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Snap10-K: Competitor named

Snap names Alphabet, Apple, ByteDance (TikTok), and Meta as key competitors

What happened

Snap explicitly identifies major tech giants and regional players in Asia as direct competitors for user attention and advertising revenue.

Source

SEC EDGARFeb 4, 2026

Annual report (Form 10-K)

Snap 10-K for FY2025

Filing excerpt

Many of these companies, such as Alphabet (including Google and YouTube), Apple, ByteDance (TikTok and affiliated joint ventures), Meta (including Facebook, Instagram, Threads, and WhatsApp), Pinterest, Reddit and X (formerly Twitter), may have greater financial and human resources and, in some cases, larger user bases.

sec.gov/Archives/edgar/data/1564408/000156440826000013/snap-20251231.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 4, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1564408
Accession number
0001564408-26-000013
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • Alphabet
  • Google
  • YouTube
  • Apple
  • ByteDance
  • TikTok
  • Meta
  • Facebook

Regions named

  • Asia

Extraction

Confidence
High
Relevance
100%
Sentiment
Negative
Detected
Feb 10, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/92f4355f-5c3e-4b95-b70e-425bca599513 returns this record as JSON. POST /v1/companies/enrich returns every signal for snap.com.

{
  "signal_id": "92f4355f-5c3e-4b95-b70e-425bca599513",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-10T07:51:50.926+00:00",
  "company": {
    "name": "Snap",
    "domain": "snap.com"
  },
  "data": {
    "detail": "Snap explicitly identifies major tech giants and regional players in Asia as direct competitors for user attention and advertising revenue. This intense competitive pressure necessitates continuous innovation and creates opportunities for vendors that can provide a competitive edge in product development or ad performance.",
    "summary": "Snap names Alphabet, Apple, ByteDance (TikTok), and Meta as key competitors",
    "excerpts": "Many of these companies, such as Alphabet (including Google and YouTube), Apple, ByteDance (TikTok and affiliated joint ventures), Meta (including Facebook, Instagram, Threads, and WhatsApp), Pinterest, Reddit and X (formerly Twitter), may have greater financial and human resources and, in some cases, larger user bases.",
    "relevance": 1,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1564408/000156440826000013/snap-20251231.htm",
    "filing_date": "2026-02-04",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "Asia"
    ],
    "competitors_mentioned": [
      "Alphabet",
      "Google",
      "YouTube",
      "Apple",
      "ByteDance",
      "TikTok",
      "Meta",
      "Facebook"
    ]
  }
}

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