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Snapchat $24 billion

Chalanachithram.com DB » New TF Industry Related » Archive through March 03, 2017 » Snapchat $24 billion « Previous Next »
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Happydays
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Posted on Thursday, March 02, 2017 - 03:50 pm:       


Bithiri_bathi:



first day kadha ilaney untundhi...first 6 months employees and chaala mandhi stocks ammaleru (locking period)

recent ga vellina IPO anni stocks down after 6 months including FB (it's a different story that it picked up again because of mobile revenues)

BOX, FB, FEYE, TWLO, PSTG, NTNX, FUEL and many more

sit tight, first major correction lo konatam better




FB stocks konnanu..hopefully..it picks up
Chiru,Veturi,SPB,Ilayaraja,Jandhyala,Vamsi,K Viswanath,Sachin
 

Bithiri_bathi
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Posted on Thursday, March 02, 2017 - 03:25 pm:       


Uno:

sNAP ..51% UP !




first day kadha ilaney untundhi...first 6 months employees and chaala mandhi stocks ammaleru (locking period)

recent ga vellina IPO anni stocks down after 6 months including FB (it's a different story that it picked up again because of mobile revenues)

BOX, FB, FEYE, TWLO, PSTG, NTNX, FUEL and many more

sit tight, first major correction lo konatam better
 

Uno
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Posted on Thursday, March 02, 2017 - 02:17 pm:       

sNAP ..51% UP !

 

Buduguuu
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Posted on Thursday, March 02, 2017 - 01:25 pm:       


Asdf:

http://linkis.com/ibankcoin.com/flyblo/fJJaL




aadu migita companies ki ledu so deeniki undadu ani aravadam tappa idi enduku wrong ani analysis ledu enti ee link lo. ( i am not syaing it cannot be wrong, btw. adi enduku anta valuation undo kuda teleedu naku )
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 01:20 pm:       


Andhravodu:

btw, bofa naa




kadu..

Andhravodu:

daniki redshift vadochu kada?




enterprise wide decision annai. oltp ki oracle use chestaru chala apps ma company lo. ee oracle as a service aka oraas ki move ayyi chese savings ni malli ee redshift onboarding and migration ki pettali. dont think company will do that... seperate ga strategy change aite cheppalenu
 

Asdf
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Posted on Thursday, March 02, 2017 - 01:13 pm:       

http://linkis.com/ibankcoin.com/flyblo/fJJaL
 

Andhravodu
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Posted on Thursday, March 02, 2017 - 01:13 pm:       


Buduguuu:

ma daggara oracle ni kuda service kinda use chesukunte next three years ki $200 million saving ani atepu move avtunnaru


daniki redshift vadochu kada?

btw, bofa naa
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 01:05 pm:       


Twitter:

snap ni ante bad ga feel authunnav enni thosav eti




0. naku accounts kuda levu. but yea ento konchem aggressive gane ella. market meeda paisa knowledge lekunda. swarry ye... but still telsina konchem meeda mee resaoning wierd gane undi :D

Bithiri_bathi:

AWS aithey devops team untey chaalu...may be one or two person who know about HW




yes annai. telsu. anduke more and more are moving into cloud. ekkado pedda companies like fb are having their own data centers. ma daggara oracle ni kuda service kinda use chesukunte next three years ki $200 million saving ani atepu move avtunnaru company as a whole ga :-)
 

Bithiri_bathi
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Posted on Thursday, March 02, 2017 - 12:46 pm:       


Buduguuu:

what are you talking annai? immediate data center maintain cheyyala vadu expertise lekunda? let him first stand firm on his feet. then he can think about his own data centers.. netflix lanti company with such a huge user base ee relying on aws.. i dont see anything wrong with it.. eventual ga they will make their own plans..




one reason companies don't want to have theirown infra is to utilize capex vs opex in tax

on top of that having a data center means dedicated admin team to maintain and monitor this infra and also have to deal with renewals every 5 years or so (EOL)

service contracts, renewals, ee gola lekunda...AWS lo deploy chesthey antha vaadey choosukuntadu

AWS aithey devops team untey chaalu...may be one or two person who know about HW
 

Andhravodu
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Posted on Thursday, March 02, 2017 - 12:44 pm:       


Aquarian:

thippi thippi kotidhe 5000 employees kuda vuntaraa


you joke, but enta takkuva employees unte anta expenses tagginattu. market prices them higher
 

Uno
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Posted on Thursday, March 02, 2017 - 12:37 pm:       


Aquarian:

thippi thippi kotidhe 5000 employees kuda vuntaraa ee company ki?...who would buy it for 25$?




