社交媒体公司Snap周二晚间公布了令投资者振奋的第三季度业绩,股价在盘后交易中飙升超过10%。
Snap第三季度营收为13.7亿美元,同比增长15%,超过市场预期。净亏损收窄至1.53亿美元,亦优于市场预期。每股盈利为0.08美元,高于华尔街预期的0.05美元。
核心业务数据也表现亮眼。Snap付费订阅用户Snapchat+达到1200万户,环比增长约100万户,使用渗透率 不断提升。全球日活跃用户达4.43亿,同比增长9%,超出预期。用户人均营收为3.10美元,持续向上改善。
Snap最为投资者看好的是其在人工智能、增强现实等前沿领域的持续投入和取得的进展。Snap推出面向开发者的新一代增强现实眼镜Spectacles,引领开发新体验。项目获得积极回应,Snap表示渴望成为对开发者最友好的平台。其人工智能驱动创新也正推动广告平台革新,增强长期增长潜力。
不过,市场也关注到Snap对第四季度业绩的相对保守预期,预计营收和息税折旧摊销前利润指引中值均略低于市场预期。但这并未影响投资者乐观情绪。分析认为,Snap正以领先的人工智能和增强现实技术为武器,在新兴科技热潮趋势中捕捉增长机遇。
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