Snap在Snapchat+及其他订阅计划中的付费用户总数超过3000万

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Snap在Snapchat+及其他订阅计划中的付费用户总数超过3000万

内容来源:https://www.engadget.com/2307356/snap-has-more-than-30-million-paid-subscribers-across-snapchat-and-other-plans/

内容总结:

Snap旗下付费订阅服务用户规模突破3000万。公司第三季度财报显示,包括Snapchat+及无广告“铂金”套餐在内的订阅计划付费用户已超过3000万,非广告类“其他”收入同比增长84%。

Snap于2022年推出Snapchat+,提供查看好友重看故事等增值功能。此后,公司陆续上线Lens+(AI驱动的AR特效订阅)、Platinum(去除广告)以及Memory功能的付费存储服务。公司未披露各订阅计划的具体用户分布,但透露Lens+自2026年1月以来增长近600%,表明部分用户对AI照片编辑等功能热情较高。CEO埃文·斯皮格尔在财报电话会上表示,AI功能帮助Lens+超出预期,展现了新创意体验对付费产品需求的拉动作用。

订阅业务成为Snap本季度的亮点。斯皮格尔承认广告收入增长“低于预期”,日活用户较上季度仅新增200万。Snap表示将从2027年起改为重点披露月活用户数据,目前Snapchat月活用户为9.77亿。

公司同时警告,法律挑战及“针对青少年相关问题的监管审查趋严”可能影响前景。Snap目前面临多起涉及安全问题的诉讼,多个州总检察长在Meta高调解和解后推动Snap采取更多安全措施。

中文翻译:

Snap旗下Snapchat+及其他订阅计划的付费订阅用户已超过3000万。

重度用户似乎非常愿意为AI驱动的特效付费。

超过3000万重度用户正在为Snap的订阅计划付费,包括Snapchat+及其无广告的“铂金”档位。公司在第三季度财报中公布了这一里程碑,称其非广告类“其他”收入同比增长84%。

Snap于2022年推出Snapchat+,为用户提供额外功能,例如查看哪些好友重新观看了你的Story。此后,公司陆续推出了Lens+(AI驱动AR特效订阅服务)、Platinum(去除广告)以及Memory功能的付费存储服务。

公司未披露各订阅计划的用户细分数据,但指出Lens+“自2026年1月以来增长了近600%”。这一增长表明,至少有一部分Snapchat用户对应用的AI功能尤其热衷,比如名为AI Photoshoot的AI照片编辑功能。CEO埃文·斯皮格尔在财报电话会上表示:“AI驱动的功能帮助Lens+超出了我们的预期,展示了新的创意体验如何推动用户对我们付费产品的需求。”

虽然Snap在AI方面的关联度不如一些社交媒体同行,但值得注意的是,AI帮助它推动了付费订阅用户的增长。X今年早些时候披露,其X Premium和Grok的付费订阅用户约为630万。

订阅业务是Snap的一大亮点。斯皮格尔表示,广告收入增长“低于我们的目标”,公司自上一季度以来仅新增200万日活跃用户。Snap表示,从2027年开始,公司将重点报告月活跃用户而非日活跃用户。Snapchat目前拥有9.77亿月活跃用户。

公司还警告称,其面临的法律挑战以及“针对青少年相关问题的监管审查加强”可能影响其前景。公司正在应对多起涉及安全问题的诉讼,多个州总检察长在Meta高调和解后推动Snap采取更多安全措施。

英文来源:

Snap has more than 30 million paid subscribers across Snapchat+ and other plans
Power users seem more than willing to pay for AI-powered effects.
More than 30 million power users are paying for one of Snap's subscription plans, including Snapchat+ and its ad-free "platinum" tier. The company announced the milestone as part of its third-quarter earnings, saying that its non-advertising "other" revenue grew 84 percent compared with last year.
Snap introduced Snapchat+, which offers users bonus features like the ability to see which friends re-watched your Story, in 2022. Since then, the company has added Lens+, a subscription for AI-powered AR effects; Platinum, which eliminates advertising; and paid storage for the app's Memory feature.
The company didn't share a breakdown of subscribers across all the plans, but noted that Lens+ "has grown nearly 600% since January 2026." That growth suggests at least some of Snapchat's users are particularly enthusiastic about the app's AI-powered features, like its AI photo editing feature called AI Photoshoot. "AI-powered features have helped Lens+ exceed our expectations, demonstrating how new creative experiences can drive demand for our paid products," CEO Evan Spiegel said during the company's earnings call.
While Snap isn't as associated with AI as some of its social media peers, it's notable that AI has helped it drive paid subscribers. X revealed earlier this year that it had about 6.3 million paid subscribers across X Premium and Grok.
Subscriptions were a bright spot for Snap. Spiegel said that advertising revenue was growing "below our ambitions" and the company only added 2 million new daily users since last quarter. Snap said that it would focus on reporting monthly active users rather than daily users, beginning in 2027. Snapchat currently has 977 million monthly users.
The company also warned that its legal challenges and "increased regulatory scrutiny on youth-related issues" could affect its prospects. The company is dealing with numerous lawsuits over alleged safety issues and state attorneys general have pushed for Snap to adopt additional safety features following Meta's high-profile settlement.

Engadget

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