Snapchat has around 400 employed and net loss is $514 million in 2016

http://www.businessinsider.com/snapchat-lost-514-million-in- 2016-warns-it-may-never-be-profitable-2017-2

compared to net losses of twitter @103 million in 2016 and $3.6 billion profit of FB
 

Aquarian
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Posted on Thursday, March 02, 2017 - 12:31 pm:       

thippi thippi kotidhe 5000 employees kuda vuntaraa ee company ki?...who would buy it for 25$?
 

Twitter
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Posted on Thursday, March 02, 2017 - 12:28 pm:       


Buduguuu:


snap ni ante bad ga feel authunnav enni thosav eti
 

Twitter
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Posted on Thursday, March 02, 2017 - 12:12 pm:       


Buduguuu:

tell me you are kidding. fb is copying snapchat at every turn. and you are syaing exactly the opposite. pedda idea kuda ledu la undi meeku snapchat and its model. i rest my case here




sarey oka conclusion ki vachhav ga nen kooda rest chestha na case kaani i am not taking about just messenger selfies etc
talking about copying overall business model
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 12:05 pm:       


Twitter:

Veeti gurinchi matadukunedhi emi ledh thammudannai already known just a copy cat business from existing giants like fb insta and twtr..andhuke ipo not convincing..




tell me you are kidding. fb is copying snapchat at every turn. and you are syaing exactly the opposite. pedda idea kuda ledu la undi meeku snapchat and its model. i rest my case here :D
 

Tombrady
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Posted on Thursday, March 02, 2017 - 12:04 pm:       

told ya mirranda kerr will be happy ani

pics kooda tega post cheisndhi
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 12:03 pm:       


Andhravodu:

I agree. aws and other cloud services vachaka, if you're re-creating a cloud for your own consumption, it's a waste of money, unless the cost saving is significantly cheaper. If you can recover your investment in 5-10 years it might be worthwhile, but with google cloud being cheap I doubt that happens




exactly... spotify is also moving all its infrastructure to Google cloud.. few days back nenu cheppa kada. google cloud will make significant progress in this area in next 4-5 years.. they are signing deals left right and center (aws azure also doing at rapid pace). google will catch up azure in 5 years ani my view :D
 

Twitter
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Posted on Thursday, March 02, 2017 - 12:03 pm:       


Buduguuu:

asalu company current business model + revenue model + user base growth projections + time spent on it + its board ivi anni chudakund



Veeti gurinchi matadukunedhi emi ledh thammudannai already known just a copy cat business from existing giants like fb insta and twtr..andhuke ipo not convincing..
 

Andhravodu
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Posted on Thursday, March 02, 2017 - 12:00 pm:       


Buduguuu:

immediate data center maintain cheyyala vadu expertise lekunda?


I agree. aws and other cloud services vachaka, if you're re-creating a cloud for your own consumption, it's a waste of money, unless the cost saving is significantly cheaper. If you can recover your investment in 5-10 years it might be worthwhile, but with google cloud being cheap I doubt that happens
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 11:55 am:       


Twitter:

external resources where you dont have any control meedha invest chese idea edhaithe undho
adhi adhutham kadha




what are you talking annai? immediate data center maintain cheyyala vadu expertise lekunda? let him first stand firm on his feet. then he can think about his own data centers.. netflix lanti company with such a huge user base ee relying on aws.. i dont see anything wrong with it.. eventual ga they will make their own plans..

Twitter:

paiga vadi other investments are in researching on some new hardware ante outcome guarantee leni investment.




tell me one company you think can gurantee their research ideas.. okati.. i dont need many..

Twitter:

inko challenge for snap is to translate his current users group (ages 17-25 ) to his new businesses (avento vadike theldhu)..



how do you do this for other companies? lets say fb. i am investing into VR antadu. what is that you are learning from it? any company anthe kada..

