Hey Meta, are you also nostalgic for 2016? As social media users wax poetic and share throwbacks about the social media heyday of 2016, it seems Meta wants to revive a piece of it.The tech giant is working on an internal prototype of a new stand-alone app for sending disappearing photos, a spokesperson confirmed to Business Insider. Yes, that does sound like Snapchat's original premise.According to a screenshot shared by mobile developer Alessandro Paluzzi, who reverse engineers Instagram to reveal protot ...

Did you analyze how Snap (SNAP) fared in its international operations for the quarter ending December 2025? Given the widespread global presence of this company behind Snapchat, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential ...

Snap Inc. (NYSE:SNAP) is one of the worst AI stocks to invest in according to Reddit. On February 6, following the company’s Q4 2025 earnings report, Barclays lowered its price target for Snap from $16 to $15 and kept an Overweight rating. The firm described the company’s outlook as being in flux with some call options, and noted that the core advertising business is currently lagging. Additionally, the firm highlighted that Snap faces regulatory overhangs across multiple regions. A day before that, Stif ...

Snap (NYSE:SNAP), a developer of the Snapchat visual messaging app with AR features, closed Friday at $5.22, up 1.95%. The stock has still fallen 24.68% this week. It gained today as investors reassessed Snap’s post-earnings sell-off in the light of analyst upgrades. Trading volume reached 89.0 million shares, coming in about 96% above its three-month average of 45.4 million shares. Snap IPO'd in 2017 and has fallen 79% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) rose 1. ...

Officials in India are publicly debating age restrictions for accessing social media, a potential fresh challenge to Big Tech in a massive market for users as global debate grows over online harms to children.Parliamentarian Lavu Sri Krishna Devarayalu, whose party is aligned with Prime Minister Narendra Modi’s, plans to introduce a private member’s bill in the coming months barring children under 16 from maintaining social media accounts. The aim is to ensure data privacy and protect children and adolescen ...

Core Viewpoint - Snap Inc. is facing challenges in user growth and stock performance, leading to mixed ratings from analysts, with some showing cautious optimism following recent earnings results [1][2][6]. Financial Performance - Snap's fourth-quarter 2025 earnings report showed earnings per share of 3 cents, surpassing expectations of a 2-cent loss, with revenues increasing by 10.2% year over year to $1.72 billion, exceeding Zacks Consensus Estimate by 1% [4][6]. - The Average Revenue Per User (ARPU) rose by 5%, and Snapchat revenues surged by 62% to $232 million [4]. Regional Revenue Breakdown - North American revenues, which account for 60% of Snap's total revenues, grew by 6% to $1.03 billion [5]. - European revenues, making up 20% of the total, increased by 19% to $341 million [5]. Stock Performance and Analyst Ratings - Snap's stock price recently hit a record low of $5.40, reflecting an 8.71% decrease, with a market capitalization of approximately $9.1 billion and a trading volume of 95.8 million shares [5]. - Evercore ISI maintained a "Mixed" grade for Snap and adjusted the price target from $13 to $9, indicating a cautious outlook [2][6]. - B. Riley upgraded Snap to a Buy rating from Neutral, suggesting optimism about Snap's potential recovery following the earnings report [2].

