Tech stocks muaj lwm yam txaus ntshai qhia rau hnub Tuesday, tab sis nws tsis yog vim qhov kev tso tawm ntawm cov ntaub ntawv nyiaj txiag tshiab lossis daim ntawv qhia nyiaj tsis zoo. Hnub tsaus ntuj yog qhov tshwm sim ntawm ib qho memo los ntawm Snap CEO, Evan Spiegel.
Spiegel tau sau ntawv rau nws cov neeg ua haujlwm rau hnub Monday, ceeb toom tias kev sib tw macroeconomic ua rau muaj kev loj hlob qeeb ntawm Snapchat, thiab lub tuam txhab yuav zoo li tsis pom nws tus kheej kwv yees rau cov nyiaj tau los thiab cov nyiaj tau los loj hlob hauv lub quarter thib ob, uas nws tau ua ib hlis dhau los.
Nws cov lus tam sim ntawd xa qhov txias txias ntawm tus txha nraub qaum ntawm cov neeg ua lag luam hauv social media thiab muab txhua lub tuam txhab uas tso siab rau kev tshaj tawm digital ntawm kev ceeb toom.
"Kuv xav tias Snap yog ib qho kev qhia ntawm qhov pib ntawm qee qhov tsis muaj zog hauv kev tshaj tawm hauv internet," Rosenblatt kws tshuaj ntsuam Barton Crockett hais rau CNBC hnub Tuesday. "Kuv xav tias lawv tau ua ntej ntawm qhov nkhaus hauv lub quarter thib ob hauv kev hais tias txhua yam tau qis dua me ntsis."
Snap Tshuag cratered 43% tom qab qhov kev tshaj tawm txawv txawv, tshaj tawm nws hnub phem tshaj plaws ntawm cov ntaub ntawv, thiab lwm yam kev tshaj xov xwm thiab kev tshaj tawm loj tau poob nrog nws.
Shares ntawm Pinterest 23%, Google poob 5%, thiab Twitter thiab Meta poob 5.5% thiab 7.6%, feem.
Thaum cov tuam txhab thev naus laus zis feem ntau tsis siv sijhawm ntau los tham txog cov teeb meem kev lag luam loj hauv lawv cov ntaub ntawv nyiaj tau los, lossis hauv tsab ntawv qhib rau lawv cov neeg ua haujlwm, Spiegel tau siv ib feem tseem ceeb ntawm hnub Monday daim ntawv tham txog kev lag luam tsis sib haum xeeb ntsib Snapc - thiab, hauv paus, US kev lag luam. Nrog tham ntau heev txog kev lag luam poob qis, nws ntaus lub paj hlwb.
Tus Thawj Coj tau hais tias muaj kev txiav txim siab tseem ceeb hauv kev siv nyiaj tshaj tawm digital vim yog kev sib xyaw ua ke ntawm cov paj laum nce siab, kev nce nqi saum ntuj ceeb tsheej, cov khoom sib tw sib tw, thiab kev ua tsov rog hauv Ukraine.
"Txij li thaum peb tau tshaj tawm cov lus qhia rau lub Plaub Hlis 21, 2022, kev lag luam macroeconomic ib puag ncig tau poob qis dua thiab sai dua li qhov xav tau. Raws li qhov tshwm sim, peb ntseeg tias nws zoo li peb yuav tshaj tawm cov nyiaj tau los thiab hloov kho EBITDA hauv qab qis kawg ntawm peb Q2 2022 kev taw qhia ntau yam, "Spiegel tau sau ib feem ntawm tsab ntawv uas tau foob nrog Kev Tshaj Tawm Txog Nyiaj Txiag thiab Lub Exchange.
Nws hais ntxiv tias Snap yuav pib ua haujlwm qeeb vim yog ib puag ncig nyuaj.
"Peb qhov txiaj ntsig tseem ceeb tshaj plaws nyob rau lub hlis tom ntej yuav los ntawm kev txhim kho kev tsim khoom los ntawm peb cov neeg koom tes uas twb muaj lawm," nws sau.
Kev saib ua ntej cov nyiaj tau los poob qis
Cov neeg lag luam pom Snap cov xov xwm tseem yog lwm qhov cim qhia tias Asmeskas cov tuam txhab nyiaj tau los loj hlob, uas tau ua li ntawd stellar thoob plaws hauv 2021, tau teem caij poob rau lub quarter tom ntej no raws li kev lag luam kev lag luam tsis zoo.
