This is a sample from the Jackdaw Research Quarterly Decks Service, which you can read more about at https://jackdawresearch.com/quarterly-company-decks/
This deck includes charts on many financial and operating metrics for Snap Inc, owner of Snapchat, up to and including the Q1 2018 reporting period. The Jackdaw Research Quarterly Decks Service includes similar decks for roughly a dozen companies each quarter.
Overview of key financial and operating metrics for Netflix, up to and including Q2 2016. This is part of the Jackdaw Research Quarterly Decks Service, which offers similar decks on other major consumer technology companies too. Visit https://jackdawresearch.com/quarterly-company-decks/ to sign up.
This deck is a sample from the Jackdaw Research Quarterly Decks Service, which includes similar deck for around a dozen companies and industry sectors. You can learn more and sign up for the service at: https://jackdawresearch.com/quarterly-company-decks/.
Bessemer Venture Partners: The State of the Cloud, 2017-2018 Edition saastr
Byron Deeter, Partner, and Kristina Shen, Vice President present the Bessemer Venture Partners: The State of the Cloud, 2017-2018 Edition. AI and voice are on the rise, NPS is still king, and diversity is even more important than you realize.
In 2015, cloud markets outperformed NASDAQ by 2x demonstrating how cloud computing continues to be an influential technology sector. In Bessemer’s 2016 State of the Cloud, leading SaaS and cloud investors Byron Deeter and Kristina Shen highlight market trends, metrics and benchmarks every SaaS founder should track, and the top predictions for 2016.
In this report, you’ll also learn:
- Key trends of the Cloud Index from 2015
- The five metrics of cloud finance
- Predictions for 2016
Bessemer Venture Partners' is proud to share The State of the Cloud for 2017.
As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
- 2016 was a marquee year for a number of reasons. First, we all remember the rocky start in February where the Cloud Market dropped 35%
- Subsequently, rebounded back to normal levels and ended the year up +15%.
- The dip in the market had two main outcomes: First, it led to unprecedented amounts of M&A (4x more than any other year and 40% of the total cloud market cap of $300B) – and second, it led to the fewest number of cloud tech IPOs since the financial crisis.
- A combination of these factors has led to the highest quality backlog of private cloud companies in history. The top 100 private Cloud companies alone represent over $100B of private enterprise value.
2. We provide a deeper look into the three top questions every private cloud CEO should be discussing with his/her executive team
- How fast should I be growing?
- How much should I burn?
- How do I scale?
3. Bessemer’s 7 Predictions for 2017
- The year of human assisted AI
- APIs will serve as the backbone for a majority of software infrastructure
- Architect for infinite scale without infinite spend
- Mobile unlocks non-desk worker productivity
- NPS everything
- Diverse teams win
- The screenless software movement
Reynold Levau Shared A Presentation of State of the Cloud 2017Reynold Levau
Reynold Levau shared most informative presentation of stats of cloud 2017. As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes look back at 2016, discussion with CEO & predictions for 2017. I hope you enjoy this presentation. Please share this in your social profiles. Know more about Reynold Levau at https://www.behance.net/ReynoldLeVau
Bessemer Venture Partners' is proud to share The State of the Cloud for 2017.
As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
- 2016 was a marquee year for a number of reasons. First, we all remember the rocky start in February where the Cloud Market dropped 35%
- Subsequently, rebounded back to normal levels and ended the year up +15%
- The dip in the market had two main outcomes: First, it led to unprecedented amounts of M&A (4x more than any other year and 40% of the total cloud market cap of $300B) – and second, it led to the fewest number of cloud tech IPOs since the financial crisis.
- A combination of these factors has led to the highest quality backlog of private cloud companies in history. The top 100 private Cloud companies alone represent over $100B of private enterprise value.
2. We provide a deeper look into the three top questions every private cloud CEO should be discussing with his/her executive team
- How fast should I be growing?
- How much should I burn?
- How do I scale?
3. Bessemer’s 7 Predictions for 2017
- The year of human assisted AI
- APIs will serve as the backbone for a majority of software infrastructure
- Architect for infinite scale without infinite spend
- Mobile unlocks non-desk worker productivity
- NPS everything
- Diverse teams win
- The screenless software movement
Bessemer Venture Partners' share their annual “State of the Cloud Report" at SaaStr 2017.
As the definite guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
2. Answers to the 3 Questions Every SaaS CEO Asks
3. BVP’s 7 Predictions for 2017
Overview of key financial and operating metrics for Netflix, up to and including Q2 2016. This is part of the Jackdaw Research Quarterly Decks Service, which offers similar decks on other major consumer technology companies too. Visit https://jackdawresearch.com/quarterly-company-decks/ to sign up.
This deck is a sample from the Jackdaw Research Quarterly Decks Service, which includes similar deck for around a dozen companies and industry sectors. You can learn more and sign up for the service at: https://jackdawresearch.com/quarterly-company-decks/.
Bessemer Venture Partners: The State of the Cloud, 2017-2018 Edition saastr
Byron Deeter, Partner, and Kristina Shen, Vice President present the Bessemer Venture Partners: The State of the Cloud, 2017-2018 Edition. AI and voice are on the rise, NPS is still king, and diversity is even more important than you realize.
In 2015, cloud markets outperformed NASDAQ by 2x demonstrating how cloud computing continues to be an influential technology sector. In Bessemer’s 2016 State of the Cloud, leading SaaS and cloud investors Byron Deeter and Kristina Shen highlight market trends, metrics and benchmarks every SaaS founder should track, and the top predictions for 2016.
In this report, you’ll also learn:
- Key trends of the Cloud Index from 2015
- The five metrics of cloud finance
- Predictions for 2016
Bessemer Venture Partners' is proud to share The State of the Cloud for 2017.
As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
- 2016 was a marquee year for a number of reasons. First, we all remember the rocky start in February where the Cloud Market dropped 35%
- Subsequently, rebounded back to normal levels and ended the year up +15%.
