Calls
1
Evan Spiegel
CEO, Snap
Win Rate
0.0%
return
-3.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$5.73
-3.0%
Snap delivered a strong quarter with accelerating advertising conversions (+56% YoY), free cash flow inflecting to offset dilution and strengthen the balance sheet, and direct subscription revenue growing 85% to over $300 million. The company expects to convert 7-12% of its 970 million users to paying subscribers over time. Its Specs augmented-reality glasses represent a new computing platform with first-mover advantage and an ecosystem of hundreds of thousands of AR developers, positioning Snap for sustainable long-term growth.
Internet Platforms
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Evan Spiegel has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SNAP.
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