"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."
"Daily active users (DAU) -- 477 million, up 8% year over year in fiscal Q3 2025. 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, up 8% year over year, and 943 million monthly active users, up 7% year over year in fiscal Q3 2025. Total revenue reached $1.51 billion, a 10% year-over-year increase driven by advertising and direct revenue. Advertising revenue was $1.32 billion, up 5% year over year, while other revenue rose 54% to $190 million, largely from Snapchat Plus subscribers nearing 17 million. Adjusted EBITDA improved to $182 million with a 12% margin, and net loss narrowed by over 30% year over year. Management expects potential DAU declines in fiscal Q4 2025 due to engagement headwinds, internal monetization initiatives, platform-level age verification rollouts, new minimum age regulations, and infrastructure cost realignments. North America large client solutions advertising posted a modest decline and remains the primary revenue headwind.
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