Inferra AI / Company / SNAP
Snap Inc.
SNAP · Information Technology
Last earnings Aug 3, 2026
Key results
Revenuequarter
9%
revenue increased 9% year-over-year to $1,345 million Monthly Active Users increased 7% year-over-year to 932 million Daily Active Users increased 9% year-over-year to 469 million
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Free cash flowquarter
$24 million
Free Cash Flow was $24 million SANTA MONICA, Calif.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Q2 2025 Financial Summary Revenue was $1,345 million, compared to $1,237 million in the prior year, an increase of 9% year-over-year.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Free Cash Flow was $24 million, compared to $(73) million in the prior year.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We are focused on accelerating and diversifying our revenue growth Ad platform improvements and foundational AI advancements contributed to 7-0 Purchase volume increasing 39% year-over-year for commerce advertisers, and total purchase-related ad revenue growing more than 25% year-over-year in Q2.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Revenue increased 9% year-over-year to reach $1.34 billion in Q2, driven primarily by the continued growth of our small and medium customers and delivery against lower funnel objectives.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Other revenuequarter
64%
Snapchat+ approached 16 million subscribers in Q2 and was the primary driver of Other Revenue growing 64% year-over-year to reach an annualized run rate of nearly $700 million.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
In Q2, we delivered $41 million of Adjusted EBITDA and generated $24 million of Free Cash Flow as we continue to make progress towards profitability while generating consistent and meaningful free cash flow.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
AI analysis
Q2 2025 · reported Aug 5, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 9% | — | — |
| Free cash flow | $24 million | — | — |
| Other revenue | 64% | — | — |
Guidance · company-stated
No guidance located in the held release
Cash flow & capex
Capital allocation
All statements other than statements of historical facts contained in this press release, including statements regarding guidance, our future results of operations or financial condition, future stock repurchase programs or stock dividends, business strategy and plans, user growth and engagement, product initiatives, objectives of management for future operations, and advertiser and partner offerings, are forward-looking statements.
We believe Free Cash Flow is an important liquidity measure of the cash that is available, after capital expenditures, for operational expenses and investment in our business and is a key financial indicator used by management.
Company-stated claims
Historical · increased more than 300% · other
“As a result, the share of total Spotlight views from content posted in the last 24 hours increased more than 300% year-over-year in the US, as our models now surface more topical and original content.”
EX-99 · Nov 5, 2025Event summary
Snap Inc. Q2 2025 — revenue increased 9% year-over-year to $1,345 million Monthly Active Users increased 7% year-over-year to 932 million Daily Active Users increased 9% year-over-year to 469 million
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
All statements other than statements of historical facts contained in this press release, including statements regarding guidance, our future results of operations or financial condition, future stock repurchase programs or stock dividends, business strategy and plans, user growth and engagement, product initiatives, objectives of management for future operations, and advertiser and partner offerings, are forward-looking statements.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We believe Free Cash Flow is an important liquidity measure of the cash that is available, after capital expenditures, for operational expenses and investment in our business and is a key financial indicator used by management.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Additionally, we believe that Free Cash Flow is an important measure since we use third-party infrastructure partners to host our services and therefore we do not incur significant capital expenditures to support revenue generating activities.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
As part of our efforts to responsibly manage the impact of SBC on our share count, we repurchased 30 million shares at a cost of $243 million in Q2.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
All statements other than statements of historical facts contained in this letter, including statements regarding guidance, our future results of operations or financial condition, future stock repurchase programs or stock dividends, business strategy and plans, user growth and engagement, product initiatives, objectives of management for future operations, and advertiser and partner offerings, are forward-looking statements.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
All statements other than statements of historical facts contained in this report, including statements regarding guidance, our future results of operations or financial condition, our future stock repurchase programs or stock dividends, business strategy and plans, user growth and engagement, product initiatives, objectives of management for future operations, and advertiser and partner offerings, are forward-looking statements.
SEC original ↗Snap Inc. — 10-Q Quarterly report10-QAug 4, 2026
Strategy & priorities
We are focused on accelerating and diversifying our revenue growth Ad platform improvements and foundational AI advancements contributed to 7-0 Purchase volume increasing 39% year-over-year for commerce advertisers, and total purchase-related ad revenue growing more than 25% year-over-year in Q2.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
All statements other than statements of historical facts contained in this press release, including statements regarding guidance, our future results of operations or financial condition, future stock repurchase programs or stock dividends, business strategy and plans, user growth and engagement, product initiatives, objectives of management for future operations, and advertiser and partner offerings, are forward-looking statements.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
htm EX-99.2 q22025investorletterex99 Exhibit 99.2 Introduction In Q2, we made exciting progress on our long-term strategy to grow our community, enhance value for advertisers, and invest in the future of augmented reality.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
We continue to focus on aligning our investments with our core strategic priorities while improving financial performance.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
While we are moving quickly to realize the full potential of our business, we believe there is an opportunity to better align Snap s engineering and technology investments with our business priorities.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Risks & headwinds
com Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended, or the Exchange Act, 4 about us and our industry that involve substantial risks and uncertainties.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
We have based the forward-looking statements contained in this press release primarily on our current expectations and projections about future events and trends, including our financial outlook, macroeconomic uncertainty, and geo-political events and conflicts, that we believe may continue to affect our business, financial condition, results of operations, and prospects.
