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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产品与营收

产品营收占比

营收构成 ($5.4B)

静态数据（加载实时财务…）

Advertising (98%)

Snap+ Subscriptions (2%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Meta Platforms

Social media advertising

影响: major competitor (Instagram Reels)

合作伙伴

googl

Google Cloud infrastructure

影响: multi-billion cloud deal

宏观与市场背景

커뮤니케이션 서비스行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Snap Inc. 的 AI 供应链分析。

企业信息

总部

Santa Monica, CA

成立时间

2011

员工人数

5,300

官网

snap.com

行业概况 — 커뮤니케이션 서비스

行业新闻