Snap (SNAP) Stock Just Crashed 25%. Here's Why Snap (NYSE: SNAP) stock is trading sharply lower after hours Thursday after the social media company reported mixed Q3 results and offered disappointing guidance. Snap earned $0.17 per share to top the analyst estimate of $0.08. Sales for the quarter came in at $1.07 billion to miss on the consensus of $1.1 billion. Sales grew 57% year-over-year thanks to 306 million active global users, higher than the 301.8 million expected from the Street. Finally, the average revenue per user (ARPU) came in at $3.49 vs. $3.67 consensus. “While we anticipated some degree of business disruption, the new Apple-provided measurement solution did not scale as we had expected, making it more difficult for our advertising partners to measure and manage their ad campaigns for iOS,” CEO Spiegel said. The SNAP stock was further hit after the company said it expects to generate sales between $1.17 billion and $1.21 billion, significantly lower than the consensus of $1.36 billion. The company is expecting to record adjusted EBITDA between $135 million and $175 million. Earlier this week, BofA analyst Justin Post reiterated a Buy rating and $80.00 price target on the Snap stock on expectations the company will report 3Q revenue upside. “With tougher comps for the sector in 4Q (10pt tougher y/y growth comp for Snap) and 1H’22, near-term deceleration may be a sentiment headwind, so commentary around Spotlight & Maps monetization and potential to maintain 50%+ growth in 2022 is important for the call,” the analyst commented in a note. Prior to the sharp move lower in the Snap stock, shares were up 51.5% YTD.
标 题: snap这破股票疫情后翻了10倍？
$7.5 -> $75 疯了
Snap (NYSE: SNAP) stock is trading sharply lower after hours Thursday after the social media company reported mixed Q3 results and offered disappointing guidance.
Snap earned $0.17 per share to top the analyst estimate of $0.08. Sales for the quarter came in at $1.07 billion to miss on the consensus of $1.1 billion.
Sales grew 57% year-over-year thanks to 306 million active global users, higher than the 301.8 million expected from the Street. Finally, the average revenue per user (ARPU) came in at $3.49 vs. $3.67 consensus.
“While we anticipated some degree of business disruption, the new Apple-provided measurement solution did not scale as we had expected, making it more difficult for our advertising partners to measure and manage their ad campaigns for iOS,” CEO Spiegel said.
The SNAP stock was further hit after the company said it expects to generate sales between $1.17 billion and $1.21 billion, significantly lower than the consensus of $1.36 billion. The company is expecting to record adjusted EBITDA between $135 million and $175 million.
Earlier this week, BofA analyst Justin Post reiterated a Buy rating and $80.00 price target on the Snap stock on expectations the company will report 3Q revenue upside.
“With tougher comps for the sector in 4Q (10pt tougher y/y growth comp for Snap) and 1H’22, near-term deceleration may be a sentiment headwind, so commentary around Spotlight & Maps monetization and potential to maintain 50%+ growth in 2022 is important for the call,” the analyst commented in a note.
Prior to the sharp move lower in the Snap stock, shares were up 51.5% YTD.
Intel 也跌了，对科技板块有一定冲击
如果说板块的话，现在最喜欢传统板块里的两类零售股， 一个是衣服鞋帽零售或生产加零售的； 另一个是卖车的 dealer, 无论卖新车卖旧车或新旧混合。 生意好的很
LAD？
嗯。。。FB也掉了一截。
阅后即焚，美国约炮软件。
我用，不想让FB生态群一统江湖，交流比较随意一些
这个的确是风向转变，出乎很多人意料，我做它家长线好久了，估计也要亏不少，唉
这类卖车的（不算卖配件的和车厂，纯整车 dealer ），市值 1B以上的应该有20只左右
AN PAG KMX CPRT SAH CVNA ABG GPI 等，当然现在股价都很高
我也以为会财报好呢。设了一个钓鱼价买call，结果没过fill。。。
惨。这可是一下爆没了25%-30%。
大赞跟娃炒股，我也是15年靠跟娃学习ethereum，然后一下子财务压力减轻的
赌财报的有可能还不止
是呀
不过我也不用小红书 instagram 和 Pinterest
老阿姨了 只用搜索
cnbc 说连带脸书和推特一起崩了
估计也受疫情影响
是啊 这一正一反
我上概率101的时候 老师开学让predict6只科技股走势 期末猜对的免费给饮料
结果6只因为是科技股 correlation超高
但大部分人都觉得msft要跌 果果要涨 （跟着小屁孩心里的企业evilness走）
这是我课堂里学过的最有益选股宗旨
其实科技股大体还是正相关的 而我们总是看到里面不同的地方多一点
我读MBA的时候，年年都会分析特斯拉，去年同学见面纷纷感叹当年写报告写了那么多为什么谁都没买一股……
有道理， 准备试试用Gartner和Forrester的report来指导选股。
哈哈哈 这个。。。 绝
记得当时我和她一起午饭 她还和我说 musk这个疯子 不可信 比特币要么归零要么大涨
盈利的根本性问题不解决，还敢load。。。。
还是要做平台啊
aws，apple，MS都是做大平台，google有android，但是没硬件环境，所以都这样了它还不死心，还在做pixel
平台厂未来没有硬件环境还是走不远的，要么和奈飞，DIS一样转去做内容
apple我唯一担心的是他会不会被汽车拖垮。
不觉得它会自己造车，因为没必要
很可能还是ios车载系统之类，和大车厂合作
我有几个车厂的朋友都跳去了apple，不是搞软件做系统的，就是实实在在的搞汽车工程的。
真的吗？那倒真不好说了
apple倒是真不缺钱，🚗也是代工，关键在于新平台是不是能盈利。tsla也是好多年才开始挣钱
aapl把所有定制广告的份额都吃掉了。
每次你说的都很赞同😄
是啊，这里面水太深了。
造车 是很大一个赌注 弄不好要翻船的
我觉得除了搞robotaxi整合生态 果家没必要造车 搞robotaxi也觉得已经落后了。当然可能跟手机一样，iOS和安卓 （Tesla)。
来，我跟着你的脚步
恭喜恭喜，大吉大利
好 我去挂个篮子
脸书和推特是被老川的DWAC带崩的
谢谢指教
不敢不敢，只是今天恰好关注了一下
Apple的Search Engine市场占有率连Google的零头的零头的零头都不到。 Apple Search Ads是可以忽略不计了的东西。
是因为Apple privacy policy变化使得Ads targeting效果变差。估计其他的广告公司的ER会接着一个一个暴雷。。。
明天纳指大概会被一堆广告公司带崩的。。。
然鹅其他科技股都跟着蹦了
需要盈利吗？ Tesla了解一下 Bitcoin了解一下
Snap需要的是更新故事，好比进军电动车。
Apple的影响力没有那么大
哈哈哈
想起电视剧silicon valley了。。。
社交媒体的价值在于，让人与人之间的交流和沟通距离变小，让个体之间的沟通成本减小。
这个世界很多问题之所以难以解决，就在于信息流通的成本。如果信息是无限畅通的，人类世界半只脚就踏入天堂了。即便改善一点点，对整个世界的影响都是巨大的。
不过现在misinformation通过社媒传播的太快 负面影响也是很大的