SNAP Q4 Revenue Report

Break off After the company reported the fourth quarter of the fourth quarter, the stock price jumped in the extended transactions on Tuesday.

This is the way the company expects Wall Street:

Earnings per share: According to LSEG data
income: According to LSEG, it is expected to be 1.56 billion US dollars, and it is expected to be 1.55 billion US dollars
Global daily active users: According to Streetaccount data, 453 million and 45.11 million
The global average income of each user: According to Streetaccount data, $ 3.44 vs. $ 3.44

In the fourth quarter, revenue increased by 14 % from US $ 1.36 billion in the same period last year. The net income of the quarter was $ 9.1 million, or a penny per share. In the previous year, Snap recorded a net loss of US $ 248 million in the fourth quarter, that is, 15 cents per share.

SNAP said that revenue is expected to be between 1.325 billion US dollars and $ 1.36 billion in the first quarter. The midpoint of this scope was 1.34 billion US dollars, which was higher than Wall Street predicting 1.33 billion US dollars.

However, SNAP's first -quarter adjusted income will be between 40 million and $ 75 million, which is lower than the analysts expected $ 78.5 million. In the investor's letter, SNAP will guide the “investment plan for the future”.

SNAP said that the operating costs after the first quarter of the first quarter will be hired, the cost -related costs related to the law, and the seasonal transfer of “the seasonal transfer of the previous year to the first quarter, all will be in the range of 11 % to 12 %. Internal growth. “

“When we look forward to 2025, given our basic improvement in the advertising platform and the basic improvement of our momentum we established in the market plan, we have seen additional investment to expand business opportunities, especially focusing on the market that focus on the market. In the market. Snap said in the letter, small and medium -sized enterprises. “

In addition, the company stated that it promised $ 5 million to be affected by the recent Los Angeles wild fire with “supporting communities and team members”, and it is expected that it will “further make a further commitment over time.”

In September, the chief prosecutor of New Mexico claimed a lawsuit against Snap, saying that the company's Snapchat APP's design and recommendation system “publicly cultivated and promoted illegal materials involving children, and promoted seven elements, and promoted sales of children, drugs and guns. In early January, Snap shares fell after the Federal Trade Commission stated that he would lift the company related to the company related to my AI chat robot.

last week, Yuan It is reported that the results of the fourth quarter defeated their revenue and income and reiterated their plans to spend a lot of expenses on AI -related investment. letter In the income on Tuesday, it lost income. Pinterest reports on Thursday income, followed by Reddit next week.

Snap said that the daily active users in the first quarter will be 459 million, which is the expectation of analysts 458.3 million.

The company said its Snapchat+ Service now has 14 million booking households, which is higher than its third quarterly report. The service serving the first appearance in 2022 constitutes most of the so -called “other income” of Snap. The company said that the unit increased by 131 % year -on -year in 2024, and “annual income operation rate far exceeds 500 million US dollars.”

Snap CEO Evan Spiegel said on Tuesday with analysts that he was satisfied with the user's response to Snapchat+. The company may consider raising its subscription price, and the current monthly price is $ 3.99.

Spiegel also commented on the breakthrough AI model of DeepSeek headquarters in China. Compared with other similar software such as Meta, Alphabet, and OpenAI, it is said to be cheaper and faster to build and operate. Spiegel said that the AI model of Deepseek shows that “capital is not the long -term protection of technical business.”

“Seeing the innovation there is indeed encouraging.” “I think this confirms our point, that is, with the passage of time, many models will continue to be commodized and operate more effectively.”

The head of the head of the head, Mark Zuckerberg, told analysts last week that his company is still digesting some DeepSeek's ability, but adding it, “It may be too early, this pair of infrastructure is infrastructure. What does the trajectory of Capex mean? “This shows that Meta Won won the 'T to reduce its AI and will soon spend.

Regarding whether Snap has any impact on Tiktok's potential ban in the United States, Spiegel said: “The overall environment of uncertainty is benefiting our business.” He said that advertisers and creators are seeking “diversification”. Snap is helping them plan.

Snap said that Ajit Mohan had previously become the chief business officer after serving as president of the Asia -Pacific region. Before joining Snap in 2023, Mohan served as Vice President and Managing Director of Meta India.

watch: Meta and Microsoft Defend AI Capex After Deceek