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CNBC AI · 2026/8/3 22:03:52

Snap's stock jumps 8% on earnings beat and strong sales forecast
AI 中文解读
Snap交出了一份亮眼的成绩单,股价在盘后交易中直接飙涨8%。这家社交软件公司二季度营收和利润双双超出华尔街预期,CEO斯皮格尔在致投资者的信中提到,广告业务势头正在改善,给了市场十足的信心。
通俗点说,Snap旗下核心产品Snapchat主打“阅后即焚”和AR特效滤镜,很受年轻人欢迎。这次业绩超预期,说明广告主在Snapchat上投广告的效果不错,愿意花更多钱。更值得注意的是,公司主动把今年基础设施成本预期上调了5000万美元,这笔钱主要是为AI相关功能“买单”,比如更智能的滤镜推荐和内容算法,相当于在提前布局,为未来发展攒后劲。
对普通用户来说,这意味着以后刷Snapchat时,看到的广告会更贴合你的兴趣,滤镜特效也会更懂你。对于在Snapchat上做生意的小商家而言,广告投放的回报率有望提升,花的每一分钱都更能花在刀刃上。Snap加大AI投入,长期看能提升产品体验,也可能带动整个社交广告行业的竞争升级,最终让消费者用上更有趣的产品。
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TechSnap's stock jumps 8% on earnings beat and strong sales forecastPublished Mon, Aug 3 20264:11 PM EDTUpdated Mon, Aug 3 20266:03 PM EDTJonathan Vanian@in/jonathan-vanian-b704432/WATCH LIVEKey PointsSnap reported better-than-expected earnings and revenue for the second quarter. CEO Evan Spiegel said in an investor letter that the company "saw improving momentum in our advertising business."The company said it's increasing its forecast for infrastructure costs for the year by $50 million to between $1.65 billion and $1.7 billion.In this articleSNAPFollow your favorite stocksCREATE FREE ACCOUNTEvan Speigel, CEO of Snap, speaks with CNBC on June 16, 2026.CNBCSnap reported better-than-expected revenue and earnings for the second quarter and issued a forecast for the current period that topped analysts' estimates. The stock jumped about 8% in extended trading. Here's how the company did compared with analysts' expectations:Loss per share: Loss of 10 cents. That figure is not comparable to analysts' estimates.Revenue: $1.6 billion vs. $1.54 billion expected, according to LSEGGlobal daily active users: 493 million vs. 487 million expected, according to StreetAccountGlobal average revenue per user, or ARPU: $3.25 vs. $3.16 expected, according to StreetAccountRevenue in the second quarter rose 19% from $1.34 billion a year earlier, Snap said in a statement. The company's net loss narrowed to $164 million from $262.6 million, or 16 cents per share, a year ago.Adjusted earnings came in at $250 million, ahead of the $192 million estimate, according to StreetAccount.Snap said third-quarter sales should come in between $1.7 billion to $1.74 billion, topping analyst estimates of $1.7 billion. Adjusted earnings will be between $300 million and $350 million. The midpoint of $325 million trails StreetAccount's projections of $327 million.Snap CEO Evan Spiegel said in an investor letter tha
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