reports
- Dan Salmon
Snap Inc: 1 director
A director at Snap Inc sold/gave away 1,301,240 shares at 0.000USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) 4Q24 Model Update (Buy, target lower...
Our target declines to $16 from $17 owing to lower estimates, partially offset by a higher valuation owing to growing long-term revenue potential after SNAP’s advertiser base doubled in 2024, while Snapchat+ continues to layer in a more predictable subscription revenue stream.
- Dan Salmon
Snap Inc. (SNAP, Buy, $17 target) Two Very Important Things Doubled in...
What's New: In this first take following tonight's results, we focus on: 1. Upside potential grows as advertiser count and Snapchat+ subs both double in 2024 2. DR/Brand trends right in-line with expectations, helped a little by TikTok, and new ad load 3. Very careful rollout of simplified Snapchat progressing, likely takes all of 2025 to complete
- MarketLine Department
Tate & Lyle PLC - Mergers & Acquisitions (M&A), Partnerships & Allianc...
Summary Marketline's Tate & Lyle PLC Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Tate & Lyle PLC - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments rep...
- Dan Salmon
- Dan Salmon
Snap Inc. (SNAP, Buy, $17 target) First Take: Direct Response still hu...
What's New: In this first take following tonight’s results, we focus on: 1. Solid, not yet spectacular advertising trends, with DR and advertiser growth leading 2. Very careful rollout of Simple Snapchat progressing 3. Very early days for Promoted Places and Sponsored Snaps
Moody's Ratings assigns ratings to two series of new preferred shares ...
Moody's Ratings (Moody's) has assigned a Aa3 rating to the Series A and Series B Preferred Shares in the Variable Rate Demand Mode (VRDM) (collectively, the "VRDM Shares") issued by Invesco Senior Income Trust (NYSE: VVR). Concurrently, we have assigned a P-1 short-term rating to each series of VVR'...
- Dan Salmon
Snap Inc. (SNAP, Buy, raising target to $17 from $16) Adding Sponsore...
We are adding estimates for Sponsored Snaps (in the Chat inbox) and Promoted Places (on the Snap Map) to our model, while also reducing our estimates for Discover ads, as that surface is de-emphasized in the new Simple Snapchat. We also raise our Spotlight estimates slightly
- Dan Salmon
Advertising Week Takeaways 2H Ad Trends, CTV Pricing, GOOGL, META, AM...
We had the opportunity to catch up with over a dozen industry contacts and check in on close to 20 panels over the past four days of NYC Advertising Week. In the note, we walk through the top takeaways from our conversations including 2H24 advertising trends, the latest in CTV ad market pricing/supply trends, and views on the potential outcome of the DOJ versus GOOGL Ad Tech case. We also have specific stock takeaways for GOOGL, META, AMZN, TTD, SNAP, PINS, and RDDT.
- Blair Levin
- Dan Salmon
TikTok/Google Litigation Expert Call Recap: Timelines, Remedies, and w...
Last week, we hosted an expert call about the latest proceedings in the U.S. TikTok ban litigation and Google’s ad tech antitrust case. We also reviewed where Google’s search case sits as the remedies phase gets underway and an appeal from Google is expected soon.
- MarketLine Department
CP Kelco US Inc - Company Profile and SWOT Analysis
Summary CP Kelco US Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights CP Kelco US Inc (CP Kelco), a subsidiary of J.M. Huber Corp, is a manufacturer and marketer of specialty hydrocolloids. The company primarily offers carageenan, cellulose gums, diutan gums, gellan gums,...
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Takeaways from the Partner Summit an...
SNAP hosted its 6th annual Partner Summit yesterday, and we attended in person, including meeting with CEO Spiegel and CFO Anderson. In this note, we review the implications for the broader investment thesis, particularly the short and long-term impact of redesigning the app, combined with new ad load across the Map and Chat inbox (as well as a potential TikTok ban in the US).
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) What to expect at next week’s Partn...
SNAP is hosting its 6th annual Partner Summit next Tuesday September 17th, and we’ll be attending in person. The event should once again be focused on new user product innovation, community growth including creator support, augmented reality innovations, and an update on Snapchat+.
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) More conviction in above consensus r...
Yesterday, SNAP shared an internal letter to employees from CEO Evan Spiegel. Among the highlights, we think the most important to investors is that SNAP has begun testing new Promoted Places and Sponsored Snap ad units, bringing ad monetization to Snapchat’s Chat inbox and Map for the first time.
- Dan Salmon
Snap Inc. (SNAP, Buy, $16 target) Gen AI Text Generator Highlights La...
Last week, SNAP announced a new GenAI Copy Generator for advertisers, and earlier this month, the company narrowed its set of advertising objectives to twelve, from five. In this brief note, we review these announcements and other ad product updates since SNAP’s earnings call (including U.S. state-level targeting for First Story, which should benefit political spending at SNAP) and share our views on how each should support SNAP’s Direct Response and Brand advertising businesses.
- Dan Salmon
Snap Inc. (SNAP, Buy, lowering target to $16 from $18) 2Q24 Model Upd...
Our target decreases to $16 from $18 on lower estimates. Investment Thesis: SNAP continues to grow its advertiser base significantly and improve its direct response advertising toolset, which are the most important variables to building a healthy digital ad business over the long-term. Brand softness is inline with commentary from other companies, and barring the beginning of an outright recession, it should recover going into holiday season. New announcements at SNAP’s Partner Summit on Septem...
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