Loading...
•
Dec 31, 2025
Snapchat Q4 2025 Earnings Report
Snap reported a return to profitability with revenue growth and improved cash generation in the fourth quarter.
Key Takeaways
Snap delivered double-digit revenue growth in Q4 2025, returned to net income profitability, and generated strong free cash flow as margins improved following its strategic pivot toward profitable growth.
Revenue grew 10% year over year, driven by advertising and other revenue growth.
Snap returned to GAAP profitability with positive net income.
Free cash flow improved meaningfully during the quarter.
User engagement remained strong with continued MAU growth.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Snap did not issue quantitative guidance and stated it will discuss its Q1 2026 and full-year 2026 outlook during the earnings call.
Positive Outlook
- Focus on profitable growth strategy continues.
- Ongoing investment in augmented reality and Specs.
- Expanding advertiser base and performance tools.
- Improving monetization efficiency.
- Strong balance sheet to support growth initiatives.
Challenges Ahead
- No formal revenue or earnings guidance provided.
- Macroeconomic uncertainty impacting ad demand.
- Competitive digital advertising environment.
- Execution risk related to new product launches.
- Ongoing cost discipline required to sustain profitability.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...