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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

#131

Post by pixelcloud »

huac wrote: post #126
photogrammetry wrote: post #113

Earlier quoted context omitted.

>1) If the rumors are correct that they are looking to raise 4 Billion at a roughly $40 Billion valuation. Was under the impression Snapchat was given a $3-5 billion valuation. I find it hard to accept that Snapchat is worth the same as Tesla and SpaceX combined. In other words, is [a 400-employee company whose core product works only on cell phones to show annoying ads to teenagers as they send each other photos, an…

Tesla and SpaceX aren't worth that much for much the same reasons you've outlined - they have massive capex requirements, high employee overhead and retention costs, and really real technology risk (it's literally rocket science).

At least they have something they can sell afterwards...

Re: Snapchat has reportedly filed confidentially for its massive IPO

#132

Post by nv-vn »

photogrammetry wrote: post #113
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…

>1) If the rumors are correct that they are looking to raise 4 Billion at a roughly $40 Billion valuation. Was under the impression Snapchat was given a $3-5 billion valuation. I find it hard to accept that Snapchat is worth the same as Tesla and SpaceX combined. In other words, is [a 400-employee company whose core product works only on cell phones to show annoying ads to teenagers as they send each other photos, an…

> whose core product works only on cell phones to show annoying ads to teenagers as they send each other photos

Rather than trying to call something stupid before you know what it is, it would probably help you to look into Snapchat some more. Other than the fact that it's only on your cell phone, how is any of this different from Facebook/Twitter/Instagram?

Anyways, the reason I believe Snapchat stands out here as a profitable service is exactly what you said. Snapchat is really fast-paced -- while a lot of time goes into most people's Instagram posts, it's not worth the effort for a photo someone will see for 10 seconds max. Like Twitter, this enables rapid use. It's not unheard of for people to send/receive hundreds of snaps a day. Plus, Snapchat is perfect for advertisers. All you do is roll out some filter and probably half the people using the app on that day will try it out. Combine the two and you'll seen realize that not only are users voluntarily sharing advertisements, but they're also doing it often 10+ times a day (and viewing those same advertisements hundreds of times). Yes, more people might see a single ad on Facebook/Instagram/Twitter, but it won't be ingrained into their mind to nearly the same degree as it could be with Snapchat. That's the kind of value that could put them ahead of Tesla or SpaceX.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#133

Post by nv-vn »

MaxLeiter wrote: post #40
sfaf wrote: post #6

Earlier quoted context omitted.

a) To build an ad business capable of handling $100m of ads. You need massive investments in sales, infrastructure, tools, etc. to build a business like that b) They have one of the fastest growing user bases in the social space, their users spends an astounding amount of time on the app (estimated at 30 minutes per day), and their user base is the most targeted demographic for demographics. Also they have literally…

As a teenager, it's almost constantly open on everyones phone - I wouldn't be surprised if I have it open/constantly checking it over 5 hours a day.

Agreed. As a relatively light user (relative to friends), I easily spend hours a day with the app open. It's easily the most popular app for people in the teenage demographic, and anyone who's spent any amount of time with teenagers will realize this.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#134

Post by nv-vn »

jandrese wrote: post #38
BurningFrog wrote: post #27

Earlier quoted context omitted.

I wonder if the user base that rushes in so fast to Snapchat might not rush as quickly to the next cool app, whenever it pops up.

Especially once it starts getting cluttered with annoying ads. Or when Mom and Dad discover it and try to move in.

The way Snapchat is designed is basically anti-Mom-and-Dad -- you get to choose who each message will go to specifically (like texts), and everything disappears after it's been sent or opened. For a parent trying to monitor their kids on Snapchat, there's really not that much you can do.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#135

Post by nv-vn »

duaneb wrote: post #116
banusaur wrote: post #110

Earlier quoted context omitted.

They have the ability to monetize unexplored territory like face recognition and AR in real, meaningful ways. They've built an amazing technical team and are in position to execute on ideas that could have an incredible impact on the way humans interact in real life. They are among a few tech companies whose tech could cause a cultural paradigm shift akin to what we saw with the introduction of the smartphone. This s…

While I agree they are working on cool things, this is entirely separate from an ability to monetize it. This is the part I doubt; I don't see anything that indicates they would succeed where twitter failed.

AR filters are huge on the app. Being able to use them as advertisements has already proven successful.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#136

Post by laumars »

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…

Instagram still has very strict rules about nudety which makes it's a no go for the adult industry and has even ruffled quiet a few feathers with fashion designers and other content creators who may show the occasional nipple even in a none sexual way.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#137

Post by mrep »

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…

> The biggest content creators, celebrities and normals are on the platform.

So does twitter and they are losing money every quarter. I can see snap becoming the next FB or the next twitter but I will definitely be betting on the latter due to the lack of data.

> 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.

I'm sorry, what? How does that correlate at all?

Re: Snapchat has reportedly filed confidentially for its massive IPO

#138

Post by dirtyaura »

randycupertino wrote: post #128
toomuchtodo wrote: post #111

Earlier quoted context omitted.

Do people really have that much time to create and view junk? Random photos of whatever? I'm unsure how this is better than SMS/MMS/iMessage, or how it has more value. Twitter with pics and video in private groups?

Haha... exactly. today I didn't even have time to eat lunch at my desk. How do people have time to create and view that many random snaps?

Work-oriented people seem to have hard time understanding what makes most people happy. Friends, family, sex. Maybe they care about their friends and loved ones? Maybe seeing them brings happiness to them. A honest intimate photo which is not meant for public consumption.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#140

Post by icantdrive55 »

monkmartinez wrote: post #88
TallGuyShort wrote: post #72

Earlier quoted context omitted.

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…

You are like the majority of people out there... fear not! Most of us go on a hike or run and our first thought is to enjoy the moment, not share via some contrived social apparatus designed to, ultimately, sell us shit. It is actually a crime in our family to pull your phone out at dinner. Don't do it if you want to keep your fingers or keep Mama's fork from entering the back of your hand. No food selfies here!!!! T…

"It is actually a crime in our family to pull your phone out at dinner."

I hope this becomes just good manners--very soon.

I look at people, whom are buried into their phone, and try to be understanding.

But my first thought is they are socially awkward, or painfully shy.

It's the Adult Pacifier of the last few years.

It's not kids either, it adults of all socioeconomic groups.

My dating days are over, but I couldn't imagine putting up with a anyone staring into a phone.

I honestly don't know how young people put up with it.

Partly because the phone is such a dumb device. I know your not programming, or working on it.

The girl buried onto her laptop; "Great--it must be school, work, or she's doing something other than surfing social media sites."

The Phone Stare is the most unattractive trait I can recall.

That goes for all sexes. I just happen to notice more women because of hormones, but I see the guys too.

I couldn't be the only one who wants to take that phone and throw it against Starbuck's menu board?

And yes, I'm projecting. It's a little thing, but because society has changed because of the devices; I blame that Smart Phone.

There was a time were people actually talked in person. It was sometimes nice.

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