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Those are staggering figures to me and the trend is equally surprising. Maybe it's ignorance about hosting costs at such a scale, but i feel like cost/DAU should be declining over time, right? Is there something i'm missing here?
Earlier quoted context omitted.
The kids still snapchat so... me thinks a while.
What kids? Kids with credit cards or kids where most purchases are made by parents and therefore hard to link back to ads shown on SnapChat? I'm in my 30's and don't know too many people that use SnapChat... so when people say "young kids use SnapChat" I'm not sure if that means 13-18 year olds or 18-29 year olds or something.
It's brands with credit cards and "kids" with eyeballs. It's a promotions/advertising play.
SNAP down 16% in after hours trading (at 4:54pm eastern time): https://finance.google.com/finance?q=NYSE%3ASNAP&ei=bSsCWpmn...
For those wondering, click on the chart and type 'e' to show after hours trading.
> Hosting costs per DAU were $0.68 in Q3 2017 as compared to $0.64 in Q3 2016 and $0.61 in Q2 2017. Those are staggering figures to me and the trend is equally surprising. Maybe it's ignorance about hosting costs at such a scale, but i feel like cost/DAU should be declining over time, right? Is there something i'm missing here?
OR
Do you foresee them surviving beyond 2027?
> Hosting costs per DAU were $0.68 in Q3 2017 as compared to $0.64 in Q3 2016 and $0.61 in Q2 2017. Those are staggering figures to me and the trend is equally surprising. Maybe it's ignorance about hosting costs at such a scale, but i feel like cost/DAU should be declining over time, right? Is there something i'm missing here?
> Hosting costs per DAU were $0.68 in Q3 2017 as compared to $0.64 in Q3 2016 and $0.61 in Q2 2017. Those are staggering figures to me and the trend is equally surprising. Maybe it's ignorance about hosting costs at such a scale, but i feel like cost/DAU should be declining over time, right? Is there something i'm missing here?
> Hosting costs per DAU were $0.68 in Q3 2017 as compared to $0.64 in Q3 2016 and $0.61 in Q2 2017. Those are staggering figures to me and the trend is equally surprising. Maybe it's ignorance about hosting costs at such a scale, but i feel like cost/DAU should be declining over time, right? Is there something i'm missing here?
They use Google, right? When was the last time Google (or any of the cloud providers) lowered their bandwidth charges?
That small fluctuation is probably just minor variations in usage.
How long do you think they have left? OR Do you foresee them surviving beyond 2027?
Earlier quoted context omitted.
Sort-of, but it's a once-off: Net loss for the nine months ended September 30, 2017 includes $2.5 billion of stock-based compensation expense, primarily due to the recognition of expense related to RSUs with a performance condition satisfied on the effectiveness of the registration statement for our initial public offering.
Still leaves ~600mm in losses. Which is still greater than the ~350mm in losses last year. The idea that money given to employees as equity is not "real money" is toxic.