- The dip in the market had two main outcomes: First, it led to unprecedented amounts of M&A (4x more than any other year and 40% of the total cloud market cap of $300B) – and second, it led to the fewest number of cloud tech IPOs since the financial crisis.
- A combination of these factors has led to the highest quality backlog of private cloud companies in history. The top 100 private Cloud companies alone represent over $100B of private enterprise value.
2. We provide a deeper look into the three top questions every private cloud CEO should be discussing with his/her executive team
- How fast should I be growing?
- How much should I burn?
- How do I scale?
3. Bessemer’s 7 Predictions for 2017
- The year of human assisted AI
- APIs will serve as the backbone for a majority of software infrastructure
- Architect for infinite scale without infinite spend
- Mobile unlocks non-desk worker productivity
- NPS everything
- Diverse teams win
- The screenless software movement
Reynold Levau Shared A Presentation of State of the Cloud 2017Reynold Levau
Reynold Levau shared most informative presentation of stats of cloud 2017. As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes look back at 2016, discussion with CEO & predictions for 2017. I hope you enjoy this presentation. Please share this in your social profiles. Know more about Reynold Levau at https://www.behance.net/ReynoldLeVau
Bessemer Venture Partners' is proud to share The State of the Cloud for 2017.
As the definitive guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
- 2016 was a marquee year for a number of reasons. First, we all remember the rocky start in February where the Cloud Market dropped 35%
- Subsequently, rebounded back to normal levels and ended the year up +15%
- The dip in the market had two main outcomes: First, it led to unprecedented amounts of M&A (4x more than any other year and 40% of the total cloud market cap of $300B) – and second, it led to the fewest number of cloud tech IPOs since the financial crisis.
- A combination of these factors has led to the highest quality backlog of private cloud companies in history. The top 100 private Cloud companies alone represent over $100B of private enterprise value.
2. We provide a deeper look into the three top questions every private cloud CEO should be discussing with his/her executive team
- How fast should I be growing?
- How much should I burn?
- How do I scale?
3. Bessemer’s 7 Predictions for 2017
- The year of human assisted AI
- APIs will serve as the backbone for a majority of software infrastructure
- Architect for infinite scale without infinite spend
- Mobile unlocks non-desk worker productivity
- NPS everything
- Diverse teams win
- The screenless software movement
Bessemer Venture Partners' share their annual “State of the Cloud Report" at SaaStr 2017.
As the definite guide to the biggest trends in the cloud industry, this year’s “State of the Cloud Report” includes:
1. A Look Back at 2016
2. Answers to the 3 Questions Every SaaS CEO Asks
3. BVP’s 7 Predictions for 2017
Reliable time series of deal-data. Fenwick & West LLP analyse the terms of 148 venture financings closed in the first quarter of 2016 by companies headquartered in Silicon Valley. 2016
At the end of the year, we often reflect on the current state of the venture market in technology. We are sharing it with our broader community in the hope that someone will find it informative, interesting or at least entertaining.
DSP World Mining Fund - An Open Ended Fund Of Funds Scheme investing in Mining Companies through International Funds
This Open-ended Fund of Funds Scheme is suitable for investors who are seeking*:
1. Long-term capital growth
2. Investment in units of overseas funds which invest primarily in equity and equity related securities of mining companies
3. High Risk**
*Investors should consult their financial advisors if in doubt about whether the Scheme is suitable for them.
**Risk may be represented as:
Low: Investors understand that their principal will be at low risk
Moderately Low: Investors understand that their principal will be at moderately low risk
Moderate: Investors understand that their principal will be at moderate risk
Moderately High: Investors understand that their principal will be at moderately high risk
High: Investors understand that their principal will be at high risk
Facebook reported its Q1 2017 results. Some key highlights:
- Daily active users (DAUs) reached 1.28 billion, up 182 million from Q1 2016.
- Monthly active users (MAUs) reached 1.94 billion, up 234 million from Q1 2016.
- Revenue was $7.86 billion, up 51% year-over-year.
- Net income was $3.06 billion, up 76% year-over-year.
- Average revenue per user (ARPU) was $17.07, up 38% from Q1 2016.
Usa canada 2017 vc data cranchbase jan 2018Vlad Bronnikov
Уверен, что большинство моих коллег все это знают, но не могу не поделиться - хороший обзор венчурного рынка за 2017 год по Канаде и США, радует что теперь такие обзоры не разделяют эти рынки. Отдельные обзоры по Канаде можно найти у https://www.pwc.com/ca/moneytree или www.cbinsights.com
Презентация Арсения Даббаха, CEO и управляющего партнера RMG partners, с конференции СтартUp Travel 2016, проходившей 22 июня 2016 года в технопарке Строгино.
After a nine month decline, consumer confidence has risen in the third quarter of 2017 in a sign that consumers are showing resilience at a time when Brexit and other factors could be causing uncertainty. This quarter-on-quarter growth has occurred against a well-publicised backdrop of high levels of unsecured debt and rising inflation.
"What is Different This Time Around" at SaaStr Annual 2016saastr
Mark Suster shares his thoughts on the change in funding climate in 2016, what is the same this time around, and what most certainly isn't at SaaStr Annual 2016 held in San Francisco Feb 9-11th. www.saastrannual.com
Trade Confidence Index mid-year 2018 resultsPeter Hall
Canadian exporters are more optimistic about the near-term outlook according to EDC's mid-year 2018 Trade Confidence Index survey. The Index increased and is now above its historical average, driven by higher expected domestic and export sales. At the same time, ongoing NAFTA talks appear to be taking a toll, with a growing proportion of exporters saying the talks have had a negative impact on their Canadian operations and investment plans. Canadian exporters are also diversifying their international operations, with a significant increase in the proportion starting to export to new countries or planning to do so.
