Сколько можно заработать на IPO владельца Snapchat

В феврале корпорация Snap Inc., владеющая популярным сервисом Snapchat, подала документы на проведение IPO. Уже в марте компания разместит свои акции на Нью-Йоркской фондовой бирже. Чего ждать инвестору от этой сделки?

На прошлой неделе корпорация Snap Inc. — владелец мессенджера Snapchat и разработчик «умных» очков Spectacles, способных записывать короткие видеоролики, — раскрыла финансовые и операционные показатели для инвесторов в преддверии IPO, запланированного на март этого года. Как оказалось, в 2016 году выручка компании выросла в 7 раз по сравнению с предыдущим годом, достигнув $404,4 млн против ожидаемых $350 млн. Дневная аудитория пользователей Snapchat увеличилась почти на 50% по сравнению с 2015 годом, до 158 млн человек, — это больше, чем, например, у соцсети Twitter (140 млн).

На предстоящем IPO, которое пройдет под тиккером SNAP на Нью-Йоркской фондовой бирже (NYSE), корпорация надеется разместить акции на $3 млрд. Это позволяет считать сделку одним из крупнейших размещений в 2017 году. На последнем раунде финансирования в первой половине прошлого года Snap Inc. смогла привлечь $1,8 млрд, после чего ее капитализация достигла $16 млрд. По оценкам The Wall Street Journal, в ходе мартовского размещения стоимость компании может вырасти до $25 млрд.

Стоит отметить, что потенциал Snap Inc. высоко оценили на рынке еще в 2013 году, когда о своем желании приобрести сервис Snapchat заявила социальная сеть Facebook. Компания Марка Цукерберга пыталась купить это приложение за астрономические $3 млрд, но в итоге получила отказ. Социальный сервис Snapchat предназначен для обмена онлайн фото- и видеофайлами вместе с короткими текстовыми комментариями в режиме реального времени. Особенность сообщений в мессенджере состоит в том, что они самоуничтожаются спустя 10 секунд после просмотра. Это приравнивает общение в соцсети к живому диалогу. Кроме того, в Snapchat можно выложить видеоисторию, которая в течение суток будет доступна всем пользователям социальной сети.

Приложение необычайно популярно в США и Европе: дневная аудитория в этих регионах составляет 68 и 52 млн человек соответственно. Согласно исследованию Edison Research, весной прошлого года Snapchat стал второй по популярности социальной сетью в США после Facebook. Сервис интересен прежде всего молодой аудитории: 45% его пользователей относятся к возрастной категории 18–24 лет. Это поколение быстро набирает покупательную способность и проявляет интерес к онлайн-шопингу, что находит отражение в виде роста объема рекламы в Snapchat.

В приложении уже появились страницы ретейлеров одежды и спортивных товаров, ресторанов и пиццерий. Также в нем активно работают медиахолдинги: американские спортивные каналы транслируют в соцсети видео с матчей и тренировок. В январе 2015 года в приложении была запущена функция Snap Discovery, которая привлекла в социальную сеть такие медиаконцерны, как Cosmopolitan, National Geographic и CNN. Однако Snap ожидает, что именно сегмент мобильной рекламы останется главным драйвером роста для ее бизнеса. В 2017 году корпорация рассчитывает увеличить годовую выручку до $1 млрд. Такая динамика будет возможной за счет быстрого роста мирового рынка мобильной рекламы, продажи которой утроились в 2016 году до $66 млрд, а в 2020 году могут достичь $196 млрд, отмечается в проспекте IPO Snap.

В краткосрочных и среднесрочных рамках вложения в Snap Inc. выглядят оправданными с временным горизонтом в три-пять месяцев. Их потенциальная доходность может составить 25–30% — даже при условии, что акции на IPO будут размещены по верхней границе ценового диапазона. Это, впрочем, не означает, что в бумаги Snap нельзя будет вкладываться на долгосрочную перспективу. Когда ажиотаж вокруг размещения компании сойдет на нет и ее котировки покажут коррекцию — у инвестора будет возможность купить их по более привлекательной цене. Этих более выгодных точек входа следует ожидать во второй половине 2017 года.

