Earnings Recaps
July 21, 2020

Snapchat: 2020 Q2 Earnings

Snapchat Experienced A Significant Slow Down In Revenue Growth, But Are Seeing Signs Of A Recovery

Chart of the Week
June 10, 2020

Chart of the Week 06.10.20

Kids Have Predictably Spent Even More Time With Mobile Apps During The COVID-19 Shutdown

Conference Takeaways
May 15, 2020

JPMorgan 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, The New York Times, Sinclair, Snapchat, Twitter, Verizon, Zynga

Earnings Recaps
April 21, 2020

Snapchat: 2020 Q1 Earnings

Snapchat’s Shift To Direct Response Ads Is Starting To Pay Off As They Can Deliver More Efficient Buys

Conference Takeaways
March 10, 2020

Morgan Stanley 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Google, Liberty Media, Lionsgate, Live Nation, The New York Times, Netflix, Roku, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, Verizon, ViacomCBS, Zynga

Earnings Recaps
February 04, 2020

Snapchat: 2019 Q4 Earnings

Snapchat Is Trying To Improve Hosting Costs In Order To More Efficiently Scale Their High Bandwidth App

Earnings Recaps
October 22, 2019

Snapchat: 2019 Q3 Earnings

After Stabilizing The Product, The Focus Is On Improving Monetization By Growing Advertiser Demand

Conference Takeaways
September 18, 2019

Goldman Sachs 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, Fox, IMAX, Lionsgate, Live Nation, SiriusXM, Snapchat, Spotify, Take-Two, T-Mobile, Verizon, Viacom, Zynga

Earnings Recaps
July 23, 2019

Snapchat: 2019 Q2 Earnings

Snapchat Added 13M Active Users As Recent Improvements To The Application Have Begun To Pay Off

Earnings Recaps
April 23, 2019

Snapchat: 2019 Q1 Earnings

Snapchat Has Launched A Gaming Platform To Increase Engagement Amongst Their Core User Base

Chart of the Week
April 17, 2019

Chart of the Week 04.17.19

YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content

Conference Takeaways
February 27, 2019

Morgan Stanley 2019 TMT Conference

Interviews with Senior Executives at AT&T, Charter, Cinemark, Comcast, Facebook, Glu Mobile, Google, Lionsgate, The New York Times, SiriusXM, Snapchat, Spotify, Twitter, Verizon, Viacom, WWE, Zynga

Chart of the Week
February 13, 2019

Chart of the Week 02.13.19

Advertising Can Subsidize Costs For Consumers Making It Easier To Acquire Large Audiences

Earnings Recaps
February 05, 2019

Snapchat: 2018 Q4 Earnings

Snapchat Is Continuing To Add New Product Features, But Is Struggling To Add New Users

Earnings Recaps
October 25, 2018

Snapchat: 2018 Q3 Earnings

Snapchat Is Heavily Investing In Premium Video Content That Is Created Specifically For Mobile Devices

Earnings Recaps
August 07, 2018

Snapchat: 2018 Q2 Earnings

Snap Continues To Face Challenges As They Pivot From A Social Network To A Content Platform

Earnings Recaps
May 01, 2018

Snapchat: 2018 Q1 Earnings

Snapchat Is Redesigning The App To Be A Communication Service And Content Platform

Earnings Recaps
February 06, 2018

Snapchat: 2017 Q4 Earnings

Snapchat Is Evolving From A Communication Tool To A Content Distributor