Snap Inc Stock Price, News & Analysis

Snap Inc (NYSE: SNAP) announced that Matthew McRae, CEO of Arlo Technologies, has been appointed to its board of directors effective December 4, 2025. The appointment highlights McRae’s background in hardware and software product innovation and leadership roles at Arlo, NETGEAR, VIZIO and Cisco.

The company and board chairs welcomed McRae as a strategic resource to support Snap’s product and technology growth, and McRae said he looks forward to collaborating with CEO Evan Spiegel and Chairperson Michael Lynton.

Snap (NYSE: SNAP) and Perplexity announced a partnership to integrate Perplexity’s AI answer engine into Snapchat, rolling out in early 2026. Under the agreement Perplexity will pay Snap $400 million over one year in a mix of cash and equity, with partnership revenue expected to begin contributing in 2026. The integration will place Perplexity inside Snapchat's Chat interface for Snapchatters worldwide, alongside the existing My AI, and will use user messages to help personalize experiences. Snapchat reaches ~943 million monthly active users and over 75% of 13–34-year-olds in 25+ countries.

Snap (NYSE: SNAP) reported Q3 2025 results on November 5, 2025: revenue $1.507B (+10% YoY), net loss $104M (improved from $153M), Adjusted EBITDA $182M (+38% YoY), operating cash flow $146M, and free cash flow $93M.

Monthly active users were 943M (+7% YoY) and daily active users were 477M (+8% YoY). The board authorized a $500M share repurchase program funded from cash. Cash, cash equivalents, and marketable securities stood at $3.0B as of September 30, 2025. Management highlighted growth in direct response ads, Spotlight, AR/GenAI engagement, Snapchat+ subscription revenue, and product rollouts including Snap OS 2.0 and Specs development.

Integral Ad Science (Nasdaq: IAS) expanded its measurement partnership with Snap (NYSE: SNAP) on Nov 4, 2025 to add Viewability and Invalid Traffic (IVT) measurement for Sponsored Snaps and Chat Feed ads.

The update enables IAS Total Media Quality coverage across all Snapchat ad formats and devices, including Brand Safety and Suitability, Time-in-View, IVT rates, and frame-by-frame multimedia classification. The companies first partnered in 2018, added Brand Safety in 2024, and announced a joint attention-measurement effort with Lumen in June.

Integral Ad Science (NASDAQ: IAS) announced an expansion of its measurement partnership with Snap (NYSE: SNAP) to add Viewability and Invalid Traffic (IVT) measurement for Sponsored Snaps in the Chat Feed and to enable IAS coverage across all Snapchat ad formats on any device.

The company said IAS Total Media Quality for Snap now offers comprehensive viewability, IVT, brand safety and suitability metrics (including Time-in-View and IVT rates), industry-leading frame-by-frame multimedia classification, and global language support across Snapchat placements. IAS and Snap have partnered since 2018, with prior expansions in 2024 and a strategic attention-measurement tie-up announced in June.

Snap (NYSE: SNAP) will report third quarter 2025 results and host a conference call on Wednesday, November 5, 2025 at 2:00 p.m. PT (5:00 p.m. ET). A live webcast and replay will be available on Snap's Investor Relations website and will remain accessible for at least 90 days.

Snap Inc. (NYSE: SNAP) has announced the pricing of $550 million in senior notes due 2034 with a 6.875% interest rate. The notes will be issued through a private offering, with interest payable semiannually starting March 15, 2026.

The company expects to receive net proceeds of approximately $541.3 million, which will be used alongside cash on hand to repurchase existing convertible notes: $157.4 million of 2026 notes, $246.3 million of 2027 notes, and $185.8 million of 2028 notes, for a total repurchase price of $550.1 million.

The notes have received ratings of B1 (Moody's), BB (Fitch), and B+ (S&P), with varying outlooks. The offering is expected to close on August 12, 2025.

Snap (NYSE: SNAP) has announced plans to offer $500 million in senior notes due 2034 through a private placement to qualified institutional buyers. The notes will be general and unsecured senior obligations of Snap, backed by future guarantees from its domestic subsidiaries.

The company plans to use the proceeds to repurchase portions of its existing convertible senior notes due in 2026, 2027, 2028, and/or 2030. Any remaining funds will support general corporate purposes. Snap anticipates that note holders who sell their positions may purchase SNAP Class A shares or adjust derivatives positions, potentially creating upward pressure on the stock price.

Snap Inc. (NYSE: SNAP) reported mixed Q2 2025 financial results with revenue growing 9% year-over-year to $1.35 billion. The company's user base expanded significantly, reaching 932 million monthly active users (MAU), up 7% YoY, and 469 million daily active users (DAU), a 9% increase YoY.

Despite growth in users and revenue, Snap posted a net loss of $263 million, wider than the $249 million loss in the prior year. The company's Adjusted EBITDA decreased to $41 million from $55 million YoY. Notable highlights include Spotlight reaching over 550 million MAU with 23% YoY growth in time spent, and Other Revenue (primarily Snapchat+ subscriptions) increasing 64% year-over-year. The company also announced plans to launch consumer-ready Specs AR glasses in 2026.