Snap Inc.(SNAP)股价在2025年2月5日周三盘前大涨5.6%。这主要是因为该公司第四季度财报以及首季度业绩展望均超出市场预期,充分显示了其广告改革计划效果初现。
第四季度关键财务数据亮眼。Snap营收同比增长14%至15.6亿美元,每股收益16美分高于预期,全球日活跃用户数达到4.53亿。此外,付费订阅服务Snapchat+也保持了强劲的增长,用户数已达1400万,年化收入超过5亿美元。
Snap近期采取的一系列广告业务改革措施,包括优化广告投放、拓展中小广告商渠道、开发针对性广告等,开始为公司带来回报。同时,TikTok在美国面临不确定性,推动部分广告主和内容创作者流向其他社交平台,亦为Snap的广告收入提供了机遇。
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