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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

#91

Post by shostack »

monkmartinez wrote: post #87
ReverseCold wrote: post #68

Earlier quoted context omitted.

They sell sponsored filters, iirc Snapchat is already profitable.

Heck yeah, The wave of the future is filters of selfies! Ranks right up there with Insulin, Oil extraction, Bridge construction, Mining, and more! Who would've thought?

You'd be surprised then to learn that Line makes $270M/yr on stickers.

Think of these as fashion items. Trend-driven, fleeting, and a way for people to make statements about themselves. Many here might not have much interest in fashion, but there's no denying it is a massive industry.

As augmented reality becomes big and wearables become mainstream, filters like Snapchat offers will clearly grow in demand and value as virtual fashion goods. The interesting thing is the business model because right now advertisers foot the bill, not the consumer.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#92

Post by duaneb »

banusaur wrote: post #90
Tepix wrote: post #2

Could someone explain a) Why they need so much money? Don't tell me it's to produce some spectacles b) Why they are worth so much? I get that they have an interesting user base (young people), but they are having a hard time making money, aren't they? That $19b WhatsApp purchase hasn't exactly earned a lot of money yet, has it? It's still a very long bet, especially with Facebook being forbidden to collect the data n…

A) They have the capacity to deliver state-of-the-art technology and can easily dominate with a surge of money for mass-production of electronics. On a whim they could deliver unparalleled face recognition for instance: https://hackernoon.com/is-snap-inc-building-a-wearable-face-... B) They're worth so much because on any given day, the app reaches 41 percent of all 18-to-34-year-olds in the United States. They have…

Is there any indication they can monetize their audience? Twitter claimed to. How is snapchat different?

Re: Snapchat has reportedly filed confidentially for its massive IPO

#93

Post by lomnakkus »

forgetsusername wrote: post #66
27182818284 wrote: post #24

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.

I sometimes wish I could be better at exploiting what shareholders believe -- which would involve a certain degree of cycicism. (I think your first paragraph is right, but I think you second paragraph is believed-by-shareholders-but-absolute-bollocks. I'm guessing you'll agree.)

Re: Snapchat has reportedly filed confidentially for its massive IPO

#94

Post by partiallypro »

kevando wrote: post #14

Maybe I'm alone here, but I love the way Evan and Snapchat, er Snap, communicate as a company. They are incredibly tight lipped, but also very honest and blunt. They've talked about this IPO for years, and made no secret about becoming a camera company.

If they really plan to be a camera company then this stock will be the next Twitter, but possibly worse.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#95

Post by reconx »

adotjdotr wrote: post #75
jklinger410 wrote: post #65

Earlier quoted context omitted.

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 e…

There may be brands looking to drive awareness, like a P&G or Coke or Nike looking to sell you more crap, but advertisers who care about driving sales, measurable sales are not going to be using the platform. As a marketer for a F25, the platform is a joke.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#96

Post by nickysemenza »

taytus wrote: 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'm a photographer and a college student I use instagram for posting photos, I have a lot of followers who aren't my friends

I use snapchat soley for communicating with my close friends

so for me, they both have distinct use cases that aren't too overlapping

Re: Snapchat has reportedly filed confidentially for its massive IPO

#97

Post by slackoverflower »

Many people here are underestimating Snapchat. It is the only app where I enjoy the ads. They are not intrusively at all, most of the time they show up at the end of a story or between 2 user's stories. They are all video ads which is the best form of getting attention (atleast for me) and interacting with the ad is as simple as swiping up on the video. If it is an app install ad: Swipe up and it brings up the App Store download view. If it's a shopping ad: swipe up and its bring a web view of the advertiser's ecommerce site. It is great! Facebook is boring and repetitive, Snapchat is lively and fun to use. I see it going extremely far but it will be tough to reach Facebook-scale.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#98

Post by pbhjpbhj »

shostack wrote: post #91
monkmartinez wrote: post #87

Earlier quoted context omitted.

Heck yeah, The wave of the future is filters of selfies! Ranks right up there with Insulin, Oil extraction, Bridge construction, Mining, and more! Who would've thought?

You'd be surprised then to learn that Line makes $270M/yr on stickers. Think of these as fashion items. Trend-driven, fleeting, and a way for people to make statements about themselves. Many here might not have much interest in fashion, but there's no denying it is a massive industry. As augmented reality becomes big and wearables become mainstream, filters like Snapchat offers will clearly grow in demand and value a…

If like me you've never heard of Line, it seems to be a series of apps around standard comms (like WhatsApp, etc.) and device theming.

https://line.me/en/family-apps

Re: Snapchat has reportedly filed confidentially for its massive IPO

#99

Post by pbhjpbhj »

tenpies wrote: post #45
chollida1 wrote: post #4

Really interested in learning if Snap is more Facebook or Twitter. This could be a big litmus test for the tech IPO. 2 things I'm very interested in: 1) If the rumors are correct that they are looking to raise 4 Billion at a roughly $40 Billion valuation. If you assume that their absolute pie in the sky max valuation ever is similar to what facebook is now, roughly 340 Billion, then that's not alot of upside for inve…

I wish we could get some visibility as to how many Snapchat users are adult content creators. This is a segment that everyone seems to ignore, but I think we would be surprised to learn its scale and the amount of money flowing through it. It's also probably the group of users which most use Snapcash and driver huge numbers across all metrics.

Hot much underage porn does Snapchat carry. What's the potential liability on that given (in UK) ISPs are starting to filter porn by default.

Snapchat's rose in the mass media as the app children were using to send images of their body parts. Not just that, mean/bullying messages and "pranks" too. Of course you can do those things on other apps or through other media, just Snapchat's transient messages seemed designed for it.

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