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Acquisition by Apple / Amazon / Google once the price is low enough. They have 100mil+ DAUs of an attractive demographic to advertisers (unless they are lying),
by seibelj 8y ago
Acquisition by Apple / Amazon / Google once the price is low enough. They have 100mil+ DAUs of an attractive demographic to advertisers (unless they are lying), but they can’t monetize and their costs are too high. Snap could fit into some master plan to break into social.
- cgb223 8y agoWhy can’t thet monetize? On my Snapchat anyway there are plenty of ads under the stories Are those not paid for?
- seibelj 8y agoThey are trying to monetize but it isn’t very effective thus far.
- m_ke 8y agoAmazon makes a lot of sense. They're trying to get into advertising and they could turn Snapchat into a shopping lens. ALexa, AWS and Twitch would play with it nicely too.
- dangoldin 8y agoInteresting take. I'm not close enough to either Bezos or Spiegel but that does not seem like a good combination. Although at that point I'm not sure Snap will have a choice.
- jarsin 8y agoBut you can't buy SNAP by buying the stock. The stock has no voting rights and thus it's price really is not what someone can buy the company for. Spiegel etc still have majority ownership.
- ThrustVectoring 8y agoThe majority voters cannot simply freeze out minority shareholders. They can decide to sell if it's in everyone's best interest over remaining independent, though. If the offer isn't for more than what the publicly held shares are worth, then Spiegel et al get sued over selling the company.
- stock_toaster 8y agoI'm not seeing it. Maybe someone like Verizon or Comcast gets a wild hair and decides they want to add it to their new weird portfolios, but I really don't see one of the AAG's picking it up.
- deleted 8y ago[deleted]
- dannyw 8y agoGoogle could finally have a chance with social! Use their software camera wizardry so that photos, especially low light ones look infinity better on Snapchat (on any platform) than competing social networks. Integrate stories natively into Android, under a different brand that shares the network with Snapchat to solve the cold start problem. Does it make a lot of sense? No, but I think it makes some sense.
- coralreef 8y agoI feel that once growth stalls out or declines, those larger companies become very uninterested, even if the price is cheap.