Snap CEO sidesteps Specs pre-order questions on Q2 earnings call

Snap 首席执行官在第二季度财报电话会议上回避有关 Specs 预购的问题

Snap CEO Evan Spiegel sidestepped investors’ questions about pre-order demand for the company’s long-awaited Specs smart glasses during Monday’s earnings call, just weeks before the device’s September launch event.

在周一的财报电话会议上，距离这款设备 9 月份的发布会仅剩几周时间，Snap 首席执行官埃文·斯皮格尔（Evan Spiegel）回避了投资者关于公司备受期待的 Specs 智能眼镜预购需求的问题。

“What we’re hearing from folks is really that they want to try Specs,” Spiegel told investors. “It’s obviously a high consideration purchase at $2,195. Obviously, developers and folks who are familiar with the platform really understand it and understand the technical leaps we’ve made with this generation. I think for the broader public and consumers, it’s going to be really important for folks to go hands-on. Our upcoming launch event will be an important sort of starting point for that consumer-oriented journey.”

“我们从人们那里听到的是，他们确实想尝试一下 Specs，”斯皮格尔告诉投资者。“2195 美元的价格显然是一笔需要慎重考虑的消费。显然，开发者和熟悉该平台的人确实理解它，也理解我们在这一代产品中所取得的技术飞跃。我认为对于广大公众和消费者来说，亲身体验非常重要。我们即将举行的发布会将成为这一面向消费者旅程的重要起点。”

The company unveiled Specs in June after spending more than a decade developing the device. The wearable’s $2,195 price tag is significantly higher than most Meta Ray-Ban smart glasses, which start at around $350, but lower than Apple’s Vision Pro, which starts at $3,500.

在花费了十多年时间开发该设备后，Snap 于 6 月份正式发布了 Specs。这款可穿戴设备的 2195 美元定价远高于大多数起价约为 350 美元的 Meta Ray-Ban 智能眼镜，但低于起价 3500 美元的 Apple Vision Pro。

Investors also pressed Spiegel on why he believes Snap’s strategy is financially viable for a company of its size, why it chose to go it alone rather than partner with another company, and what gives him confidence that the company can compete with Apple, Meta, and Alphabet.

投资者还追问斯皮格尔，为什么他认为 Snap 的战略对于其规模的公司来说在财务上是可行的，为什么选择单打独斗而不是与其他公司合作，以及是什么让他有信心与苹果、Meta 和 Alphabet 竞争。

Spiegel responded that Snap believes the long-term opportunity to develop the next computing platform is “enormous.” “I think what some folks maybe don’t understand yet, especially because Specs are so new and we’re really the first mover in this category, is how difficult the product is to execute from a technical perspective,” Spiegel said. “When we started innovating in the social space, we were a late entrant. So, most of the apps at the time, whether it was Facebook or Instagram or Twitter, were already in existence, and we had to really innovate to continue to grow. What’s so unique about this opportunity for us is really that we’re a first mover, and that really plays to our strengths as an innovator.”

斯皮格尔回应称，Snap 认为开发下一个计算平台的长期机会是“巨大的”。“我认为有些人可能还不理解的一点是——尤其是因为 Specs 太新了，而且我们确实是该领域的先行者——从技术角度来看，这款产品的执行难度有多大，”斯皮格尔说。“当我们开始在社交领域进行创新时，我们是一个后来者。因此，当时大多数应用程序，无论是 Facebook、Instagram 还是 Twitter，都已经存在，我们必须通过真正的创新才能持续增长。对我们来说，这个机会的独特之处在于我们是先行者，这确实发挥了我们作为创新者的优势。”

When asked about product-market fit, Spiegel said it will likely be closer to the end of the decade before the company sees mass-market consumer adoption. “I think things, for example, like weight and cost are going to have to come down to see you know unit volumes really meaningfully pick up.” But we do have, I think, a real advantage here in that developers have been building on the Specs platform now for several years.”

当被问及产品与市场的契合度时，斯皮格尔表示，可能要到本十年末，公司才能看到大众市场的消费者采用。“我认为，例如重量和成本等因素必须降低，才能看到销量有意义地增长。但我们确实有一个真正的优势，那就是开发者已经在 Specs 平台上构建了几年时间。”