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TMTB: SNAP FTNT First takes
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TMTB: SNAP FTNT First takes

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TMT Breakout
Feb 06, 2024
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TMTB: SNAP FTNT First takes
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SNAP: Oof Miss vs heightened expectations with Revs $1.36B vs $1.38B and buyside closer to $1.45B. US DAUs down. EBITDA beat but Q1 below

US DAU miss will fuel bear case…

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