NYSE$SNAP

Snapchat Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Snapchat's Q1 2023 results showed community growth and a focus on revenue diversification, despite a slight revenue decrease year-over-year.

Snap Inc. reported a 15% year-over-year increase in Daily Active Users (DAUs), reaching 383 million. First quarter revenue was $989 million, a decrease from $1,063 million in the prior year. The company is focusing on deepening engagement with its content platform and improving its advertising platform to drive increased return on investment for advertising partners.

  • Daily Active Users (DAUs) increased by 15% year-over-year to 383 million.
  • Revenue for the first quarter was $989 million, a decrease compared to the prior year's $1,063 million.
  • Net loss was $329 million, an improvement from the prior year's $360 million.
  • Free Cash Flow was $103 million, slightly down from $106 million in the prior year.

Headline financials

Total Revenue

$989M

Previous: $1.06B-7.0%
EPS (adj)

$0.01

Previous: -$0.02+150.0%
Global DAU

383.0M

Previous: 332.0M+15.4%
NA DAU

100.0M

Previous: 98.0M+2.0%
EU DAU

93.0M

Previous: 84.0M+10.7%
RoW DAU

190.0M

Previous: 150.0M+26.7%
Global ARPU

$2.58

Previous: $3.20-19.4%
NA ARPU

$6.37

Previous: $7.77-18.0%
EU ARPU

$1.70

Previous: $1.93-11.9%
RoW ARPU

$1.00

Previous: $0.95+5.3%
Capital Expenditures

-$47.6M

Previous: -$21.2M-124.9%
Free Cash Flow

-$376M

Previous: -$381M+1.2%
Net Income

-$329M

Previous: -$360M+8.6%
Operating Income

-$365M

Previous: -$272M-34.5%
Gross Profit

$549M

Previous: $642M-14.5%
Cash & Equivalents

$1.58B

Previous: $2.41B-34.6%
Total Assets

$7.89B

Previous: $8.94B-11.8%
Stock-Based Comp

$315M

Previous: $275M+14.3%

Revenue & EPS history

Snapchat · Revenue · Quarterly

$989M

Q1 2023-7%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Snap Inc. is not providing formal guidance for revenue or adjusted EBITDA for the second quarter of 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-3.8%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-2.6%

Avg return

30 days after

29%

12 / 41 earnings

Positive

+49.8%

Q4 2017

Best reaction

-35.8%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-9.5%-5.9%
Q4 2025-13.4%-11.5%-12.7%
Q3 2025-12.3%+20.0%+8.4%
Q1 2025-12.4%-5.9%-9.2%
Q4 2024-8.4%-7.7%-16.2%
Q3 2024+17.8%+17.0%+8.4%
Q2 2024-29.7%-35.1%-29.9%
Q1 2024+31.3%+35.8%+37.4%
Q4 2023-31.9%-33.7%-29.3%
Q3 2023-3.2%-2.0%+29.7%
Q2 2023-15.4%-15.8%-26.1%
Q1 2023-11.8%-15.9%+4.0%
Q4 2022-6.5%-0.8%-8.9%
Q3 2022-28.5%-11.6%-3.1%
Q2 2022-35.8%-37.9%-25.5%
Q1 2022-3.3%-6.7%-24.4%
Q4 2021+21.3%+17.1%+3.2%
Q3 2021-27.1%-26.8%-32.2%
Q2 2021+23.0%+16.7%+14.7%
Q1 2021+5.1%+3.8%-2.9%
Q4 2020+7.4%+6.0%-3.1%
Q3 2020+27.4%+50.6%+47.6%
Q2 2020-8.2%-12.3%-13.6%
Q1 2020+31.7%+23.8%+35.8%
Q4 2019-11.2%-6.0%-24.0%
Q3 2019-9.6%-4.3%+3.4%
Q2 2019+24.5%+26.4%+13.6%
Q1 2019-2.3%-5.4%-3.6%
Q4 2018+24.0%+31.3%+36.9%
Q3 2018-4.7%-2.4%-5.9%
Q2 2018-6.3%-5.7%-24.9%
Q1 2018-23.0%-24.7%-20.5%
Q4 2015-6.4%-12.4%-12.2%
Q4 2017+49.8%+35.7%+27.4%
Q3 2016-18.1%-18.0%-0.3%
Q3 2017-12.9%-14.0%-0.9%
Q2 2016-8.5%-4.7%+11.4%
Q2 2017-12.8%-6.0%+13.1%
Q4 2016-16.7%-9.6%-21.3%
Q1 2016-16.7%-9.6%-21.3%
Q1 2017-22.6%-11.1%-22.5%
Q3 2015
Q2 2015
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro