Snap Inc. (NYSE:SNAP) JPMorgan’s 52nd Annual Global Technology, Media and Communications Conference May 20, 2024 5:10 PM ET Company Participants Evan Spiegel - Co-Founder and Chief Executive Officer Conference Call Participants Doug Anmuth - JPMorgan Doug Anmuth All right. We're going to go ahead and get started. I'm Doug Anmuth, JPMorgan's Internet analyst. We're pleased to have with us Snap Co-Founder and CEO, Evan Spiegel. Snap is a technology company that leverages the camera to improve the way people l ...

用户数据 - Snap Inc. 拥有超过4.2亿日活跃用户，8亿月活跃用户[2] - Snapchat+ 目前拥有超过900万订阅用户，占季度总收入的约7%[31] 业绩总结 - 预计 Snap 今年的营收将超过53亿美元，其中广告占大部分，Snapchat+ 业务拥有超过900万订阅用户[3] 新产品和新技术研发 - Snap 在广告平台方面取得了显著进展，特别是在广告主关键绩效指标方面，吸引了更多广告预算[13] - Snap 在广告平台方面进行了重大改进，包括重建团队、投资机器学习和推出新的广告产品[10] - Snap 的广告平台主要围绕个性化和推荐广告展示，通过整合目标为基础的竞价模型，提高广告性能[24] 市场扩张和并购 - Snap 在中国市场的广告业务潜力巨大，尤其在电子商务和游戏行业，对与中国广告合作伙伴的合作充满信心[29] 其他新策略和有价值的信息 - Snap 在过去几年中在团队建设方面取得了重大进展，特别是在全球市场领导团队和工程方面[36] - Snap 的重点是在北美地区提高用户增长和加深用户参与度，特别是在 iOS 设备上提供更好的用户体验[49] - Snap在过去几年中一直在加大对ML平台的投资，最近每季度的投资额增加了1亿美元[69] - Snap预计今年剩下的时间里，基础设施支出将在每用户0.83至0.85美元的范围内[71] - Snap认为透明眼镜是增强现实的重要推动因素，相比VR头显或透视增强现实，透明眼镜更能真正展现AR体验[79]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

文章核心观点 - Snap公司正在大幅增加在人工智能(AI)和机器学习方面的投入,以提升其社交媒体平台Snapchat的性能 [1][2][3] - Snapchat正在从一个以消息为中心的平台,转向更多依赖机器学习、AI和增强现实(AR)技术的广告业务和用户内容 [3][4][5] - 为了加强AI和机器学习能力,Snap公司正在与亚马逊和谷歌建立云计算合作关系,而不是自主研发 [6][7] 行业分析 - 社交媒体行业正在经历重大变革,用户使用习惯和广告主需求都在发生变化 [3] - 增强现实(AR)技术正在成为社交媒体平台的重要功能,能够为用户、创作者和广告主带来新的体验 [4][5] - 人工智能和机器学习技术正在广泛应用于社交媒体平台,帮助提升内容推荐、广告投放等关键业务 [9][10] 公司分析 - Snap公司意识到在机器学习方面的落后,正在大幅加强投入以追赶行业领先水平 [2][3] - Snap公司正在利用云计算服务提升自身的AI和机器学习能力,而不是完全自主研发 [6][7] - Snapchat的AR功能正在快速发展,每天有超过3亿用户参与其中 [4][5]

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After reaching an important support level, Snap Inc. (SNAP) could be a good stock pick from a technical perspective. SNAP recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and ...

Shares of the social media stock pulled back on a convertible-debt offering.Shares of Snap (SNAP -2.22%) were pulling back after the company announced a debt offering. Investors seemed to balk at the move, which came after Snap delivered surprisingly strong first-quarter results, as it shows the social media company still hasn't reached the point where it can fund its own growth.As a result, the stock was down 2.1% as of 1:13 p.m. ET. Snap goes further into debtIn a press release this morning, Snap said tha ...

Investors cheered the company's fastest growth in two years.Shares of social media app Snap (SNAP 2.62%) were up 31.1% in April, according to data provided by S&P Global Market Intelligence. It was a quiet month, with shares trading flat until April 25. But then the company reported financial results, and the stock exploded higher.Snap reported financial results for the first quarter of 2024, showing 21% year-over-year top-line growth, which was its best growth in two years. Analysts widely praised the Q1 r ...

Recently, I predicted that April 25 would be a make-or-break day for Snap (NYSE:SNAP), the owner of the photo-messaging app Snapchat. It was a “make” day and not a “break” day. All signs point to rapid growth for Snap, and the only people who should be worried now are the Snap stock short-sellers.The sentiment on Snap was bearish in February. The company announced layoff plans for 10% of its global workforce and expected a deep adjusted EBITDA loss in 2024’s first quarter.SNAP stock snapped like a broken tr ...

Headwinds are turning into tailwinds for this social media mainstay.Snap Inc. (SNAP 3.87%) is the parent company of social media platform Snapchat, and its stock is trading 82% below its all-time high, which was set in 2021. A couple of things happened. Valuations in the technology sector cooled off when the Nasdaq-100 plunged 33% in 2022, and soaring interest rates triggered a slowdown in the advertising industry.However, Snap stock soared almost 28% last Friday following the release of an overwhelmingly p ...