BTIG's Rich Greenfield on Snap: "I Wouldn't Touch the Stock"
Shares of Snap fell for a second straight day Thursday, as investors continued to digest the company's latest earnings report. BTIG Analyst Rich Greenfield says he's not impressed by the company's planned redesign or the 12% stake just disclosed by China's Tencent.
"It's pretty shocking how fast this thing has unraveled," he told Cheddar in an interview.
The messaging app, which considers itself "a camera company," reported revenue of just $207 million during the third quarter, well below analyst estimates of $237 million. User growth also came in less than expected, with daily active users rising by just 5 million.
CEO Evan Spiegel also announced the company would be heavily redesigning its app to make it easier to use. Business Insdier reports that the changes include separating friend-based posts from content provided by the company's publishing partners and adding more posts from verified celebrity influencers. Snap says the overhaul will result in some short-term disruptions but hopes it will pay off in the long run.
Greenfield, though, isn't impressed.
"They're doing a huge pivot," he says. "If it works there's obviously huge potential, but there's also huge risk when you're making this big of a pivot."
The analyst last month slashed his projections for Snap's growth, saying he now expects 2018 revenue of just about $1.6 billion compared to earlier forecasts for $2.5 billion. In a research note he apologized for his earlier optimism with the hashtag #wearesorry.
The Rev. Al Sharpton is set to lead a protest march on Wall Street to urge corporate America to resist the Trump administration’s campaign to roll back diversity, equity and inclusion initiatives. The New York civil rights leader will join clergy, labor and community leaders Thursday in a demonstration through Manhattan’s Financial District that’s timed with the anniversary of the Civil Rights-era March on Washington in 1963. Sharpton called DEI the “civil rights fight of our generation." He and other Black leaders have called for boycotting American retailers that scaled backed policies and programs aimed at bolstering diversity and reducing discrimination in their ranks.
President Donald Trump's administration last month awarded a $1.2 billion contract to build and operate what's expected to become the nation’s largest immigration detention complex to a tiny Virginia firm with no experience running correction facilities.
Chipmaker Nvidia is poised to release a quarterly report that could provide a better sense of whether the stock market has been riding an overhyped artificial intelligence bubble or is being propelled by a technological boom that’s still gathering momentum.
Cracker Barrel said late Tuesday it’s returning to its old logo after critics — including President Donald Trump — protested the company’s plan to modernize.
Low-value imports are losing their duty-free status in the U.S. this week as part of President Donald Trump's agenda for making the nation less dependent on foreign goods. A widely used customs exemption for international shipments worth $800 or less is set to end starting on Friday. Trump already ended the “de minimis” rule for inexpensive items sent from China and Hong Kong, but having to pay import taxes on small parcels from everywhere else likely will be a big change for some small businesses and online shoppers. Purchases that previously entered the U.S. without needing to clear customs will be subject to the origin country’s tariff rate, which can range from 10% to 50%.
Southwest Airlines will soon require plus-size travelers to pay for an extra seat in advance if they can't fit within the armrests of one seat. This change is part of several updates the airline is making. The new rule starts on Jan. 27, the same day Southwest begins assigning seats. Currently, plus-size passengers can pay for an extra seat in advance and later get a refund, or request a free extra seat at the airport. Under the new policy, refunds are still possible but not guaranteed. Southwest said in a statement it is updating policies to prepare for assigned seating next year.
Cracker Barrel is sticking with its new logo. For now. But the chain is also apologizing to fans who were angered when the change was announced last week.
Elon Musk on Monday targeted Apple and OpenAI in an antitrust lawsuit alleging that the iPhone maker and the ChatGPT maker are teaming up to thwart competition in artificial intelligence.