Snap 周三表示，受 Snapchat + 订阅服务增长推动，其直接收入业务年化运行规模已达到 10 亿美元。这 家社交媒体公司正积极开拓广告以外的新收入来源。 公司直接收入组合包括 Snapchat+、照片视频存储工具 Memories 以及应用内购买项目，其总订阅用户 数已突破 2500 万。 在竞争激烈的社交媒体市场中，Snap 受到 TikTok、Meta 旗下 Instagram 等强势平台挤压，正转向通过 订阅用户增长来提振收入，尤其是在部分大客户缩减对较小平台广告投放的背景下。广告收入目前仍是 该公司营收的主要来源。 首席执行官埃文・斯皮格尔去年曾表示，在季度收入增速放缓后，Snap 正处于 **"关键考验时刻"，并 提出目标：让直接收入成为"Snap 可持续的数十亿美元增长引擎"**。 该公司周二宣布，将推出一项订阅功能，允许创作者直接从忠实粉丝获得持续收入。该功能将于 2 月 23 日开始，面向美国一小部分 Snapchat 创作者进行测试。 Snapchat + 于 2022 年推出，提供多项定制功能，包括置顶好友、自定义聊天壁纸以及 AI 驱动的宠物形 象 Bitmoji Pets，以 ...

Feb 18 (Reuters) - Snap said on Wednesday its direct-revenue business has reached $1 billion in annualized revenue run rate, driven by growth ‌in its Snapchat+ subscription service, as the social media company ‌pushes into new income streams beyond advertising. The company, whose direct-revenue portfolio spans Snapchat+, the ​Memories photo and video archive tool and in-app purchases, said its total subscriber count has surpassed 25 million. Squeezed by dominant platforms such as TikTok and Meta-owned ...

Core Insights - Snap is diversifying its revenue sources, moving from a reliance on ad revenue to include subscriptions and hardware [2] Financial Performance - In Q4, Snap's revenue reached $1.7 billion, marking a 10% year-over-year increase [3] - Average revenue per user increased slightly to $3.62 from $3.44 [3] - Net income rose to $45 million from $9 million the previous year [3] - Snap+ subscribers grew by 71% year-over-year, reaching 24 million [3] User Metrics - Daily active users decreased from 477 million to 474 million, with declines in North America and Europe, while growth was observed in other regions [4] Future Outlook - The company anticipates Q1 revenue to fall below analysts' estimates due to competition from Facebook, Instagram, and TikTok [5] - CEO Evan Spiegel highlighted new offerings, including charging for Memories storage and plans to launch augmented-reality glasses, Specs [6] - A new subsidiary, Specs Inc., has been created to focus on the development of the glasses [6] - Spiegel emphasized the importance of establishing a strong brand for Specs, targeting a different audience segment [7] - The strategy for Specs is still being refined, with a focus on delivering an extraordinary product at launch [7]

Core Viewpoint - Micron Technology's stock has increased by over 80% since the last coverage, indicating significant growth potential beyond the memory needs of data centers [1] Group 1: Company Performance - Micron Technology's stock performance reflects a strong upward trend, suggesting that the company may have further growth opportunities in the market [1] Group 2: Market Potential - The article posits that Micron has more room to grow, indicating that the demand for its products may extend beyond current market expectations [1]

If your Memories exceed the new limit, you will need to either export them or sign up for one of Snapchat's new Memories Storage plans in order to preserve them. https://t.co/2dR6plFwco ...

Core Insights - Snapchat has introduced new storage plans for users who exceed the 5GB free limit for Memories, offering options of 100GB, 250GB with Snapchat+, and 5TB with Snapchat Platinum [4] - The company will provide 12 months of temporary storage for Memories that exceed the free limit, allowing users time to decide on upgrades [4][1] - Snapchat aims to transition users from free services to paid plans by emphasizing the value of Memories [2] User Engagement and Market Strategy - Snapchat reports over 250 million monthly users globally, with 70% of them being Gen Z [3] - The platform has seen increased engagement, particularly in India, where total time spent on the app has doubled over the past two years [4][3] - India is a key focus for Snapchat's global creator strategy due to its rapid growth and significant content contribution [3]

Core Insights - Google has successfully acquired key talent and technology from AI startup Windsurf for approximately $2.4 billion after a previous acquisition agreement with OpenAI fell through [1][2] - Windsurf, previously known as Codeium, focuses on developing next-generation AI programming tools and has raised over $200 million in venture capital since its establishment in 2021 [6][5] - The failed acquisition by OpenAI was primarily due to tensions with its major investor, Microsoft, which had rights to Windsurf's core technology licenses [2][4] Company Developments - Google will integrate Windsurf's CEO Varun Mohan, co-founder Douglas Chen, and several key technical employees into its DeepMind AI division [1] - Windsurf's core AI programming products include features like Cascade for code generation, Supercomplete for context-aware code suggestions, and Memories for personalized coding assistance [3][4] - The acquisition strategy reflects a trend among large tech companies to absorb promising AI startups' talent and technology without full acquisitions, potentially to avoid antitrust scrutiny [5][6] Market Context - Microsoft has reported that its AI programming applications have generated up to 35% of programming workload, significantly accelerating product time-to-market [7] - GitHub Copilot, an AI coding tool from Microsoft, is one of the market leaders with approximately 15 million users as of April [7]