Snap Makes Its Case to Investors

The transcript discusses SNAP's valuation concerns, focusing on user growth slowdown and competition from Instagram. It compares SNAP's situation to Twitter's IPO challenges, highlighting SNAP's unique product innovation and leadership under Evan Spiegel. The discussion also covers SNAP's market strategy, which differs from Twitter's approach by targeting developed countries rather than a global user base.

What was the primary concern for investors during Snap's roadshow?

• Daily active users

• Revenue growth

• Marketing strategy

• Partnerships with other companies

How did Snap explain the slowdown in user growth?

• Increased competition from Twitter

• High advertising costs

• Lack of new features

• Issues with their Android product

What differentiates Snap from Twitter according to the transcript?

• Snap has a larger user base

• Snap is more popular in developing countries

• Snap focuses on product innovation

• Snap has higher revenue

Who is leading Snap and making visionary product decisions?

• Evan Spiegel

• Jack Dorsey

• Sundar Pichai

• Mark Zuckerberg

What is Snap's approach to its user base compared to Twitter?

• Prioritizing emerging markets

• Focusing on developed countries

• Targeting all users globally

• Concentrating on business users