Snap បង្ហាញសុបិន្តអាក្រក់របស់ទីផ្សារផ្សាយពាណិជ្ជកម្ម 'ក្លាយជាការពិត'

អត្ថបទនេះត្រូវបានបង្ហាញជាលើកដំបូងនៅក្នុងការសង្ខេបពេលព្រឹក។ ទទួលបានការសង្ខេបពេលព្រឹកដែលផ្ញើដោយផ្ទាល់ទៅប្រអប់ទទួលរបស់អ្នករៀងរាល់ថ្ងៃចន្ទដល់សុក្រត្រឹមម៉ោង ៦ ៈ ៣០ ព្រឹកនិងអិល។ ជាវប្រចាំ

ថ្ងៃពុធ, ខែឧសភា 25, 2022

ព្រឹត្តិបត្រព័ត៌មានថ្ងៃនេះដោយ លោក Brian Cheungដែលជាយុថ្កា និងអ្នករាយការណ៍ព័ត៌មានដែលគ្របដណ្តប់ Fed សេដ្ឋកិច្ច និងធនាគារសម្រាប់ Yahoo Finance ។ អ្នកអាចតាមដានគាត់នៅលើ Twitter @ប៊ីឆាំង.

Snapchat (SNAP) had its worst day ever on Tuesday.

Shares of the company fell 43% after messaging to shareholders that the “macroeconomic environment” would weigh on earnings in the current quarter.

Big tech giants like Amazon (AMZN), អក្ខរក្រម (Google) អេបផល (Apple បាន), និងមេតា (FB), all saw their shares fall in Tuesday’s trading session. Even though Snapchat is only a fraction the size of these companies, something about the updated guidance spooked tech investors in what has already been a bloody 2022 for those stocks.

For a possible answer, we need look no further than BofA Global Research’s note on Tuesday entitled, “Ad recession concerns becoming a reality.” The thesis: the base of advertisers paying Snapchat for pre-roll ads or integrated content is the same base of advertisers paying Google. Or Pinterest (ម្ជុល). Or the company formerly known as Facebook.

“[W]e expect a sentiment overhang on the Internet group until 2Q earnings in July,” the note reads. Analysts at Jefferies echoed this view, arguing in a note Tuesday that they believe it’s “highly unlikely” ad market weakness is isolated to Snap.

This “overhang” led the Nasdaq (^ អាយស៊ីស៊ី) to slide 2.3% on Tuesday, extending a 2022 market sell-off triggered by economic shutdowns in China, the war in Ukraine, and, of course, the Fed pulling the punch bowl. The tech index is now at its lowest level since November 2020.

Snapchat’s other problem? It isn’t the amount of users on the app that spooked investors — the company handily beat Wall Street’s estimates on global daily active users last quarter, reporting 332 million as of March 31. Rather, it’s all about the cash, a theme we’re hearing from once growth-obsessed companies.

រឿងរ៉ាវនៅតែបន្ត

If “macroeconomic environment” means ការភ័យខ្លាចនៃវិបត្តិសេដ្ឋកិច្ច, then the concern is a drying up of advertising dollars that keep the lights on at Snapchat — not how many people are using dog ear filters.

But Snapchat is no stranger to dramatic ups and downs in its stock price. And interestingly, those swings have been closely tied to the market read on its much larger social media peers as well.

In February, Meta reported poor revenue guidance and blamed privacy changes to Apple’s iOS mobile system. Snapchat shares lost 20%. What happened after the bell? Snap reported its own earnings, said it had achieved a net profit for the first time, and shares about doubled the next day.

How about the quarter before that? The company missed on revenue expectations, teased the impact of the iOS changes, and then the stock sold off by 25%.

Call it the “macroeconomic environment” or “something about iOS,” the story for these companies hinges less on user counts than it does on the ad dollars.

Especially in a fragile financial environment where the word “recession” is floating around, cash is far from trash — it is a survival strategy for tech companies that are apparently making the transition from “growth” to “value.”

អ្វីដែលត្រូវមើលនៅថ្ងៃនេះ

សេដ្ឋកិច្ច

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ពាក្យសុំដាក់បញ្ចាំ MBA, week ended May 20 (-11.0% during prior week)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការបញ្ជាទិញទំនិញប្រើបានយូរ, April preliminary (0.6% expected, 1.1% during prior month)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ប្រើប្រាស់បានយូរមិនរាប់បញ្ចូលការដឹកជញ្ជូន, April preliminary (0.6% expected, 1.4% during prior month)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការបញ្ជាទិញទំនិញដើមទុនមិនការពារមិនរាប់បញ្ចូលយន្តហោះ, April preliminary (0.5% expected, 1.3% during prior month)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month)

• 2: 00 pm ET: កិច្ចប្រជុំរបស់ FOMC

ប្រាក់ចំណូល

ទីផ្សារមុន

• Dick’s Sporting Goods (DKS) ត្រូវបានគេរំពឹងថានឹងរាយការណ៍ពីប្រាក់ចំណូលដែលបានកែតម្រូវ ៦,៩៧ ដុល្លារក្នុងមួយហ៊ុនលើប្រាក់ចំណូល ៣.៥៤ ពាន់លានដុល្លារ

• Express (អិចប្រេស) is expected to report adjusted losses of 13 cents per share on revenue of $435.33 million

ក្រោយផ្សារ

• Nvidia (NVDA) ត្រូវបានគេរំពឹងថានឹងរាយការណ៍ពីប្រាក់ចំណូលដែលបានកែតម្រូវ ៦,៩៧ ដុល្លារក្នុងមួយហ៊ុនលើប្រាក់ចំណូល ៣.៥៤ ពាន់លានដុល្លារ

• Box (ប្រអប់) ត្រូវបានគេរំពឹងថានឹងរាយការណ៍ពីប្រាក់ចំណូលដែលបានកែតម្រូវចំនួន 25 សេនក្នុងមួយហ៊ុនលើប្រាក់ចំណូលចំនួន 234.56 លានដុល្លារ

• Nutanix (អិន។ អិន។ អេ។ អិល .។) is expected to report adjusted losses of 22 cents per share on revenue of $39808 million

ព័ត៌មានសង្ខេបហិរញ្ញវត្ថុយ៉ាហ៊ូ

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