Twitter:

overall ga ee hole model oka bussu la anipisthundhi ..jsut my opinion..




it might be buss. but mee reasoning wierd ga undi naku... asalu company current business model + revenue model + user base growth projections + time spent on it + its board ivi anni chudakunda cloud lo pettadu buss.. hardware kabatti buss enti. variety ga undi..
 

Twitter
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Posted on Thursday, March 02, 2017 - 11:45 am:       


Buduguuu:

??? ee lekkana aws ni moosi dobbali. amazon adukku tinali. google cloud meeda rely aite how is it a negative factor?




over hyped ipo tho investments pool chesi external resources where you dont have any control meedha invest chese idea edhaithe undho
adhi adhutham kadha .. paiga vadi other investments are in researching on some new hardware ante outcome guarantee leni investment.
and inko challenge for snap is to translate his current users group (ages 17-25 ) to his new businesses (avento vadike theldhu)..
overall ga ee hole model oka bussu la anipisthundhi ..jsut my opinion..
 

Andhravodu
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Posted on Thursday, March 02, 2017 - 11:41 am:       

kummu snapchat kummu, oka 5 years tarvata nenu king
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 11:38 am:       


Twitter:

Snapchat plans to spend $2 billion on Google cloud services over five years. It relies a lot on a vital and costly external infrastructure it can�t control.





??? ee lekkana aws ni moosi dobbali. amazon adukku tinali. google cloud meeda rely aite how is it a negative factor?
 

Saarang
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Posted on Thursday, March 02, 2017 - 11:38 am:       


Guriginja:

gaali medalu...sitikela pandiri, oothuthi bank etc antar telugu lo.




2000 time lo chaala companies ki otoothi valuations unnayi...daani tarvaatha investors chaala conservative ayyaru...they under-valued most of the ipos like Facebook, Likedin etc. Intha revenue growth unna company fail avvadhu...koncham stock padochu in the long term...but thats part of the game.
 

Twitter
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Posted on Thursday, March 02, 2017 - 11:37 am:       

Snapchat plans to spend $2 billion on Google cloud services over five years. It relies a lot on a vital and costly external infrastructure it can’t control.

koooooo
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 11:30 am:       


Happydays:

ledu..i don't think..because..in life..when i think too much most of the times it fails..




but atleast you are left with the understanding of why it failed kada. next time that will be an experience. ila blind ga konte when will you ever make more money . meeku money anta easy ga pogottukovali ante roulette aadachu ga...
 

Happydays
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Posted on Thursday, March 02, 2017 - 11:25 am:       


Buduguuu:

how do you buy stocks without doing your due diligence? konachu ante konestara enti? enduku kontunnaru anedi telsukora? how will you sell it if you dont know why you are buying it?




ledu..i don't think..because..in life..when i think too much most of the times it fails..
Chiru,Veturi,SPB,Ilayaraja,Jandhyala,Vamsi,K Viswanath,Sachin
 

Buduguuu
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Posted on Thursday, March 02, 2017 - 11:20 am:       


Happydays:

stocks konachu antaara..??




how do you buy stocks without doing your due diligence? konachu ante konestara enti? enduku kontunnaru anedi telsukora? how will you sell it if you dont know why you are buying it?
 

Hero
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Posted on Thursday, March 02, 2017 - 11:17 am:       

$25 starting ...ammadu kummudu ante...racha
 

Happydays
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Posted on Thursday, March 02, 2017 - 11:16 am:       

stocks konachu antaara..??
Chiru,Veturi,SPB,Ilayaraja,Jandhyala,Vamsi,K Viswanath,Sachin
 

Gandhiguevara
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Posted on Thursday, March 02, 2017 - 12:25 am:       


Mahesh_fan:

about is your business about?


Crane Vakkapodi....j/k
 

Mahesh_fan
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Posted on Thursday, March 02, 2017 - 12:19 am:       


Vakkapodi:

Whatsapp... Awesome andi... Their new Stories feature launched yesterday will be a huge hit.. Posted something related to my business yesterday.. Someone in my whatsapp directory saw it and called me and offered a deal...




about is your business about?
 

