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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

#151

Post by gotrecruit »

majormajor wrote: post #80
ethbro wrote: post #58

Earlier quoted context omitted.

But kids do have income increases and their highest years of earning ahead of them. That has to be worth something.

How visible are AOL Instant Messenger ads to you these days? ;)

that's a fundamental misunderstanding of marketing. you probably subconsciously remember some of the ads, and even assimilated some of those messages into your psyche without realizing it. these probably manifest in ways like when you want to buy something and can't help but seem partial to a particular brand even though you're not sure why.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#152

Post by shaunrussell »

Anecdotal, but as a casual snapchat user I've noticed a significant 50%+ drop in activity by my friends + peers since Instagram launched stories. I use to sign in and have 20+ stories to watch, this morning it is 4.

I feel like Snapchat sees the writing on the wall, and this is their chance for everyone to cash out.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#153

Post by usrusr »

deepnotderp wrote: post #30
johngrefe wrote: post #21

So people are super hyped about the Snapchat Spectacles. I get the excitement, they are Google Glass at a proletariat price, so owning them doesn't make you a GlassHole. Snapchat is one of the most popular LA Unicorns. Everyone is waiting for them to go public. So how did they release their big hardware add on? Limited time vending machines. They are spinning it as cool, but with XMas, their supposed capitalization a…

My personal hypothesis on this is that they're eating a loss at the price range right now and are trying to figure out if people are interested in the spectacles and at what price.

If anything they are creating a whole lot of media buzz, likely to be perfectly timed ahead of their IPO. The message isn't "we have head mounted cameras, head mounted cameras will dominate the world", the message is "we are more than just another entry in the endless stream of icq successors, continue to expect the unexpected".

This might turn out to be more valuable to founders and VCs than the total hardware cost of the first few batches of camera sunglasses. For that function, the final spectacles price could be purely a balancing act between looking financially responsible to future investors and not deterring consumers to much, with no relation to hardware cost at all.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#155

Post by [deleted] »

randycupertino wrote: post #129
Balgair wrote: post #63

Earlier quoted context omitted.

Bingo. But the bone is cooked with the steak. Eventually, the VCs will want a return on the cash, and then you need to have customers that want to use snap-chat. There are 2 options then: Turn it into a paid service that you pay to use, or turn on the ads. I think we all know that most kids aren't going to pony up to use snapchat, so ads it is. They have to turn on the ads, and then, as the marketers are the customer…

> But the bone is cooked with the steak. I've never heard that expression before! Of course googling it I get a million steak recipes. Can you explain what it means?

[deleted]

Re: Snapchat has reportedly filed confidentially for its massive IPO

#156

Post by xiaoma »

Merem wrote: post #147
xiaoma wrote: post #146

Earlier quoted context omitted.

Really? I did some traveling in SE Asia last year and was under the impression that LINE had failed everywhere in SE Asia except for Thailand.

Line is also really/extremely popular in Indonesia and Taiwan.

I know it's big in Taiwan, the place I've spent most my adult life. Taiwan is not in SE Asia, though. Also, I believe BMM is the dominant chat app in Indonesia.

Re: Snapchat has reportedly filed confidentially for its massive IPO

#157

Post by austinringer »

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…

From a shareholder and advertiser's perspective, Snapchat was already hitting viewership parity with tv's most popular shows nearly 2 years ago. 30% of millenials are on Snapchat, one of the most expensive demographics to reach through television. Like it or hate it, Snapchat hit critical mass a long time ago.

Snapchat vs. Television - https://gigaom.com/2015/02/24/snapchats-our-stories-are-gene...

Pretty Up-to-date Metrics - http://expandedramblings.com/index.php/snapchat-statistics/

Re: Snapchat has reportedly filed confidentially for its massive IPO

#158

Post by pizzacowboy »

randycupertino wrote: post #129
Balgair wrote: post #63

Earlier quoted context omitted.

Bingo. But the bone is cooked with the steak. Eventually, the VCs will want a return on the cash, and then you need to have customers that want to use snap-chat. There are 2 options then: Turn it into a paid service that you pay to use, or turn on the ads. I think we all know that most kids aren't going to pony up to use snapchat, so ads it is. They have to turn on the ads, and then, as the marketers are the customer…

> But the bone is cooked with the steak. I've never heard that expression before! Of course googling it I get a million steak recipes. Can you explain what it means?

Basically that it isn't all "tender and delicious meat," i.e. the good stuff. You have to have the bone (a way to generate revenue) with the meat (the fun content for users) before you can cook and serve it (continue to support it).

Hope that helps!

Re: Snapchat has reportedly filed confidentially for its massive IPO

#159

Post by wzt »

austinringer wrote: post #157
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…

From a shareholder and advertiser's perspective, Snapchat was already hitting viewership parity with tv's most popular shows nearly 2 years ago. 30% of millenials are on Snapchat, one of the most expensive demographics to reach through television. Like it or hate it, Snapchat hit critical mass a long time ago. Snapchat vs. Television - https://gigaom.com/2015/02/24/snapchats-our-stories-are-gene... Pretty Up-to-date…

That is a massive demographic to dominate. The fact that boomers and x-ers don't understand makes Snap an undervalued buy.

http://www.goldmansachs.com/our-thinking/pages/millennials/

Re: Snapchat has reportedly filed confidentially for its massive IPO

#160

Post by tscLegend »

pixelcloud wrote: post #131
huac wrote: post #126

Earlier quoted context omitted.

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...

If I sell you a Book for a million dollars, I make 1 million dollars. If I sell a million books for a dollar each, I make a million dollars. My Company is worth a million dollars. It makes no difference to the quality or what i am selling.
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