"Los tsuas yog ib hlis tom qab tshaj tawm cov lus qhia, qhov no yuav zoo li hais txog qhov tam sim no nrawm nrawm ntawm kev hloov pauv hauv kev lag luam hauv qab," Atlantic Equities kws tshuaj ntsuam tau sau rau hnub Tuesday, rau CNBC. "Snap cov lus ceeb toom yog qhov tsis zoo rau txhua tus neeg txhawb nqa ad."
Txawm hais tias lub caij khwv tau los ntawm lub quarter thib ib muaj zog, cov tsev txhab nyiaj peev tau ceeb toom tias kev loj hlob ntawm cov nyiaj tau los tau pom tias yuav qeeb rau lub lis piam tam sim no.
Bank of America Cov kws tshawb fawb cov tswv yim, coj los ntawm Savita Subramanian, tau hais nyob rau hauv lub Tsib Hlis 9 ceeb toom tias cov cim qhia ntawm kev loj hlob qeeb yog "pom tseeb" thiab cov cim qhia tau "dag heev."
Tam sim no, Spiegel tsab ntawv ntxiv rau pawg pov thawj tias lub caij khwv tau nyiaj thib ob yuav ua rau cov neeg ua lag luam poob siab.
Bank of America cov kws tshuaj ntsuam xyuas, coj los ntawm Justin Post, txo qis lawv lub hom phiaj ntawm kev sib koom ntawm Snap los ntawm $ 50 mus rau $ 30 tom qab tsab ntawv "xav tsis thoob" tau tshaj tawm rau pej xeem, sib cav tias nws cov lus yuav taw qhia rau "kev txhawj xeeb txog kev poob nyiaj txiag los ua qhov tseeb."
Lub tuam txhab tshawb fawb kev lag luam CFRA tau mus ntxiv, txo qis tag nrho cov kev pabcuam kev sib txuas lus tom qab Speigel tsab ntawv, sib cav txog "kev rov qab sai sai hauv txhua qhov chaw uas tau tsav los ntawm kev tshaj tawm thiab kev siv nyiaj ntawm cov neeg siv khoom tsis xav tau nyob ze rau nruab nrab lub sijhawm."
Tsuas yog lwm daim ntawv ceeb toom
Cov xov xwm poob qis rau cov khoom lag luam thev naus laus zis ua raws li lub lim tiam dhau los ua haujlwm tsis zoo los ntawm cov khw muag khoom, suav nrog Target thiab Walmart, uas kuj tuaj yeem yog ib qho kev qhia ntawm kev lag luam kev loj hlob qeeb.
Cov neeg saib xyuas kev lag luam tau poob siab thaum cov khw muag khoom loj ob leeg tau qhia lawv cov txiaj ntsig tau cuam tshuam los ntawm kev nce nqi, cov teeb meem txuas ntxiv mus, thiab nce qib khoom muag. Lawv kuj tau taw qhia txog cov qauv tshiab hauv kev muag khoom uas muaj qee qhov kev txhawj xeeb txog kev poob qis hauv cov neeg siv khoom.
"Txawm hais tias Walmart thiab Lub Hom Phiaj tau lees paub tias qhov tsis tuaj yeem nce cov nqi nkag thiab cov khoom lag luam muaj teeb meem, lawv kuj tau sau tseg cov qauv hloov pauv ntawm cov neeg siv khoom siv. Cov neeg siv khoom tau siv nyiaj ntau dua rau cov khoom tsim nyog (xws li khoom noj) thiab tsawg dua ntawm cov khoom muag, "Megan Horneman, tus thawj coj peev ntawm Verdence Capital Advisors, hais rau Fortune ntawm email.
Horneman tau sau tseg tias cov neeg siv khoom tau tig mus rau qhov credit thiab txo qis lawv cov nyiaj khaws cia kom tswj tau qhov siab tshaj qhov nruab nrab txhua xyoo ntawm kev txiav txim siab siv nyiaj. Qhov ntawd tuaj yeem ua rau muaj kev loj hlob qeeb hauv peb lub hlis tom ntej, thiab nws tseem yuav ua rau muaj kev pheej hmoo ntawm Asmeskas kev lag luam poob rau hauv kev lag luam.
"Qhov kev lag luam poob qis tau nce, thiab ntau lub taub hau tau tsim. Cov neeg siv khoom yog qhov tseem ceeb tshaj plaws ntawm GDP, thiab peb pom cov neeg siv khoom sib tw los ntawm lub zog siab thiab khoom noj khoom haus thiab kev txuag nyiaj qis dua ntxiv, "nws hais.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Tau qhov twg los: https://finance.yahoo.com/news/snap-ceo-memo-caused-another-214921212.html