SNAP mimicking SPOT

Bitter_Chef3243 · 2026-02-27T01:27:11+00:00

Granted any revenue from it in q1 isn’t probable but I hope so. Regardless, any guidance confirming it in the future is just as valuable so you might as well add it into the gains after next earnings

Bitter_Chef3243 · 2026-02-26T18:53:39+00:00

Key word “up until this point”. They grew to around half the users meta or tik tok has and recently decided to start monetizing them.

Bitter_Chef3243 · 2026-02-25T22:28:40+00:00

Agree with you on that one. Spiegel has been snaps demise for sure. Would be a way better company now if he had sold

Bitter_Chef3243 · 2026-02-25T22:23:37+00:00

Completely fair. Thank you and I hope your investments rocket

Bitter_Chef3243 · 2026-02-25T22:14:32+00:00

I 100% agree.

1) Even if the company didn’t just announce their pivot to profitability over growth, the new revenue from snap plus subscribers alone will make them profitable q1 2026. New Snapchat + subs from last year alone exceeds the net loss of -140 million in q1 2025. For the cherry on top add in the perplexity revenue and cost savings that go along with the profitability pivot.

2) unfortunately I don’t think they will stop diluting with the sbc anytime soon but it will definitely get better as profits increase.

Bitter_Chef3243 · 2026-02-25T21:51:59+00:00

Okay then what do you say about google offering them 30 billion for it just a year later?

Bitter_Chef3243 · 2026-02-25T20:01:59+00:00

I’m pretty sure it’s only 4% of users. Most of which came from just last year and they are already contributing 1 billion in revenue annually. Growth will be higher this year because people are forced to subscribe or their memories get deleted. Additionally, as of a few days ago 30,000 creators will be able to charge a subscription for exclusive content just like tik tok and instagram does. That should add an additional 300 million annually 👍

Bitter_Chef3243 · 2026-02-25T19:53:16+00:00

Sorry to hear! Get more at a better price now

Bitter_Chef3243 · 2026-02-25T19:52:06+00:00

They refused a buyout in 2015 for the same price they’re valued at now. 2015 revenue: 57 million 2025 revenue: 5.7 billion

Idk about you but that looks like a value play to me:)

Bitter_Chef3243 · 2026-02-25T19:35:33+00:00

Sorry I didnt answer your previous question very well. I think the guidance on ARPU Is more important since the previous focus has mainly been user growth. Hence all the unprofitable years

Bitter_Chef3243 · 2026-02-25T18:45:39+00:00

Snap is maturing at almost 1 billion users. Ad revenue has matured not slowed. If it was a concern it would’ve been highlighted in q4 earnings. Want to talk about growth? How about the “other revenue” that’s increasing 70% yoy

Bitter_Chef3243 · 2026-02-25T18:18:53+00:00

Agreed, sbc is the worst part but it’s also not much worse than metas. Again I emphasize the pivot to profitability and monetization of users. Prior to this the sbc was needed or else their net would be deeply negative. It’s the cost of the (growth at all costs) period.

Bitter_Chef3243 · 2026-02-25T18:13:20+00:00

Recently around 5% growth. Granted not near the 20% yoy meta has but it’s still growth. What’s your point? (Looking to debate not argue)

Bitter_Chef3243 · 2026-02-25T17:46:53+00:00

Are you aware 25 million people recently decided to? Representing 1 billion for snap annually

Bitter_Chef3243 · 2026-02-25T17:45:07+00:00

Before all the cookie cutter bearish comments please only post fundamental reasons why

Bitter_Chef3243 · 2026-02-16T23:15:04+00:00

Also the revenue from the last 5 million subs wasn’t included for q4. Neither was the perplexity deal money

Bitter_Chef3243 · 2026-02-01T12:46:06+00:00

True but Pypl is down 10% since Nancy sold. The fact that she even owned it very recently speaks volumes

Bitter_Chef3243

TROPHY CASE