Export Development Canada's Mid-Year 2018 Trade Confidence IndexStephen Tapp
Twice a year, EDC surveys 1,000 Canadian exporters to provide insights not available in traditional trade statistics, such as: exporters’ expectations for the future; their evolving international operations and strategies; and views on emerging issues.
This presentation provides an overview of the results from our Mid-Year 2018 survey.
A Study on Capital Budgeting at Anantha PVC Pipes Pvt Ltdijtsrd
Capital budgeting is a step by step process that businesses use to determine the merits of an investment project. The decision of whether to accept or deny an investment project as part of a companys growth initiatives, involves determining the investment rate of return that such a project will generate. B. Ramya | Dr. P. Basaiah "A Study on Capital Budgeting at Anantha PVC Pipes Pvt Ltd" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-5 , August 2021, URL: https://www.ijtsrd.com/papers/ijtsrd45156.pdf Paper URL: https://www.ijtsrd.com/management/accounting-and-finance/45156/a-study-on-capital-budgeting-at-anantha-pvc-pipes-pvt-ltd/b-ramya
Private valuations continued to grow in 2015 driven by increased crossover investor appetite. However, public valuations point to potential unicorn mispricing as most trade below final private valuations. Late-stage mega-rounds are slowing as investors require tighter terms and focus on profits over growth. The IPO window remains uncertain in 2016 amid macroeconomic headwinds.
This deck covers Google's finances, up to and including its Q1 2015 numbers. It is part of the Jackdaw Research Quarterly Decks service, which you can sign up for here: https://jackdawresearch.com/quarterly-company-decks/
Similar decks are available for Amazon, Apple, Facebook, Microsoft, Samsung, Twitter, and many others each quarter as part of the subscription. Accompanying analysis can often be found at http://www.beyonddevic.es
Please direct any questions to Jan Dawson at jan@jackdawresearch.com
- Venture capital fundraising and investments reached record levels in 2015, with more money coming from non-traditional investors. However, public tech valuations have dropped and private valuations are correcting from unsustainable highs.
- Most venture capitalists expect valuations to decline further in 2016 and are advising portfolio companies to cut costs. Fewer IPO and acquisition exits also have VCs taking a more cautious approach to new investments.
- Limited partner investors in venture funds remain concerned about high investment pacing, valuations, and company burn rates. However, most will maintain rather than decrease their commitments to venture capital over the next three years.
- Venture capital fundraising and investment levels reached record highs in 2015, with more money coming from non-traditional investors. However, public tech valuations have dropped and private valuations are correcting from overinflated levels.
- Most VCs and LPs expect a slowdown in 2016, with concerns about high burn rates, pace of investments, and valuations. VCs will be more cautious about dealmaking and controlling company spending.
- While LPs plan to maintain investment levels, many are worried about overfunding of portfolios and the rapid pace of new VC fund raising given market uncertainties. Concerns are highest about late-stage investments and valuations.
From Good to Great: How to Ace Your Marketplace FundraiseBattery Ventures
At the Marketplace Conference Online December 2020, Battery Ventures' Justin Da Rosa teamed up with Speedinvest's Philip Specht on the core marketplace metrics investors evaluate during the fundraising process from seed to growth.
GuideStar Impact Call February 23rd, 2015GuideStar
GuideStar held a call to discuss year-end results for 2014 and goals for 2015. In 2014, GuideStar Exchange participation grew by 13.7% year-over-year while unique users to the GuideStar website increased by 6%. Financially, total unrestricted revenue was up but operating expenses also rose, resulting in a small operating income. For 2015, GuideStar aims to enhance product quality, expand data collection, deepen stakeholder engagement, strengthen finances, and foster a data-driven culture.
In the first half of 2016:
- Corporate VCs participated in $12.7 billion across 633 deals globally, an 11% decrease in deals from Q1 2016.
- Europe saw rising CVC activity, accounting for 19% of deals in Q2 2016, a 5-quarter high.
- Early-stage deals (seed/Series A) made up 46% of CVC deals in Q2 2016.
- Internet and mobile sectors dominated with 63% of CVC deal share.
- 53 new corporate VC units made their first investments, putting 2016 on track to set a record.
- CVC deal sizes averaged $19 million in Q2 2016, consistently above overall VC average
The document is a survey report on coworking spaces in 2018. Some key findings include:
- There were over 18,900 coworking spaces worldwide in 2018 serving over 1.69 million members, continuing an upward trend.
- Major trends for 2018 included more and larger coworking spaces, more corporate coworking, and a stronger focus on community building.
- Over 60% of coworking spaces anticipated higher member numbers, income, sense of community and events in 2018.
- The average coworking space had 45 members in 2018, continuing an upward trend since 2012.
In October 2015, we conducted two separate surveys about music consumption habits, and specifically Apple Music. This reports shares the findings of those two surveys along with key messages for readers.
This report covers major financial and operating metrics for the US television market. It covers the major pay TV providers, cable networks, broadcasters and station owners, and reviews key financial trends and events from Q2 2015. Going forward, this will be a paid report from Jackdaw Research.
For any questions, please contact Jan Dawson, Chief Analyst, Jackdaw Research. Contact details are in the deck.
Reliable time series of deal-data. Fenwick & West LLP analyse the terms of 148 venture financings closed in the first quarter of 2016 by companies headquartered in Silicon Valley. 2016
At the end of the year, we often reflect on the current state of the venture market in technology. We are sharing it with our broader community in the hope that someone will find it informative, interesting or at least entertaining.
DSP World Mining Fund - An Open Ended Fund Of Funds Scheme investing in Mining Companies through International Funds
This Open-ended Fund of Funds Scheme is suitable for investors who are seeking*:
1. Long-term capital growth
2. Investment in units of overseas funds which invest primarily in equity and equity related securities of mining companies
3. High Risk**
*Investors should consult their financial advisors if in doubt about whether the Scheme is suitable for them.
