Snap is on a mission to diversify its revenue sources—moving from a business model in which it largely chases ad revenue to one where it can also make money through subscriptions and, eventually, hardware. The company’s latest quarterly earnings report shows that, so far, the firm is having moderate success with that strategy. In Q4, Snap’s revenue was $1.7 billion, which is up 10% year-over-year....
Snap is on a mission to diversify its revenue sources—moving from a business model in which it largely chases ad revenue to one where it can also make money through subscriptions and, eventually, hardware. The company’s latest quarterly earnings report shows that, so far, the firm is having moderate success with that strategy. In Q4, Snap’s revenue was $1.7 billion, which is up 10% year-over-year. Its average revenue per user was also up, slightly (to $3.62 from $3.44). The company’s net income was $45 million, up from $9 million the previous year, its earnings report shows. The company has also continued to generate a significant amount of revenue from Snap+, the paid subscription service that the platform launched back in 2022. The service’s subscribers grew 71% year-over-year, reaching 24 million. While those numbers might seem to suggest a company whose trajectory is headed in the right direction, the earnings report also shows the platform had slightly fewer daily active users last quarter—dropping from 477 million to 474 million. Those users fell away in North America and Europe, the report shows, while growing slightly throughout the rest of the world. Reuters also reports that the company expects its revenue during the first quarter of this year to be below analysts’ previous estimates, as competition from Facebook, Instagram, and TikTok cuts into its advertising earnings. During Wednesday’s earnings call, CEO Evan Spiegel focused on the company’s newer offerings, including its recent effort to charge users for Memories storage—a feature that lets users save and store their Snaps—and its plans to launch Specs later this year. The company has not launched a public-facing version of the augmented-reality glasses since 2019. In anticipation of that event, Snap recently announced the creation of a new subsidiary, Specs Inc., that is focused solely on further developing the glasses. “Our long-term vision for augmented reality extends beyond the smartphone to a fu...
In this article CIEN Follow your favorite stocks CREATE FREE ACCOUNT Gary Smith, chief executive officer and president of Ciena Corp., speaks during a Bloomberg Television interview in New York on June 14, 2013. Scott Eells | Bloomberg | Getty Images Networking hardware maker Ciena will join the S&P 500, returning to the benchmark after getting booted 17 years ago. The stock rose in extended tradi...
In this article CIEN Follow your favorite stocks CREATE FREE ACCOUNT Gary Smith, chief executive officer and president of Ciena Corp., speaks during a Bloomberg Television interview in New York on June 14, 2013. Scott Eells | Bloomberg | Getty Images Networking hardware maker Ciena will join the S&P 500, returning to the benchmark after getting booted 17 years ago. The stock rose in extended trading. Ciena is replacing human resources software company Dayforce, S&P Dow Jones Indices said in a statement on Wednesday. Private equity firm Thoma Bravo acquired Dayforce for $12.3 billion. Ciena sells a variety of products for high-speed fiber optical networks. Nearly 18% of revenue in the 2025 fiscal year came from an unnamed cloud provider, and about 11% came from AT&T , according to the company's annual report . Ciena's market cap has almost tripled in the past year. Shares of companies added to the S&P 500 often rise ahead of their inclusion in the index, as fund managers buy shares to match the benchmark. Technology companies AppLovin , Datadog , DoorDash and Robinhood entered the S&P 500 in 2025. For Ciena, the entry marks a return. The company joined the index in 2001, boosted by the dot-com and telecom boom, and was removed in 2009 , when it was replaced by Visa . Investor excitement has returned due to soaring demand for data center infrastructure that can run generative artificial intelligence models. The opportunity represents "a major contributor to our 2026 expected growth rate," Ciena CEO Gary Smith told analysts on a conference call in December. At the time, the company called for revenue to grow about 24% during the 2026 fiscal year, which would mark the fastest rate of expansion since 2011. On Tuesday, Ciena's stock closed at the highest price since 2001. Network equipment giant Cisco recorded a new high on Tuesday as well. As companies look to deliver additional AI capacity, components such as memory have become harder to find, driving up prices. Optical...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9:30 a.m. ET Call participants President and Chief Executive Officer — Sanjay Chowbey Vice President and Chief Financial Officer — Patrick Watson Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic sales growth -- 10% organic sales growth reported, marking the second consecutive quarter of positive organic gro...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 9:30 a.m. ET Call participants President and Chief Executive Officer — Sanjay Chowbey Vice President and Chief Financial Officer — Patrick Watson Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic sales growth -- 10% organic sales growth reported, marking the second consecutive quarter of positive organic growth, driven by price realization, customer buy ahead of price increases, and modest end market improvement. -- 10% organic sales growth reported, marking the second consecutive quarter of positive organic growth, driven by price realization, customer buy ahead of price increases, and modest end market improvement. Segment performance -- Infrastructure increased 11% organically, and Metal Cutting grew 9% organically; segment growth benefited from strategic focus and end-market gains. -- Infrastructure increased 11% organically, and Metal Cutting grew 9% organically; segment growth benefited from strategic focus and end-market gains. Adjusted EBITDA margin -- 17.1%, up from 13.9%, with the increase attributed to price/raw material timing effects, higher sales, and $8 million in restructuring savings. -- 17.1%, up from 13.9%, with the increase attributed to price/raw material timing effects, higher sales, and $8 million in restructuring savings. Adjusted EPS -- $0.47, up from $0.25 in the prior-year quarter, reflecting volume gains, lower tax rate, and operational improvements. -- $0.47, up from $0.25 in the prior-year quarter, reflecting volume gains, lower tax rate, and operational improvements. Buy ahead effect -- Approximately $13 million in total sales attributed to customer purchases in advance of price increases, with half occurring in the Americas, one-third in Asia Pacific, and the rest in EMEA. -- Approximately $13 million in total sales attributed to customer purchases in advance of price increases, with half occurring in the Americas, one-third in Asia Pacific, and...
