Group 1 - U.S. stock futures are higher, with Dow futures gaining around 100 points [1] - Pinterest reported second-quarter revenue of $998.23 million, exceeding estimates of $974.01 million, but adjusted earnings of 33 cents per share missed analyst expectations of 35 cents per share [2] - Pinterest shares fell 12.4% to $34.35 in pre-market trading following the earnings report [2] Group 2 - The Trade Desk, Inc. saw a decline of 29.6% to $62.19 in pre-market trading after reporting second-quarter financial results [4] - Iovance Biotherapeutics, Inc. shares fell 26.9% to $1.93 after worse-than-expected second-quarter results and FY25 sales guidance below estimates [4] - Sweetgreen, Inc. shares dropped 23.5% to $9.69 after reporting disappointing second-quarter results and cutting FY25 sales guidance [4] - Xponential Fitness, Inc. declined 21.1% to $7.59 following downbeat quarterly sales and reduced FY2025 sales guidance [4] - Sezzle Inc. shares fell 20.3% to $111.05 after releasing second-quarter financial results [4] - Twilio Inc. shares tumbled 12.8% to $106.75 after issuing third-quarter guidance below estimates [4] - Gray Media, Inc. declined 9% to $3.79 following downbeat quarterly earnings [4] - Firefly Aerospace Inc. dipped 8.6% to $55.14 after its recent IPO [4] - Microchip Technology Incorporated fell 7.9% to $60.97 following first-quarter results [4]

Corporate Rebranding - DatChat, Inc. has announced a rebranding to Myseum, Inc., with new trading symbols "MYSE" for common stock and "MYSEW" for Series A warrants effective August 11, 2025 [1][2] - The rebranding aligns with the company's strategic focus on the Myseum social media platform, which emphasizes privacy and security in digital content management [2][3] Myseum Platform Features - Myseum is a multi-tiered social media platform launched in March 2025, designed for secure and private sharing and storage of digital content [3][7] - The platform allows users to create a digital legacy by storing and sharing messages, photos, videos, and documents within a protected digital family library [3][7] - An upcoming upgrade to the Myseum platform will introduce advanced features aimed at enhancing the user experience for sharing photos and videos [4][5] Technology and User Experience - Myseum's technology includes proprietary electronic content management and sharing capabilities, making it easier for users to save and organize private media [5][6] - The platform offers 50 GB of free storage, with additional storage available for a one-time fee of $29.95 per 50 GB [6] - Myseum is available on both iOS and Android, with a desktop version planned for later in the year [6] DatChat Messenger - The company continues to operate the DatChat Messenger, which features privacy controls such as message lifespan management, screenshot prevention, and encrypted photo storage [8] - This messaging platform allows users to maintain control over their messages, including the ability to delete messages or entire threads [8]

Core Viewpoint - The company's second quarter performance was disappointing, leading to a significant drop in its stock price and plans to raise additional capital [1][2]. Financial Performance - The company reported revenue of just under $1.35 billion, reflecting a year-over-year increase of 9% [3]. - Daily active users (DAUs) reached 469 million, with the same percentage increase as revenue [3]. - Average revenue per user (ARPU) increased slightly by $0.01 to $2.87 [3]. - The net loss deepened to almost $263 million ($0.16 per share), compared to a loss of nearly $249 million in the previous year [5]. Analyst Expectations - The financial performance was largely in line with analyst expectations, with revenue matching the consensus estimate of $1.35 billion and the net loss slightly higher than the expected $0.15 per share [5]. Future Guidance - Management provided guidance for the third quarter, anticipating DAUs to rise to around 476 million and revenue to be between slightly under $1.48 billion and just over $1.5 billion [6]. Capital Raising Efforts - The company announced plans to raise $550 million in new borrowings, an increase from the initial target of $500 million, through a series of senior notes with an annual interest rate of nearly 6.88%, maturing on March 15, 2034 [7].

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当全球消费者的注意力持续向短视频平台倾斜，TikTok 以其独特的算法魔 力与庞大的用户基数，成为 品牌开拓海外市场的"黄金航道"。 360 Creative Production 敏锐捕捉这一趋势，将 TikTok 作为品牌出海的 核心引擎，通过精准的策略布局 与深度运营，让平台的流量红利转化为品牌的市 场穿透力，助力中国品牌在海外市场快速站稳脚跟、 实现增长突破。 例如，某中国户外品牌入驻 TikTok 时，团队联合 10 位当地户外领域 KOL， 围绕"产品轻量化设计"拍 摄野外露营短视频 ，凭借真实场景与实用测评 ，让品 牌在 2 周内获得超 10 万曝光，搜索量环比增长 100%，快速在目标人群中建立 "专业、轻便"的初步认知。 2、深度激活用户兴趣 TikTok 的互动功能为品牌与用户的"深度对话"提供了可能。 TikTok：品牌与全球用户的"超级连接器" 对出海品牌而言，TikTok 的价值远不止于"流量平台"，更是一座打通文化 壁垒 、建立情感连接的桥梁 。其覆盖全球 150 多个国家和地区的用户生态 ，意 味着品牌能在这里找到精准的受众群体——从 Z 世 代年轻人到家庭消费者 ，从 职场人士 ...

