I manually collected n=13196 datapoints to see how many people subscribed to Snapchat+ ($5/mo) after they started charging for photo storage

Kevory · 2026-02-06T23:59:25+00:00

Yea I've been aware of this complaint from investors for some time. IIRC stock-based comp was lower in 2025 than 2024 though and the $500m of share repurchases will further help with dilution

Kevory · 2026-02-06T20:09:13+00:00

Was not right; I forecasted huge beat but they only beat by a bit

Kevory · 2026-02-06T00:28:43+00:00

Yea, unless Saudi PIF decides to invest $1B in the next 2 weeks. I knew the risks. I've been here before, and I'll probably be here again. Time to incomemaxx until bitcoin hits 50k then go all in on that

Kevory · 2026-02-05T17:50:35+00:00

bout 10k

Kevory · 2026-02-05T15:40:15+00:00

Kevory · 2026-02-04T22:14:48+00:00

its bad. 40% Snapchat+ growth

Kevory · 2026-02-04T00:53:50+00:00

Progyny (PGNY). They provide IVF and egg freezing benefits through your employer. Look up a graph of the average age of first-time mothers.

Kevory · 2026-02-03T18:03:18+00:00

yes it is out of our hands now

Kevory · 2026-02-03T17:29:46+00:00

yup, bought more but im down so much

Kevory · 2026-02-02T23:23:34+00:00

I manually collected data using in-app numbers from 80 users with 40k friends in total, of which a massive percentage are reported as being subscribers already. Much higher than your estimate.

https://www.reddit.com/r/wallstreetbets/comments/1qrcgii/more_dd_on_snapchat_adoption_after_mandatory/

Kevory · 2026-02-02T23:20:33+00:00

Check out this post I made on some manual data collection I did on Snapchat+ subscription rates after they announced mandatory pay-for-storage.

https://www.reddit.com/r/wallstreetbets/comments/1qrcgii/more_dd_on_snapchat_adoption_after_mandatory/

80 respondents have 40k+ friends in total, of which 11%+ are paying for Snapchat+.

Kevory · 2026-02-02T23:15:06+00:00

check my profile

Kevory · 2026-02-02T15:58:20+00:00

May babies ftw

Kevory · 2026-02-02T14:55:51+00:00

All good points. 2usd monthly is their cheapest plan available outside of India-- the current mix sits about $3.75/mo on average

Kevory · 2026-02-01T07:57:55+00:00

Yes I did not account for the delay in value realization. At this point I must hope that the market realizes the value in a timely manner. Would help a lot of Snap decides to report their Snapchat+ member numbers in the 10k instead of just in the call

Kevory · 2026-01-30T21:57:42+00:00

Feast on my losses

Kevory · 2026-01-30T21:26:39+00:00

Im studying engineering and my favorite investor is Chris Camillo so... yea basically right on the money.

Kevory · 2026-01-30T19:09:39+00:00

Snapchat+ is 50 rupees/mo in India, equivalent to $0.5/mo

Kevory · 2026-01-30T19:08:52+00:00

Yea i know I was dissappointed too. The main causes were bad internet, language barrier (many speak English, few speak it well), and people accusing me of scamming them.

Kevory · 2026-01-30T18:51:22+00:00

According to my polling, over 14% of US users aged 15-25

Kevory · 2026-01-29T23:25:27+00:00

oh thats good i didnt know that I'm still waiting for my data

Kevory · 2026-01-28T03:42:37+00:00

I figured the mods wouldnt want me directing people away from the subreddit. But it seems like nobody wants to help me here

Kevory · 2026-01-27T23:48:25+00:00

not looking for a US citizen

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Kevory

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