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Snap pops after topping Wall Street's earnings expectations, but sinks on slowing user growth (SNAP)

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Snap stock price earnings


Shares of Snap rose as much as 11% in after-hours trading Tuesday following the company's release of second-quarter earnings before quickly sinking into the red as investors digested the implications of a slowdown in users on its flagship Snapchat app. 

The stock is set to open down about 1% Wednesday morning. 

For the quarter ended June 30, Snap said it lost an adjusted $0.14 per share in the quarter ended June 30, where analysts had expected a loss of $0.18 per share.  Revenues were also better than anticipated, coming in at $262 million where analysts had expected $250 million.

Despite the solid financial numbers, Snap reported its first-ever decline in sequential daily active users. The company also said its cash burn was up to $234 million from $229 million in the same quarter of 2017. 

"While our Monthly Active Users continued to grow this quarter, we saw a 2 percent decline in our Daily Active Users," CEO Evan Spiegel said on a call with analysts after the report. "This was primarily driven by a slightly lower frequency of use among our user base due to the disruption caused by our redesign. It has been approximately six months since we broadly rolled out the redesign of our application, and we have been working hard to iterate and improve Snapchat based on the feedback from our community."

News also broke shortly after the earnings report; Saudi Prince Alwaleed tweeted that he had purchased a 2.3% stake in the company for $250 million. 

For analysts who were already skeptical, Snap's earnings helped reinforce any doubts about the company's outlook. 

"We thought the commentary around the Android rebuild indicated that we might be waiting about a year before we can expect to see the benefit from those efforts (and in the near term, DAUs should be down again next quarter)," Mark Kelley, an analyst at Nomura Instinet, said in a note to clients Wednesday.

"On the positive side, Story Ads transitioned to programmatic (75% of ad revenue now programmatic), Snap Pixel entered general availability, and the self-serve platform saw some updates in the quarter. Investors will also applaud the company for offering explicit guidance for the first time. Taken together, there is little change to our Neutral outlook and we expect a muted reaction later today.

Kelley has a $13 price target and a neutral rating for shares of Snap. 

Snap is now down about 47% from where it first traded following its initial public offering in March 2017.

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