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Adding Android users has long been a problem for Snap, since its iOS app for Apple Inc. AAPL, +0.39% iPhones offered far better functionality.

“While ‘Farmville’ and the like may evoke somewhat dismissive comments today, recall that at its peak, fees related to games on Facebook’s FB, +0.44% desktop platform generated $1 billion in net revenue and comprised 15% of time spent on Facebook.com,” Evercore ISI analyst Kevin Rippey wrote in a September upgrade of Snap’s stock .

“Importantly, we believe platform usage mix continues to shift to monetizable areas, including discover and games,” wrote Morris, who has a buy rating and $22 target on the shares.

Sandler of Barclays has an upbeat view of advertiser traction heading into the report, as Snap has customized performance metrics for various verticals and reorganized its sales force.