Drexel Hamilton Analyst Explains His 'Buy' Rating on Snap

The video discusses Snapchat's stock performance, highlighting a positive outlook from analysts despite challenges. Snapchat is positioned uniquely as a camera company with potential in augmented reality. The focus is on ARPU growth rather than user growth, targeting millennials. Snapchat's strategy includes innovative content to maintain engagement.

What are the main reasons analysts are giving Snap the benefit of the doubt?

How does the speaker differentiate Snapchat from other social media platforms like Twitter and Facebook?

What potential does the speaker see in augmented reality for Snapchat's future?

What challenges did Snapchat face in 2016 that impacted its user growth?

What is the significance of ARPU growth for Snapchat according to the speaker?