Snap Inc (SNAP)

[YazM]

Ironic enough they state “the users will adapt and get used to it” Normally a company would listen to their user base at this great of a level. They probably did the change to accommodate Ad’s or for a greater data pull however that won’t compensate for anything if they lose half of their current users. I agree this is going to domino, not only by user but through their whole company. Less users, less subscribers, less ad watching, less ad deals with companies, less revenue, it all spirals one by one and at the end of the day the investors will get a bad Q1 which is bound to happen if they don’t revert back to their old platform in hopes the damage hasn’t already been totally done. I’m making a note to myself to possibly short this right before Q1 is released. This will be an amazing play.