Why RBC's Mahaney Is Bullish on Snap

The transcript discusses SNAP's controversial market position, highlighting its popularity despite Android integration issues. It analyzes the stock's performance, noting the potential impact of gamification on user engagement. The stagnation in user growth and market challenges are examined, alongside SNAP's role as a communication tool and its demographic appeal. The transcript concludes with an exploration of gaming trends and SNAP's strategic moves to capitalize on these trends.

What is one of the main reasons for SNAP's controversial status in the large-cap Internet market?

• The high cost of its services

• Its stable user growth

• The lack of consensus among analysts

• Its consistent stock performance

What issue did SNAP face with its Android app?

• Limited availability in markets

• High download costs

• Excessive data usage

• Lack of integration with the device

How did Kylie Jenner's tweet impact SNAP?

• It led to a rise in stock prices

• It improved user engagement

• It increased the app's popularity

• It questioned the app's relevance

What is a key factor that could lead to SNAP's user growth reacceleration?

• Partnership with Facebook

• Resolution of the Android integration issue

• Introduction of new filters

• Reduction in app size

What trend is SNAP trying to capitalize on with its new gaming feature?

• The rise of console gaming

• The shift to app-based gaming

• The decline of social media

• The increase in video streaming