Core Viewpoint - The investment landscape is shifting, with traditional high-performing growth stocks losing their leading positions, prompting a search for new growth opportunities in the market [2][3]. Group 1: Uber Technologies - Uber Technologies is experiencing significant growth due to a shift in personal mobility preferences, particularly among younger generations who are less interested in car ownership and driver's licenses [4][5]. - In the previous year, Uber's drivers completed nearly 11.3 billion trips, marking a 19% increase from the prior year, indicating sustained growth potential [6]. - The company's delivery segment is also expanding rapidly, with the online food delivery market expected to grow over 17% annually through 2034 [9]. - The future potential of Uber is further enhanced by the anticipated development of self-driving vehicles, which could halve operational costs, although widespread deployment may take 10 to 20 years [10]. Group 2: Rocket Lab - Rocket Lab is positioned as a viable alternative to larger launch companies like SpaceX, utilizing its Electron rocket for smaller satellite launches, having successfully launched 232 satellites to date [13]. - The company is developing a larger Neutron rocket capable of carrying up to 13,000 kilograms, which will enable deep-space missions, including potential trips to the moon and Mars [15]. - Analysts predict Rocket Lab will achieve profitability by 2027, with the global commercial space launch market expected to grow at nearly 15% annually through 2034 [16]. Group 3: Snap - Snap has seen its daily user base grow to a record 460 million, although growth is primarily outside North America and Europe, where user numbers are declining [18][19]. - The company's revenue increased by 20% in Q1, with North American revenue up 12% year-over-year, indicating strong financial performance despite user growth challenges [20]. - Snap is evolving its platform with new tools for content creators and subscription offerings, which are expected to enhance user engagement and profitability moving forward [22][23].

In the latest trading session, Snap (SNAP) closed at $9.27, marking a -1.17% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.83%. Meanwhile, the Dow gained 0.77%, and the Nasdaq, a tech-heavy index, added 1.02%. Shares of the company behind Snapchat witnessed a gain of 11.01% over the previous month, beating the performance of the Computer and Technology sector with its gain of 8.25%, and the S&P 500's gain of 4.99%.The upcoming earnings release of Snap will be o ...

SYMBOL - 07 June 2025, Baden-Württemberg, Rottweil: The Snapchat app can be seen on the display of a ... More smartphone. Photo: Silas Stein/dpa (Photo by Silas Stein/picture alliance via Getty Images)dpa/picture alliance via Getty Images Snap’s stock (NYSE:SNAP) rose 7% on Friday, June 27, following comments from a research institution regarding advancements in Snap’s direct response advertising. This favorable news might enable Snap to surpass the consensus earnings estimate for the ongoing quarter. Never ...

Investor Presentation 2024 Disclaimers Note Regarding User Metrics and Other Data We define a Daily Active User, or DAU, as a registered and logged-in Snapchat user who visits Snapchat through our applications or websites at least once during a defined 24-hour period. We calculate average DAUs for a particular quarter by adding the number of DAUs on each day of that quarter and dividing that sum by the number of days in that quarter. DAUs are broken out by geography because markets have different characteri ...

What if I told you that you are actively participating in a complex engaging activity anxiety that is constantly we as a society are now able to consume any piece of information, news or content instantly and effortlessly. Research shows us that the average Gen Z social media user spends around 9 hours of screen time daily. So what's the outcome of this currently.I came across this visualization that really got me thinking about what the costs of social media are. The circle on this screen represents the ti ...

