This Company is Meta's BIGGEST Competitor.
Автор: Antonio Linares
Загружено: 2025-07-13
Просмотров: 9431
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Snapchat has been left for dead by the market.
But their rapidly growing DAUs and paid subscription tier, Snapchat+, suggest Snap may have a brighter future ahead than most investors think.
When one hears the term ‘Snapchat’, the knee jerk reaction is to think of a dying app. However, ever since Snap stock declined 87%+ from the all time highs in late 2021, Snap has continued growing its user base as depicted in the graph below. DAUs (daily active users) are up from ~375M in Q4 2022 to 460M in Q1 2025, making Snap one of the world’s top social media networks. To put this into context, Spotify has just over 670 MAUs (monthly active users) which accounts for roughly three quarters of Snap’s ~900M MAUs and is valued today at $145B - around 9 times more than Snap. Having studied Snap in depth, my view is that this network is most likely undervalued and presents notable upside.
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