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Alex Heath
@
alexeheath
NYC
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Reporting @Cheddar on Facebook, Snap, Twitter and the like. Formerly @BusinessInsider. DMs are open.
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50,474
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| Alex Heath ถูกรีทวีต | ||
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southpaw
@nycsouthpaw
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14 ชม. |
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| Alex Heath ถูกรีทวีต | ||
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Lara O'Reilly
@larakiara
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5 ต.ค. |
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AppNexus CEO Brian O’Kelley moves into AT&T advisory role after $1.6 billion sale wsj.com/articles/appne…
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🧀Jon Steinberg 🧀
@jonsteinberg
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18 ชม. |
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The caliber of public company execs, elected officials, and celebs we had on this week is just jaw-dropping pic.twitter.com/AZ0o9KF3s7
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Alex Heath
@alexeheath
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21 ชม. |
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WhatsApp cofounder resigns to collect Porches, Instagram cofounder resigns to fly planes pic.twitter.com/3T2vcBzwrn
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Andrew Chen
@andrewchen
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23 ชม. |
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Fun read on Snap's 2019 plans: cheddar.com/videos/snap-ce…
Snap’s goals for 2019
What went wrong with the redesign
New designs of its Discover section, which shows content from professional media cos and celebs
Competitive threats
The growth challenges Snap faces around the world
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Alex Heath
@alexeheath
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5 ต.ค. |
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Snap has quickly filled the positions of most of the execs who have left since the IPO, but it could take awhile to find new heads of comms and marketing. Spiegel wants the company to have a whole new strategy around how it talks about itself to the world: cheddar.com/videos/snap-ce…
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Alex Heath
@alexeheath
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5 ต.ค. |
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LaBella joined Snap in early 2016 and oversaw all consumer and business marketing efforts, including the company's first national TV campaign earlier this year. He'll stat through November to help with the transition.
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Alex Heath
@alexeheath
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5 ต.ค. |
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Snap’s VP of Marketing, Steve LaBella, is leaving, I’m told. CEO Evan Spiegel wants the company to have a new marketing/comms strategy to help reignite growth. By my count, LaBella is the 11th exec with VP title or higher to leave since the IPO. cheddar.com/videos/snap-vp…
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Alex Heath
@alexeheath
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5 ต.ค. |
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ah yes, this comparison to Big Oil will go over well twitter.com/CoryTV/status/…
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Raymond Wong📱💾📼
@raywongy
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5 ต.ค. |
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Interesting nugget about Spectacles being "an enabler of our augmented reality platform" in this Snapchat memo from @evanspiegel obtained by @cheddar cheddar.com/videos/snap-ce… pic.twitter.com/QezkRgqUDF
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Alex Heath
@alexeheath
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4 ต.ค. |
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Snap CEO Evan Spiegel has given the goal of breaking even in Q4 and achieving full year profitability in 2019. I got my hands on a 6,000+ word memo he sent employees last week that candidly addresses the challenges they are facing and 2019 strategic goals: cheddar.com/videos/snap-ce…
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Alex Heath
@alexeheath
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5 ต.ค. |
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Other interesting takeaways from this:
- Snap is building a '3D world' to recreate in AR based on publicly shared videos
- Sounds like a redesign of Discover is in the works
- Snapchat is used mostly by close friends, with the average top friend sending 25% of received snaps
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Alex Heath
@alexeheath
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5 ต.ค. |
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Facebook's news cycle is just self-flagellation at this point twitter.com/MikeIsaac/stat…
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Alex Heath
@alexeheath
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4 ต.ค. |
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Snap stock up about 3% in after hours trading after Spiegel's memo about getting to profitability surfaces (Snap did not leak me memo FYI) pic.twitter.com/qZDKIdfstt
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Rich Greenfield
@RichBTIG
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4 ต.ค. |
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Chart: Snapchat Trends in Total Snaps/Day and Snaps/Day/User $SNAP
-- app rebuild occured in Q1 2018
-- h/t @alexeheath @cheddar for reporting today's 16 snaps/day memo pic.twitter.com/6BMkwpfj6k
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Alex Heath
@alexeheath
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4 ต.ค. |
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There is a ton to unpack in this but the main takeaway I have: this is not a company that's selling anytime soon twitter.com/alexeheath/sta…
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Teddy Schleifer
@teddyschleifer
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4 ต.ค. |
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Coinbase here at 1:10 suggests (though doesn't confirm) that the money it is raising will be routed to things like helping them acquire other companies and for international expansion. twitter.com/cheddar/status…
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Ryan McCarthy
@mccarthyryanj
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4 ต.ค. |
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2018: "There were, of course, some downsides to moving as quickly as a cheetah."
"2019: Invest in the root if you want the fruit."
bit.ly/2CsR2qL
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Alex Heath
@alexeheath
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4 ต.ค. |
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Also pretty sure this is the only CEO memo that name drops both Warren Buffet and Kanye West
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Alex Heath
@alexeheath
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4 ต.ค. |
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This memo is super long but has something for everyone: investors, analysts, Snapchat users, competitors. I’ve never seen Spiegel so thoroughly address issues like Snapchat’s growth struggles, his view of competition, and how the company can better monetize.
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