Financial Performance - Revenue reached $1507 million in Q3 2025, a 10% year-over-year increase[8, 11] - Average revenue per user (ARPU) was $316, up from $310 in the prior year[8] - GAAP gross margin improved to 55%, compared to 53% in the prior year[8] - Net loss decreased to $104 million, compared to $153 million in the prior year[8] - Adjusted EBITDA was $182 million, compared to $132 million in the prior year[14] User Engagement - Global monthly active users (MAU) reached 943 million in Q3, an increase of 60 million or 7% year-over-year[18] - Daily active users (DAU) were 477 million in Q3 2025, an increase of 34 million, or 8%, year-over-year[19] Revenue Diversification - Other Revenue, primarily from Snapchat+ subscriptions, increased 54% year-over-year to $190 million in Q3[22] - Purchase-related ad revenue grew over 30% year-over-year[22] Capital Allocation - The company authorized a new $500 million stock repurchase program[82]

Snap, Inc. (NYSE:SNAP) stock soared after the company released its third-quarter earnings report after Wednesday's closing bell, beating expectations on the top and bottom lines. Here's a look at the details in the report. SNAP stock is moving. See the real-time price action here.The Details: Snap reported quarterly losses of six cents per share, which beat the analyst estimate for losses of 12 cents.Quarterly revenue came in at $1.5 billion, which beat the analyst consensus estimate of $1.49 billion and wa ...

The social-media company announced a deal to integrate Perplexity's AI-powered answer engine directly into Snapchat. ...

Hey, Snapshare is soaring. Uh, the stock now is up about 15% in after hours trading as the company revenue beat expectations 1.51% billion versus the 1.49% billion estimated with 1 million more daily active users than anticipated. The company's earnings per share loss of 6 cents isn't comparable to expectations, but adjusted IBIDA of 182 million did top estimates of 125 million.Snap announcing a $500 million stock repurchase program and also guiding to fourth quarter revenue in a range with a midpoint just ...

Group 1 - Snap's stock increased by approximately 15% in after-hours trading following a revenue report of $1.51 billion, surpassing the estimated $1.49 billion, along with 1 million more daily active users than expected [1] - The company reported an earnings per share loss of 6 cents, which did not meet expectations, but adjusted EBITDA of $182 million exceeded estimates of $125 million [1] - Snap announced a $500 million stock repurchase program and provided guidance for fourth-quarter revenue that is slightly above analyst expectations, along with an EBITDA range that is well ahead of consensus estimates [2] Group 2 - Snap is entering a partnership with Perplexity to integrate its AI chatbot into Snapchat, with Perplexity paying Snap $400 million over the course of the year [2][3] - Despite the positive outlook, Snap warned of a potential decline in daily active users in the fourth quarter, although investments in AI and machine learning are reportedly yielding measurable benefits for advertisers [3]

Core Insights - Sales growth was primarily driven by improved advertising demand, particularly from small- and medium-sized businesses [1] Group 1 - The social media platform behind Snapchat reported an increase in sales due to enhanced advertising demand [1]

Core Insights - Snap Inc. reported third-quarter earnings that exceeded analysts' expectations, leading to a more than 20% increase in share price, alongside a $500 million stock repurchase program [1] - The company announced a partnership with Perplexity AI, which will integrate conversational search into Snapchat, with expected revenue contribution starting in 2026 [2][3] Financial Performance - For Q3, Snap's sales grew by 10% year-over-year, reaching $1.51 billion, compared to the expected $1.49 billion [3][8] - The net loss for Q3 was $104 million, an improvement from a net loss of $153 million in the same quarter last year [3] - Adjusted EBITDA for Q3 was $182 million, surpassing the projected $125 million [3] - For Q4, Snap anticipates sales between $1.68 billion and $1.71 billion, with a midpoint of $1.695 billion, slightly above Wall Street's expectation of $1.69 billion [2][4] User Metrics and Engagement - Snap reported 477 million global daily active users, slightly above the expected 476 million [8] - The global average revenue per user (ARPU) was $3.16, exceeding the expected $3.13 [8] - The company warned that new regulations, particularly regarding age verification, could negatively impact user engagement metrics [4][5][6] Regulatory Environment - New laws in Australia and the U.S. are set to impose penalties on social media companies for failing to prevent underage users from accessing their platforms [5][6] - Snap is preparing for upcoming platform-level age verification measures from Apple and Google, which may further affect user metrics [6][7] Market Context - The earnings report comes amid a broader trend where major tech companies like Meta, Alphabet, and Amazon have reported strong digital advertising sales [10] - Snap's challenges with user engagement metrics are contrasted with the robust performance of other tech firms in the digital advertising space [9][10]

Snap beat third-quarter revenue estimates on Wednesday and said it has partnered with Perplexity AI to integrate its artificial intelligence-powered search engine into Snapchat. ...

By Jaspreet Singh (Reuters) -Snap (SNAP) stock rose 15% before the bell on Thursday after beating third-quarter revenue estimates on Wednesday and said it has partnered with Perplexity AI (PEAI.PVT) to integrate its artificial intelligence-powered ​search engine into Snapchat, sending the social media firm's shares up 16%‌ after the bell. AI startup Perplexity will pay Snap $400 million over one year in cash and equity, with revenue ‌contributions expected from 2026. The integration will offer verifiable ...

Core Insights - Pinterest Inc. reported mixed third-quarter results, with revenue of $1.0 billion, a 16.8% year-over-year increase, but earnings fell short of consensus estimates, indicating challenges in the advertising landscape [1] - Adjusted EBITDA reached $306 million with a 29.2% margin, surpassing consensus by 4% and representing a 170-basis-point margin expansion [2] Revenue Outlook - For the fourth quarter, Pinterest projects revenue growth of 13.8% to 15.9% year-over-year, estimating revenue between $1.31 billion and $1.34 billion, with the midpoint trailing Street expectations by approximately 100 basis points [3] - The company anticipates Adjusted EBITDA to range between $533 million and $558 million, compared to a prior estimate of $546 million [3] Analyst Revisions - Following the cautious revenue outlook, Wedbush Securities analysts lowered their 12-month price forecast on Pinterest to $34 from $44 while maintaining an Outperform rating, citing moderating ad spend among large U.S. retailers affected by tariff pressures [4] - Wedbush trimmed its growth forecasts, projecting a three-year revenue Compound Annual Growth Rate (CAGR) of 14.5%, down from 15.1%, but noted that Pinterest remains positioned to meet its intermediate-term targets [6] Long-Term Concerns - Rosenblatt analyst Barton Crockett expressed concerns about long-term structural risks due to the rapid advancement of AI technologies, which could overlap with Pinterest's core use case, leading to potential existential challenges [9] - The firm downgraded Pinterest to Neutral and cut its price forecast by $19 to $30, based on a 12x 2026E EV/EBITDA multiple [9] Market Dynamics - Analysts highlighted rising risks from AI-driven competitors, which may offset easing year-over-year comparisons in consumer packaged goods, with concerns that sustaining growth could become difficult if AI-powered chatbots evolve into alternative platforms for discovery and engagement [10] - Pinterest's core U.S. and Canada market, accounting for about 75% of sales, is pressured by new tariffs and weaker retail ad spending, although stronger gains in Europe and other regions provide some offset [11]