11–20 of 294 posts
Q4'15 - 13.8%
Q1'16 - 14%
Q2'16 - 17.2%
Q3'16 - 7%
Q4'16 - 3.2%
Instagram Stories launched Q3'16. Going forward, growth is going to be flat, maybe even negative, now that every messenger service now has their own Stories clone.
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?
As a former professional investor quarterly is fine. i want mgmt focused on running the business, not reporting to investors. Anyone who wants more frequent data so they can trade the stock can hit the road as far as I care.
Disclosure: Not a user or stock holder of SNAP
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
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'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
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…
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...
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…
http://www.cnbc.com/2017/05/03/facebook-average-revenue-per-...
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 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 at the wall during the holiday period than after.
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…