Snap back to reality

Snap has the potential to be a great company – and a double AI winner – through meaningfully improved operating efficiency and monetization.

Irenic has outlined 6 steps to 7x Snap’s share price to $26+ per share.

IT IS SNAP’S CRUCIBLE MOMENT – AI CREATES A DUAL PRONGED OPPORTUNITY FOR SIGNIFICANT COST CUTS AND ACCELERATED PRODUCT DEVELOPMENT

6 STEPS TO 7X

Cost Improvements

01

Spin / Shut Specs

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02

Rationalize Costs

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Monetization

03

Improve Monetization

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04

Deploy AI Properly

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Governance

05

Commit to Investing in Safety and Capital Return

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06

Improve Corporate Governance

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MATERIALS

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Investor Contact

Irenic Capital Management
contact@irenicmgmt.com

Media Contact

Longacre Square Partners
irenic@longacresquare.com