Единственное, что может вызвать тревогу у инвестора в связи с публичным размещением Snap — это прибыль компании. По итогам 2016 года компания зафиксировала чистый убыток в $515 млн при выручке $404,4 млн — это на 60% больше, чем в 2015 году. Однако высокие темы роста продаж (700% в 2016 году) позволяют надеяться, что в 2017 году корпорация выйдет на запланированный ею показатель в $1 млрд. В этом случае убыток Snap начнет сокращаться, а по итогам 2018 года компания имеет все шансы выйти в плюс. Впрочем, это обстоятельство важно, скорее, при покупке акций компании в рамках долгосрочной стратегии. Однако долгосрочному инвестору надо будет внимательно следить за тем, насколько оправдывают себя прогнозы Snap по собственной выручке.

Также инвестору стоит обратить внимание на замедление квартального роста аудитории Snapchat. В четвертом квартале он составил всего 3,2%, тогда как в третьем квартале число пользователей сервиса увеличилось на 7% по сравнению с предыдущим кварталом. Впрочем, и это обстоятельство можно рассматривать как следствие опережающего роста аудитории в предыдущие годы: в 2015–2016 годах он составлял 50% в год. Дальнейшая динамика прироста числа пользователей Snapchat будет зависеть от того, насколько сервис преуспеет в покорении рынков за пределами Европы и Северной Америки. Пока Snap не намерена отказываться от глобальной экспансии. 

Источник: rbc.ru

cript>

138 комментариев

Hello would you mind stating which blog platform you’re using? I’m planning to start my own blog soon but I’m having a difficult time making a decision between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your design seems different then most blogs and I’m looking for something unique. P.S Sorry for getting off-topic but I had to ask!

Howdy! This blog post couldn’t be written much better! Going through this article reminds me of my previous roommate! He always kept preaching about this. I will send this information to him. Fairly certain he’ll have a good read. Thank you for sharing!|

Hello! This is kind of off topic but I need some help from an established blog. Is it hard to set up your own blog? I’m not very techincal but I can figure things out pretty fast. I’m thinking about creating my own but I’m not sure where to start. Do you have any ideas or suggestions? Appreciate it|

I was more than happy to uncover this page. I wanted to thank you for your time just for this fantastic read!! I definitely appreciated every little bit of it and i also have you saved to fav to look at new information in your blog.|

Hi there just wanted to give you a quick heads up. The text in your article seem to be running off the screen in Internet explorer. I’m not sure if this is a formatting issue or something to do with web browser compatibility but I figured I’d post to let you know. The design and style look great though! Hope you get the issue resolved soon. Thanks|

Definitely consider that that you stated. Your favorite justification appeared to be on the web the easiest factor to consider of. I say to you, I certainly get annoyed whilst folks consider worries that they just don’t realize about. You controlled to hit the nail upon the top and also outlined out the entire thing without having side-effects , other people could take a signal. Will likely be back to get more. Thanks|

When I originally commented I appear to have clicked on the -Notify me when new comments are added- checkbox and from now on each time a comment is added I recieve four emails with the same comment. Perhaps there is a means you can remove me from that service? Thanks a lot!|

Hello there, just was alert to your weblog through Google, and located that it’s really informative. I am going to watch out for brussels. I will appreciate for those who continue this in future. Numerous people will likely be benefited out of your writing. Cheers!|

Thanks for ones marvelous posting! I quite enjoyed reading it, you happen to be a great author.I will be sure to bookmark your blog and definitely will come back someday. I want to encourage you to continue your great writing, have a nice holiday weekend!|

Wow that was strange. I just wrote an very long comment but after I clicked submit my comment didn’t show up. Grrrr… well I’m not writing all that over again. Anyway, just wanted to say superb blog!|

Its such as you learn my thoughts! You appear to understand a lot approximately this, such as you wrote the book in it or something. I believe that you simply could do with a few p.c. to pressure the message house a bit, however instead of that, this is great blog. An excellent read. I’ll definitely be back.|

First of all I want to say fantastic blog! I had a quick question which I’d like to ask if you do not mind. I was curious to know how you center yourself and clear your thoughts prior to writing. I’ve had a difficult time clearing my mind in getting my ideas out there. I do enjoy writing but it just seems like the first 10 to 15 minutes are generally lost simply just trying to figure out how to begin. Any suggestions or tips? Appreciate it!|

Hey! I understand this is sort of off-topic but I had to ask. Does operating a well-established website such as yours require a large amount of work? I am brand new to writing a blog however I do write in my journal on a daily basis. I’d like to start a blog so I can share my own experience and thoughts online. Please let me know if you have any kind of suggestions or tips for new aspiring blog owners. Thankyou!|

