Qualcomm - First quarter EPS reported at 350, exceeding expectations by 9 cents, with revenue at $12.25 billion, slightly above the expected $12.2 billion [1] - For Q2, EPS forecasted between 245 and 265, with revenue expected between $10.2 billion and $11 billion, missing the estimate of $11.1 billion due to a memory shortage [2] - Shares dropped over 4.5% following the earnings report, reflecting concerns over guidance and ongoing memory issues [3][4] Alphabet - Google search revenue reported at $63.07 billion, beating expectations of $61.37 billion, while Google services revenue was $95.86 billion, also above the expected $94.9 billion [7] - YouTube ad revenue at $11.38 billion missed the estimate of $11.7 billion, and overall Google ad revenue was $82.28 billion, surpassing expectations [8] - Capex for the quarter significantly higher at $91.45 billion compared to the expected $28 billion, raising concerns about spending discipline [11][19] ARM Holdings - EPS came in at 43 cents, better than the expected 41 cents, with revenue for the fiscal third quarter at $1.24 billion, slightly above the $1.23 billion estimate [31] - Royalty revenue grew by 27% year-over-year to a record $737 million, but licensing revenue missed expectations at $505 million [31] - Guidance for the upcoming quarter forecasts revenue of $1.47 billion, slightly below analyst projections [32] Snap - EPS reported at 3 cents, up from a loss a year earlier, with revenue increasing 10% to $1.72 billion, slightly better than expectations [41] - Daily active users at 474 million, meeting estimates but showing mixed regional performance [42] - Guidance for future revenue slightly below analyst expectations, raising concerns about monetization and competition [44][49]

每经AI快讯，SNAP去年第四季度营收17.2亿美元，预估17亿美元；第四季度调整后每股收益0.1829美 元，预估0.15美元。 ...

Group 1 - The company behind Snapchat has stated that its outlook does not include potential sales from the integration with Perplexity [1] - Snap has not yet agreed on a path for a broader rollout of its deal with the AI company [1]

Evan Spiegel, CEO of Snap Inc. attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, U.S., on July 9, 2025.Snap shares were up over 5 percent in after-hours trading on Wednesday after the Snapchat-parent released fourth-quarter earnings that beat on sales. The company also announced a $500 million stock repurchase program.Here is how the company did compared with Wall Street's expectations:Earnings per share: 3 cents. That figure is not co ...

Core Insights - Snap exceeded Wall Street estimates for fourth-quarter revenue, driven by increased advertiser engagement during the holiday season, resulting in a share price increase of over 2% in extended trading [1] - Total active advertisers on Snap's platform rose by 28% in the fourth quarter, highlighting the strength of direct response ads and new ad formats [1] - Revenue for the quarter increased by 10% year-over-year to $1.72 billion, surpassing analysts' average estimate of $1.70 billion [2] Revenue Forecast - Snap anticipates first-quarter revenue to be between $1.50 billion and $1.53 billion, slightly below the estimate of $1.55 billion [3] - The forecast does not account for revenue from the Perplexity integration, a $400 million deal that is still under negotiation [3] Customer Segments - Strong growth was observed in the medium-customer segment globally, with North America being the largest contributor to dollar growth in this segment [4] - The company continues to face challenges in its North America large-customer business [4] Financial Performance - Snap's outlook for adjusted EBITDA is between $170 million and $190 million, exceeding estimates of $177.9 million, as the company focuses on profitable growth through cost control [5] - The net income for the fourth quarter was $45 million, up from $9 million a year earlier, while the net loss for 2025 narrowed to $460 million from $698 million in 2024 [5] Product Development - The company is enhancing its augmented reality offerings with the launch of an independent unit, Specs, and is diversifying revenue through its subscription service Snapchat+ [6] - Subscribers for Snapchat+ increased by 71% to 24 million in the fourth quarter, while daily active users rose by 5% year-over-year to 474 million, despite a decline of 3 million from the previous quarter [6]

Core Viewpoint - Snap has forecasted first-quarter revenue below Wall Street estimates, indicating increased competition for digital advertising from larger rivals like Meta-owned Facebook and Instagram [1] Group 1 - Snap's revenue forecast for the first quarter is lower than expected, reflecting challenges in the digital advertising market [1] - The competition for digital advertising dollars is intensifying, particularly from major players such as Facebook and Instagram [1]

Exhibit 99.1 Snap Inc. Announces Fourth Quarter and Full Year 2025 Financial Results Fourth quarter revenue increased 10% year-over-year to $1,716 million Fourth quarter gross margin of 59%, up 4 percentage points sequentially and 2 percentage points year-over-year Fourth quarter operating cash flow was $270 million and Free Cash Flow was $206 million Fourth quarter net income of $45 million and Adjusted EBITDA of $358 million SANTA MONICA, Calif. – February 4, 2026 – Snap Inc. (NYSE: SNAP) today announced ...

Company Overview - Snap Inc. is a prominent social media platform and technology company that specializes in augmented reality (AR) [1] - The company has a substantial user base, with 477 million daily users and 943 million monthly users, primarily aged between 13 and 34 [1] Investment Insights - The article reflects a beneficial long position in Snap's shares, indicating confidence in the company's future performance [2] - The author emphasizes a disciplined and analytical investment approach, focusing on swing trading undervalued small companies [1] Market Context - Snap's focus on augmented reality positions it well within the growing tech landscape, appealing to a younger demographic that is increasingly engaged with social media [1]

Snap Inc. (NYSE:SNAP) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 4.Analysts expect the Santa Monica, California-based company to report quarterly loss at 3 cents per share, versus a year-ago profit of 1 cent per share. The consensus estimate for Snap's quarterly revenue is $1.7 billion, versus $1.56 billion a year earlier, according to data from Benzinga Pro.Snap recently announced the formation of Specs Inc. as a distinct subsidiary ahead of the public l ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share, which was revised up due to strong performance from tech companies, following a 13.6% growth rate in the previous quarter [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating continued investor interest in diverse sectors [5]