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2026-05-07 6 浏览 公开

趋势解读:Snap says its $400M deal with Perplexity ‘amicably,提升开发者接入体验

Snap在季度财报中透露,与Perplexity的AI搜索整合合作已于第一季度友好结束,该交易原本价值4亿美元。

SOURCE / 全球热点解读 MIN / 4 ACCESS / 公开 POST / 2026-05-07 05:43:24

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作者:TechCrunch AI 来源站点:techcrunch.com 原贴时间:

原文

Snap no longer has a deal with Perplexity, the company revealed on Wednesday as part of its quarterly earnings report . The deal, announced last November, would have seen Perplexity’s AI search engine integrated directly into Snapchat. Perplexity was set to pay Snap $400 million in cash and equity over one year as part of the deal. Snap said that the companies “amicably ended the relationship in Q1″ and that its sales guidance “assumes no contribution from Perplexity.” When Snap announced the deal as part of its third-quarter earnings last year, it said it expected revenue from the partnership to begin contributing to its financials in 2026. The deal would have seen Perplexity integrated into Snapchat’s “Chat” interface, allowing users to ask questions and receive conversational answers directly within the app. Although the integration was being tested with select users, Snap said in February that the companies had “yet to mutually agree on a path to a broader roll out.” Snap CEO Evan Spiegel said at the time of the initial announcement that the deal reflected the company’s vision to use AI to enhance discovery on Snapchat, and that Snap was looking forward to “collaborating with more innovative partners in the future.” Perplexity did not immediately respond to TechCrunch’s request for comment. Snap revealed on Wednesday that Snapchat’s global daily active users (DAU) rose 5% year-over-year to 483 million, while monthly active users (MAU) also grew 5% to reach 965 million. The company attributed the growth to new features across the app, including Snap Map and its Lenses AR filters. “In Q1, we returned to growth in daily active users, accelerated revenue growth, expanded margins, and generated strong free cash flow,” Spiegel said in a press release. “We remain focused on disciplined execution as we invest in Specs and our longterm opportunity in intelligent eyewear and look forward to sharing more at AWE on June 16th.” Snap said in April that it was laying off roughly 16% of its global workforce, impacting around 1,000 full-time employees, citing advancements in AI for the cuts. When you purchase through links in our articles, we may earn a small commission . This doesn’t affect our editorial independence. Aisha is a consumer news reporter at TechCrunch. Prior to joining the publication in 2021, she was a telecom reporter at MobileSyrup. Aisha holds an honours bachelor’s degree from University of Toronto and a master’s degree in journalism from Western University. You can contact or verify outreach from Aisha by emailing aisha@techcrunch.com or via encrypted message at aisha_malik.01 on Signal. StrictlyVC Athens is up next. Hear unfiltered insights straight from Europe’s tech leaders and connect with the people shaping what’s ahead. Lock in your spot before it’s gone.

中文翻译

Snap 周三在其季度收益报告中透露,该公司不再与 Perplexity 达成任何协议。去年 11 月宣布的这项交易将使 Perplexity 的人工智能搜索引擎直接集成到 Snapchat 中。作为交易的一部分,Perplexity 将在一年内向 Snap 支付 4 亿美元现金和股权。 Snap 表示,两家公司“在第一季度友好地结束了合作关系”,并且其销售指引“假设 Perplexity 没有做出任何贡献”。当 Snap 在去年第三季度收益中宣布这项交易时,它表示预计该合作伙伴关系的收入将在 2026 年开始为其财务做出贡献。这项交易将使 Perplexity 集成到 Snapchat 的“聊天”界面中,允许用户直接在应用程序内提出问题并接收对话答案。尽管该集成正在针对特定用户进行测试,但 Snap 在 2 月份表示,两家公司“尚未就更广泛推广的途径达成共识”。 Snap 首席执行官埃文·斯皮格尔 (Evan Spiegel) 在最初宣布时表示,这笔交易反映了该公司利用人工智能增强 Snapchat 发现的愿景,并且 Snap 期待“未来与更多创新合作伙伴合作”。 Perplexity 没有立即回应 TechCrunch 的置评请求。 Snap周三透露,Snapchat的全球日活跃用户(DAU)同比增长5%,达到4.83亿,月活跃用户(MAU)也增长5%,达到9.65亿。该公司将增长归因于应用程序的新功能,包括 Snap Map 及其 Lenses AR 滤镜。斯皮格尔在一份新闻稿中表示:“第一季度,我们的每日活跃用户恢复增长,收入加速增长,利润率扩大,并产生了强劲的自由现金流。” “在投资 Specs 和智能眼镜领域的长期机会时,我们仍然专注于严格执行,并期待在 6 月 16 日的 AWE 上分享更多信息。” Snap 在 4 月份表示,由于人工智能的进步,该公司将裁员约 16% 的全球员工,影响了约 1,000 名全职员工。

