"Snap (NYSE:SNAP) management expects daily active users (DAU) may decline in fiscal Q4 2025 due to ongoing engagement headwinds, internal monetization initiatives, the rollout of platform-level age verification, and new minimum age regulations for social media in certain jurisdictions. Evan Spiegel stated, "We expect some adverse impact on engagement metrics as these experiences are rolled out globally," referencing new product features, memory storage plans, and infrastructure cost realignments."
"Monthly active users reached 943 million, a 7% increase year over year in fiscal Q3 2025. Total revenue -- $1.51 billion, a 10% year-over-year increase in fiscal Q3 2025 driven by advertising and direct revenue streams. Advertising revenue -- $1.32 billion, up 5% year over year in fiscal Q3 2025 with direct response advertising grew 8% year over year and 13% quarter over quarter."
Snap reported 477 million daily active users in fiscal Q3 2025, up 8% year over year, and 943 million monthly active users, up 7%. Total revenue was $1.51 billion, a 10% increase driven by advertising and direct revenue. Advertising revenue reached $1.32 billion, up 5%, while other revenue climbed to $190 million, up 54% largely from Snapchat Plus subscribers (nearly 17 million). Adjusted EBITDA rose to $182 million with a 12% margin, and net loss narrowed to $104 million. Management expects Q4 DAU pressure from engagement headwinds, monetization initiatives, platform-level age verification, and new minimum age regulations, with North America LCS ad softness as a primary headwind.
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