Execution RecordA poor track record of converting platform strengths into durable growth undermines investor confidence and may limit valuation upside, analyst cautions.
Profitability TimelineShare performance could remain constrained until consistent top-line growth and meaningful GAAP profitability are achieved, a transition likely to take time, analyst warns.
Revenue And Creator TrendsContinued year-over-year declines in paid creators and revenue, despite sequential improvement, suggest recovery may be fragile and keep valuation under pressure, analyst notes.