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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($5.4B)

靜態數據（加載即時財務…）

Advertising (98%)

Snap+ Subscriptions (2%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

競爭對手

Meta Platforms

Social media advertising

影響: major competitor (Instagram Reels)

合作夥伴

googl

Google Cloud infrastructure

影響: multi-billion cloud deal

宏觀與市場背景

커뮤니케이션 서비스行業新聞

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%

近期催化劑

◆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

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企業資訊

總部

Santa Monica, CA

成立時間

2011

員工人數

5,300

官網

snap.com

行業概況 — 커뮤니케이션 서비스

行業新聞