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Old 03-08-2017, 11:38 AM   #51
grizy
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Re: SnapChat IPO

WeChat is generating $1b+ annual profits. That's probably SNAP (or any other messenger)'s endgame.

I am not sure SNAP has the critical mass in any market that WeChat does in China to monetize with payment services and so on.
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Old 03-08-2017, 11:41 AM   #52
Clayton
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Re: SnapChat IPO

- acquire venmo, try to become the american version of WeChat

- try to build their own version of Magic Leap via spectacles, then dominate the industry of augmented reality that maybe becomes "the" thing 10 years from now.
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Old 03-08-2017, 02:55 PM   #53
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Re: SnapChat IPO

There's a better chance of PayPal buying Snap than them selling Venmo to Snap.
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Old 05-10-2017, 01:23 AM   #54
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Re: SnapChat IPO

Snap reports their first earnings report at the close today. Biggest number everyone will be looking at is user growth and DAU+MAU. I've seen reports calling for accelerating growth and even seen some with negative growth.

If I'm not mistaken, I do believe Snap counts their MAU numbers differently than FB and TWTR. (They do a rolling average over the quarter rather than last month of quarter count.)
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Old 05-10-2017, 09:46 PM   #55
CharlieDontSurf
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Re: SnapChat IPO

User growth
Q4'15 - 13.8%
Q1'16 - 14%
Q2'16 - 17.2%
Q3'16 - 7% (IG Stories launched)
Q4'16 - 3.2%
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Old 05-11-2017, 10:10 PM   #56
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Post Re: SnapChat IPO

http://uk.businessinsider.com/snap-r...larious-2017-5

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