**Risk may be represented as:
Low: Investors understand that their principal will be at low risk
Moderately Low: Investors understand that their principal will be at moderately low risk
Moderate: Investors understand that their principal will be at moderate risk
Moderately High: Investors understand that their principal will be at moderately high risk
High: Investors understand that their principal will be at high risk
Facebook reported its Q1 2017 results. Some key highlights:
- Daily active users (DAUs) reached 1.28 billion, up 182 million from Q1 2016.
- Monthly active users (MAUs) reached 1.94 billion, up 234 million from Q1 2016.
- Revenue was $7.86 billion, up 51% year-over-year.
- Net income was $3.06 billion, up 76% year-over-year.
- Average revenue per user (ARPU) was $17.07, up 38% from Q1 2016.
Usa canada 2017 vc data cranchbase jan 2018Vlad Bronnikov
Уверен, что большинство моих коллег все это знают, но не могу не поделиться - хороший обзор венчурного рынка за 2017 год по Канаде и США, радует что теперь такие обзоры не разделяют эти рынки. Отдельные обзоры по Канаде можно найти у https://www.pwc.com/ca/moneytree или www.cbinsights.com
Презентация Арсения Даббаха, CEO и управляющего партнера RMG partners, с конференции СтартUp Travel 2016, проходившей 22 июня 2016 года в технопарке Строгино.
After a nine month decline, consumer confidence has risen in the third quarter of 2017 in a sign that consumers are showing resilience at a time when Brexit and other factors could be causing uncertainty. This quarter-on-quarter growth has occurred against a well-publicised backdrop of high levels of unsecured debt and rising inflation.
"What is Different This Time Around" at SaaStr Annual 2016saastr
Mark Suster shares his thoughts on the change in funding climate in 2016, what is the same this time around, and what most certainly isn't at SaaStr Annual 2016 held in San Francisco Feb 9-11th. www.saastrannual.com
Trade Confidence Index mid-year 2018 resultsPeter Hall
Canadian exporters are more optimistic about the near-term outlook according to EDC's mid-year 2018 Trade Confidence Index survey. The Index increased and is now above its historical average, driven by higher expected domestic and export sales. At the same time, ongoing NAFTA talks appear to be taking a toll, with a growing proportion of exporters saying the talks have had a negative impact on their Canadian operations and investment plans. Canadian exporters are also diversifying their international operations, with a significant increase in the proportion starting to export to new countries or planning to do so.
Export Development Canada's Mid-Year 2018 Trade Confidence IndexStephen Tapp
Twice a year, EDC surveys 1,000 Canadian exporters to provide insights not available in traditional trade statistics, such as: exporters’ expectations for the future; their evolving international operations and strategies; and views on emerging issues.
This presentation provides an overview of the results from our Mid-Year 2018 survey.
A Study on Capital Budgeting at Anantha PVC Pipes Pvt Ltdijtsrd
Capital budgeting is a step by step process that businesses use to determine the merits of an investment project. The decision of whether to accept or deny an investment project as part of a companys growth initiatives, involves determining the investment rate of return that such a project will generate. B. Ramya | Dr. P. Basaiah "A Study on Capital Budgeting at Anantha PVC Pipes Pvt Ltd" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-5 , August 2021, URL: https://www.ijtsrd.com/papers/ijtsrd45156.pdf Paper URL: https://www.ijtsrd.com/management/accounting-and-finance/45156/a-study-on-capital-budgeting-at-anantha-pvc-pipes-pvt-ltd/b-ramya
Private valuations continued to grow in 2015 driven by increased crossover investor appetite. However, public valuations point to potential unicorn mispricing as most trade below final private valuations. Late-stage mega-rounds are slowing as investors require tighter terms and focus on profits over growth. The IPO window remains uncertain in 2016 amid macroeconomic headwinds.
This deck covers Google's finances, up to and including its Q1 2015 numbers. It is part of the Jackdaw Research Quarterly Decks service, which you can sign up for here: https://jackdawresearch.com/quarterly-company-decks/
Similar decks are available for Amazon, Apple, Facebook, Microsoft, Samsung, Twitter, and many others each quarter as part of the subscription. Accompanying analysis can often be found at http://www.beyonddevic.es
Please direct any questions to Jan Dawson at jan@jackdawresearch.com
- Venture capital fundraising and investments reached record levels in 2015, with more money coming from non-traditional investors. However, public tech valuations have dropped and private valuations are correcting from unsustainable highs.
- Most venture capitalists expect valuations to decline further in 2016 and are advising portfolio companies to cut costs. Fewer IPO and acquisition exits also have VCs taking a more cautious approach to new investments.
- Limited partner investors in venture funds remain concerned about high investment pacing, valuations, and company burn rates. However, most will maintain rather than decrease their commitments to venture capital over the next three years.
- Venture capital fundraising and investment levels reached record highs in 2015, with more money coming from non-traditional investors. However, public tech valuations have dropped and private valuations are correcting from overinflated levels.
- Most VCs and LPs expect a slowdown in 2016, with concerns about high burn rates, pace of investments, and valuations. VCs will be more cautious about dealmaking and controlling company spending.
- While LPs plan to maintain investment levels, many are worried about overfunding of portfolios and the rapid pace of new VC fund raising given market uncertainties. Concerns are highest about late-stage investments and valuations.
From Good to Great: How to Ace Your Marketplace FundraiseBattery Ventures
At the Marketplace Conference Online December 2020, Battery Ventures' Justin Da Rosa teamed up with Speedinvest's Philip Specht on the core marketplace metrics investors evaluate during the fundraising process from seed to growth.