Industry Overview - Social ecommerce has gained significant prominence, providing convenience by allowing users to find products directly within apps and offering personalized recommendations, which enhances audience targeting for retailers and sellers [1][2] - The global social ecommerce market is projected to reach $6.24 trillion by 2030, with a CAGR of 31.6% from 2023 to 2030, prompting companies like Pinterest and Snap to intensify their efforts in this expanding market [2] Pinterest (PINS) - Pinterest is experiencing solid user growth across various sectors, with notable momentum in retail and emerging markets such as financial services, technology, and entertainment [3] - The company is leveraging advanced AI capabilities to enhance personalization, with its AI recommendation engine generating 400 million predictions per second, which helps in anticipating trends and improving campaign performance [4] - As of March 31, 2025, Pinterest reported a debt-to-capital ratio of 0.0%, a current ratio of 8.41, and cash and cash equivalents of $1.25 billion, indicating a strong liquidity position for future investments [5] - The Zacks Consensus Estimate for Pinterest's 2025 sales and EPS implies year-over-year growth of 13.8% and 42.64%, respectively, with upward revisions in estimates reflecting growing investor confidence [12][19] - Over the past year, Pinterest's stock has declined by 20.7%, while the industry has grown by 33.2% [14] Snap Inc. (SNAP) - Snapchat has become the preferred social networking platform for Millennials and Gen Z, reaching 75% of 13-34-year-olds in the U.S., surpassing Facebook, Instagram, and Twitter in this demographic [7] - The platform has over 900 million monthly active users, and Snap is introducing new tools and features to enhance customer engagement [7][8] - At the end of Q1 2025, Snap reported a current ratio of 4.3, indicating a strong position to meet short-term obligations [10] - The Zacks Consensus Estimate for Snap's 2025 sales implies year-over-year growth of 8.59%, while EPS is projected to decline by 13.79% [12] - Over the past year, Snap's stock has declined by 47.8% [14] - From a valuation perspective, Snap's shares trade at a price/sales ratio of 2.26, which is lower than Pinterest's 5.4 [16] Comparative Analysis - Both Pinterest and Snap are implementing strategic initiatives to enhance user engagement and drive advertising revenue [19] - Pinterest's strong AI focus and robust liquidity position suggest it may be a better investment option compared to Snap, despite both companies currently holding a Zacks Rank 3 (Hold) [18][19]

文 | Tiana 首日进站新买家数量同比增长 50 倍，成本反而降低 13%，这两个亮眼的数据是 AliExpress (速卖通) 在 2024 年双十一首日在 Snapchat 平台上的"战绩"。 "也就是说我们花了更少的钱却获得了更多的高质量新买家。" AliExpress 媒体用增专家 Raven Yuan 对 Morketing 说。 事实上，在电商平台的海外营销进入白热化的当下，各个平台的比拼又回到了最本质的指标——更多的高质量用户，更高效的转化。 作为国内最早的跨境平台之一，AliExpress 近几年似乎再次趋近巅峰状态，连续几个季度在阿里财报里都是亮眼的存在。双十一的案例就像是其中的一个 关键帧，拆解这帧画面，或许我们能管中窥豹，找到可复用的经验。 AliExpress 通过怎样的营销模式实现了大幅的用户增长？Snapchat 在其中又扮演着怎样的角色？为揭秘这场全球化营销战役的核心策略，Morketing 独家 对话了 AliExpress 媒体用增专家 Raven Yuan。 一个案例， 说明电商用户增长的四个关键 从目标的制定，到产品的选择，再到具体的落地，AliExpress 与 S ...

As Snapchat continues to take on Instagram and TikTok, the company announced on Thursday that it’s introducing a suite of new tools and features to make it easier for creators to create and share content on its platform. The social network is launching a “Timeline Editor” feature, a new way to create videos from saved Memories, the ability to auto-save Stories to profiles, and more. Snapchat says the new Timeline Editor will give creators a more intuitive way to edit videos directly on the platform. The Tim ...

Snapchat on Wednesday announced the launch of a new Snapchat+ tier called “Lens+.” The new tier costs $8.99 per month and, as its name suggests, is centered around giving users access to exclusive Lenses and AR experiences.In addition to giving users access to the perks unlocked with the standard $3.99 per month Snapchat+ tier, Lens+ gives users the ability to use hundreds of Lenses that let you “play, create, and share Snaps” with others, the company says. “We’re starting with Lenses built by Snapchat an ...

近日，美国媒体《Adweek》爆料，随着TikTok禁令第二次宽限期截止日期将至，美国社交媒体公司 Snap旗下平台Snapchat，正激进抢夺TikTok广告市场份额。 据三位直接收到Snap优惠政策的广告买家透露，在近几周，Snap推出了多种广告额度激励措施。其中一 位买家表示，若买家在Snap上花费5万美元广告费用，该平台会额外赠送价值1万美元的广告额度。另一 位买家表示，若在平台上额外投放10万美元广告，则可获得1万美元广告额度。此外，如果买家将10万 美元的广告预算从其他平台转移至Snap，就能获得20%的Snap广告额度。 一位广告买家称，其对接的Snap业务代表直接表明，这些激励措施的推出，就是为了争抢买家原本计划 用于TikTok的广告预算。 "Snap正激进地将自己定位为TikTok发生变故时的最大受益者"，一位广告买家表示。 根据《商业内幕》报道，在2025年2月的一场财报电话会议上，斯皮格尔就曾向投资者表示，Snap受益 于TikTok在美国面临的不确定性。在他看来，Snap用户数量总体呈上升趋势，而2025年1月19日TikTok 因禁令短暂关停后，Snap迎来了显著的流量增加。 这已 ...