Snap (SNAP) reported $1.53 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 12.2%. EPS of $0.10 for the same period compares to $0.04 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.52 billion, representing a surprise of +0.55%. The company delivered an EPS surprise of +7.64%, with the consensus EPS estimate being $0.09.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Snap performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Daily Active Users (DAU) - Total Global: 483 million versus the nine-analyst average estimate of 475.84 million.
- Average revenue per user (ARPU) - Total Global: $3.17 versus $3.20 estimated by eight analysts on average.
- Daily Active Users (DAU) - North America: 92 million compared to the 93.39 million average estimate based on six analysts.
- Daily Active Users (DAU) - Europe: 97 million compared to the 97.19 million average estimate based on six analysts.
- Daily Active Users (DAU) - Rest of World: 294 million compared to the 284.86 million average estimate based on six analysts.
- Average revenue per user (ARPU) - Europe: $3.34 versus $2.74 estimated by six analysts on average.
- Average revenue per user (ARPU) - Rest of World: $1.20 compared to the $1.27 average estimate based on six analysts.
- Average revenue per user (ARPU) - North America: $9.23 versus $9.55 estimated by five analysts on average.
- Employees (full-time; excludes part-time, contractors, and temporary personnel): 5.38 billion versus the three-analyst average estimate of 5.33 billion.
- Geographic Revenue- Europe: $323.85 million versus $265.57 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +44.6% change.
- Geographic Revenue- Rest of World: $353.69 million versus the seven-analyst average estimate of $364.28 million. The reported number represents a year-over-year change of +15%.
- Geographic Revenue- North America: $851.25 million compared to the $894.03 million average estimate based on six analysts. The reported number represents a change of +2.4% year over year.
View all Key Company Metrics for Snap here>>>
Shares of Snap have returned +27.3% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.7 Best Stocks for the Next 30 Days
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
