DAUs and Dollars: Snap’s Quiet Revival.
5 months ago
Investment Ideas by Antonio
"SNAP: Social giant w/ 460M DAUs (+22% YoY), 15M paid Snapchat+ subs ($600M run-rate, +75% YoY), and My AI w/ 200M users. FCF inflecting upward since Q1'24. Advertisers +60% YoY. Trades at 2.7x sales vs Spotify at 9x valuation w/ fewer users. Bearish sentiment ignores strong user growth & monetization potential."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
DAUs and Dollars: Snap’s Quiet Revival.
Source:
Investment Ideas by Antonio
Published:
July 13, 2025
Idea Type:
Stock Idea