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Have you evaluated the performance of Snap's (SNAP) international operations for the quarter ending December 2024? Given the extensive global presence of this company behind Snapchat, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For in ...

Core Insights - Snap has faced challenges due to Apple's privacy changes but has recently reported strong financial results, indicating a potential turnaround for the company [2][10] - The company has implemented innovative advertising strategies that are attracting more advertisers and improving revenue growth [3][6] Financial Performance - Snap generated a record $5.3 billion in total revenue for 2024, marking a 16% increase from the previous year, the fastest growth rate since 2021 [7] - The company reported a non-GAAP profit of $487.1 million in 2024, a 238% increase compared to 2023, despite a GAAP loss of $697.8 million, which was a 49% reduction from the previous year's loss [10] Advertising Strategy - Snap has shifted focus to direct response ads, which encourage specific user actions, leading to better outcomes for advertisers [3] - The introduction of the 7/0 Optimization model has allowed businesses to optimize ad spending effectively, resulting in significant improvements in campaign performance [4][5] User Growth and Engagement - Snap finished 2024 with a record 453 million daily active users, continuing to grow each quarter, which enhances its attractiveness to advertisers [13] - The number of active advertisers on Snap's platform doubled in 2024, driven by tools that cater to small and mid-sized businesses [6] Subscription Revenue - The Snapchat+ subscription service reached 14 million subscribers by the end of 2024, contributing significantly to Snap's "other" revenue, which increased by 131% [9] - The subscription service has achieved an annual revenue run rate of $500 million [9] Valuation Metrics - Snap's current price-to-sales (P/S) ratio is 3.7, near its lowest level since going public in 2017, making it cheaper compared to rivals like Meta Platforms and Pinterest [11][12]

Core Insights - Snap Inc. reported strong fourth-quarter results with revenues of $1.56 billion, a 14% year-over-year increase, and achieved its first quarterly profit of $9 million since going public, compared to a $248 million loss in the same quarter last year [1][2] - Despite these achievements, the stock declined over 8% due to mixed guidance for Q1 2025 and broader market uncertainties, leading to a 6.8% drop in stock price over the past year [2][12] Financial Performance - Daily active users reached 453 million, a 9% year-over-year increase, and Average Revenue Per User (ARPU) grew to $3.44 [5] - Snapchat+ subscribers doubled to 14 million, contributing to an annualized revenue run rate exceeding $500 million [5] - The company has a strong financial position with $3.4 billion in cash and marketable securities and minimal debt maturing in 2025 [13] Market Position and Competition - Snap's stock has underperformed compared to the Zacks Computer and Technology sector, which returned 23.5% [2] - The company faces intense competition from tech giants like Meta Platforms and Alphabet, alongside macroeconomic pressures affecting advertising spend [8] Strategic Initiatives - Snap is focusing on several growth drivers, including the rollout of Simple Snapchat, expansion of Sponsored Snaps and Promoted Places ad formats, and enhancing machine learning infrastructure for better ad interactions [7] - The company is investing in its AR developer ecosystem, with over 375,000 creators building more than four million lenses [7] Challenges and Outlook - Brand advertising revenues declined 1% year-over-year, and the company’s advertising remains concentrated among a small group of large clients in North America [8] - For Q1 2025, Snap projects revenues between $1.325 billion and $1.360 billion, with adjusted EBITDA estimated between $40 million and $75 million [12] Investment Considerations - The current market environment and mixed outlook suggest that investors should remain patient before establishing new positions in Snap stock [15][18] - Monitoring the TikTok situation, sustained profitability, and the success of new revenue initiatives will be critical for future investment decisions [17][18]

Core Insights - Snap's CEO Evan Spiegel indicated that the company is benefiting from the uncertainty surrounding TikTok's future in the United States [1][5] - Snap reported an increase in daily active users to 453 million in Q4, representing a 9% year-over-year growth [1][5] - The company experienced a notable traffic boost during TikTok's brief service interruption on January 19 [1][5] User Engagement and Growth - Snap's daily active user count rose to 453 million in Q4, attributed partly to TikTok's uncertain status [1][5] - The number of creators posting on Snapchat increased by 40% year-over-year in Q4, driven by the Snap Star program [4] - Over one billion Snaps were shared publicly on Snapchat each month in Q4 from the community, creators, and media partners [4] Market Environment - Spiegel noted that while Snap is not overly focused on the engagement spike during TikTok's outage, the overall volatility in the short-form video space is advantageous for Snap in the long run [3] - The uncertainty surrounding TikTok's operations is perceived as beneficial for Snap's business strategy [5]

Snap Inc. SNAP shares are trading lower following fourth-quarter financial results reported on Tuesday and several analysts revised the price forecast.Snap reported quarterly earnings of 16 cents per share, which beat the analyst consensus estimate of 14 cents. Quarterly revenue came in at $1.55 billion, which beat the analyst consensus estimate of $1.54 billion.BofA Securities analyst Justin Post maintained the stock with a Neutral and raised the price forecast from $14 to $14.5.The analyst remains cautiou ...

Snap Inc. (NYSE: SNAP ) reported better-than-expected earnings for its fourth fiscal quarter on Tuesday: the social media company saw continual momentum in daily active users and saw strong monetization trends in the core advertisingAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SNAP, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Al ...

Snap (SNAP) reported fourth-quarter 2024 earnings of 16 cents per share, which beat the Zacks Consensus Estimate by 14.29% and increased 100% from the year-ago quarter. SNAP stock jumped more than 5% in pre-market trading.Revenues increased 14.4% year over year to $1.55 billion and beat the Zacks Consensus Estimate by 0.55%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Geographically, revenues from North America (62.2% of total revenues) rose 7.7% year over year to $968.9 million. R ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ FORM 10-K ______________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38017 ...