The Razor's Edge #14: Snap's Crackling Earnings Pop and The Internet Advertising Space
We break down Snap's upside earnings report and what it means for the internet advertising space, coronavirus plays, the effects of stimulus, and a lot more.
Topics Covered
2:30 minute mark: Setting the scene
7:30: Attention Costs
10:00: The Hollywood effect
14:00: Snap's international growth
18:00: The filter issue
23:00: Relative valuation
27:00: Amazon's perfect storm
30:00: Other advertisers' prospects
33:00: The demographic questions
37:00: Stimulus effects
53:00: Shifting spending
59:00: Differing audiences
1:01:00: Twitter digression
1:07:00: How to interpret this earnings season
1:12:00: The Tiktok threat
1:17:00: Recovery risks
1:24:00: Second level effects
Topics Covered
2:30 minute mark: Setting the scene
7:30: Attention Costs
10:00: The Hollywood effect
14:00: Snap's international growth
18:00: The filter issue
23:00: Relative valuation
27:00: Amazon's perfect storm
30:00: Other advertisers' prospects
33:00: The demographic questions
37:00: Stimulus effects
53:00: Shifting spending
59:00: Differing audiences
1:01:00: Twitter digression
1:07:00: How to interpret this earnings season
1:12:00: The Tiktok threat
1:17:00: Recovery risks
1:24:00: Second level effects
Activity