31–40 of 294 posts
Lets not forget that Facebook lost a lot lot of money before finally discovering a way to monetize its services. This is SNAP's first public earnings report. Disclosure: Not a user or stock holder of SNAP
They never lost money at SNAPs rate as a public company.
Is there any public company that releases earnings in realtime rather than quarterly and/or annually? Has this ever been tried? Is there any rational behind earnings being reported quarterly/annually besides it being aligned with existing regulatory and accounting procedures?
Lets not forget that Facebook lost a lot lot of money before finally discovering a way to monetize its services. This is SNAP's first public earnings report. Disclosure: Not a user or stock holder of SNAP
Facebook didn't have a competitor with 20x the market cap doing a great job of rapidly copying their distinguishing features.
What makes Facebook so threatening to Snapchat is the aggressive cloning in tandem with it's pre-existing, larger network.
By the time Google decided to clone Facebook, the Facebook Graph was already more powerful than the GMail graph (which is what Google Plus was built on).
Some quick highlights as to why the stock is being punished. > Adjusted Ebitda Loss $188.2M, Est. Loss $176.9M > 1Q Daily Active Users 166M, Est. 168M > 1Q Rev. $149.6M, Est. $158.6M > 1Q Loss/Shr $2.31 I'm guessing the big issue is the miss on Daily active users. This is the same thing that caused the street ot hammer twitter. Rule of thumb for non profitable tech companies.... If you are a company that isn't making…
I do not think that investors are concern about net loss - at least I'm not. I'm disappointed by anemic growth: Facebook has 18 percent increase year over year. They have ~2B users [1] This q Snapchat had growth of ~5% which will be about ~20% per year. But they are 10x smaller than Facebook. [1] Facebook 5/3/17 earning report
How much social media activity/growth is not human?
But! SNAP is doing AR, Spectacles are a stroke of marketing genius, distributed to cool influencers, instead of boring geeks like Google Glass or HoloLens. \s Guess you can't fool all people all the time.
Is there any public company that releases earnings in realtime rather than quarterly and/or annually? Has this ever been tried? Is there any rational behind earnings being reported quarterly/annually besides it being aligned with existing regulatory and accounting procedures?
Lets not forget that Facebook lost a lot lot of money before finally discovering a way to monetize its services. This is SNAP's first public earnings report. Disclosure: Not a user or stock holder of SNAP
FB grew at a faster rate than SNAP from a much bigger base.
Some quick highlights as to why the stock is being punished. > Adjusted Ebitda Loss $188.2M, Est. Loss $176.9M > 1Q Daily Active Users 166M, Est. 168M > 1Q Rev. $149.6M, Est. $158.6M > 1Q Loss/Shr $2.31 I'm guessing the big issue is the miss on Daily active users. This is the same thing that caused the street ot hammer twitter. Rule of thumb for non profitable tech companies.... If you are a company that isn't making…
> A very key number here is revenue per user [...] this is down from $1.05 (14%) from what it reported for Q4 2016, before its IPO. I disagree a little with Bloomberg here, the numbers are bad (active users isn't great), but given the same number of users you'd expect advertising revenue (which is what they're driven by) to be down Q1 vs Q4. Ad budgets and spending is cyclical and seasonal, far more money is thrown a…
And Facebook is up in after-hours trading