Snap Inc (SNAP) Form 10-Q — Nov 4, 2026
Snap reported Q3 2026 revenue of $1,722.5 million, up 14% year-over-year, and swung to net income of $56.5 million versus a $103.5 million loss in the prior-year quarter — its adjusted EBITDA more than doubled to $382.6 million. Monetization drove the beat: other revenue including subscriptions jumped $160 million YoY, while advertising grew on Sponsored Snaps and Promoted Places. ARPU rose to $3.48 from $3.16, and free cash flow reached $164.5 million versus $93.4 million a year ago. Growth remains challenged in core markets — North America DAU fell 6% year-over-year, with global DAU growth slowing to 4% (495 million).
Key figures
- Eps
- 0.03
- Revenue
- 1722471000
- Net Income
- 56498000
- Total Debt
- 3400000000
- Revenue Yoy
- 14%
- Cash Position
- 2800000000
- Shares Outstanding
- 1,718 million common shares as of September 30, 2026
- Dau
- 495 million (+4% YoY)
- Mau
- 977 million (+4% YoY)
- Arpu
- 3.48
- Na dau yoy
- -6%
- Credit facility
- $1.05 billion undrawn
- Buyback remaining
- 150000000
- Free cash flow q3
- 164500000
- Adjusted ebitda q3
- 382600000
- Nine month revenue
- 4850255000
- Headcount reduction
- approximately 16% of global full-time employees
- Shares repurchased 9m
- 98.5 million shares for $601.0 million
- Operating cash flow q3
- 210500000
- Restructuring charges 9m
- 128505000
- Adjusted ebitda prior year
- 182000000
AI analysis
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