Vakkapodi
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Posted on Wednesday, March 01, 2017 - 11:35 pm:       

Whatsapp... Awesome andi... Their new Stories feature launched yesterday will be a huge hit.. Posted something related to my business yesterday.. Someone in my whatsapp directory saw it and called me and offered a deal...
 

Andhravodu
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Posted on Wednesday, March 01, 2017 - 11:15 pm:       


Bithiri_bathi:

it is still not profitable, losing nearly $515 million last year


e-companies lo idi common kada, until they build the framework, after that
 

Bithiri_bathi
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Posted on Wednesday, March 01, 2017 - 11:04 pm:       


Andhravodu:

consumer spending is constant, but idi profitable venture with costs amounting to a few servers and man power.




Snap grew revenue roughly 600% in 2016 to more than $404 million, but it is still not profitable, losing nearly $515 million last year
 

Polavaram
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Posted on Wednesday, March 01, 2017 - 10:02 pm:       


Guriginja:

oothuthi bank etc antar




3 years byack fb vodu idhe company ni 3 bil cash ki kontan ane offer ni left leg tho thannad

Oothoothi bank type kaad saar. Creativity ni encourage cheyyandi
NTR-Vajpayee Polavaram Irrigation Project
 

Andhravodu
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Posted on Wednesday, March 01, 2017 - 09:25 pm:       


Gandhiguevara:

whatsapp ki 20 bil tho start ayyi


I think whatsapp was a critical piece of fb conquering twitter. whatsapp konna time nunchi fb went up and twitter graph went down

zuck gadu left and right tirigadu snap kosam, snap odu ammaledu, and zuck settled for oculus. Snapchat has a better product than it
 

Andhravodu
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Posted on Wednesday, March 01, 2017 - 09:23 pm:       


Gandhiguevara:

last decade lo consumer spending power entha perigindhi


consumer spending is constant, but idi profitable venture with costs amounting to a few servers and man power. okappudu pedda companies pettali ante you need to have real estate space, market, physical demand etc. e-commerce space lo you need customer base, and everything else can be done cheap
 

Asdf
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Posted on Wednesday, March 01, 2017 - 09:19 pm:       


Gandhiguevara:




wait for uber IPO, would be big!

2 years ago, internet security companies IPO. none of them at their IPO levels afaik.
 

Gandhiguevara
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Posted on Wednesday, March 01, 2017 - 09:16 pm:       


Asdf:

market peaks lo vundi kada, cash out seskovataniki ready ainaaru emo.


correct ye...but whatsapp ki 20 bil tho start ayyi ....money antha oka sota cheripothondhi...asalu last decade lo consumer spending power entha perigindhi? balance ekkadaa kanapadatledhu....idhi definite gaa virugudhi gurooo
 

Guriginja
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Posted on Wednesday, March 01, 2017 - 09:15 pm:       

gaali medalu...sitikela pandiri, oothuthi bank etc antar telugu lo.
 

Asdf
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Posted on Wednesday, March 01, 2017 - 09:14 pm:       


Gandhiguevara:

.Cloudera and MapR going for an IPO this year...and chaala big data companies entering into IPOs....all bubbles....assam assam




market peaks lo vundi kada, cash out seskovataniki ready ainaaru emo.
 

Gandhiguevara
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Posted on Wednesday, March 01, 2017 - 09:10 pm:       

2016 revenue 404 mil...10 fold increase...but adhi consistent revenue anedhi inkaa theleedhu....reddiculous...this is how markets collapse...Cloudera and MapR going for an IPO this year...and chaala big data companies entering into IPOs....all bubbles....assam assam
 

Emc2
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Posted on Wednesday, March 01, 2017 - 08:21 pm:       

what is the revenue?
 

Polavaram
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Posted on Wednesday, March 01, 2017 - 08:03 pm:       

150 million active users
70% american users age: 18-24 using this atleast 10 min daily

Not byad

Twitter and snapchat inchu minchu same anukunta

Correct time lo enter ayyaru
NTR-Vajpayee Polavaram Irrigation Project
 

Gandhiguevara
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Posted on Wednesday, March 01, 2017 - 07:47 pm:       

Market ni sanka naakinchadaniki chesthaaru anukunta

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