We absolutely love your blog and find many of your post’s to be just what I’m looking for. Would you offer guest writers to write content to suit your needs? I wouldn’t mind producing a post or elaborating on a number of the subjects you write concerning here. Again, awesome web site!|

Its like you read my mind! You seem to know so much about this, like you wrote the book in it or something. I think that you can do with some pics to drive the message home a little bit, but instead of that, this is fantastic blog. A fantastic read. I will certainly be back.|

I believe what you published was actually very logical. However, what about this? suppose you composed a catchier post title? I am not suggesting your information isn’t solid, however what if you added something that grabbed people’s attention? I mean %BLOG_TITLE% is a little boring. You should peek at Yahoo’s home page and note how they create news headlines to get people interested. You might try adding a video or a picture or two to get readers interested about what you’ve written. Just my opinion, it might bring your posts a little livelier.|

I love your blog.. very nice colors & theme. Did you create this website yourself or did you hire someone to do it for you? Plz answer back as I’m looking to design my own blog and would like to find out where u got this from. many thanks|

Hi there just wanted to give you a quick heads up. The words in your content seem to be running off the screen in Opera. I’m not sure if this is a format issue or something to do with web browser compatibility but I figured I’d post to let you know. The design and style look great though! Hope you get the issue solved soon. Many thanks|

You actually make it appear so easy with your presentation but I find this matter to be really something which I feel I might by no means understand. It sort of feels too complex and extremely wide for me. I am having a look forward to your next post, I’ll attempt to get the cling of it!|

Does your website have a contact page? I’m having trouble locating it but, I’d like to shoot you an e-mail. I’ve got some recommendations for your blog you might be interested in hearing. Either way, great site and I look forward to seeing it improve over time.|

I know this if off topic but I’m looking into starting my own weblog and was wondering what all is required to get set up? I’m assuming having a blog like yours would cost a pretty penny? I’m not very web savvy so I’m not 100% sure. Any suggestions or advice would be greatly appreciated. Appreciate it|

You really make it appear really easy with your presentation but I in finding this matter to be actually one thing which I believe I might never understand. It sort of feels too complicated and very vast for me. I am taking a look ahead to your subsequent submit, I’ll try to get the hang of it!|

I’ve been browsing online more than 3 hours today, yet I never found any interesting article like yours. It’s pretty worth enough for me. In my view, if all web owners and bloggers made good content as you did, the internet will be a lot more useful than ever before.|

Thanks for another informative site. Where else may just I am getting that type of info written in such an ideal manner? I’ve a mission that I’m simply now operating on, and I have been at the look out for such information.|

Very good blog! Do you have any recommendations for aspiring writers? I’m planning to start my own website soon but I’m a little lost on everything. Would you advise starting with a free platform like WordPress or go for a paid option? There are so many options out there that I’m completely confused .. Any recommendations? Appreciate it!|

Amazing blog! Do you have any tips for aspiring writers? I’m planning to start my own website soon but I’m a little lost on everything. Would you advise starting with a free platform like WordPress or go for a paid option? There are so many choices out there that I’m totally confused .. Any suggestions? Appreciate it!|

Greetings from Los angeles! I’m bored at work so I decided to browse your blog on my iphone during lunch break. I enjoy the information you provide here and can’t wait to take a look when I get home. I’m shocked at how quick your blog loaded on my phone .. I’m not even using WIFI, just 3G .. Anyhow, very good site!|

Excellent goods from you, man. I have understand your stuff previous to and you are just too great. I actually like what you have acquired here, really like what you are saying and the way in which you say it. You make it enjoyable and you still take care of to keep it smart. I can not wait to read much more from you. This is actually a tremendous site.|

Howdy would you mind stating which blog platform you’re working with? I’m planning to start my own blog soon but I’m having a tough time making a decision between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your design seems different then most blogs and I’m looking for something unique. P.S My apologies for being off-topic but I had to ask!|

Good day! I could have sworn I’ve been to this site before but after checking through some of the post I realized it’s new to me. Anyways, I’m definitely delighted I found it and I’ll be book-marking and checking back often!|

hello there and thank you for your info – I’ve definitely picked up anything new from right here. I did however expertise several technical issues using this site, as I experienced to reload the site lots of times previous to I could get it to load correctly. I had been wondering if your web host is OK? Not that I’m complaining, but sluggish loading instances times will often affect your placement in google and could damage your high quality score if ads and marketing with Adwords. Anyway I am adding this RSS to my email and could look out for much more of your respective exciting content. Make sure you update this again very soon.|