Core Insights - Snap (SNAP) reported fourth-quarter 2025 earnings of 3 cents per share, exceeding the Zacks Consensus Estimate of a loss of 2 cents, and up from earnings of 1 cent per share in the same period last year [1] - Revenues increased by 10.2% year over year to $1.72 billion, surpassing the Zacks Consensus Estimate by 1% [1] Revenue Breakdown - North America, accounting for 60% of total revenues, saw a 6% year-over-year increase to $1.03 billion [2] - Europe, representing 20% of revenues, experienced a 19% rise to $341 million [2] - Revenues from the Rest of World (ROW), also 20% of revenues, reached $350 million, up 16% year over year [2] - Average revenue per user (ARPU) rose 5% year over year to $3.62, with North America and Europe seeing increases of 12% and 20%, respectively [2] Subscription and User Engagement - Other revenues, primarily from Snapchat+ subscriptions, surged 62% year over year to $232 million, with an annualized run rate exceeding $928 million [3] - Snapchat+ subscribers reached 24 million, reflecting a 71% year-over-year growth [3] - Global daily active users (DAU) reached 474 million, a 5% increase year over year, although there was a loss of three million DAU quarter-over-quarter [4] Advertising Performance - Revenues from In-App Optimizations grew 89% year over year, driven by advancements in app models and new immersive formats [7] - Dynamic Product Ads revenues increased by 19% year over year, supported by large advertisers and a shift from static to dynamic solutions [7] - Sponsored Snaps click-through rates grew 7%, and click-through purchases increased 17% from Q3 to Q4 [8] Financial Metrics - Total active advertisers increased by 28% year over year, aided by improved onboarding and campaign workflows [10] - Cost of revenues rose 5% year over year to $702 million, while adjusted EBITDA increased by 29.6% to $358 million, with an adjusted EBITDA margin expansion of 3 percentage points to 21% [11] Cash Flow and Balance Sheet - As of December 31, 2025, cash, cash equivalents, and marketable securities totaled $2.9 billion, down from $3 billion as of September 30, 2025 [12] - Operating cash flow was $270 million, compared to $146 million in the prior quarter, and free cash flow was $206 million, up from $93 million [12] Future Guidance - For Q1 2026, Snap expects revenues between $1.56 billion and $1.6 billion, indicating a year-over-year growth of 9-12% [13] - The company projects adjusted EBITDA between $205 million and $245 million, with low double-digit revenue growth anticipated for 2026 and an adjusted EBITDA margin expansion of approximately 500 basis points compared to full-year 2025 [13]

社交平台Snapchat母公司Snap(SNAP.US)盘前涨5.6%，报6.24美元。消息面上，Snap去年第四季度营收 同比增长10%至17.2亿美元，高于市场预期的17亿美元；净利润为4520万美元，合每股盈利0.03美元， 而市场预期每股亏损0.03美元。期内，日活跃用户数达4.74亿，市场预期为4.775亿。Snap董事会批准5 亿美元的股票回购计划。(格隆汇) ...

Parliamentarian Lavu Sri Krishna Devarayalu, whose party is aligned with Prime Minister Also Read: The killer is lurking inside your child’s phoneSuch bills don’t represent government policy and typically don’t become laws, but can lead to wider parliamentary debate. State level officials and India’s finance ministry have also raised the issue of potential harms from social media.Any move to limit access to platforms in the world’s most populous nation would be a blow to the likes of Meta Platforms Inc.’s ...

Core Insights - The company positions artificial intelligence (AI) as a central lever for enhancing advertiser performance and driving profitable growth during the fourth-quarter earnings call [1][3] - AI is being integrated end-to-end across the advertising platform, focusing on creative development, campaign delivery, and optimization to improve direct-response outcomes and return on ad spend [2][4] Advertising Performance - In Q4, targeted improvements in dynamic product ads led to a 55% reduction in cost per action for seven zero conversions and a 45% reduction for one zero conversion, with dynamic product ad revenue growing 19% year over year [5] - Sponsored Snaps showed a 7% increase in click-through rates and a 17% increase in click-through purchases from Q3 to Q4, highlighting their effectiveness in engaging users [6] Case Studies and Success Metrics - Advertiser case studies demonstrated significant lower-funnel performance, with Kon-Tiki achieving a 283% increase in return on ad spend and a 72% reduction in cost per purchase through Sponsored Snaps [7] - The Saudi QSR brand Kudu combined AR lenses with Sponsored Snaps, resulting in 40% more app installs at a 76% lower cost per install and 38 times more purchases at an 84% lower cost [7] App Advertising and SMB Growth - The app advertising business accelerated in Q4, with revenue from in-app optimizations growing 89% year over year, attributed to advancements in foundational app models and immersive formats [8] - Small and medium-sized businesses contributed significantly to advertiser growth, with total active advertisers increasing by 28% year over year in Q4 [9] Financial Performance - Revenue grew 10% year over year in Q4, with advertising revenue reaching $1.48 billion, up 5% year over year, supported by strength in the SMB segment and improved performance across newer ad formats [10] - Gross margin reached 59% in Q4, reflecting a shift toward higher-margin revenue streams [11] User Engagement and Future Plans - More than 200 million Snapchatters engaged with games monthly in Q4, a 90% year-over-year increase, driven by new game formats [12] - The company plans to launch augmented reality hardware publicly in 2026, indicating a long-term growth strategy beyond smartphones [12]