核心信息

Snap在季度财报中透露,与Perplexity的AI搜索整合合作已于第一季度友好结束,该交易原本价值4亿美元。

  • Snap与Perplexity的4亿美元AI搜索合作终止
  • 测试阶段未达成全面推广共识
  • Snap战略转向AR眼镜和Lenses
  • 社交平台AI集成仍具不确定性
  • 初创企业合作需分阶段验证

详细解读

这是什么信号?

Snap与Perplexity的4亿美元合作终止,表明社交平台在AI搜索集成上仍存在不确定性。尽管双方声称“友好结束”,但测试阶段未能达成全面推广共识,折射出AI功能与现有用户体验整合的挑战。

为什么重要?

这笔交易的终止不仅影响Snap和Perplexity的营收预期,更向市场传递信号:即便有大额资金支持,AI搜索的社交化落地也非易事。Snap转而聚焦AR眼镜和Lenses,说明其战略重心可能从对话式AI转向视觉智能。

对谁有价值?

对AI初创企业:合作并非万能,需充分验证产品与平台兼容性;对社交平台:引入AI功能需谨慎评估用户接受度和技术成熟度;对开发者:可关注Snap后续在AR/AI方面的开放平台机会。

可以怎么行动?

企业可监测Snap在AWE(6月16日)上的新动作,评估其智能眼镜战略对内容生态的影响;AI公司应调整商务拓展策略,注重分阶段验证而非一次性大额合作;内容创作者可提前学习Snap的AR滤镜和Lenses开发工具,抢占早期红利。

风险或限制

Snap裁员16%并削减非核心项目,可能影响其AI创新能力;Perplexity失去社交渠道后需另寻分发路径;双方用户均未从合作中获益,整合失败表明技术落地需更长的迭代周期。

信息差价值

信息差价值:多数人只看到“合作终止”的表面,但忽略了Snap同时裁员16%并重注AR眼镜的信号。这反映出头部平台对AI搜索的短期价值存疑,而更看好视觉交互的未来。OPC读者可提前获取这一转向,避免盲目追随AI对话式产品。

业务启发:对B端企业,Snap拒绝Perplexity意味着“聊天机器人”式服务在社交场景中可能不是最优解,AR叠加AI的实时视觉反馈或许是更高效的交互形态。对内容创作者,Snap的Lenses和Snap Map成为用户增长引擎,可考虑开发匹配这些功能的利基内容,如AR滤镜教程或地理标签活动。

可沉淀动作:① 跟踪Snap在6月AWE上的公开信息,分析智能眼镜开发者计划;② 对比其他社交平台(如TikTok、Meta)的AI集成策略,绘制行业图谱;③ 针对Snap的Lenses生态,准备一套内容模板或课程提纲,待开放时快速切入。

参考来源

上一篇 趋势解读:Barry Diller trusts Sam Altman. But ‘trust is,提升开发者接入体验 下一篇 Claude 发布新动态,聚焦产品能力与工作流变化(1pm)