GuideStar Impact Call February 23rd, 2015GuideStar
GuideStar held a call to discuss year-end results for 2014 and goals for 2015. In 2014, GuideStar Exchange participation grew by 13.7% year-over-year while unique users to the GuideStar website increased by 6%. Financially, total unrestricted revenue was up but operating expenses also rose, resulting in a small operating income. For 2015, GuideStar aims to enhance product quality, expand data collection, deepen stakeholder engagement, strengthen finances, and foster a data-driven culture.
In the first half of 2016:
- Corporate VCs participated in $12.7 billion across 633 deals globally, an 11% decrease in deals from Q1 2016.
- Europe saw rising CVC activity, accounting for 19% of deals in Q2 2016, a 5-quarter high.
- Early-stage deals (seed/Series A) made up 46% of CVC deals in Q2 2016.
- Internet and mobile sectors dominated with 63% of CVC deal share.
- 53 new corporate VC units made their first investments, putting 2016 on track to set a record.
- CVC deal sizes averaged $19 million in Q2 2016, consistently above overall VC average
The document is a survey report on coworking spaces in 2018. Some key findings include:
- There were over 18,900 coworking spaces worldwide in 2018 serving over 1.69 million members, continuing an upward trend.
- Major trends for 2018 included more and larger coworking spaces, more corporate coworking, and a stronger focus on community building.
- Over 60% of coworking spaces anticipated higher member numbers, income, sense of community and events in 2018.
- The average coworking space had 45 members in 2018, continuing an upward trend since 2012.
In October 2015, we conducted two separate surveys about music consumption habits, and specifically Apple Music. This reports shares the findings of those two surveys along with key messages for readers.
This report covers major financial and operating metrics for the US television market. It covers the major pay TV providers, cable networks, broadcasters and station owners, and reviews key financial trends and events from Q2 2015. Going forward, this will be a paid report from Jackdaw Research.
For any questions, please contact Jan Dawson, Chief Analyst, Jackdaw Research. Contact details are in the deck.
This deck offers a brief overview of Jackdaw Research, a research and consulting firm focused on the consumer technology market. We differentiate ourselves by taking a big-picture, strategic approach to the consumer technology market, the companies which compete in it, and their business models. This allows us to see trends and predict future developments much more effectively than the traditional siloed analyst firms.
A review of the major business models in use in the consumer technology market, and the keys to success for consumer technology companies. This deck is a shortened version of a longer deck which I regularly present to consumer technology companies and which includes analysis and advice on how they should evolve their businesses given the trends outlined in the deck. A customized presentation is one of the paid services Jackdaw Research offers: please contact me if you would like to know more about this.
Apple Operating and Financial Metrics Review – July 2014Jan Dawson
This deck is a review of Apple's major financial and operating metrics, dated July 2014. The underlying data is available for purchase from Jackdaw Research on either a one-off basis or an annual subscription with quarterly updates, along with other data products.
Cable, Satellite and Telco Trends for Q3 2014Jan Dawson
A review of major operational metrics for the largest public cable, satellite and wireline telco players in the US market, focused on three key consumer-facing services: TV, broadband and voice telephony. A review of total subscriber numbers and yearly and quarterly subscriber growth per provider, by the major categories (cable, satellite and telco) and overall. The deck provides insight into the growth rates in these three areas (yes, TV is still growing, though not as fast as broadband, while voice is shrinking steadily), and revenues derived from these services.
A review of key financial and operating metrics for the five largest wireless operators in the US: AT&T, Sprint, T-Mobile, Tracfone and Verizon Wireless.
An analysis of some of the slides is available on FierceWireless at:
http://www.fiercewireless.com/special-reports/how-verizon-att-sprint-t-mobile-and-tracfone-stacked-q3
An overview of trends in the US wireless market in Q2 2014, covering AT&T, Sprint, T-Mobile, Tracfone and Verizon Wireless. Includes analysis of financials, subscribers, net adds, ARPU and churn. Also, the impact of device installment billing on both the carriers and OEMs.
Analysis of the content in this deck is available here: http://www.beyonddevic.es/2014/08/12/analysis-of-q2-2014-us-wireless-market/
This document contains charts and analysis from Intel's Q2 2014 earnings report. It summarizes key metrics such as Intel's gross, operating, and net profit margins, which were stable in Q2 2014. Revenue grew 4% year-over-year for Intel overall. The Data Center segment saw the largest revenue gains while the Mobile and Communications segment turned an operating loss into a small profit. PC unit sales declined but average selling prices increased.
US Cable, Satellite and Telco Trends for Q1 2014Jan Dawson
An overview of key figures for the consumer wireline businesses of the major cable, satellite and telecoms providers in the US, for Q1 2014. KPIs, financials and other metrics, including an analysis of the impact of the Comcast-Time Warner Cable and AT&T-DirecTV mergers
How to Interpret Trends in the Kalyan Rajdhani Mix Chart.pdfChart Kalyan
A Mix Chart displays historical data of numbers in a graphical or tabular form. The Kalyan Rajdhani Mix Chart specifically shows the results of a sequence of numbers over different periods.
Taking AI to the Next Level in Manufacturing.pdfssuserfac0301
Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
1. How quickly AI is being implemented in manufacturing.
2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
Skybuffer AI: Advanced Conversational and Generative AI Solution on SAP Busin...Tatiana Kojar
Skybuffer AI, built on the robust SAP Business Technology Platform (SAP BTP), is the latest and most advanced version of our AI development, reaffirming our commitment to delivering top-tier AI solutions. Skybuffer AI harnesses all the innovative capabilities of the SAP BTP in the AI domain, from Conversational AI to cutting-edge Generative AI and Retrieval-Augmented Generation (RAG). It also helps SAP customers safeguard their investments into SAP Conversational AI and ensure a seamless, one-click transition to SAP Business AI.
With Skybuffer AI, various AI models can be integrated into a single communication channel such as Microsoft Teams. This integration empowers business users with insights drawn from SAP backend systems, enterprise documents, and the expansive knowledge of Generative AI. And the best part of it is that it is all managed through our intuitive no-code Action Server interface, requiring no extensive coding knowledge and making the advanced AI accessible to more users.
