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Meta revenue growth in September is expected to be 4%. $META likely won't be that bad, but prepare that there is risk.
— Gene Munster (@munster_gene) July 21, 2022
Snap hooks kids with streaks. Looks like are in one of their own. pic.twitter.com/RrNHtEn3Et
— Dave Pell (@davepell) July 22, 2022
Context: Snap just rolled out a sweet new deal for its CEO / COO that allows them to continue controlling the company forever, while using it as their own personal piggy bank thru stock saleshttps://t.co/iBfF4wVHD1 https://t.co/B1Ws5WmDaN
— Christopher Mims 🤌 (@mims) July 22, 2022
Snap down -39%, about to crack ten bucks. Refusing to guide is a real scare in this market.
— Tero Kuittinen (@teroterotero) July 22, 2022
Why is Meta down like the other ad companies?
— Anshu Sharma 🌶 (@anshublog) July 22, 2022
They are in a totally different business called metaverse with $100 trillion TAM.
I still think if you wanted to invest (not financial advice) in doing cool shit, I'd be on Snap where there are ways to transform what you do on social into art, fashion and surreal moments. There is not that much fun out there except maybe Jortcore. https://t.co/fKlOQV0k3O
— Garett Sloane (@GarettSloane) July 22, 2022
Who remembers Spiegel lauding Apple's "totally appropriate moral stance" on privacy when the stock was 5X where it is today? Call is brutal so far...$AAPL $SNAP $META
— Ben Buchanan (@01Core_Ben) July 21, 2022
Swear to god, if Elon made his bid for Twitter now, he could maybe pick it up for single digits per share... https://t.co/ciPD6V36QH
— Brian McCullough (@brianmcc) July 21, 2022
there are stock charts
— Ari Levy (@levynews) July 22, 2022
and then there's $SNAP https://t.co/eOeg4oqzqT pic.twitter.com/FnWEpS0pDx
Thanks, Apple. https://t.co/LfK16HhURM
— parker (@pt) July 22, 2022
Waiting for the call. Good news is DAUs were up 18% (347 million) in Q2 2022, an increase by +18% y/y (or +54 million).
— Gene Munster (@munster_gene) July 21, 2022
1) I'm still surprised by the lack of public discourse around the impacts of @apple's iOS 14 changes - all in the name of privacy - that are leading to massive adverse effects to SMBs and innovative companies everywhere. They might bear as much blame for a recession as inflation.
— Alex Gurevich (@alex_gurevich) July 21, 2022
This was what I had been warning about as a sign of a consumer market recession. Brands will cut back knowing consumers are cutting back.
— Ben Bajarin (@BenBajarin) July 21, 2022
Important to note that, as of now, b2b market is still strong. https://t.co/fyalaRZLpR
I'm disappointed that the founders have created a structure to project their super voting rights. Feels tone deaf.
— Gene Munster (@munster_gene) July 21, 2022
Meta getting hit now too. Investors are expecting similar conditions. pic.twitter.com/yVF3XjiBRV
— Alex Kantrowitz (@Kantrowitz) July 21, 2022
Meta was the first to admit that @tiktok_us was hurting their growth and now Snap is clearly acknowledging the pressure from TikTok's incredible growth $SNAP $META pic.twitter.com/r6YD5nLurH
— Rich Greenfield, LightShed 🔦 (@RichLightShed) July 21, 2022
"Apple caused a recession by not letting us spy on people without their consent" is a JWST-photo-of-thousands-of-galaxies brain take. https://t.co/QxYMZPXDgh
— Steve Streza 🏳️🌈 (@SteveStreza) July 22, 2022
Seeing the bad earnings numbers from $SNAP and $TWTR due in part to Apple’s ATT changes is the tip of the iceberg of the economic damage.
— Dare Obasanjo (@Carnage4Life) July 22, 2022
The fact that online retailers big and small have to spend more on ads to reach fewer people during a recession is hurts the overall economy. https://t.co/YuTi1ogJ6e
Wow. Big yikes. Snap was supposed to grow 18% in Q3, right now it's flat. And it's not providing guidance because forward-looking visibility remains incredibly challenging."
— Alex Kantrowitz (@Kantrowitz) July 21, 2022
Stock down 24% in after hours. pic.twitter.com/UHMwdPry0c
Snap’s earnings quote that “our financial results for Q2 do not reflect our ambition” is the rallying cry for all underachieving millennials. I love it.
— Tom Dotan (@cityofthetown) July 21, 2022
Welp, Snap's revenue was even worse than its slashed forecast and the stock price is sinking.
— Shira Ovide (@ShiraOvide) July 21, 2022
2Q tech earnings will be INTERESTING. https://t.co/0FYdbHE1X3
As Apple chokes of add revenue from developers (see snap); developers should collectively respond by dramatically raising prices on iOS and lowering them on Android and making a real push to pry people off iOS (and/or soak the rich people who stay)https://t.co/xw2tmxBkwt
— sam lessin (@lessin) July 22, 2022
Snap's market value = $17 billion now. The same as it was in a private funding round in 2016.
— Alistair Barr (@alistairmbarr) July 22, 2022
An economy predicated on tracking people and sharing their data is one that Apple users have opted out of.
— Naomi Brockwell (@naomibrockwell) July 22, 2022
"Users to blame for recession because they choose not to be tracked."
Ok. https://t.co/bxiAxRT42y
Interesting thread. We need to put our thumb on the scale to make sure platforms support instead of strange small businesses. https://t.co/anGDVrIsKL
— Noah Smith 🐇🇺🇦 (@Noahpinion) July 22, 2022
* $SNAP results read on $META
— Gene Munster (@munster_gene) July 21, 2022
Results are ugly. Stock is down 25% on comment that revenue for the September quarter is tracking flat y/y. The Street had been expecting 18% growth. pic.twitter.com/YIV1Z78hoC
On Sept. 24, Snap was a $136 billion company
— Ari Levy (@levynews) July 21, 2022
Now, Snap is a $20 billion company@JonathanVanian on another brutal earnings report for $SNAP
https://t.co/7HqZFuPmC5
Shares of Snap fell more than 35% this morning, a day after the company reported disappointing second-quarter results. https://t.co/zD3SUFhZTn
— CNBC (@CNBC) July 22, 2022
Snap shares dive 35% following poor earnings report https://t.co/rtj3hPNjPH
— CNBC (@CNBC) July 22, 2022
Snap shares dive 35% following poor earnings report https://t.co/yFoVBkrazg
— CNBC International (@CNBCi) July 22, 2022
スナップは決算発表後、39%急落。https://t.co/oMpHnQ28K6
— 世界経済新聞 (@WorldFinNews) July 23, 2022
ニュース一覧はこちら👇https://t.co/cJstie7eqM pic.twitter.com/GoRT8zgJvS
スナップチャット、株価暴落。https://t.co/dmBdfsmpaX
— Samson (@yeesamson) July 22, 2022
CNBCらしくない、レベルの低い写真の選び方だな。