Analyst Cakmak Says Snap Is Its Own Worst Enemy

The transcript discusses the market's expectations versus the actual performance of a company, highlighting weak numbers and the challenges faced by social media platforms like SNAP in monetizing user engagement. It compares user metrics across platforms such as Facebook, Instagram, and Twitter, noting SNAP's growth opportunities and challenges. The financial analysis reveals issues with negative gross margins and rising hosting costs, emphasizing the need for better monetization strategies.

What does the speaker suggest about the potential for growth in user engagement?

What financial issues does the speaker highlight regarding SNAP's business model?