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Estimated losses would make Snapchat the most unprofitable social media IPO

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Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#51
post #33

Earlier quoted context omitted.

Maybe I'm just old, but I never got the appeal. I find it hard to believe Snapchat has more social value than Twitter, but that's just my opinion.

I must be older still -- I can't believe any of it has value.

Twitter handles 80% of my news consumption somewhat like a "conversational RSS feed." I follow reporters and opinionators I respect and read the links they post to stories.

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#52
post #25

Earlier quoted context omitted.

Facebook does feel like it is dying though. 1. A lot of my friends are leaving facebook 2. A lot of my dev friends no longer build on facebook's platform 3. Most of the young kids I know have moved to Snapchat. 4. Most of the older kids I know hang out on Instagram. 5. All the friends that worked at facebook have left to go work elsewhere.

I don't notice my friends leaving and I feel like it's dying too. The content just feels so manufactured and empty. About 80% of my news feed is: 1) Friend X liked a photo of someone I've never met and likely never will meet 2) A recipe video that I would never make, or some household 'lifehack' I would never use. 3) Meaningless images - 'Happy Friday', 'Share if you hate winter', 'Like if you love Christmas', etc. T…

I'm very curious what their engagement numbers look like when broken down by region. It feels like FB is drying up in the west, and they're propping up their numbers by expanding in the east (especially their initiatives in India).

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#53
post #5

Since Facebook's IPO, which tech unicorns still feel bullish? Here are the tech IPOs I can think off the top of my head. Maybe it's selection bias (I only remember the ones that don't look healthy), but this is what I thought of, and they all are not doing well compared to their IPO price, or were on a heavy downward trend: - Box http://finance.yahoo.com/quote/BOX?ltr=1 - Pandora http://finance.yahoo.com/quote/P - Tw…

Besides the ones listed I also got killed on Hortonworks http://finance.yahoo.com/quote/HDP/?p=HDP

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#54
post #43

HN's algorithm has a sense of humor: this pairs nicely with the other front-page story about the 2014 prediction that Facebook would be dead by 2017.

it's already dead to many asian/chinese users. they moved to line and wechat.

How does wechat monetize, or does Tencent just eat the cost?

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#55
post #54
post #43

Earlier quoted context omitted.

it's already dead to many asian/chinese users. they moved to line and wechat.

How does wechat monetize, or does Tencent just eat the cost?

I don't know how wechat monetizes but Line has been fairly successful with sticker sales and pushing apps.

https://finance.yahoo.com/quote/LN

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#56
post #26

i find it hard to believe that it could do worse than Twitter.

sorry for repeating myself, but I think they will have a much harder time and will do worse than twitter. At least with twitter you can identify an interest graph. Snapchat is similar in a sense but monetizing stories is a tough sell, because there is no real contextual information on what your friends are actually creating stories about. I just don't see people following brands on snapchat like they do on twitter. S…

Snapchat is already big in Europe so it has appeal outside of the US.

This is of course not true for all markets and age segments but SC is extremely popular.

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#57
post #29
post #25

Earlier quoted context omitted.

Facebook does feel like it is dying though. 1. A lot of my friends are leaving facebook 2. A lot of my dev friends no longer build on facebook's platform 3. Most of the young kids I know have moved to Snapchat. 4. Most of the older kids I know hang out on Instagram. 5. All the friends that worked at facebook have left to go work elsewhere.

While true, this is anecdotal data. Are their overall engagement numbers down that much?

> A damning report published by The Information on Thursday revealed that Facebook has been struggling to reverse a 21% decline in “original sharing,” or personal updates, from its 1.6 billion monthly active users.

http://fortune.com/2016/04/07/facebook-sharing-decline/

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#58
post #7

When you use Snapchat you will notice that most of the top "news" publishers are the sort of Daily Mail and other tabloids infested with celebrities and kardashians bogus stories. It does not allow you to curate newsfeed per your taste. The publishers I want to read/watch/follow are not on Snapchat or I can't pick and create my selection. Unlike Facebook, where my wall is full with informational posts catered towards…

I often find it nearly embarrassing to check my "Stories" section on the bus, because right there at the top is some sort of sensational headline with an out-of-context, usually quite risqué photo. In the recent past, the first few tiles would show some Kardashian sister in a wet shirt, bathing suit, or less. Just a couple days ago, I want to say, was a revolting picture of just two large tongues lashing one another.…

Check the magazines next to the cash register that you never buy: tabloids, US Magazine, other celebriscandal rags. That's what your Snapchat Moments appear to be.

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#59
post #43

HN's algorithm has a sense of humor: this pairs nicely with the other front-page story about the 2014 prediction that Facebook would be dead by 2017.

it's already dead to many asian/chinese users. they moved to line and wechat.

Did they 'move' to Wechat? I went to school and made friends with chinese students. They were already on WeChat, and made a Facebook account after coming to the U.S. I agree, though, that they seem to have left Facebook.

Re: Estimated losses would make Snapchat the most unprofitable social media IPO

#60
post #26

i find it hard to believe that it could do worse than Twitter.

sorry for repeating myself, but I think they will have a much harder time and will do worse than twitter. At least with twitter you can identify an interest graph. Snapchat is similar in a sense but monetizing stories is a tough sell, because there is no real contextual information on what your friends are actually creating stories about. I just don't see people following brands on snapchat like they do on twitter. S…

surprisingly however, video as a medium has exploded recently and with the advent of 'live' and popularity of stories on instagram, Snapchat is in a good spot.
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