In this article PSKY Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump speaks before signing executive orders in the Oval Office in the White House in Washington, DC, on Jan. 30, 2026. Annabelle Gordon | Afp | Getty Images President Donald Trump said in a new interview on Wednesday that he will not be involved in the fight between Netflix and Paramount Skydance to buy som...
In this article PSKY Follow your favorite stocks CREATE FREE ACCOUNT U.S. President Donald Trump speaks before signing executive orders in the Oval Office in the White House in Washington, DC, on Jan. 30, 2026. Annabelle Gordon | Afp | Getty Images President Donald Trump said in a new interview on Wednesday that he will not be involved in the fight between Netflix and Paramount Skydance to buy some or all of Warner Bros. Discovery . "I haven't been involved," Trump told "NBC Nightly News." "I've been called by both sides," Trump said. "It's the two sides, but I've decided I shouldn't be involved. The Justice Department will handle it." Trump's latest comment is a pivot from what he said in early December after Netflix's proposed acquisition of WBD was made public. Trump at that time said the deal "could be a problem" because of the size of the market share Netflix would end up with if the proposed purchase was approved by federal regulators. Read more CNBC politics coverage Trump admin to withdraw 700 federal officers from Minnesota: Homan Fed pick: Tillis doubles down on Warsh blockade over Fed independence Trump: If states can't run elections 'honestly,' then 'somebody else should take over' Trump signs bill ending federal government shutdown The president at the same time had said he would be involved in the process of reviewing and potentially approving the deal. Netflix proposes acquiring WBD in a deal worth $72 billion, which would not include the company's cable networks. Paramount has offered $30 per share for all of WBD. This is developing news. Check back for updates.
Thomas Barwick/DigitalVision via Getty Images One of the agriculture kings In my prior article on Archer-Daniels-Midland Company ( ADM ), I pointed out that the new Trump administration policies regarding ethanol, biofuels, and who absorbs the cost were a risk. The details from September 2025 can be found below: Reported on Seeking Alpha : According to sources cited by Reuters, officials are weigh...
Thomas Barwick/DigitalVision via Getty Images One of the agriculture kings In my prior article on Archer-Daniels-Midland Company ( ADM ), I pointed out that the new Trump administration policies regarding ethanol, biofuels, and who absorbs the cost were a risk. The details from September 2025 can be found below: Reported on Seeking Alpha : According to sources cited by Reuters, officials are weighing a plan that would require major refiners to absorb only a portion, potentially half or less, of the blending obligations initially waived for small refineries. These waivers allow certain refineries to bypass requirements to mix biofuels like ethanol into gasoline and diesel. The market reacted negatively, with major players such as Bunge Global (NYSE: BG ) and Archer-Daniels-Midland experiencing their steepest stock declines since April. Ethanol producers Valero Energy (NYSE: VLO ) and Green Plains (NASDAQ: GPRE ) also fell by as much as 5%. This initially created a selloff in ADM post policy announcement. Like other dividend kings and aristocrats, these stocks were already unloved to start with and widely discounted over typical earnings multiples on a historical basis in the face of a tech-driven bull. The dividend aristocrats are companies that have paid and raised dividends for 25 years or more. The kings are those who have paid or raised for 50 years or more. In order to keep incrementally raising the dividend, profit has to be pretty consistent, and most of these companies are in resilient, non-cyclical businesses. Agribusiness would be one of those resilient businesses. ADM qualifies as a king with over 50 years of experience. Using the ProShares S&P 500 Dividend Aristocrats ETF ( NOBL ) and FT Vest S&P 500 Dividend Aristocrats Tgt Inc ETF ( KNG ), let's take a look at this investment style vs. the S&P 500 over the last couple of years: Data by YCharts As we can see in the past 3 years, this investment style [aristocrats and kings] has been sorely out of favor. ...
Key Points The oil services stock has surged more than 25% since the start of 2026. The hope that production in Venezuela will increase is contributing to the gains. Investors may be able to get better pricing than what’s available today. 10 stocks we like better than Slb › It's not just exploration and production stocks that rallied on the back of the U.S. capture of former Venezuelan President N...
Key Points The oil services stock has surged more than 25% since the start of 2026. The hope that production in Venezuela will increase is contributing to the gains. Investors may be able to get better pricing than what’s available today. 10 stocks we like better than Slb › It's not just exploration and production stocks that rallied on the back of the U.S. capture of former Venezuelan President Nicolas Maduro. Oil services providers got in on that act, too. Just look at SLB (NYSE: SLB). One of the global giants in the oil services arena, SLB tacked on 25% since the start of the year, implying the stock is a buy here and now. Look a little closer, and investors will see a 3.30% drop for the five days ended Feb. 2. That's not a correction, let alone a bear market, but SLB's recent lethargy may signal patient investors can get better pricing over the near term. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » It's a good thing, too, because this stock features a sturdy bull case, including the potential to benefit from liberalization of Venezuela's oil market. Sizing up SLB's Venezuela exposure Investors who have been monitoring the situation in Venezuela are by now likely aware that Chevron is generating ample buzz as the way to tap into a possible production surge in the South American country. The reasoning is simple: Chevron remained operational there after the country nationalized its energy industry in 2007. The same is true of SLB. In fact, the company said it's ready to accelerate activity in Venezuela when it gets the green light. In part, that explains why this oil services stock emerged as a sort of Venezuela momentum trade. SLB's momentum in Venezuela was rooted in credibility. Yes, the country has the world's largest oil reserves, but it's been years since it let its infrastructure wither. As a result, output tumbled. Put it this way: As recently as 2014, there were peri...