A bull vs. a bear paint a tale of different expectations ahead of Snap’s quarterly performance.
Daniel Ives places Snap’s success in ability to magnetize DAU gains and monetize/engage installed base.
Is Snap in over its head when up against rivals for user mindshare and ad dollar competition?
Mark Mahaney presents the Good (Facebook), the Bad (Amazon), and the Ugly (SNAP).
Goldman Sachs: NFLX will outclass uplifted forecasts; Aegis: SNAP skirts downside risk in advertising growth.
Here’s why Mark Mahaney “likes” Facebook better than Snap as a tech play for the near-term.
One analyst may play it safe on BBRY, but two root for TSLA and SNAP’s mega opportunities at hand.
