"Snapchat has published its latest performance update, with the app, unsurprisingly, seeing a decline in daily active users, though it still posted a steady rise in revenue for Q4 2025. And with Snap about to hit a critical stretch for the future of the business, with the launch of its AR Specs, the numbers here are important for the company's overall foundation moving forward."
"Snapchat lost 3 million daily active users versus Q3, and is now sitting at 474 million DAU. Which, as noted, is not overly surprising, considering that Snapchat was banned in Russia in early December, as part of the Russian government's push to get more people using its own social media app, while Snap also lost a heap more users in Australia just a few weeks after that, due to the Australian government's new under 16 social media restrictions."
"These two actions would cumulatively have seen Snapchat lose an estimated 8.5 million users in a matter of weeks, through no fault of its own. With that in mind, the fact that Snapchat's daily usage has only declined by 3 million suggests that it's actually done pretty well to maintain engagement in the app. Though as you can see in the above charts, Snap is also losing users in the U.S., its key revenue market, and that doesn't bode well for its future prospects."
Snapchat's daily active users declined by 3 million from Q3, leaving the app at 474 million DAU. Bans in Russia and new Australian under-16 restrictions likely drove an estimated 8.5 million user loss within weeks. The smaller net decline indicates relatively strong user engagement despite regional headwinds. Usage is falling in the U.S. and EU, suggesting market saturation and potential reliance on increased ad load to grow revenue. Q4 2025 revenue reached $1.72 billion, up 10% year-over-year. Snap remains heavily dependent on U.S. ad revenue due to limited ARPU growth in Rest of World markets, and the AR Specs launch is a critical near-term milestone.
Read at www.socialmediatoday.com
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