Snapchat

Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…

Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…

It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…

All meaningful social internet platforms are worlds that merge elements of identity and reality so users can interact in a compelling way. Identity is the character that users play in the world. Reality is the shared context and understanding that…

When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…

Earlier today, Snap resurrected Spectacles with version 2 for $150 (up from $130). The updated Spectacles have a slightly sleeker design, the ability to take pictures, new colors, optional prescription lenses, and water resistance.

On Wednesday, Snap reported earnings for the first time. Most investors saw Snap’s results as a disappointment, primarily because they missed on revenue and didn’t meet DAU expectations. Investors expected Snapchat to reach about 168 million DAUs, but they only…

On Tuesday, Snapchat rolled out new features to its platform, including an infinite snap timer, looped videos, emoji drawing, and a magic eraser. With the new snap timer and looped videos, recipients will now be able to see a picture…

We recently hosted a panel of 8 college students from the University of Minnesota. The goal was to better understand how millennials think about social media, communications, video, VR, AR, the selfie generation, the future of work, and privacy. Here’s a…

As we watched the run up in SNAP shares since its IPO last week, we wondered how much of the move was based on potential revenue growth of more than 2x in 2017 or investors buying in to Snap’s long…

We think customer feedback is a critical (but too often overlooked) component of understanding where technology stands today and where it’s headed in the future. Our Feedback Loup series provides real customer feedback on the technologies shaping our future. Snap’s IPO is a perfect opportunity…

Snap priced its IPO at $17 per share, implying a $23.6 billion market cap.  To put the valuation in perspective, we think Snap could grow revenues by 100% to ~$800 million in 2017 and believe some buy side investors think…