Hmm is anyone else having problems with the pictures on this blog loading? I’m trying to find out if its a problem on my end or if it’s the blog. Any feedback would be greatly appreciated.|

Howdy I am so glad I found your web site, I really found you by accident, while I was researching on Yahoo for something else, Anyhow I am here now and would just like to say kudos for a tremendous post and a all round entertaining blog (I also love the theme/design), I don’t have time to go through it all at the moment but I have saved it and also added your RSS feeds, so when I have time I will be back to read more, Please do keep up the fantastic job.|

I’m impressed, I have to admit. Rarely do I come across a blog that’s both equally educative and entertaining, and let me tell you, you have hit the nail on the head. The issue is something which too few folks are speaking intelligently about. I am very happy I came across this during my hunt for something relating to this.|

I’m impressed, I have to admit. Seldom do I encounter a blog that’s both equally educative and engaging, and without a doubt, you’ve hit the nail on the head. The problem is an issue that not enough men and women are speaking intelligently about. I’m very happy I found this in my search for something relating to this.|

Very great post. I just stumbled upon your weblog and wanted to mention that I’ve really loved surfing around your weblog posts. After all I’ll be subscribing to your feed and I am hoping you write once more soon!|

First off I want to say fantastic blog! I had a quick question which I’d like to ask if you do not mind. I was interested to find out how you center yourself and clear your mind prior to writing. I’ve had difficulty clearing my thoughts in getting my thoughts out. I do take pleasure in writing however it just seems like the first 10 to 15 minutes are lost simply just trying to figure out how to begin. Any recommendations or tips? Many thanks!|

Admiring the time and effort you put into your blog and detailed information you offer. It’s awesome to come across a blog every once in a while that isn’t the same out of date rehashed material. Fantastic read! I’ve saved your site and I’m including your RSS feeds to my Google account.|

Wonderful blog! I found it while surfing around
on Yahoo News. Do you have any tips on how to get listed in Yahoo News?
I’ve been trying for a while but I never seem to get there!
Thanks

With havin so much written content do you ever run into any problems of plagorism or copyright infringement? My site has a lot of exclusive content I’ve either written myself or outsourced but it looks like a lot of it is popping it up all over the web without my permission. Do you know any solutions to help stop content from being ripped off? I’d really appreciate it.|

Hi I am so thrilled I found your webpage, I really found
you by mistake, while I was searching on Askjeeve for something else, Anyways I am here now and would just like to say many thanks
for a tremendous post and a all round entertaining blog (I also love the theme/design), I don’t have time to read it
all at the minute but I have book-marked it and also included your RSS feeds, so when I have time I will be back to read a lot more, Please
do keep up the great jo.

Its like you read my mind! You appear to grasp so much approximately this, such as you wrote
the e book in it or something. I believe that you can do with a few %
to pressure the message home a bit, however
other than that, this is magnificent blog. A fantastic read.
I will definitely be back.

Hi there! Do you know if they make any plugins to help with Search Engine Optimization? I’m trying to get my blog to rank for some targeted keywords but I’m not seeing very
good gains. If you know of any please share. Thank you!

Hey there would you mind letting me know which hosting company you’re utilizing?
I’ve loaded your blog in 3 different internet browsers and I must
say this blog loads a lot quicker then most. Can you recommend a good internet hosting provider at
a fair price? Many thanks, I appreciate it!

You have made some really good points there. I looked on the web for more info about the issue and
found most people will go along with your views on this website.

I loved as much as you’ll receive carried out right here.
The sketch is attractive, your authored material stylish.
nonetheless, you command get bought an nervousness over
that you wish be delivering the following. unwell unquestionably come more formerly
again since exactly the same nearly a lot often inside case you shield this hike.

Good day! I could have sworn I’ve been to this blog before but after reading through some of the post I realized it’s new to
me. Anyways, I’m definitely happy I found it and I’ll be bookmarking and checking back often!

Hey! This post could not be written any better! Reading through this post reminds me of my old room mate!
He always kept talking about this. I will forward this write-up to him.
Fairly certain he will have a good read. Thank you for sharing!

Добавить комментарий

*