Fueling AI with Great Data with Airbyte WebinarZilliz
This talk will focus on how to collect data from a variety of sources, leveraging this data for RAG and other GenAI use cases, and finally charting your course to productionalization.
leewayhertz.com-AI in predictive maintenance Use cases technologies benefits ...alexjohnson7307
Predictive maintenance is a proactive approach that anticipates equipment failures before they happen. At the forefront of this innovative strategy is Artificial Intelligence (AI), which brings unprecedented precision and efficiency. AI in predictive maintenance is transforming industries by reducing downtime, minimizing costs, and enhancing productivity.
5th LF Energy Power Grid Model Meet-up SlidesDanBrown980551
5th Power Grid Model Meet-up
It is with great pleasure that we extend to you an invitation to the 5th Power Grid Model Meet-up, scheduled for 6th June 2024. This event will adopt a hybrid format, allowing participants to join us either through an online Mircosoft Teams session or in person at TU/e located at Den Dolech 2, Eindhoven, Netherlands. The meet-up will be hosted by Eindhoven University of Technology (TU/e), a research university specializing in engineering science & technology.
Power Grid Model
The global energy transition is placing new and unprecedented demands on Distribution System Operators (DSOs). Alongside upgrades to grid capacity, processes such as digitization, capacity optimization, and congestion management are becoming vital for delivering reliable services.
Power Grid Model is an open source project from Linux Foundation Energy and provides a calculation engine that is increasingly essential for DSOs. It offers a standards-based foundation enabling real-time power systems analysis, simulations of electrical power grids, and sophisticated what-if analysis. In addition, it enables in-depth studies and analysis of the electrical power grid’s behavior and performance. This comprehensive model incorporates essential factors such as power generation capacity, electrical losses, voltage levels, power flows, and system stability.
Power Grid Model is currently being applied in a wide variety of use cases, including grid planning, expansion, reliability, and congestion studies. It can also help in analyzing the impact of renewable energy integration, assessing the effects of disturbances or faults, and developing strategies for grid control and optimization.
What to expect
For the upcoming meetup we are organizing, we have an exciting lineup of activities planned:
-Insightful presentations covering two practical applications of the Power Grid Model.
-An update on the latest advancements in Power Grid -Model technology during the first and second quarters of 2024.
-An interactive brainstorming session to discuss and propose new feature requests.
-An opportunity to connect with fellow Power Grid Model enthusiasts and users.
Have you ever been confused by the myriad of choices offered by AWS for hosting a website or an API?
Lambda, Elastic Beanstalk, Lightsail, Amplify, S3 (and more!) can each host websites + APIs. But which one should we choose?
Which one is cheapest? Which one is fastest? Which one will scale to meet our needs?
Join me in this session as we dive into each AWS hosting service to determine which one is best for your scenario and explain why!
HCL Notes and Domino License Cost Reduction in the World of DLAUpanagenda
Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-and-domino-license-cost-reduction-in-the-world-of-dlau/
The introduction of DLAU and the CCB & CCX licensing model caused quite a stir in the HCL community. As a Notes and Domino customer, you may have faced challenges with unexpected user counts and license costs. You probably have questions on how this new licensing approach works and how to benefit from it. Most importantly, you likely have budget constraints and want to save money where possible. Don’t worry, we can help with all of this!
We’ll show you how to fix common misconfigurations that cause higher-than-expected user counts, and how to identify accounts which you can deactivate to save money. There are also frequent patterns that can cause unnecessary cost, like using a person document instead of a mail-in for shared mailboxes. We’ll provide examples and solutions for those as well. And naturally we’ll explain the new licensing model.
Join HCL Ambassador Marc Thomas in this webinar with a special guest appearance from Franz Walder. It will give you the tools and know-how to stay on top of what is going on with Domino licensing. You will be able lower your cost through an optimized configuration and keep it low going forward.
These topics will be covered
- Reducing license cost by finding and fixing misconfigurations and superfluous accounts
- How do CCB and CCX licenses really work?
- Understanding the DLAU tool and how to best utilize it
- Tips for common problem areas, like team mailboxes, functional/test users, etc
- Practical examples and best practices to implement right away
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
Digital Marketing Trends in 2024 | Guide for Staying AheadWask
https://www.wask.co/ebooks/digital-marketing-trends-in-2024
Feeling lost in the digital marketing whirlwind of 2024? Technology is changing, consumer habits are evolving, and staying ahead of the curve feels like a never-ending pursuit. This e-book is your compass. Dive into actionable insights to handle the complexities of modern marketing. From hyper-personalization to the power of user-generated content, learn how to build long-term relationships with your audience and unlock the secrets to success in the ever-shifting digital landscape.
Skybuffer SAM4U tool for SAP license adoptionTatiana Kojar
Manage and optimize your license adoption and consumption with SAM4U, an SAP free customer software asset management tool.
SAM4U, an SAP complimentary software asset management tool for customers, delivers a detailed and well-structured overview of license inventory and usage with a user-friendly interface. We offer a hosted, cost-effective, and performance-optimized SAM4U setup in the Skybuffer Cloud environment. You retain ownership of the system and data, while we manage the ABAP 7.58 infrastructure, ensuring fixed Total Cost of Ownership (TCO) and exceptional services through the SAP Fiori interface.
Dive into the realm of operating systems (OS) with Pravash Chandra Das, a seasoned Digital Forensic Analyst, as your guide. 🚀 This comprehensive presentation illuminates the core concepts, types, and evolution of OS, essential for understanding modern computing landscapes.
Beginning with the foundational definition, Das clarifies the pivotal role of OS as system software orchestrating hardware resources, software applications, and user interactions. Through succinct descriptions, he delineates the diverse types of OS, from single-user, single-task environments like early MS-DOS iterations, to multi-user, multi-tasking systems exemplified by modern Linux distributions.