Core Viewpoint - Microsoft is recognized as a leading tech company in dividend payouts, while Meta Platforms has recently initiated a dividend with potential for growth [1][12]. Group 1: Microsoft - Microsoft has a dividend yield of approximately 0.6%, with a quarterly payout of $0.83 per share, marking a 10% increase from the previous year and the 20th consecutive year of dividend growth [2][4]. - The company's dividend payout is sustainable, consuming only 24% of annual earnings and one-third of annual free cash flow, supported by a robust business model [5][6]. - In fiscal 2025, Microsoft reported $281.7 billion in revenue, a 15% year-over-year increase, and returned over $37 billion to shareholders through dividends and buybacks [6]. Group 2: Meta Platforms - Meta Platforms introduced its dividend last year, recently increasing it by 5% to $0.525 per share, translating to an annual payout of $2.10 [7]. - The dividend yield stands at 0.3%, with only 7% of earnings and about 10% of free cash flow allocated to dividends, indicating conservative financial management [8]. - Meta's second-quarter revenue grew by 22% year-over-year, with earnings per share increasing by 38%, driven by growth in daily active users and advertising metrics [8][9]. - The company is prioritizing share repurchases, having bought back nearly $10 billion in stock while paying out $1.33 billion in dividends [9]. - Meta's capital expenditures are projected to rise significantly, expected to be between $66 billion and $72 billion this year, indicating a shift towards a more capital-intensive business model [10]. Group 3: Comparative Analysis - Microsoft is viewed as the safer dividend stock due to its established dividend history, higher yield, and consistent growth, while Meta is still in the early stages of its dividend policy [12][14]. - Although Meta has potential for future dividend growth, its current lack of a proven history and rising capital expenditures make it a riskier option for income-focused investors [13][14].

除去疑似三起医疗纠纷的当事人及家属账号外，未发现其他用户有持续规模化攻击或不友善言论。 目前，平台正积极配合有关部门的调查工作。我们深知平台治理工作的重要，打击网暴、治理违规内 容，是平台义不容辞的责任和义务。我们也知道相关工作仍有不足，需要不断完善，对于用户的保护需 要做得更好。我们将继续强化对平台上违规、不友善、攻击性内容的治理。 对于可能遭遇到网络暴力的用户，可通过在抖音里搜索关键词"网暴"，使用"一键防网暴"功能，开启防 打扰保护。如发现侵犯权益的内容，用户可在举报界面选择"侵犯权益"发起投诉，平台将第一时间处 理。平台也将持续优化服务能力，与各方一道，为被网暴者提供更有力的保护与支持。 抖音将始终谨记"开放、积极、多元、友善"的社区价值倡导，努力为广大用户创建安全与信任的平台环 境，打造更良好的网络生态。 8月8日，抖音黑板报官方微博发文称：近日，周口市第六人民医院妇产科邵医生坠楼身亡引起了公众的 深切关注。我们同广大网友一样，对此深感痛惜。 事发后，据媒体报道，邵医生生前曾遭受三起医疗纠纷当事人及家属持续网暴。我们也关注到，公众对 平台相关动作表达关切。现将平台已核查到的信息及对应处置情况予以说明 ...

Core Viewpoint - The launch of Instagram's new Map feature, designed to share users' geolocation data, has faced significant backlash from users concerned about privacy and potential misuse of the feature [1][2]. Group 1: Feature Overview - Meta introduced the Instagram Map tool as a way for users to share their "last active location" to stay connected with friends, similar to Snapchat's Snap Map [1]. - The feature is set to be off by default, requiring users to opt in to share their location [2][5]. Group 2: User Concerns - Many users expressed worries that the feature could expose their locations without proper consent, particularly those with safety concerns [2][3]. - Complaints highlighted that users felt the update was made without adequate warning, leading to fears of stalking or unwanted tracking [3][4]. Group 3: Company Response - Instagram chief Adam Mosseri addressed the backlash, stating that the feature does not expose users' locations against their will and that sharing requires explicit consent [3][4]. - A Meta spokesperson reiterated that the location sharing is off by default and can only be seen by users' followers or a custom list if they choose to enable it [5].

