Reporting third-quarter results on Wednesday, Meta Platforms (META)  and Snap (SNAP)  were able to exceed top and bottom line expectations but saw their stocks dip more than -3% in today’s trading session.Snap shares initially rallied after its Q3 report with Meta continuing a post-earnings selloff on Thursday. Optimism for Snap came as its Snapchat application doubled the number of active users and advertisers from a year ago while Meta fell on concerns of increased spending. Meta’s Q3 ResultsAs the leader ...

Snap Inc SNAP shares climbed on Wednesday after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald On Snap Analyst Deepak Mathivanan maintained a Neutral rating while raising the price target from $8 to $9. Snap reported its adjusted EBITDA ahead of expectations, with the beat being driven by better cost management, Mathivanan said in a note. The company's fourth-quarter guidance is bett ...

The company grew its revenue and reduced its losses.Shares of Snapchat's parent company, Snap (SNAP 16.02%), soared on Wednesday after the company reported financial results for the third quarter of 2024. User growth and revenue trends are strong and encouraging. And that's why Snap stock was up 14% as of 1:15 p.m. ET.Good growth and improved cash flow excite investorsSnap ended Q3 with an astounding 443 million daily active users, which was a 9% jump from the same quarter of 2023. On top of this user growt ...

Key Takeaways Snap beats profit and sales estimates as users embrace its artificial intelligence and augmented reality technology. Average daily active users, average revenue per user, and ad revenue all exceeded forecasts. Snap announced a $500 million share buyback. Shares of Snap (SNAP) jumped Wednesday after the social media company posted better-than-anticipated results and announced a stock buyback. The owner of the Snapchat photo and video sharing app reported third quarter non-GAAP earnings per shar ...

Snap (SNAP) reported third-quarter 2024 earnings of 8 cents per share, which beat the Zacks Consensus Estimate by 60% and surged 300% from the year-ago quarter. The stock jumped more than 10% in extended trading. Revenues increased 15.5% year over year to $1.37 billion and beat the Zacks Consensus Estimate by 1.36%. Geographically, revenues from North America (62.5% of revenues) increased 9.1% year over year to $857.6 million. Revenues from Europe (18.1% of revenues) increased 24.3% to $248.9 million. Reven ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios. I last wrote about Snap (NYSE: SNAP ) in September, where I reiterated my "buy" rating despite severely reducing my price target of the stock, as I believed there to be an attractive tradeable bottom in the stock from Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for t ...

Evan Spiegel, CEO of Snap Inc., speaks during the 6th annual Snap "Partner Summit" on September 17, ... [+] 2024, at the Barker Hangar in Santa Monica, California. (Photo by Frederic J. BROWN / AFP) (Photo by FREDERIC J. BROWN/AFP via Getty Images) AFP via Getty Images Snap's stock (NYSE: SNAP) surged over 10% in after market hours on Tuesday, October 29, after the company posted upbeat Q3 results. Snap reported revenue of $1.37 billion and adjusted earnings of eight cents per share - faring better than the ...

文章核心观点 - Snap公司第三季度收入超出分析师预期,股价上涨10% [1][2][3] - Snap公司收入增长15%至13.7亿美元,超过分析师预期的13.6亿美元 [3] - Snap公司收入增长归因于AI功能和Snapchat+用户增长 [3][4][6] 公司业务情况 - Snap公司推出AI生成视频工具,支持创作者内容创作,创作者发帖量同比增长约50% [4] - Snap公司日活跃用户增加1100万,同比增长9%,但预计下季度用户增长将放缓至800万 [4] - Snapchat+付费订阅用户超过1200万,同比增长超过一倍,贡献了1.23亿美元季度收入 [6] - Snap公司广告业务从品牌广告转向更高收费的直接响应广告 [7] 行业竞争情况 - Snap公司用户规模(4.43亿)远小于Meta(33亿)和TikTok(10亿+) [8] - Snap公司与Meta和谷歌的业绩差距持续扩大,加速了Snap的市场份额损失和收入增长低于预期 [8] - Snap公司过去4个季度有2次未达到分析师预期,股价同比下跌超过35% [9]

For the quarter ended September 2024, Snap (SNAP) reported revenue of $1.37 billion, up 15.5% over the same period last year. EPS came in at $0.08, compared to $0.02 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.35 billion, representing a surprise of +1.36%. The company delivered an EPS surprise of +60.00%, with the consensus EPS estimate being $0.05. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...

财务数据和关键指标变化 - Q3总收入为13.7亿美元，同比增长15%，环比增长11% [30] - 广告收入为12.5亿美元，同比增长10%，其中直接响应广告收入增长16% [30] - 调整后的EBITDA为1.32亿美元，同比大幅提升 [36] - 净亏损为1.53亿美元，同比改善58% [37] - 自由现金流为7200万美元，运营现金流为1.16亿美元 [38] 各条业务线数据和关键指标变化 - 直接响应广告收入增长显著，7-0像素购买优化同比增长超过160% [30][68] - 品牌广告收入同比下降1%，主要受到某些消费品行业需求疲软的影响 [30] - Snapchat+订阅用户超过1200万，同比增长超过100% [30] 各个市场数据和关键指标变化 - 北美收入同比增长9%，但由于品牌广告需求疲软，增长率相对较低 [31] - 欧洲收入同比增长24%，直接响应广告平台的进展抵消了去年基数较高的影响 [31] - 其他地区收入同比增长32%，主要得益于直接响应广告平台的持续进展 [31] 公司战略和发展方向和行业竞争 - 公司专注于增强核心产品体验，同时继续投资于增强现实的未来 [22] - 推出简化版Snapchat，旨在提升用户体验和内容发现 [12][61] - 新广告形式如Sponsored Snaps和Promoted Places将为广告主提供更多接触用户的机会 [28] 管理层对经营环境和未来前景的评论 - 管理层对用户体验的变化持谨慎态度，强调需要监测和管理潜在的收入影响 [50][53] - 对于Q4的收入指导为15.1亿至15.6亿美元，预计同比增长11%至15% [43] - 管理层对未来的广告收入增长持乐观态度，尤其是在直接响应广告业务方面 [76] 其他重要信息 - 公司在Q3推出了第五代Spectacles，旨在推动增强现实生态系统的发展 [21] - 公司计划在未来继续优化成本结构，预计在Q4将保持在指导范围内 [44][45] 问答环节所有提问和回答 问题: 关于Simple Snapchat的风险管理 - 管理层表示将采取测试和学习的方法，确保广告主和社区能够适应变化，并监测潜在的收入影响 [50] 问题: Simple Snapchat的市场推广计划 - 管理层强调在理解货币化动态之前，不会急于在高货币化市场进行广泛推广 [53] 问题: Sponsored Snaps和Promoted Places的使用情况 - 管理层对这两种新广告形式的早期反馈表示乐观，认为它们将增强广告主与用户的互动 [56] 问题: 简化版Snapchat的目标 - 管理层指出，提升用户体验是首要目标，长期来看将有助于广告主的收入增长 [61] 问题: Spotlight的全球表现 - 管理层表示，Spotlight在全球范围内的参与度增长显著，尤其是在北美以外的市场 [64] 问题: 应用安装产品的结果 - 管理层提到，应用安装优化已开始对收入增长产生积极影响，成本效益显著 [68] 问题: Spectacles的市场推广计划 - 管理层表示将专注于支持开发者生态系统，以确保消费者在购买AR眼镜时有丰富的体验可用 [84]