Action (SNAP) Snap Forum Analyses

Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

INITIAL MARKET REACTION TO TRUMP VICTORY:

U.S. Stocks: Broadly higher across sectors
$XLF: Big banks higher on expectations of regulatory relief, M&A growth
Cannabis Stocks: $WEED (+3,04 %), $MSOS, $TLRY (+6,31 %) down as Florida votes against legalization
$CVS (+0,57 %), $UNH (+1,64 %) : Health insurers rally on potential easing of Medicare Advantage pressures
$XLE (+0,32 %) , $XOM (-0,4 %): Energy stocks higher, anticipating fossil fuel support and less regulation
Solar/Renewables: Pressure on $FSLR (+1,24 %), $SEDG (+11,9 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
Crypto: Higher as Trump holds a favorable stance, $BTC (-0,45 %) strong
$TSLA (-4,58 %): Higher after Trump Win as Musk was all-in on support
Bonds: Weaker, with yields rising on fiscal concerns
China Stocks: Weak as tariff pressures and anti-China policy concerns grow
Peso/Mexican Equities: Weaker on aggressive trade policies and tariffs fear
FinTech: Higher with $HOOD (+3,38 %), $AFRM (+3,63 %) , $SQ (+1,31 %), $SOFI (+1,24 %) responding positively
Dollar: Stronger due to pro-business policies
$META (-2,23 %), $SNAP (+0,45 %): Mixed as TikTok ban concerns ease
Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.

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Techaktien

@Techaktien

1Mo·

Aftermarket after quarterly figures

+17% Reddit $RDDT (+0 %)

+5% Snap $SNAP (+0,45 %)

+4% Alphabet $GOOGL (+0,94 %)
$GOOGL (+0,94 %)

+4% Stryker $SYK (+1,48 %)

+2% Visa $V (-0,14 %)

+1% Unum $UNM (+0,86 %)

+0% Chubb $8240

+0% Mondelez $MDLZ (-1,01 %)

-2% Chipotle Mexican Grill $CMG (-0,82 %)

-3% Caesars Entertainment $CZR (-2,02 %)

-3% First Solar $FSLR (+1,24 %)

-7% AMD $AMD (-0,35 %)

-15% Qorvo $QRVO (+2,62 %)

#aktien
#börse
#quartalszahlen
#earnings
#wallstreet

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~ Michael 💎 🏅

@Michael-official

1Mo·

Snap
$SNAP (+0,45 %) has just announced its quarterly figures.

The earnings per share (EPS) amounted to $0,08 and exceeds expectations of $0,05. The turnover amounted to $1,37 billion and is also above expectations of $1,36 billion.

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

$SNAP (+0,45 %) Q3 2024 Earnings Highlights

🔹 Revenue: $1.37B (Est. $1.36B) 🟢; +15% YoY

🔹 EPS: $0.08 (Est. $0.051) 🟢

🔸 Stock Buyback Program: $500M for Class A shares

🔹 Adjusted EBITDA: $132M (Est. $90.6M) 🟢; +229% YoY

🔹 Net Loss: $153M (vs. $368M loss in Q3'23) 🟢

🔹 Free Cash Flow: $72M (vs. -$61M YoY) 🟢

🔹 DAUs: 443M (Est. 441.16M) 🟢; +9% YoY

User Metrics:

🔸 North America: 100M DAUs (-1% YoY)

🔸 Europe: 99M DAUs (+4.2% YoY)

🔸 Rest of World: 244M DAUs (+16% YoY)

🔸 Global DAUs: 443M (+9.1% YoY)

Revenue Breakdown:

🔹 North America: $857.6M (+9.1% YoY)

🔹 Europe: $248.9M (+24% YoY)

🔹 Rest of World: $266.1M (+32% YoY)

🔹 ARPU: $3.10 (+5.8% YoY)

Operational Highlights:

🔹 Snapchat+ Subscribers: Reached 12M (+100% YoY)

🔹 Workforce: 4,800 employees (-11% YoY)

🔹 Time Spent on Content: +25% YoY

🔹 Spotlight: >500M monthly active users (+21% YoY)

Key Developments:

🔸 AI & AR Investments: Expanded partnership with Google Cloud to enhance "My AI" chatbot features

🔸 New Advertising Formats: Introduced Sponsored Snaps and Promoted Places for businesses

Q4 2024 Guidance:

🔹 Revenue: $1.51B-$1.56B (+11% to +15% YoY)

🔹 Adjusted EBITDA: $210M-$260M

🔹 DAUs: ~451M expected

🔹 Annual Operating Expenses: $2.43B-$2.53B

CEO Evan Spiegel’s Commentary:

“We delivered strong community growth and financial performance this quarter. Our investments in AI and AR are unlocking new creative experiences and driving innovation across our advertising platform, laying the foundation for long-term growth."

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

Earnings next week 🚀

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8 Commentaires

Dirty30@Dirty30

1Mo

Next week I will be completely shaved 🥴

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Voir toutes les 5 autres réponses

~ Michael 💎 🏅

@Michael-official

2Mo·

Snap Inc.
$SNAP (+0,45 %) will in future be Google's
$GOOGL (+0,94 %) generative AI model Gemini to power the AI chatbot of Snapchat to improve Snapchat's AI chatbot, reports Bloomberg.

20

Zugo

@Zugo1

3Mo·

Hey, what do you think of my portfolio?

Please ignore $SNAP (+0,45 %) and the $SRECHA this was a purchase that I bought over a year ago as a test/fun and I'm just too stingy to sell at the moment 😂

$MSFT (-1,05 %) was a buy at the beginning i bought right at the peak and learned a lesson from that again. I will sell it as soon as possible at a profit and invest that money in the $VWRL (+0,18 %) invest

$ARYN (-0,45 %) and $LCID (+12,2 %) are purchases that I thought could achieve good growth if I hold them for +/- 10 years.

Otherwise I save the $VWRL (+0,18 %) monthly and the $XNAS (+0,07 %) monthly

From October the $CHDVD will be added. As I simply want to be well diversified in the Swiss equity market 😊

13Positions

8 320,24 CHF

2,99 %

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1 Commentaire

Wachstums_Aktionär@schokosahne

3Mo

Right at the beginning your lucid group has a negative eps and a negative free cash flow on the one hand they burn your capital and on the other hand they use the smoke to lure new investors so that your sum becomes even less in the company.

Hereby I want to show you, as soon as you invest in individual stocks, you have to understand the ratios. Your shares, with the exception of Microsoft, are on the one hand very risky, i.e. crowdstrike and palantir, and on the other hand quite low-yielding, such as Abb.
Here I would think again about what your goal is and only invest in companies that:

1. have a positive cash flow
2. have a low level of debt
3. the number of shares decreases in the best case due to share buybacks
4. have an active long-term #uptrend.
5. you understand the business model.

I could go on and on, but that's enough for a start. I also see that you entered nvidia very cyclically.
You always want to enter tech anti-cyclically, i.e. when everyone says tech is dying and no one sees growth there.

I can't say much about your etfs, I'm not very deep in the subject, there are some here who can make better judgments.
Always remember that an etf is diversified, it's not about having 20 but rather less is more.

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