会议主要讨论的核心内容 - 公司宣布推出全新的"Simple Snapchat"版本 [6][7][8] - 公司正在利用AI技术为Snapchat用户提供更多创新的拍摄和表达方式 [8][9][10][11] - 公司正在加强Snapchat的社交属性 [12][13][14][15][16] - 公司正在为创作者提供更多支持和工具 [20][21][22][23][24][25][26][27][28] - 公司正在不断推动AR技术在各行各业的应用 [30][31][32][33][34] 问答环节重要的提问和回答 - 公司宣布推出全新的AR眼镜"Spectacles" [51][52][53][54][55][56][57][58][59][60][61][62][63][64][65][66][67] - 公司表示Spectacles将不收取任何开发者税 [59][60][61] - 公司与OpenAI合作为Spectacles开发者提供强大的多模态大语言模型 [62]

Evan Spiegel, CEO of Snap Inc., speaks onstage during the Snap Partner Summit 2023 at Barker Hangar on April 19, 2023 in Santa Monica, California.Snap on Tuesday announced the fifth generation of its Spectacles augmented reality glasses that can overlay digital graphics onto the physical world.The latest Spectacles are only available for developers, who must commit to paying $99 a month for one full year if they want to build AR apps for the device. The glasses can produce more compelling digital visuals th ...

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文章核心观点 - 公司推出了一款新的AI视频生成工具,允许创作者通过文本提示生成AI视频,未来还将支持图像提示 [1] - 该工具目前处于测试阶段,仅向部分创作者开放,公司还没有计划向普通用户开放 [1] - 该工具由公司自有的视频模型驱动,公司表示会采取措施防止生成有害内容 [2] - 公司的举措领先于同行,但尚未公开展示该工具的输出效果,因此难以评判其性能 [2] 根据相关目录分别进行总结 产品功能 - 公司推出了一款新的AI视频生成工具,允许创作者通过文本提示生成AI视频 [1] - 未来该工具还将支持通过图像提示生成AI视频 [1] - 该工具目前处于测试阶段,仅向部分创作者开放,公司还没有计划向普通用户开放 [1] 技术实现 - 该工具由公司自有的视频模型驱动 [2] - 公司表示会采取措施防止生成有害内容 [2] 行业地位 - 公司的举措领先于同行,包括TikTok和Instagram等 [2] - 但尚未公开展示该工具的输出效果,因此难以评判其性能 [2] - 该工具将与初创公司Runway以及OpenAI、Adobe等公司的同类产品竞争 [2]

Snap Inc. (SNAP) , the parent company of popular social media platform Snapchat, has experienced a 12.8% decline in its stock price over the past six months, underperforming the Zacks Computer and Technology sector’s return of 8.7%, leaving investors questioning whether to maintain their positions or cut their losses.This downturn comes amid ongoing challenges in the social media landscape and broader economic uncertainties. However, the company's recent focus on user safety initiatives may offer a potentia ...

The latest trading session saw Snap (SNAP) ending at $9.64, denoting a +1.26% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a gain of 0.55%, and the technology-centric Nasdaq decreased by 0.52%.Prior to today's trading, shares of the company behind Snapchat had gained 3.14% over the past month. This has outpaced the Computer and Technology sector's gain of 1.56% and lagged the S&P 500's gain of 3.67% in tha ...

Rob Kim/Getty Images EntertainmentInvestment Thesis Snapchat’s (NYSE:SNAP) stock has had a steep selloff since my last writeup in July, with shares dropping by 47.57%, driven by what many investors saw as a lukewarm quarter. Investors are grappling with the company’s slower than competitor growth in advertising revenue. This weak growth is concerning for many in the investor base as Snapchat continues to struggle to compete for ad dollars with larger rivals like Meta (META) and Google (GOOGL), which bot ...

Advertising demand isn't strong enough to boost its monetization rates.Shares of Snapchat's parent company Snap (SNAP -1.04%) lost 29.9% of their value during August, according to data provided by S&P Global Market Intelligence. And the whole drop happened on Aug. 2, the day after it reported financial results for the second quarter (Q2) of 2024.Snap's Q2 revenue was up 16% year over year to over $1.2 billion, which would have been good enough to satisfy investors. But the company thinks that its Q3 revenue ...

文章核心观点 - Snap公司拥有近10亿的月活用户规模,但股价却一直停滞不前,甚至跌至2018年以来的低位 [1][2] - 公司营收增长强劲,但市场更关注季度营收增速的波动,忽视了整体营收的持续增长 [2][3] - Snap公司的订阅服务Snapchat+正在快速发展,订阅用户已达1100万,为公司带来了稳定的订阅收入 [4][5][6] - 与同行相比,Snap公司的估值远低于行业平均水平,存在明显的估值错误 [7][8] 公司情况总结 - 用户规模接近10亿,月活用户达4.32亿,同比增长9% [2] - 营收从2017年的15亿美元增长至如今近50亿美元,增长强劲 [3] - 订阅服务Snapchat+用户已达1100万,预计2024年底将达到1400万,为公司带来稳定的订阅收入 [4][5][6] 行业情况总结 - 同行Meta和Pinterest的营收增速分别为20%左右,而Snap为16%,增速差距不大 [7] - 但Snap的估值远低于同行,仅为3倍前瞻性EV/销售比,远低于Meta的9倍 [7] - 市场对Snap的估值存在明显的错误,需要修正 [8][9]

Snap Inc. NYSE: SNAP is the corporation behind the popular social media platform Snapchat. Despite Snapchat’s undeniable brand recognition and a loyal, growing user base, Snap’s stock price has dropped significantly, down 47% year to date and nearly 90% from its all-time high. Snap’s financial performance has investors and analysts questioning if Snap is a fallen star or an undervalued opportunity ripe for a comeback. Get Snap alerts:Augmented Reality: Snap’s Investment in the Future of AdvertisingSnap Toda ...