Blog: Snapchat - Page 3

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New Report: Snap Inc Q1 2017 - Declining User Growth Exacerbates Rising Costs

Zach Fuller
Following the release of its first earnings call since its IPO in March, Snapchat creator Snap Inc has seen its stock price drop 28% to its lowest price since going public. The development increasingly reflects investor uncertainty as to whether the company will be able to continue following a period of intense competition from Facebook and a consequent slowdown in growth.
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Snap Inc. As An AR Company

Zach Fuller
Whilst those uneasy by the company's IPO may feel vindicated by the stock’s falling price, it may not be wise to completely write-off Snap Inc. just yet. Snap Inc. is ‘a camera company’. If we momentarily ignore the questions over monetisation, Snapchat has a hold on youthful demographics that other services would die for, hence the eagerness of Facebook to mimic features of Snapchat such as lenses and Messenger Day, a clone of Snapchat’s Stories.
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Snapchat Imitations Are a Red Herring - Tencent Is Who Facebook Truly Want to Emulate

Zach Fuller
Snapchat has gone public, yet investors are still cagey on the company's IPO in response to Facebook’s regular copying of the ephemeral image-based app. Such is the extent of this that in response to the S1 filing, there was a popular meme on LinkedIn suggesting Snapchat going public was even more impressive when ‘CEO Evan Spiegel has simultaneously now been the Chief Product Officer at Facebook for over a year’.
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Four Companies That Could Buy Spotify

Mark Mulligan
For much of 2016 it looked nailed on that Spotify would IPO in 2017 and that the recorded music industry would move onto its next chapter, for better or for worse. The terms of Spotify’s $1 billion debt raise (which mean that Spotify pays an extra 1% on its 5% annual interest payments every six months beyond its previously agreed IPO date) suggest that Spotify was thinking the same way too.
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The BBC’s Planet Earth II, Snapchat And The Premium Content Play

Tim Mulligan
Hot on the heels of last week’s S-1 Initial Public Offering prospectus release by Snap Inc, the parent company of Snapchat, was this morning’s announcement that the US messaging service is partnering with BBC Worldwide, the international commercial arm of the BBC, to launch an exclusive series of Planet Earth II shows on Snapchat’s Discover platform in the US and Canada.
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How Snapchat’s Year of Living Dangerously Could End with a Major Win

Zach Fuller
Despite an audience both of huge scale and engagement (150m Daily Active Users), this is an uncertain time for Snap Inc. Though they have impressively manoeuvred away from their original incarnation as the alternative ephemeral image-messaging app towards building an impressive advertising model of discover channels and sponsored lenses, the company will be fully aware that in order to safeguard their lucrative prospective IPO (presently valuing the company at $25 Billion), they must preserve anarrative of continual growth if they areto acquiesce with Wall Street demands of tech stocks.
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Has Snapchat Learned From Twitter’s IPO?

Zach Fuller
Snap Inc, the parent company of messaging app Snapchat, have hired Goldman Sachs and Morgan Stanley for a seemingly imminent IPO. In addition to being one of the first app generation unicorns (alongside Spotify and Uber) to go public, the company is doing so at a time when fellow social media giant Twitter is in the process of selling itself, having seemingly been stalled by acquisition discussions with Disney, Google and Salesforce.
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