SnapShat
M.G. Siegler
1307

Snapchat shitting the bed on their earnings was predictable to anyone paying attention. I predicted this months ago at https://medium.com/@dareobasanjo/arpu-why-snap-inc-will-be-a-bigger-disappointment-to-ipo-investors-than-twitter-or-groupon-21f0046e295a?source=linkShare-bd28b364c8d1-1494785047

The short version; US growth has plateaued thanks to Instagram, no international growth strategy and extremely unlikely to match ARPU of peers like FB or even TWTR.

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