Snap Inc.

SNAPleader

Snap Inc. operates Snapchat, the visual messaging platform popular with Gen Z. It pioneered augmented reality (AR) Lenses and disappearing content. Revenue growth has been challenged by competition from TikTok and Instagram, but AR and Snap+ remain long-term differentiators.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($5.4B)

Data statis (memuat keuangan langsung…)

Advertising (98%)

Snap+ Subscriptions (2%)

Komposisi segmen dan pelanggan utama

Detail produk

Snapchat App98%

Photo/video messaging app with 850M+ registered users and 414M daily active users (DAU). Core engagement via Stories, Spotlight short-video, and AR Lenses.

Snap+ Subscription2%

Premium subscription offering exclusive features ($3.99/mo). ~12M subscribers.

Hubungan Rantai Pasok

Pesaing

Meta Platforms

Social media advertising

Dampak: major competitor (Instagram Reels)

Mitra

googl

Google Cloud infrastructure

Dampak: multi-billion cloud deal

Konteks makro dan pasar

커뮤니케이션 서비스Berita sektor

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Katalis mendatang

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

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Info Perusahaan

Kantor Pusat

Santa Monica, CA

Didirikan

2011

Karyawan

5,300

Situs Web

snap.com

Gambaran umum sektor — 커뮤니케이션 서비스

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