Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google search rival Perplexity AI launched “Perplexity Computer” on Wednesday, positioning it as a next-generation AI platform capable of unifying files, tools, memory, and models into a single system.CEO Aravind Srinivas announced the launch on X, writing: “What has Perplexity been up to last two months? We’ve silently been working on the next big thing: Perplexity Computer. Computer unifies every current capability of AI into a single system. Files, tools, memo ...

Snapchat announced on Wednesday that it’s hosting its first-ever awards show on March 21. The social media giant says the awards show, called “The Snappys,” is designed to celebrate “the creators shaping culture on Snapchat.”Creators will receive awards like “Spotlight MVP,” “Best Storyteller,” and “Breakout Creator of the Year,” alongside awards across fashion, beauty, sports, music, food, and games. Additional categories include collaboration, comedy, and cultural impact. “Together, these honors reflect ...

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Core Viewpoint - Snap is innovating its advertising platform and diversifying revenue streams, but faces challenges in user growth and profitability recovery [1][15]. Advertising Performance - Snap's advertising platform is improving, with the launch of Sponsored Snaps leading to a 7% increase in click-through rates and a 17% increase in click-through purchases in Q4 2025 [6]. - The number of active advertisers on Snapchat increased by 28% in Q4 2025, driven by improved ad performance [9]. Financial Performance - Snap generated $5.9 billion in revenue in 2025, an 11% increase from the previous year [9]. - The company reported a GAAP loss of $460.5 million, a 34% reduction from a $697.9 million loss in 2024, while adjusted EBITDA rose by 36% to $689.5 million [10]. User Engagement - Snapchat averaged 474 million daily active users in Q4 2025, a decline from 477 million in Q3 2025, marking the first sequential decline since Q2 2018 [11]. - Management's focus on profitability led to reduced spending on user acquisition, contributing to the decline in daily active users [12]. Subscription Services - Snap is diversifying revenue through subscription products like Snapchat+, which had 24 million members at the end of 2025, a 71% increase year-over-year [8]. Stock Valuation - Snap's stock has declined 94% from its 2021 peak, resulting in a price-to-sales ratio of 1.4, near its lowest since going public in 2017 [13]. - Despite concerns over modest revenue growth and ongoing losses, the improvements in advertising and subscription services present potential positives for future stock performance [15].

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Insights - The article discusses the investment positions of analysts in SNAP and META, indicating a beneficial long position in these companies' shares [1]. Group 1 - Analysts have disclosed their long positions in SNAP and META, which may influence their perspectives on these companies [1].

Core Insights - Snap's direct revenue business has achieved a $1 billion annualized revenue run rate, primarily driven by the Snapchat+ subscription service, which has surpassed 25 million subscribers [1] Group 1: Snapchat+ Subscription Service - Launched in 2022, Snapchat+ offers exclusive features for $3.99 per month and has seen significant growth, becoming one of the fastest-growing consumer subscription services globally [2][3] - Additional paid tiers have been introduced, including Lens+ at $8.99 per month, which provides exclusive Lenses and AR experiences [3] - A new ad-free subscription tier called Platinum was launched for $15.99 per month, alongside a paid storage plan for Memories at $1.99 per month, with varying storage capacities for different subscription levels [4] Group 2: Future Developments - The company is launching creator subscriptions in alpha, allowing users to subscribe to individual creators who can set their own prices for exclusive content [5] - Snap plans to continue expanding Snapchat+ with a focus on customization and community-driven features, indicating a strong market for social media subscriptions [6] - Competitors like Meta are also exploring subscription models for their platforms, suggesting a growing trend in the industry [6]

Core Insights - Perplexity AI is shifting its focus from advertising to subscriptions and enterprise clients to achieve sustainable revenue growth [1][2] - The company aims to target high-powered professionals, emphasizing revenue retention over other metrics [2] - Perplexity AI reached $200 million in annual recurring revenue (ARR) by October 2025 and is expanding its enterprise offerings [3] Monetization Strategy - The company is prioritizing monetization, particularly through subscriptions and enterprise sales, rather than the volume of questions answered [2] - A five-person enterprise sales team is currently in place, with plans for expansion in the near future [3] Advertising Approach - Previous attempts to incorporate ads into AI-generated answers were unsuccessful, as users expressed skepticism about their credibility [3][4] - Perplexity AI will continue to offer free access to its services, albeit with rate limits [4] Product Development and Security Concerns - The CEO highlighted the potential of on-device AI to enhance user control and automate tasks, while also warning against misuse of the AI browser, Comet [5] - Security vulnerabilities were identified in Comet following audits by Brave and Guardio, raising concerns about its capabilities [6]

Core Insights - Snapchat is launching a subscription program aimed at helping creators increase their revenue, with alpha testing starting on February 23 for selected U.S. creators, followed by expansions to Canada, the U.K., and France [2][3] Group 1: Subscription Program Details - The Creator Subscription will provide fans with exclusive content such as subscriber-only Snaps and Stories, priority replies to public Stories, and an ad-free experience [4] - This program is designed to allow creators to experiment, reward their supporters, and establish a recurring income stream that grows with their audience [8] Group 2: User Engagement and Growth - In Q4 2025, Snapchat reported 946 million daily active users, with a 47% year-over-year increase in American users posting to Spotlight [3] - The subscription model is part of Snapchat's strategy to enhance existing monetization options, including the Unified Monetization Program and Snap Star Collab Studio [3] Group 3: Industry Trends and Insights - The evolving nature of subscription payments emphasizes the importance of delivering ongoing value to customers, as highlighted by industry executives [9] - The role of payments is shifting from a transactional endpoint to a strategic decision-making tool, driven by data-driven personalization [10]

Core Insights - Snapchat is launching creator subscriptions in alpha for select users in the U.S. starting February 23, allowing users to buy subscriptions to creators for exclusive content [1] - Creators can set their own monthly subscription prices, with Snap recommending different tiers, unlocking subscriber-only content and ad-free experiences [2] - The new subscription model expands on existing monetization programs, enhancing creator-user engagement through Stories, Chat, and replies [3] User Engagement and Growth - Snapchat reported 946 million daily active users in Q4 2025, with a 47% year-over-year increase in U.S. users posting to Spotlight [4] - The company plans to expand the creator subscription program to Snap Stars in Canada, the U.K., and France in the coming weeks [4] Competitive Landscape - Meta also offers subscription options for creators on platforms like Instagram and Facebook, providing users with access to exclusive content and badges [5]