While Snap Inc. reported significant growth in user base, revenue, and subscription services, there were challenges such as a decline in North American DAUs and softness in brand-oriented advertising revenue. The company highlighted optimistic future prospects with strategic investments in AI and AR, though macroeconomic uncertainties pose potential risks.

Company Guidance -

Q3 2025

During Snap Inc.'s Q1 2025 earnings call, several key metrics and strategic initiatives were highlighted. The company reported a 14% year-over-year increase in revenue, reaching $1.36 billion, driven by advancements in direct response advertising solutions and the growth of Snapchat+ subscriptions, which saw a 75% year-over-year increase, contributing $152 million. Snap achieved an adjusted EBITDA of $108 million and generated $114 million in free cash flow. The company's global community grew to 460 million daily active users (DAU), with notable increases in the rest of the world. However, North American DAUs slightly declined, but overall, monthly active users surpassed 900 million. Snap's focus on augmented reality (AR) continues, with more than 400,000 AR creators contributing to over 4 million lenses, and new features such as global positioning and advanced hand tracking were added to their AR platform. The company also emphasized improvements in its advertising models and the launch of new ad formats as key drivers for future growth. Despite macroeconomic uncertainties, Snap remains optimistic about its long-term business prospects, supported by its diverse revenue streams and strategic focus on AI and ML advancements.

Significant Growth in Monthly Active Users

Snap Inc. reached more than 900 million monthly active users, marking progress towards the company's goal of 1 billion monthly active users.

Revenue Increase

Q1 revenue increased 14% year-over-year to $1.36 billion, driven by progress in direct response advertising solutions and Snapchat+ subscription business.

Strong Performance in Direct Response Advertising

Direct response advertising revenue grew 14% year-over-year, contributing to 75% of total advertising revenue.

Growth in Snapchat+ Subscribers

Snapchat+ subscription revenue increased 75% year-over-year, reaching $152 million with nearly 15 million subscribers, an increase of 59% year-over-year.

Profitability and Cash Flow

Snap reported $108 million in adjusted EBITDA and $114 million in free cash flow in Q1, reflecting improved profitability and expense discipline.

Expansion of Augmented Reality Platform

Snap has expanded its AR platform with new features for developers, including global positioning system integration and advanced hand tracking capabilities.

Snap (SNAP) Earnings, Revenues Date & History

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SNAP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	-0.12 / -	-0.09	―	―	―
Jun 30, 2025	2025 (Q2)	-0.15 / -0.16	-0.15	-6.67% (-0.01)	―	―
Apr 29, 2025	2025 (Q1)	-0.13 / -0.08	-0.19	57.89% (+0.11)
Feb 04, 2025	2024 (Q4)	-0.04 / 0.01	-0.15	106.67% (+0.16)
Oct 29, 2024	2024 (Q3)	-0.14 / -0.09	-0.23	60.87% (+0.14)
Aug 01, 2024	2024 (Q2)	-0.16 / -0.15	-0.24	37.50% (+0.09)
Apr 25, 2024	2024 (Q1)	-0.26 / -0.19	-0.21	9.52% (+0.02)
Feb 06, 2024	2023 (Q4)	-0.17 / -0.15	-0.18	16.67% (+0.03)
Oct 24, 2023	2023 (Q3)	-0.24 / -0.23	-0.22	-4.55% (-0.01)
Jul 25, 2023	2023 (Q2)	-0.25 / -0.24	-0.26	7.69% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SNAP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 30, 2025	$8.69	$9.35	+7.59%
Apr 29, 2025	$9.09	$7.96	-12.43%
Feb 04, 2025	$11.60	$10.63	-8.36%
Oct 29, 2024	$10.89	$12.62	+15.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.