SNAP三季度收入增速创新低，取消指引，盘后暴跌26%

华尔街见闻2022-10-21

公司收入增速首次降至个位数，净亏损飙升400%至3.6亿美元，部分原因是1.55亿美元的重组费用。市场预计，该公司的高速成长期已经终结。受此影响，Meta，谷歌等公司股价盘后下挫。10月20日周四，美国社交媒体SNAP发布第三季度业绩。财报显示，SNAP调整后每股收益为8美分，高于市场预期的小幅亏损或盈亏平衡。报告期内收入为11.3亿美元，低于市场预期的11.4亿美元，收入同比增速仅为5.7%，这...

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精彩评论

antonyye
2022-10-21
antonyye
都是华尔街操盘手的一个套路，跟业绩等因素没有关系。什么叫带血的筹码？什么叫做空？这就是教科书！
国之良栋
2022-10-21
国之良栋
公司不大，但是可以带动meta，alphabet……，影响力挺大的
GaryPKU
2022-10-21
GaryPKU
每次都是这个烂货发垃圾财报或者取消业绩指引，然后带崩纳指。
看一眼
2022-10-21
看一眼
其实是被tiktok灭了

发表看法

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href=https://wallstreetcn.com/articles/3672883><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公司收入增速首次降至个位数，净亏损飙升400%至3.6亿美元，部分原因是1.55亿美元的重组费用。市场预计，该公司的高速成长期已经终结。受此影响，Meta，谷歌等公司股价盘后下挫。10月20日周四，美国社交媒体SNAP发布第三季度业绩。财报显示，SNAP调整后每股收益为8美分，高于市场预期的小幅亏损或盈亏平衡。报告期内收入为11.3亿美元，低于市场预期的11.4亿美元，收入同比增速仅为5.7%，这...</p>\n\n<a 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Hedge认为，这意味着，SNAP的高速成长期可能已经结束了。财报发布后，公司盘后股价暴跌近26%。该公司股价从2021年9月底的高点以来已经累计下跌约90%，今年以来的跌幅则达到77%。用户维持高速增长，付费用户超过150万三季度，SNAP全球日活跃用户数为3.63亿，高于市场预期的3.582亿，同比增速达到19%。这表明尽管业务方面存在困难，但该公司仍然能够吸引用户使用该服务。但是，每用户平均收入（ARPU）下降11%至3.11美元，低于分析师平均预测的3.19美元。公司表示其在6月推出的每月3.99美元的Snapchat+订阅服务在三季度已经有超过150万订阅用户，当前该服务已经覆盖全球170多个国家和地区。SNAP首席执行官Evan Spiegel称：本季度，我们采取行动，进一步将业务重点放在三个战略重点上：发展我们的社区并加深用户对产品的参与，重新加速和多元化我们的收入增长，以及投资增强现实。他说，用户增长“为我们在动荡的宏观经济环境中提供了长期机会”。受美国宏观经济及苹果隐私政策的影响，SNAP广告业务能力下降苹果2021年对iOS系统的隐私更新仍然是SNAP跟踪用户能力的障碍，从而其互联网广告业务遭到削弱。Meta的Facebook等社交媒体也受到苹果该政策的冲击。下周Meta和Alphabet将公布最新的季度报告。此外，美国经济放缓和衰退的可能性加剧也导致许多广告商暂停或减少广告支出。在新闻稿中，SNAP称：我们发现，我们在许多行业的广告合作伙伴正在减少他们的营销预算，特别是在面临运营环境变差、通胀驱动的成本压力和资本成本上升的情况下。受SNAP不及市场预期的财报的拖累，同样依靠互联网广告收入的Meta在美股盘后一度跌约5%，谷歌母公司Alphabet盘后转跌，跌幅超2%。SNAP继续缩减项目以期节省开支作为降低成本计划的一部分，SNAP称，将关闭几个昂贵的项目，包括计划以230美元单价出售的Pixy无人机。SNAP还终结了其Snap 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