Financial Data and Key Metrics Changes - In Q2, users, revenue, and profitability each improved year over year, with revenue growth driven by momentum in the self-serve channel [16][22] - Q2 revenue was $65 million, up 3% year over year, while self-serve revenue grew 27% year over year and accounted for nearly 60% of total revenue [22][24] - Q2 GAAP net loss was $15 million, representing a negative 24% margin, while adjusted EBITDA loss was $2 million, reflecting a six percentage point year over year improvement [26][28] Business Line Data and Key Metrics Changes - The self-serve channel has become a key contributor to growth, improving advertiser performance, revenue yields, and advertiser retention [16][22] - The new product features, including local news, real-time alerts, and the FAVES AI assistant, aim to increase daily utility for users and create richer surfaces for advertisers [11][12][14] Market Data and Key Metrics Changes - Local news now accounts for roughly 5% of overall feed content, reaching 77% of U.S. cities, with over half of users engaging with this content [8][47] - The alert feature is expected to grow as real-time events occur, enhancing user engagement during critical situations [48][50] Company Strategy and Development Direction - The company is undergoing a transformation focused on product excellence, operational discipline, and community engagement, aiming to become the essential neighborhood network [5][18] - A restructuring plan was announced to improve focus and efficiency, including a workforce reduction to reset the cost structure and aim for adjusted EBITDA breakeven in 2026 [18][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the transformation strategy, emphasizing the importance of user experience and the potential for long-term value creation [64][65] - The company expects modest year-over-year revenue growth for the full year 2025, with a path to quarterly adjusted EBITDA breakeven in Q4 [29][30] Other Important Information - The company ended the quarter with $413 million in cash and no debt, indicating a strong balance sheet [27] - A leadership change was announced, with Craig Lisowski appointed as President of Products and Matt Anderson stepping down as CFO [19][20] Q&A Session Summary Question: Can you quantify the changes made to ad loads and the strategy for turning them back on? - Management indicated that the focus is on optimizing user experience first rather than increasing ad load, with excitement about experimenting with new ad formats [35][36] Question: What feedback have you received from advertisers regarding the new platform? - Management noted that CMOs expressed a desire for a better user experience, which aligns with the company's focus, and they plan to work closely with advertisers to define new ad formats [40][42] Question: What are the evolving use cases for the Nextdoor app and which surfaces are users spending the most time on? - Management highlighted that local news and alerts are gaining traction, with significant user engagement, while alerts will grow organically based on real-time events [47][48] Question: How are budget conversations with large advertisers evolving? - Management reported meaningful quarter-over-quarter improvements and expects ongoing gradual benefits from programmatic partnerships and click optimization for larger advertisers [52][54]

Financial Data and Key Metrics Changes - In Q2 2025, total revenue grew 27% year over year to $104 million, with an adjusted EBITDA margin of 43% or $45 million, aligning with the raised full-year guidance [11][14] - Direct revenue for the quarter was $87 million, up 24% year over year, driven by subscription offerings and optimizations [12] - Average monthly active users (MAUs) increased by 6% year over year to 14.9 million, while average paying users rose 16% to 1.2 million [12] - Net income for Q2 was $17 million, representing 16% of revenue, compared to a net loss of $22 million in the same period last year [13] Business Line Data and Key Metrics Changes - Direct revenue growth was led by subscription offerings, with average direct revenue per paying user increasing 7% to $23.65 [12] - Indirect revenue reached $17 million, up 39% year over year, driven by new third-party advertising partners and traction in international markets [12] Market Data and Key Metrics Changes - The company noted strong engagement in the Explore feature, with over 25% of users utilizing it monthly, and launched Explore heat maps across 21 markets [6][12] - The company is focusing on expanding its presence in developing markets like India and the Philippines, where there is significant growth potential [27] Company Strategy and Development Direction - The company aims to build one of the leading AI-native consumer companies, leveraging GenAI to enhance user experiences and drive long-term revenue growth [7] - The introduction of mapping features is expected to enhance local discovery and user engagement, with plans for future product initiatives [31] - The company is committed to improving its marketing strategies in various regions, particularly in Latin America and Asia, to better penetrate those markets [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong results while executing its long-term vision [5][10] - The company reaffirmed its full-year 2025 outlook of at least 26% revenue growth and an adjusted EBITDA margin of at least 43% [14] Other Important Information - The CFO transition is underway, with the current CFO continuing in her role until a successor is identified [9] - The company has repurchased $325 million in common stock year to date, with $175 million remaining under the share repurchase program [14] Q&A Session Summary Question: What drove the MAU growth in Q2? - Management highlighted three drivers: strong engagement among younger user cohorts, reliance on unique device counting for MAUs, and organic growth from brand recognition [20][21][24] Question: Can you elaborate on the acceleration in indirect revenue? - The CEO noted that indirect revenue growth was driven by increased ad placements and new third-party advertising partnerships, with a focus on maintaining CPM levels [38][39] Question: What are the key drivers behind the increase in operating expenses? - The CFO indicated that increased operating expenses reflect investments in product development and marketing, as well as a more predictable expense profile [43][44] Question: Are there any early learnings from pricing experiments? - Management emphasized that pricing changes will not materially impact 2025 and that the focus is on driving revenue growth through product enhancements [46][47]