
A | 分地区来看,北美和欧洲的收入分别为8.1亿美元和1.6亿美元,均不及市场预期,增速分别为3.1%和5.4%;其他地区收入同比增长22%至1.56亿美元,略高于市场预期。尽管调整后利润超出市场预期,但是SNAP的净亏损飙升400%至3.6亿美元,部分原因是1.55亿美元的重组费用。

B | Another Scottish independence referendum could be risky for the regional government in Edinburgh, an academic and analyst has said.,Embattled British Prime Minister Boris Johnson wrote to Nicola Sturgeon, leader of the Scottish National Party (SNP) and first minister in the devolved administration, on Wednesday evening to deny her latest demand for a re-run of the 2014 plebiscite.,"As our country faces unprecedented challenges at home and abroad, I cannot agree that now is the time to return to a question, which was clearly answered by the people of Scotland in 2014," Johnson wrote.,Sturgeon announced in June that Scotland's Lord Advocate Dorothy Bain — whose cabinet post combines the powers of the Westminster government's attorney general and the director of public prosecutions — would ask the Supreme Court to rule on the legality of holding another vote without necessary approval from the Westminster Parliament.,The nationalist leader claimed Scots would vote to separate from England — where many of them work — out of a desire to reverse Brexit and opposition to 12 years of government by the Conservative Party, which holds few Parliamentary seats in Scotland.,Dr Roslyn Fuller, director of the non-profit think tank Solonian Democracy Institute and the author of the book Beasts and Gods: How Democracy Changed Its Meaning and Lost Its Purpose told Sputnik that while pushing for a repeat referendum was central to the SNP's identity, it was also a dangerous gamble.,She said SNP's planned vote next year would only be "advisory" and "non-binding", but that it also took the party back to its basic reason for being.,"I think the SNP has the same challenges that many other independence parties like Sinn Fein or the Bloc Quebecois have — they succeed in attaining power in their own region which forces them to go from a single-issue party (independence) to develop a multitude of other policies that voters then judge them on," the academic said.,"They end up working within the system they intended to break away from and this can dilute their message," Fuller added. "Sturgeon and the SNP generally need to be seen to be continuing to pursue independence to satisfy a certain portion of their voters, and this is a way to achieve that".,Running the plebiscite — with legal sanction — and winning would give the SNP a boost going in to the next general election, due by the end of January 2025 but potentially much sooner, the analyst believes.,Even if the vote was blocked, Sturgeon has already stated that she would consider the next general election a de-facto referendum on independence, she points out. "So again, it would serve to drive out the vote for the SNP and try to focus attention on this one issue (independence) that differentiates them from the other major parties.","The only really risky situation for her would be if the Court did greenlight such an advisory referendum and it failed at the polls," Fuller stressed.,The 'Yes' campaign was leading in the polls in the run-up to the 2014 referendum, but ultimately the 10 per cent of voters declaring themselves undecided went overwhelmingly to the 'No' camp. Scotland voted by 55 per cent to 45 to remain part of the UK.,The key unknown factor, according to Fuller, is who succeeds Johnson as next Tory leader an PM.,"My personal feeling is that we'll be seeing a turn of the Tories back to more establishment politics with likely quite different policies," she says. "I think they ran Johnson as a counter to Corbyn, but that job is done now that the Labour party has turned back to its own centre.",Fuller argues that such a major change of political direction would be significant enough that a snap general election should be called to seek a new mandate to govern. She says the SNP's performance at the polls would be crucial to their referendum bid.,Prof: Scottish Independence Requires Serious Debate Amid Soaring Cost of Living in UK16 June, 12:47 GMT,Legal Avenues,The think-tank director believes Sturgeon's appeal to the Supreme Court shows the SNP is anxious keep its latest bid for a referendum on firm legal ground, since its declared pretext for the vote is so Scotland can re-apply for membership of the European Union (EU). But she cautioned that would open "a whole can of worms.","Firstly, it clouds the entire idea of independence. It Scotland were to re-join the EU, which is heading towards getting rid of unanimity voting, the average Scot would have significantly less power than they do if they remain in the UK," she says.,"It is not 'independence' in any actual meaning of the word," Fuller stressed. "How do you run an 'independence' referendum on the understanding that if you win, you are going to join a larger, even less democratic, entity?",But more importantly, an unsanctioned 'indyref' would put the SNP in the same bracket as the coalition of Catalan nationalist parties who held an unofficial plebiscite in 2017, in which only supporters of independence bothered to vote. The political organisers found themselves arrested and charged or, in the case of then-regional president Carles Puigdemont, fleeing abroad as a fugitive.,"There are countries in the EU, like Spain, that are very much against separatist referendums, so getting some kind of legal blessing for this is probably necessary to retain their support," Fuller says.。虽然用户数依然维持高速增长,但是每用户平均收入(ARPU)下降11%至3.11美元,低于分析师平均预测的3.19美元。此外,SNAP再次取消下个季度的业绩指引。

