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Snapchat has reportedly filed confidentially for its massive IPO

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Re: Snapchat has reportedly filed confidentially for its massive IPO

#71
post #63
post #53

Earlier quoted context omitted.

Maybe this is why Snapchat is so popular: Because you don't have a shit-ton of businesses targeting you to cram ads down your throat?

Bingo. But the bone is cooked with the steak. Eventually, the VCs will want a return on the cash, and then you need to have customers that want to use snap-chat. There are 2 options then: Turn it into a paid service that you pay to use, or turn on the ads. I think we all know that most kids aren't going to pony up to use snapchat, so ads it is. They have to turn on the ads, and then, as the marketers are the customer…

The IPO is the liquidity event for the VCs. After that it's the shareholders left holding the bag.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#72
post #12

I'm a professional photographer with about 16K + Instagram followers. I used snapchat to stream behind the scenes photos and videos and retouching tutorials, but that was a black box. Yes, I had comments open and I interacted with my friends and fans, but I couldn't tag anyone, or hashtags, discoverability is a serious issues in that platform. I started using Instagram stories and now I have the same views per snaps…

It definitely sounds like Instagram is a better fit for that. But is that really Snapchat's core use case? There's definitely some overlap in uses, but instagram isn't a complete replacement for Snapchat. And the areas where instagram doesn't cover snapchat, it seems like are snapchat's primary uses.

Maybe you could describe the core use case? I was nodding my head all through that comment because I feel like I should like Snapchat, seems like everyone else does, but after each of several attempts I just uninstalled it because I would open it and wonder what I should be doing on it. I just didn't find myself experiencing things that were worth pulling out my phone for but not worth keeping permanently. And I just couldn't find accounts who posted anything worthwhile on there often enough.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#73
I realized that facebook had made it when old people started using it, and I don't mean silicon valley old, but like for real old. Snapchat hasn't hit that threshold yet. It could be the next myspace of facebook, but at 40 billion there is a plenty of upside.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#74
post #71
post #63

Earlier quoted context omitted.

Bingo. But the bone is cooked with the steak. Eventually, the VCs will want a return on the cash, and then you need to have customers that want to use snap-chat. There are 2 options then: Turn it into a paid service that you pay to use, or turn on the ads. I think we all know that most kids aren't going to pony up to use snapchat, so ads it is. They have to turn on the ads, and then, as the marketers are the customer…

The IPO is the liquidity event for the VCs. After that it's the shareholders left holding the bag.

You really think so? If that is the case, why the long delays in IPOs? You'd think that a 'pump-n-dump' scheme would be more profitable then. Provided that you cannot be implicated in this via many shell companies.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#75
post #12

I'm a professional photographer with about 16K + Instagram followers. I used snapchat to stream behind the scenes photos and videos and retouching tutorials, but that was a black box. Yes, I had comments open and I interacted with my friends and fans, but I couldn't tag anyone, or hashtags, discoverability is a serious issues in that platform. I started using Instagram stories and now I have the same views per snaps…

As an internet marketer I have got to agree with you on this completely. No one wants to even give a second of time to the ads in Snapchat. They are obtrusive and in the middle breaking up the content you want to see. For personal branding Snapchat is great. For communicating directly with people you care about, Snapchat is great. I honestly don't see it going anywhere beyond that. Probably going out of business due…

"Probably going out of business due to a lack of revenue."

No. This isn't really that true, the business has placed a great deal of investment on the following: hiring sales people, partnering with measurement (millward brown, nielsen) selling ads like crazy at a premium to the largest F500 brands in the world.

The biggest content creators, celebrities and normals are on the platform. They are creating new forms of expression which have been copied by incumbents namely Instagram.

They have made their first steps into hardware with spectacles which have generated similar type of hype as Yeezys.

So your arguments are not strong enough, its actually laughable you think it lacks revenue. When the S-1 document is public and the gross margins and employee count are revealed we'll see all the risk factors clearly.

Given that the founders most likely own most of the stock, this is a company that is definitely going to succeed as so many people want to work with them.

For an internet marketer you are woefully off the mark with comments like the above.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#76

Earlier quoted context omitted.

>but I couldn't tag anyone, or hashtags, discoverability is a serious issues in that platform. You're looking at it through the lens of a professional photographer, though. When I speak to young people the lack of discovery isn't a concern at all. If anything I'd contest that is one of the reasons Snapchat grew so quickly—you aren't tagged without you realizing it in a friend's picture, your parents aren't searching…

And you're looking at through the lens of a user, rather than a shareholder. The teens may not care about discovery, but the people selling to those teens do.

Oh, you can pay for discoverability. No shareholder issues there.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#77

Earlier quoted context omitted.

It definitely sounds like Instagram is a better fit for that. But is that really Snapchat's core use case? There's definitely some overlap in uses, but instagram isn't a complete replacement for Snapchat. And the areas where instagram doesn't cover snapchat, it seems like are snapchat's primary uses.

Maybe you could describe the core use case? I was nodding my head all through that comment because I feel like I should like Snapchat, seems like everyone else does, but after each of several attempts I just uninstalled it because I would open it and wonder what I should be doing on it. I just didn't find myself experiencing things that were worth pulling out my phone for but not worth keeping permanently. And I just…

It's great for a light, whimsical touch. Throw stuff at the wall and see what sticks. Photos of yourself making a fool of yourself, everywhere, all the time. Stupid puns, stupid jokes, stupid selfies, stupid stuff which is really the best stuff, if you ask me :). No ultra well thought out filtered perfect square omg look at the color chroma jesus on my toast kind of photos. That'd be a waste of time. Just passing thoughts, fleeting moments. It's so great for a light touch to keeping up with far away friends and family. You don't need a reason to send a snap of just your face doing O.O. And it reminds you of each other. But you wouldn't do that over e-mail or Facebook :P.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#78
post #12

I'm a professional photographer with about 16K + Instagram followers. I used snapchat to stream behind the scenes photos and videos and retouching tutorials, but that was a black box. Yes, I had comments open and I interacted with my friends and fans, but I couldn't tag anyone, or hashtags, discoverability is a serious issues in that platform. I started using Instagram stories and now I have the same views per snaps…

I don't think that is snapchats appeal

Re: Snapchat has reportedly filed confidentially for its massive IPO

#80
post #58

Earlier quoted context omitted.

That isn't "old man" that is practical thinking. Kids don't have any money!!!!!!!!!!

But kids do have income increases and their highest years of earning ahead of them. That has to be worth something.

How visible are AOL Instant Messenger ads to you these days? ;)
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