Snapchat surpasses 30M paid subscribers

Snap has surpassed 30 million paid Snapchat+ subscribers, the company announced Wednesday in its third-quarter 2026 earnings release. The milestone marks an increase of 5 million subscribers since February, when Snap reported crossing the 25 million mark.

Snap 在周三发布的 2026 年第三季度财报中宣布,其 Snapchat+ 付费订阅用户已超过 3000 万。这一里程碑标志着自 2 月份 Snap 报告突破 2500 万大关以来,用户数增加了 500 万。

Launched in 2022, Snapchat+ gives subscribers access to exclusive and pre-release features for $3.99 per month. Following a successful launch, Snap introduced additional paid tiers beyond the core Snapchat+ subscription to further diversify its revenue streams. These include Lens+, an $8.99-per-month plan that unlocks exclusive Lenses and AR experiences, and Snapchat+ Platinum, a $15.99 monthly tier that offers an ad-free experience.

Snapchat+ 于 2022 年推出,用户每月支付 3.99 美元即可使用独家和预发布功能。在成功推出后,Snap 在核心的 Snapchat+ 订阅之外又引入了额外的付费层级,以进一步实现收入来源多元化。其中包括每月 8.99 美元的 Lens+ 计划(解锁独家滤镜和 AR 体验)以及每月 15.99 美元的 Snapchat+ Platinum(提供无广告体验)。

The milestone comes a year after Snapchat announced a controversial limit on free storage for its Memories feature and informed users it would start requiring users to pay $1.99 per month for additional storage or subscribe to Snapchat+ to retain their Memories. “We surpassed 30 million paid subscribers across Snapchat+, Memories Storage, and Lens+,” Snap CEO Evan Spiegel said in a letter to investors.

这一里程碑是在 Snapchat 宣布对其“回忆”(Memories)功能的免费存储空间进行有争议的限制一年后达成的。当时公司通知用户,若要保留“回忆”内容,需每月支付 1.99 美元购买额外存储空间或订阅 Snapchat+。Snap 首席执行官埃文·斯皮格尔(Evan Spiegel)在致投资者信中表示:“我们在 Snapchat+、Memories Storage 和 Lens+ 上的付费订阅用户总数已超过 3000 万。”

“Innovative AI-powered features have helped Lens+ exceed our expectations, demonstrating how new creative experiences can drive demand for our paid products. Paid subscribers still represent a small share of our monthly community, giving us room to grow through broader adoption and new premium experiences.”

“创新的 AI 功能帮助 Lens+ 超出了我们的预期,这证明了新的创意体验如何能够推动对我们付费产品的需求。付费订阅用户目前仅占我们月度活跃社区的一小部分,这为我们通过更广泛的采用和新的高级体验实现增长留下了空间。”

As for the company’s broader earnings release, Snap’s shares fell 12% after missing ad revenue and user growth estimates. Snap reported 495 million daily active users for the quarter, up from 493 million in the previous quarter. However, the figure fell short of analysts’ expectations of 499 million.

至于公司更广泛的财报表现,由于广告收入和用户增长未达预期,Snap 股价下跌了 12%。Snap 报告本季度日活跃用户为 4.95 亿,高于上一季度的 4.93 亿。然而,这一数字低于分析师预期的 4.99 亿。

“Daily engagement has historically been stable as a percentage of monthly engagement, but we do not intend to optimize Snapchat around daily use at the expense of long-term value for our community,” the investor letter said. “A longer-term horizon better aligns our reported metrics with the product and safety decisions that strengthen relationships, create lasting utility, and support broader, more durable audience growth.”

投资者信中写道:“从历史数据来看,日参与度占月参与度的比例一直保持稳定,但我们不打算以牺牲社区长期价值为代价来优化 Snapchat 的日使用率。更长远的眼光能使我们报告的指标与产品及安全决策更好地保持一致,从而加强关系、创造持久的效用,并支持更广泛、更持久的受众增长。”

Spiegel said in the letter than while advertising revenue growth remains below the company’s target, the company plans to prioritize improving advertiser performance and expanding the ways businesses can reach its users.

斯皮格尔在信中表示,尽管广告收入增长仍低于公司目标,但公司计划优先改善广告商的表现,并扩大企业触达用户的方式。