Snap is scheduled to report its Q1 results after the close and host a conference call at 5 PM ET.

Current analyst estimates call for EPS of ($0.12) on revenues of $306.28 mln (+32.8% y/y) and EBITDA of roughly ($144 mln).

Some areas of focus in today's report & conference call:

  • Update on ongoing Android roll-out

  • ARPU momentum 

  • Progress on efforts to scale advertising business 

  • Broader commentary on DAUs

  • Update on full-time CFO search

TECHS:

Snap currently has a market cap of $15 bln and trades at a P/S of 9.8x. Short interest is 11%. 

Based on the weekly Apr26 $12 straddle, the options market is pricing in a move of approximately 16% in either direction by weekly expiration (Friday).


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