap Partner Summit (Transcript)

Snap announced an upgraded version of its Spectacles augmented-reality glasses on Tuesday, doubling down on its bet that wearable devices to enhance the view of the real world will be one of the next frontiers in tech.

Snap advances bet on augmented reality with new version of Spectacles glasses

Snap on Tuesday announced the fifth generation of its Spectacles augmented reality glasses that can overlay digital graphics onto the physical world. Like Meta, Snap has been trying for years to break into consumer hardware.

Snap unveils latest AR glasses despite ongoing struggles in core ad business

Snapchat's Brooke Berry introduced new creator tools at the company's partner summit on Tuesday. Snap Stars can now directly share content analytics with brands to land paid deals.

Snapchat unveils new features to recruit more creators and land them paid brand deals

At its annual Snap Partner Summit on Tuesday, Snapchat announced that it's introducing a new AI video generation tool for creators. The tool will allow select creators to generate AI videos from text prompts, and soon, from image prompts.

Snap is introducing an AI video generation tool for creators

Snap bets big on enhanced user protection and AI innovations to reignite growth, which makes the stock worth a watch amid fierce competition.

SNAP Falls 12.8% in 6 Months: Can User Safety Efforts Reignite Growth?

Snap (SNAP) closed the most recent trading day at $9.64, moving +1.26% from the previous trading session.

Snap (SNAP) Outperforms Broader Market: What You Need to Know

SANTA MONICA, Calif.--(BUSINESS WIRE)--Snap Inc. (NYSE: SNAP) announced today that Jim Lanzone, Chief Executive Officer of Yahoo Inc., has been appointed to the company's board of directors, effective as of September 12, 2024. “We are excited to welcome Jim to our board of directors and benefit from his experience in technology and digital advertising,” said Evan Spiegel, co-founder and Chief Executive Officer of Snap Inc. “We look forward to working with and learning from him as we continue to.

Jim Lanzone Joins Snap Inc. Board of Directors

Meta, TikTok and Snap pledge to participate in program to combat suicide and self-harm content

Pfizer

Pfizer is slowly starting to replace its COVID-19 portfolio with newer medicines. Snap's strong ecosystem could allow it to eventually turn a profit and deliver strong returns.

2 Beaten-Down Stocks That Could Be Great Buys on the Dip

Snap (SNAP) concluded the recent trading session at $8.64, signifying a +1.29% move from its prior day's close.

Snap (SNAP) Rises Higher Than Market: Key Facts

Despite a 47.57% drop in shares, I remain bullish on Snapchat due to its potential for ARPU growth and innovative ad formats. Snapchat's focus on direct response advertising and AR investments is expected to drive higher ARPU, despite current market skepticism and competition from Meta Google, and ByteDance's TikTok. The market is overly bearish on Snapchat's ad model; management's strategic focus on AI and AR is starting to show promising results.

Snapchat: Ad Revenue Is Stronger Than It Appears

Snap started making progress last quarter with its monetization before taking a step back in its most recent quarter. Growth is slowing, and Snap is losing a lot of money, which may be good reasons to avoid Snap stock despite its more attractive valuation.

Here's Why Snap Stock Lost 30% of Its Value in August

Snap has fallen to multi-year lows despite strong sales growth and a promising subscription service, making it an undervalued investment below $9. The social messaging company reported 850 million MAUs and 432 million DAUs, with Snapchat+ boosting subscriptions to 11 million. The market is overly focused on volatile advertising revenue, ignoring Snap's potential $700 million in recurring subscription fees by the end of 2024.

Snap: 11+ Million Reasons To Like

Snap reported its Q2 FY24 earnings where revenue growth missed estimates due to weakness in brand-oriented advertising, which hurt its North American market. While the company saw its highest ever count of DAUs, its North American DAUs growth rate has stagnated, which is one of the drivers of investor pessimism. While the management sounded optimistic on its progress in DR advertising solutions to drive higher ROAS, its Q3 guidance points to a further slowdown in revenue growth.

Snap: Pessimism From Weak Q3 Guidance Is Baked In

Raul Torrez, New Mexico's state attorney general, announced legal action against Snapchat parent company Snap following a months-long investigation.

Snapchat favored by child predators who use ‘sextortion' to get explicit images of minors: lawsuit

New Mexico said on Thursday it filed a lawsuit against Snapchat owner Snap Inc , alleging that the messaging app's policies and design features facilitate the sharing of child sexual exploitation material.

Snap sued by New Mexico over failure to protect children from sexual exploitation

The New Mexico attorney general filed a lawsuit against Snap. The suit alleges that the design features of the social media app Snapchat create an environment where "predators can easily target children through sextortion schemes.

Snap sued by New Mexico AG over 'sextortion' of kids by predators

Snap Inc. NYSE: SNAP is the corporation behind the popular social media platform Snapchat. Despite Snapchat's undeniable brand recognition and a loyal, growing user base, Snap's stock price has dropped significantly, down 47% year to date and nearly 90% from its all-time high.

Snap's AR Power Play: Don't Miss This Potential Rebound

Snap has struggled to monetize its Snapchat social media platform effectively since Apple changed its privacy policies in 2021. SSnap has rolled out innovations to drive measurable progress, and it's starting to show in its financial results.

Can Snap Stock Snap Back? Why Its 47% Year-to-Date Plunge Might Be a Buying Opportunity.

The latest trading day saw Snap (SNAP) settling at $8.79, representing a -0.79% change from its previous close.

Snap (SNAP) Registers a Bigger Fall Than the Market: Important Facts to Note

Snap is testing a “simplified version of Snapchat,” CEO Evan Spiegel wrote in a letter to employees published on Snap's website Tuesday. The CEO says the simplified version aims to improve the platform's accessibility and usability.

Snap CEO says the company is testing a ‘simplified' Snapchat

Snap will concentrate on expanding and diversifying its underperforming advertising business with a focus on augmented reality, CEO Evan Spiegel informed employees in a note on Tuesday.

News for Snap Stock (SNAP)