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    Dan Salmon • New Street Research

    Dan Salmon's questions to Snap Inc (SNAP) leadership

    Dan Salmon's questions to Snap Inc (SNAP) leadership • Q2 2025

    Question

    Dan Salmon requested more details on Snap's small and medium customer (SMC) base, including advertiser count growth and which ad products are gaining the most traction with this segment.

    Answer

    CEO Evan Spiegel identified the SMC segment as the largest contributor to ad revenue growth in Q2. He attributed this success to improved go-to-market operations and simplified ad products. He highlighted that AI-powered automation tools, such as smart bidding, budget optimization, and auto-targeting, are particularly beneficial for smaller advertisers.

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    Dan Salmon's questions to Reddit Inc (RDDT) leadership

    Dan Salmon's questions to Reddit Inc (RDDT) leadership • Q3 2024

    Question

    Speaking for Dan Salmon of New Street Research, an associate asked for an update on the go-to-market strategy for data licensing, covering both large language model trainers and enterprise-size customers.

    Answer

    COO Jen Wong described a 'barbell' strategy: engaging a small group of AI model trainers in an evolving landscape, and a larger number of marketing intelligence and vertical-specific firms for smaller deals. For the latter, the strategy involves working with clients to demonstrate the value of Reddit's data to their own end customers, thereby growing the business through proven insights.

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