Crucial components like the kernel and shell are dissected, highlighting their indispensable functions in resource management and user interface interaction. Das elucidates how the kernel acts as the central nervous system, orchestrating process scheduling, memory allocation, and device management. Meanwhile, the shell serves as the gateway for user commands, bridging the gap between human input and machine execution. 💻
The narrative then shifts to a captivating exploration of prominent desktop OSs, Windows, macOS, and Linux. Windows, with its globally ubiquitous presence and user-friendly interface, emerges as a cornerstone in personal computing history. macOS, lauded for its sleek design and seamless integration with Apple's ecosystem, stands as a beacon of stability and creativity. Linux, an open-source marvel, offers unparalleled flexibility and security, revolutionizing the computing landscape. 🖥️
Moving to the realm of mobile devices, Das unravels the dominance of Android and iOS. Android's open-source ethos fosters a vibrant ecosystem of customization and innovation, while iOS boasts a seamless user experience and robust security infrastructure. Meanwhile, discontinued platforms like Symbian and Palm OS evoke nostalgia for their pioneering roles in the smartphone revolution.
The journey concludes with a reflection on the ever-evolving landscape of OS, underscored by the emergence of real-time operating systems (RTOS) and the persistent quest for innovation and efficiency. As technology continues to shape our world, understanding the foundations and evolution of operating systems remains paramount. Join Pravash Chandra Das on this illuminating journey through the heart of computing. 🌟
Letter and Document Automation for Bonterra Impact Management (fka Social Sol...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on automated letter generation for Bonterra Impact Management using Google Workspace or Microsoft 365.
Interested in deploying letter generation automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
This presentation provides valuable insights into effective cost-saving techniques on AWS. Learn how to optimize your AWS resources by rightsizing, increasing elasticity, picking the right storage class, and choosing the best pricing model. Additionally, discover essential governance mechanisms to ensure continuous cost efficiency. Whether you are new to AWS or an experienced user, this presentation provides clear and practical tips to help you reduce your cloud costs and get the most out of your budget.
2. 2
• This deck is a part of the Jackdaw Research Quarterly Company
Decks subscription service
• The service includes about a dozen similar decks produced each
quarter on major consumer tech companies
• The intention is to highlight trends and patterns which are not
always obvious when merely looking at a spreadsheet
• Accompanying analysis can often be found on our blog at
www.beyonddevic.es
• For more information, please visit:
https://jackdawresearch.com/quarterly-company-decks/
INTRODUCTION
JACKDAW RESEARCH QUARTERLY DECKS SERVICE
3. 3
• Snap filed confidentially with the SEC for an IPO in late 2016,
and on February 2, 2017, it released its S-1 publicly, and the
first version of this deck was based on that document,
subsequently amended in an S-1/A
• Since then, Snap has begun reporting earnings as a public
company and this deck is based on those figures
• Snap’s earnings releases have essentially no commentary,
and although management provides a little more in
prepared remarks on the call, much of the insight comes
from the Q&A portion
INTRODUCTION
SNAP INC FINANCIALS
5. 5 Source: Snap financial filings, Jackdaw Research analysis
REVENUE
BY REGION, $000
0
50,000
100,000
150,000
200,000
250,000
300,000
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
North America
Europe
Rest of World
6. 6 Source: Snap financial filings, Jackdaw Research analysis
REVENUE
SPLIT BY REGION, %
0%
20%
40%
60%
80%
100%
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
North America Europe Rest of World
7. 7 Source: Snap financial filings, Jackdaw Research analysis
REVENUE AND DAU
SPLIT BY REGION, %, MOST RECENT QUARTER
0%
25%
50%
75%
100%
Revenue Users
25%
12%
32%
14%
42%
74%
North America Europe Rest of World
8. 8 Source: Snap financial filings, Jackdaw Research analysis
AVERAGE REVENUE PER USER
BY REGION AND TOTAL, $ PER QUARTER
0.00
0.50
1.00
1.50
2.00
2.50
3.00
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
Global North America Europe Rest of World
9. 9 Source: Snap financial filings, Jackdaw Research analysis
AVERAGE REVENUE PER USER
BY REGION, OUTSIDE NORTH AMERICA, $ PER QUARTER
0.00
0.10
0.20
0.30
0.40
0.50
0.60
0.70
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
Europe Rest of World
10. 10 Source: Snap financial filings, Jackdaw Research analysis
AVERAGE REVENUE PER USER
BY REGION, TRAILING 4 QUARTERS, $
0.00
1.50
3.00
4.50
6.00
7.50
9.00
Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Total North America
Europe Rest of World
11. 11 Source: Snap financial filings, Jackdaw Research analysis
REVENUE
PERCENTAGE OF TOTAL REVENUE FROM ADVERTISING, %
0%
20%
40%
60%
80%
100%
2015 2016 2017
97%96%98%
14. -300%
-250%
-200%
-150%
-100%
-50%
0%
Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
14 Source: Snap financial filings, Jackdaw Research analysis
ADJUSTED EBITDA MARGIN
AS REPORTED
Alongside operating and net margins, Snap also reports
Adjusted EBITDA margin, which is the only margin beyond
