The Bull Case for Snap Inc.

Subscribers were not surprised regarding the slowing user growth of Snap Inc., which became clear in their IPO filing. We have been tracking quarterly user data via surveys for over a year and we noted...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / February 6th, 2017
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Long Live a Free Twitter

Many of you know my love of Twitter. A major part of my role studying this industry is to gather information and stay on top of everything as close to real time as it happens....

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / October 13th, 2016
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Facebook and China

A few days ago, Glenn Solomon, a friend of mine and a partner at VC firm GGV Capital, shared his predictions for 2016. One of them is of particular interest to me. Here is his...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / December 17th, 2015
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What Snapchat May Tell us About the Future

Snapchat is an interesting app to discuss on many levels. Silicon Valley seems to be in love with it when in reality, certain truths about the company and service stand in the way of its...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / May 7th, 2015

Facebook’s Next Billion

Today, I thought I would use some interesting tidbits from Facebook’s earnings to highlight some of the broader themes I have been writing about. Those who read my analysis often know my conviction is the...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / April 23rd, 2015
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The Power of the Social Graph

With Facebook, Twitter, Pinterest, Snapchat, Meerkat, Periscope, and so many other companies in the social landscape making news lately, I’ve been thinking about something that doesn’t get talked about much — the “Social Graph”. I’m...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / March 26th, 2015
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Research: Understanding Twitter’s User Habits

One of my focus areas from my consumer panel research is what consumers do, not just on their devices in terms of activities, but with the software and apps as well. I run regular panels...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / February 6th, 2015

Facebook vs. Google in 2015

As I look forward to the next few years through the lens of the “mobile first world”, I find a number of interesting things about Facebook and Google to tease out. The next phase of mobile...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Ben Bajarin / January 14th, 2015

How Facebook Could Become the World’s Largest Telecom Provider

When Facebook bought WhatsAPP for $19 billion it shocked even the most seasoned veterans here in Silicon Valley. Most of us analysts questioned how they came up with this valuation. We then started trying to...

Our Insider subscription service is designed for readers who crave the latest analysis, research, and insights on all the hot topics and latest trends in the technology industry. This service is a fresh take on industry analysis. Our team is composed of highly respected and credible industry analysts. Our authors speak regularly at industry trade shows and are their insights are highly sought after and utilized by many journalists, pundits, and executives of the top technology companies in the industry today. If original analysis, research, data, and perspective on the technology industry then consider subscribing.As an Insider you'll get exclusive access to all premium columns and features, quarterly industry reports and more.

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Tim Bajarin / February 27th, 2014
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