SEC original ↗Snap Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025
Despite these headwinds, advertising revenue reached $1.174 billion in Q2, up 4% year-over-year, driven primarily by growth from DR advertising revenue, which increased 5% year-over-year.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Higher legal costs, including litigation and regulatory compliance related costs, were an additional driver of cost growth in Q2.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
| Q2 2025 | INVESTOR LETTER 9 Forward Looking Statements This letter contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended, or the Exchange Act about us and our industry that involve substantial risks and uncertainties.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
We have based the forward-looking statements contained in this letter primarily on our current expectations and projections about future events and trends, including our financial outlook, macroeconomic uncertainty, and geo-political events and conflicts, that we believe may continue to affect our business, financial condition, results of operations, and prospects.
SEC original ↗Snap Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 5, 2025
Earnings deck slides
0 decks with slide viewSnap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Snap Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 8-KSNAP
Sep 8, 2026
- 10-QSNAP
Aug 4, 2026
- 8-KSNAP
Aug 3, 2026
- 8-KSNAP
Jul 9, 2026
- Q1 2026
- 8-KSNAP
May 20, 2026
- 8-K/ASNAP
May 7, 2026
- 10-QSNAP
May 7, 2026
- 8-KSNAP
May 6, 2026
- 8-KSNAP
Apr 20, 2026
- 8-KSNAP
Apr 15, 2026
- Q4 2025
- 10-KSNAP
Feb 5, 2026
- 8-KSNAP
Feb 4, 2026
- Q3 2025
- 8-KSNAP
Dec 8, 2025
- 10-QSNAP
Nov 6, 2025
- 8-KSNAP
Nov 5, 2025
- Q2 2025
- 8-KSNAP
Sep 4, 2025
- 8-KSNAP
Aug 12, 2025
- 10-QSNAP
Aug 6, 2025
- 8-KSNAP
Aug 5, 2025
- 8-KSNAP
Jul 10, 2025
- Q1 2025
- 10-QSNAP
Apr 30, 2025
- 8-KSNAP
Apr 29, 2025
- Q4 2024
- 8-KSNAP
Feb 18, 2025
- 10-KSNAP
Feb 5, 2025
- 8-KSNAP
Feb 4, 2025
- Q3 2024
- 10-QSNAP
Oct 30, 2024
- 8-KSNAP
Oct 29, 2024
- Q2 2024
- 8-KSNAP
Sep 13, 2024
- 10-QSNAP
Aug 2, 2024
- 8-KSNAP
Aug 1, 2024
Earnings releases
11 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Snap Inc. are held in this edition of the library.
Mentioned by
8 companiesOther tracked companies whose held documents mention Snap Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“9 million was incurred in the first nine months… …6,972.8 SNAP-ON INCORPORATED Condensed Consolidated Statements of Cash Flows (Amounts in millions) (unaudited) Three Months Ended ”
“r demand for our products; the imposition of new and/or increased excise sales… …Program (SNAP)); the impact of changes in U.S. trade policies, including the imposition of additional tariffs; the impact of adverse changes in our costs, our supply cha”
“r demand for our products; the imposition of new and/or increased excise sales… …Program (SNAP)); the impact of changes in U.S. trade policies, including the imposition of additional tariffs; the impact of adverse changes in our costs, supply chain, ”
“ Flow was $176 million. Adjusted EBITDA was… …commercial launch of SPECS later this fall. SNAP INC. | Q2 2026 | PREPARED REMARKS 3 Our guidance range for Q3 revenue is $1.70 billion to $1.74 billion. We expect Infrastructure Costs to gr”
“r demand for our products; the imposition of new and/or increased excise sales… …Program (SNAP)); the impact of changes in U.S. trade policies, including the imposition of additional tariffs; the impact of adverse changes in our costs, our supply cha”
“hare repurchases completed in Q1, which helped limit share count growth to 3.5%. We ended SNAP INC. | Q1 2026 | INVESTOR… …larger than anticipated share of new subscribers acquired through Memories are choosing higher ARPU subscription offerings incl”
“ flows. Geopolitical headwinds, including the current government shutdown, funding of the SNAP program, tariffs… …This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forwa”
“sed $4.6 million to $157.0 million. Cash and cash equivalents were $16.7… …from potential SNAP-benefit disruptions. Matters Affecting Comparability: Reconciliation of Earnings per Share to Adjusted Earnings per Share ”
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