Snapchat's AI Pivot: Can AR Glasses and Perplexity Save Growth?

Snapchat BioSnap a weekly updated Biography.

Snapchat just dropped its Q4 2025 earnings bomb on February 4, revealing a revenue spike to 1.72 billion dollars up 10 percent year over year per Social Media Today and Barchart even posting a rare GAAP profit of three cents per share while Snapchat Plus subscribers exploded 71 percent to 24 million. But the buzzkill Daily active users dipped three million to 474 million thanks to Russias ban and Australias under 16 restrictions MediaPost blames though monthly actives hit 946 million showing folks pop in more casually. CEO Evan Spiegel shone in the call hyping Specs AR glasses launching later this year via a new Specs Inc subsidiary TechCrunch reports calling it a game changer for natural computing with Star Wars and Avatar devs onboard while teasing 60 percent gross margins in 2026. Yesterday February 9 Snap rolled out expanded Snap Map arrival notifications beyond Home Safe now alerting friends when you hit any spot Snap Newsroom says over one million already used the original for safer nights. Ad revenue climbed with 28 percent more active advertisers especially SMBs via AI tools Wix integration and hot Sponsored Snaps per Snap Inc highlights. A juicy 400 million Perplexity AI deal integrates chat search turning Snapchat into an AI gateway Chronicle Journal whispers. Meanwhile Meta stirs drama internally prototyping Instants a Snapchat clone for vanishing pics Business Insider spills with Spiegel slyly listing VP Product at Meta on LinkedIn. No big public Spiegel sightings or social flares lately but whispers of creator collabs with JT Casey and Lala Milan Substack notes plus Topic Chats testing for F1 fans. Stock popped to 6.08 dollars post earnings yet growth woes linger will Specs save the day or will ad overload ghost users

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