SNAP's main issues are mostly linked to value capture and its CEO. The platform has a wide and big audience that uses the platform on a monthly basis. Based on Google, their monthly users is around 900 million, which is more than Twitter (540 million users). As such, if SNAP could use a simple core idea around its users to make money, they could be generating a lot of cash, hence having a strong cash flow. However, the platform has had a lot of issues in terms of conversions for its advertisers, resulting in weaker ad performance compared to other apps such as TikTok, YouTube, etc. Moreover, SNAP only recently became quarterly profitable after its big loss of 200 million USD during Q2 2025. Recently, SNAP has tried to offer their AR products, but will these generate a good solid cash flow for the company? It seems that SNAP should shift their business model in order to get money from their users in terms of watch time/app usage. It might be the right move to change CEO, who is currently the founder of SNAP, so that the company shifts direction and captures the value it should based on its big audience.
Disclaimer:
This analysis is for informational and educational purposes only and does not constitute financial advice, investment recommendation, or an offer to buy or sell any securities. Asset prices, valuations, and performance metrics are subject to change and may be outdated. Always conduct your own due diligence and consult with a licensed financial advisor before making investment decisions. The information presented may contain inaccuracies and should not be solely relied upon for financial decisions. I am not a licensed financial advisor or professional trader. I am not personally liable for your own losses; this is not financial advice.
Disclaimer:
This analysis is for informational and educational purposes only and does not constitute financial advice, investment recommendation, or an offer to buy or sell any securities. Asset prices, valuations, and performance metrics are subject to change and may be outdated. Always conduct your own due diligence and consult with a licensed financial advisor before making investment decisions. The information presented may contain inaccuracies and should not be solely relied upon for financial decisions. I am not a licensed financial advisor or professional trader. I am not personally liable for your own losses; this is not financial advice.
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