gross margin that wasn’t affected by the massive SBC
expense in Q1. As such, it’s provided here, though you can
see that it hasn’t performed particularly well recently either
15. 0
5
10
15
20
25
30
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
Cost of revenue R&D S&M G&A Total
15 Source: Snap financial filings, Jackdaw Research analysis
COSTS
AS MULTIPLE OF REVENUE, QUARTERLY
When Snap IPO’d in Q1 2017, it saw a huge spike in its
non-cash costs relating to stock-based compensation,
which dramatically distorted the numbers shown on this
slide and its margin numbers. The chart on the next slide
excludes SBC for easier comparison of underlying trends
16. 16 Source: Snap financial filings, Jackdaw Research analysis
COSTS
AS MULTIPLE OF REVENUE, QUARTERLY, EXCLUDING SBC
Cost Components as Multiple of Revenues excl. SBC
0
3
6
9
12
15
18
Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018
Cost of revenue R&D S&M G&A Total
17. 0
2
4
6
8
Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Cost of revenue R&D S&M G&A
17 Source: Snap financial filings, Jackdaw Research analysis
COSTS
AS MULTIPLE OF REVENUE, QUARTERLY – SHORTER TERM VIEW
When Snap IPO’d in Q1 2017, it saw a huge
spike in its non-cash costs relating to stock-
based compensation, which dramatically
distorted the numbers shown on this slide
and its margin numbers. The chart on the
next slide excludes SBC for easier
comparison of underlying trends
18. 18 Source: Snap financial filings, Jackdaw Research analysis
COSTS
AS MULTIPLE OF REVENUE, QUARTERLY – SHORTER TERM VIEW
0
2
4
6
8
Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Cost of revenue R&D S&M G&A Total
20. 20 Source: Snap financial filings, Jackdaw Research analysis
COST OF REVENUE
HOSTING COSTS AS A PERCENTAGE OF REVENUE
0%
50%
100%
150%
200%
Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
21. 21 Source: Snap financial filings, Jackdaw Research analysis
CLOUD SERVICE COSTS
MINIMUM CONTRACTUAL COMMITMENTS TO GOOGLE AND AMAZON
0
200
400
600
800
2017 2018 2019 2020 2021
Google Amazon
22. 22 Source: Snap financial filings, Jackdaw Research analysis
REVENUE SHARE
TO PUBLISHER PARTNERS, FROM SNAP-SOLD ADS, $000
0
20,000
40,000
60,000
80,000
100,000
2015 2016 2017
23. 23 Source: Snap financial filings, Jackdaw Research analysis
REVENUE SHARE
TO PUBLISHER PARTNERS, FROM SNAP-SOLD ADS, $M AND AS % OF REVENUE
0%
5%
10%
15%
20%
25%
0
5
10
15
20
25
30
35
Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
Revenue share cost Revenue share as % of revenue
24. 24 Source: Snap financial filings, Jackdaw Research analysis
DAILY ACTIVE USERS
QUARTERLY AVERAGE METHOD, M
0
50
100
150
200
Q1 2014 Q3 2014 Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018
25. 25 Source: Snap financial filings, Jackdaw Research analysis
DAILY ACTIVE USERS
QUARTERLY AVERAGE METHOD, BY REGION, M
0
50
100
150
200
Q1 2014 Q3 2014 Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018
North America
Europe
Rest of World
26. 26 Source: Snap financial filings, Jackdaw Research analysis
DAILY ACTIVE USERS
QUARTERLY AVERAGE METHOD, BY REGION, AS % OF TOTAL
0%
20%
40%
60%
80%
100%
Q1 2014 Q3 2014 Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018
North America Europe Rest of World
27. 27 Source: Snap financial filings, Jackdaw Research analysis
DAILY ACTIVE USERS
QUARTERLY AVERAGE METHOD, BY REGION, M
0
10
20
30
40
50
60
70
80
90
Q1 2014 Q3 2014 Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018
North America
Europe
Rest of World
28. 0
5
10
15
20
25
Q2 2014 Q4 2014 Q2 2015 Q4 2015 Q2 2016 Q4 2016 Q2 2017 Q4 2017
28 Source: Snap financial filings, Jackdaw Research analysis
GROWTH IN DAILY ACTIVE USERS
QUARTER ON QUARTER, QUARTERLY AVERAGE METHOD, M
The line on this chart is intended to show
that the >10m per quarter growth Snap
experienced in 2016 shortly before its IPO
was an aberration rather than a new normal
29. 29 Source: Snap financial filings, Jackdaw Research analysis
GROWTH IN DAILY ACTIVE USERS
QUARTER ON QUARTER, QUARTERLY AVERAGE METHOD, BY REGION, M
0
1
2
3
4
5
6
7
Q2 2014 Q4 2014 Q2 2015 Q4 2015 Q2 2016 Q4 2016 Q2 2017 Q4 2017
North America Europe Rest of World
30. 30 Source: Snap financial filings, Jackdaw Research analysis
GROWTH IN DAILY ACTIVE USERS
YEAR ON YEAR, QUARTERLY AVERAGE METHOD, M
0
10
20
30
40
50
60
Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018
31. 31 Source: Snap financial filings, Jackdaw Research analysis
SPECTACLES SALES
UNIT SALES, AS IMPLIED BY “OTHER” REVENUE, THOUSANDS
0
10
20
30
40
50
60
70
Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
32. 32 Source: Snap financial filings, Jackdaw Research analysis
AUTOMATING AD BUYING
% OF AD IMPRESSIONS SOLD PROGRAMATTICALLY
0%
20%
40%
60%
80%
100%
Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
33. 33 Source: Snap financial filings, Jackdaw Research analysis
EMPLOYEES
HEADCOUNT, DATA SNAP HAS PROVIDED LITTLE OF HISTORICALLY
0
500
1,000
1,500
2,000
2,500
3,000
3,500
Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018
34. 34 Source: Snap financial filings, Jackdaw Research analysis
MISCELLANEOUS DATA POINTS
FROM EARNINGS CALLS AND OTHER DATA SOURCES
S-1 Data (mostly
for Q4 2016)
Q1 2017 Q3 2017
Snaps created per day 2.5 billion Over 3 billion Over 3.5bn
% of DAUs creating a
Snap with the Camera
daily
Over 60% - -
Visits to Snapchat per
day per DAU
18 - 25
% of users posting to
their Story every day
25% - -
Average time spent per
day
25-30 minutes Over 30 minutes -
No updated info in Q4 2017 or Q1 2018