Snap Inc., owner of Snapchat, saw its global monthly active users grow 4% to 971 million, but North American users declined, signaling a concern. Revenue increased 19% year-over-year to nearly $1.6 billion, with improved average revenue per user and a net margin of -10%. Despite ongoing shareholder dilution from high stock-based compensation, stable gross margins and a favorable valuation make Snap a speculative buy amid a consolidating social media market. Investors should weigh the growth potential against risks in a changing industry landscape.
Blue Duck Capital, a shareholder in Snap Inc., has issued an open letter urging Snap's board to raise external capital for its Specs technology division without diluting existing shareholders. This move aims to unlock significant shareholder value by...
Snap Inc. is moving from a capital-consuming business model to self-funded growth, driven by rapid subscription revenue growth and better free cash flow. Subscription revenue jumped 84.7% year-over-year to $316.5 million in Q2 2026, showing significa...