C | 该公司称:鉴于与经营环境相关的不确定性,我们没有提供我们对2022 第四季度的收入或调整后净利润的预期。

D | 但该公司称,它已经“预测四季度的收入同比增速将同比大致持平。”金融博客Zero Hedge认为,这意味着,SNAP的高速成长期可能已经结束了。

E | 财报发布后,公司盘后股价暴跌近26%。该公司股价从2021年9月底的高点以来已经累计下跌约90%,今年以来的跌幅则达到77%。

F |
用户维持高速增长,付费用户超过150万三季度,SNAP全球日活跃用户数为3.63亿,高于市场预期的3.582亿,同比增速达到19%。这表明尽管业务方面存在困难,但该公司仍然能够吸引用户使用该服务。但是,每用户平均收入(ARPU)下降11%至3.11美元,低于分析师平均预测的3.19美元。

G | 公司表示其在6月推出的每月3.99美元的Snapchat+订阅服务在三季度已经有超过150万订阅用户,当前该服务已经覆盖全球170多个国家和地区。SNAP首席执行官Evan Spiegel称:本季度,我们采取行动,进一步将业务重点放在三个战略重点上:发展我们的社区并加深用户对产品的参与,重新加速和多元化我们的收入增长,以及投资增强现实。他说,用户增长“为我们在动荡的宏观经济环境中提供了长期机会”。受美国宏观经济及苹果隐私政策的影响,SNAP广告业务能力下降苹果2021年对iOS系统的隐私更新仍然是SNAP跟踪用户能力的障碍,从而其互联网广告业务遭到削弱。

H | Meta的Facebook等社交媒体也受到苹果该政策的冲击。下周Meta和Alphabet将公布最新的季度报告。此外,美国经济放缓和衰退的可能性加剧也导致许多广告商暂停或减少广告支出。在新闻稿中,SNAP称:我们发现,我们在许多行业的广告合作伙伴正在减少他们的营销预算,特别是在面临运营环境变差、通胀驱动的成本压力和资本成本上升的情况下。

I | 受SNAP不及市场预期的财报的拖累,同样依靠互联网广告收入的Meta在美股盘后一度跌约5%,Google母公司Alphabet盘后转跌,跌幅超2%。

J |
SNAP继续缩减项目以期节省开支作为降低成本计划的一部分,SNAP称,将关闭几个昂贵的项目,包括计划以230美元单价出售的Pixy无人机。SNAP还终结了其Snap Originals优质节目的制作。8月,SNAP宣布将裁员超过1000名员工,约占6000名员工的20%。

K | 遣散费和相关费用占报告期内重组费用的很大一部分。与第二季度财报发布时一样,SNAP董事会批准了一项高达5亿美元的股票回购计划。截至三季度末,该公司拥有44亿美元的现金、现金等价物和有价证券。
Current article:http://www.bianhajieleigoukusunmen.pics/7uve/z62.ppt
Published on:01:44:58