71–80 of 294 posts
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.
On the earnings call they reported 5 million snaps taken using Spectacles, and $8 million in revenue from Spectacles this quarter. Maybe 55-60,000 units sold (?). That was the only thing I was curious about on the call.
Earlier quoted context omitted.
> 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…
I have snapchat on my phone, not because I use it... my daughter likes to make funny faces. She does NOT post. Am I counted as an active user?
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.
On the earnings call they reported 5 million snaps taken using Spectacles, and $8 million in revenue from Spectacles this quarter. Maybe 55-60,000 units sold (?). That was the only thing I was curious about on the call.
Earlier quoted context omitted.
On the earnings call they reported 5 million snaps taken using Spectacles, and $8 million in revenue from Spectacles this quarter. Maybe 55-60,000 units sold (?). That was the only thing I was curious about on the call.
Is that a significant amount?
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.
Earlier quoted context omitted.
Sluggish user growth probably doesn't look much better when Facebook's overt effort to clone their product seems to be working. Instagram Stories alone already outpaces Snap 200M to 166M. Looks like an uphill battle from here. http://www.thefader.com/2017/04/14/instagram-stories-more-po...
When you put it like that, you have to wonder how they have any chance at all, save some crazy pivot. From a consumer perspective, it's disappointing that Facebook controls itself and now this arena. It's gonna be hard to find innovation when purchasing and cloning are the way to do business. In some circles, having an Instagram is as expected as having Facebook, which makes abstaining difficult.
Earlier quoted context omitted.
Sluggish user growth probably doesn't look much better when Facebook's overt effort to clone their product seems to be working. Instagram Stories alone already outpaces Snap 200M to 166M. Looks like an uphill battle from here. http://www.thefader.com/2017/04/14/instagram-stories-more-po...
When you put it like that, you have to wonder how they have any chance at all, save some crazy pivot. From a consumer perspective, it's disappointing that Facebook controls itself and now this arena. It's gonna be hard to find innovation when purchasing and cloning are the way to do business. In some circles, having an Instagram is as expected as having Facebook, which makes abstaining difficult.
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
I know it's not the main reason for the -23% in premarket, but it show a certain culture and disdain for shareholders, in my opinion.