The Ledger
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Dash: TikTok's 2019 Ad Spend on Facebook and Snap Cannibalized Their Users
“The ad targeting at this point in 2019 had gotten so granular You could actually get to, like, a city level, a user demographic level, and TikTok leveraged all of that. And Facebook and Snap all benefited because they saw tons of money coming in in the form of…”
Wincek: Snap broke out without ever buying Facebook app install ads
“They never bought Facebook ads or, like, Facebook app installs to get there, but instead, they had this really viral product and a proprietary channel, which was actually a pretty old-school channel, right? Word of mouth.”
Rachitsky: Snap and Twitter hired first PMs specifically for monetization
“Snap and Twitter, from what I understand, both hired their first PM to explore monetization on the platform.”
Snap grew annualized revenue from zero to $1.6B in four years
“January one, 2015. Q four of 2018, so four years later, our annualized revenue was 1.6 billion.”
First Snap Spectacles generated little revenue and missed 'iPhone moment'
“So I would say that the first version of Spectacles, you know, obviously it wasn't an iPhone moment. It's not something that has generated an enormous amount of revenue for the company, but it is absolutely helped us hone in on where to take these things in th…”
Snap saw accelerated global adoption after rebuilding its Android app
“So we rebuilt it from scratch. And, you know, because of that, we saw a huge acceleration in adoption across the world.”