[SNAP YOLO DAY 2/8] Will $SNAP's Storage Shock Send It's Stock to the Stratosphere? 31,493 Data Points With 14.7% Snapchat+ Adoption Rate

**TLDR:** in September, Snapchat announced that users with more than 5GB of memories would have to start paying on a monthly basis or their excess photos/videos would be deleted in September 2026. Users were outraged; investors seem to think it will flop. But I manually (with the help of WSB), collected data that suggests otherwise...

Using your responses to [yesterday's post](https://www.reddit.com/r/wallstreetbets/comments/1qnsqug/i_manually_collected_n13196_datapoints_to_see_how/), we’ve increased the dataset from 13,196 accounts to 31,493 accounts in total. 4,642 (14.74%) are subscribed to Snapchat+ **(not including $1.99/mo storage subscriptions or $15.99/mo Snapchat Platinum subscriptions).** This data was almost exclusively from Europe and North America. **Today, I hope to collect more responses from the less-regarded regions, especially India** (which has 2x more daily users than the US but Snapchat+ costs only 50c/mo).

**LOOK AT MY** [MOST RECENT POST](https://www.reddit.com/r/wallstreetbets/comments/1qnsqug/i_manually_collected_n13196_datapoints_to_see_how/) **AND PROVIDE DATA IF YOU HAVEN’T ALREADY**

The percentage of Snapchat+ users is consistent with my original expectations. Snapchat+ revenue grew 50% YoY in Q3 2025. How much will it grow in Q4 after announcing pay-for-storage? $SNAP’s average analyst revenue expectation of $1.7B (12.5% above Q3 Revenue) is roughly in line with historical Q4 lift.

Given the data we collected as a community, $1.7B seems to be laughably low, even if assuming mediocre performance of fourth-quarter ad revenue.

**In other words, I like the stock.**

PS: I will be posting daily until Q4 Earnings (Feb 4th) to show new data that has come in and any updates to my position.

PPS: If you live in India or know anyone who does, please tell them to comment on the previous post.