Snap: Increasingly Asymmetric.
3 months ago
Investment Ideas by Antonio
"SNAP: 932M MAUs, 350M+ AR DAUs, FCF/share rising while trading 2x sales creates asymmetric opportunity. Snapchat+ hit $700M ARR, gaming users +40% YoY, Spotlight 48% of time spent. Q2 ad platform mishap corrected; Sponsored Snaps show 2x conversion, 5x click ratios vs other inventory. $3B AR investment positions for mainstream adoption."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Snap: Increasingly Asymmetric.
Source:
Investment Ideas by Antonio
Published:
September 22, 2025
Idea Type:
Stock Idea