Pinterest (PINS) CEO Bill Ready sat down with Yahoo Finance executive editor Brian Sozzi at the 2025 Goldman Sachs Communacopia and Technology Conference to discuss the social media platform's growth within user demographics like Gen Z and the site's adoption and deployment of AI tools to enhance online shopping experiences. For more CEO commentary from the 2025 Goldman Sachs Communacopia and Technology Conference, catch Brian Sozzi's full interviews with the chief executives from Verizon Communications (VZ ...

Key Takeaways PINS MAUs rose 11% to 578M, with gains across the United States, Canada, Europe and the rest of the world.Gen Z now makes up over 50% of Pinterest MAUs, with strong growth in fashion, beauty and home decor.Pinterest gained traction among U.S. Hispanics, with Spanish searches up 18% year over year in 2025. Pinterest Inc. (PINS) is benefiting from healthy demand trends across several demographics in multiple regions. The company’s total monthly active users (MAUs) reached 578 million, up 11% yea ...

PresentationEric SheridanMD & US Internet Analyst Okay. I think with that, we're going to get going on the next one. Okay. So it's my pleasure to have the team from Pinterest here for our second fireside chat of the day. With me is Bill Ready, CEO. I'm going to read a quick safe harbor, and then Bill and I are going to get into the back and forth into the dialogue. So some of the statements that Pinterest will make today may be considered forward-looking. These statements involve a number of risks and uncer ...

Pinterest (NYSE:PINS) 2025 Conference September 09, 2025 11:10 AM ET Company ParticipantsEric Sheridan - Managing DirectorBill Ready - CEOEric SheridanOkay. I think with that, we're going to get going on the next one. Okay. It's my pleasure to have the team from Pinterest here for our second fireside chat of the day. With me is Bill Ready, CEO. I'm going to read a quick safe harbor, and then Bill and I are going to get into the back and forth into the dialogue. Some of the statements that Pinterest will mak ...

Core Insights - Pinterest, Inc. (PINS) shares have increased by 26.1% year to date, outperforming the Internet - Software sector's growth of 18.4% and the S&P 500 during the same period [1][8] User Growth and Engagement - Pinterest has achieved solid user engagement, with 578 million global monthly active users (MAUs), over 50% of whom are from Generation Z, indicating successful personalization initiatives [3][4] - The company reported that 100% of its users are logged in, with approximately 85% accessing the platform via the mobile app, reflecting a growing loyal user base [4] - The platform is expanding its reach into male demographics, evidenced by a 95% increase in searches related to rock climbing aesthetics in Q2 [4] Financial Performance - In Q2 2025, Pinterest generated $207.7 million in cash from operating activities, up from $106.4 million in the same quarter the previous year [5] - As of June 30, 2025, Pinterest held $1.21 billion in cash and cash equivalents, with a debt-to-capital ratio of 0.00% and a current ratio of 8.76, significantly above the industry average of 1.95 [5] Advertising Revenue Challenges - Pinterest's primary revenue source is advertising, which has faced a 25% year-over-year decline in ad pricing in Q2, despite an increase in ad impressions [6][8] - The company is experiencing a shift in ad impression composition as it enters previously unmonetized international markets, where ad pricing is lower compared to mature markets like the U.S. [6][9] Competitive Landscape - Pinterest faces strong competition from major social media platforms such as Meta, Snap, and YouTube, with Meta investing heavily in AI to enhance user growth and e-commerce integration [10] - The competitive environment is expected to impact Pinterest's growth prospects in the near term [10] Estimate Revisions - Pinterest is currently experiencing a downtrend in earnings estimate revisions, with 2025 estimates decreasing by 2.26% to $1.73 and 2026 estimates down by 1.86% to $2.11 over the past 60 days [12]

Group 1 - The article discusses the investment positions of Parkev Tatevosian, CFA, in Pinterest, indicating a personal stake in the company [1] - The Motley Fool, a financial advisory service, also holds positions in Pinterest and recommends the stock, suggesting a positive outlook on the company's performance [1] - There is a disclosure policy mentioned, highlighting potential compensation for promoting services related to Pinterest, which may influence opinions [1]

Group 1 - The core viewpoint of the news is the release of the "Development Plan for Open Innovation of the Biopharmaceutical Industry Chain in the China (Jiangsu) Pilot Free Trade Zone," which aims to enhance R&D innovation capabilities and improve service levels in the biopharmaceutical sector [2][3] - The plan outlines 18 key tasks across seven areas, focusing on integrated innovation throughout the entire industry chain [2] - By 2030, the plan aims for rapid growth in the biopharmaceutical industry scale, optimization of the innovation ecosystem, and significant improvements in modernization and safety capabilities [2] Group 2 - In terms of R&D innovation, the plan emphasizes the application of big data and artificial intelligence in drug target screening and medical device design, and supports clinical research in cell and gene therapy [3] - The plan proposes pilot projects for segmented production of chemical raw materials and biological products, and reforms in the supervision of imported experimental animals [3] - Financial support for biopharmaceutical innovation companies is highlighted, including listing on various stock exchanges and establishing investment funds [4] Group 3 - The plan also addresses cross-border data flow issues, proposing the establishment of a negative list for data export in the biopharmaceutical field [4] - The plan aims to create a public service platform for data export security, which is expected to facilitate more efficient data management for enterprises [4] Group 4 - The news also covers the performance of Meituan, which reported a revenue of 91.84 billion yuan for Q2, a year-on-year increase of 11.7%, but a significant drop in net profit by 89% [6] - Meituan's core local business segment saw a revenue increase of 7.7% to 65.3 billion yuan, but operating profit decreased by 75.6% due to irrational competition [6] - The company plans to eliminate overtime penalties for delivery riders by the end of 2025, improving rider experience [6] Group 5 - The report indicates that Wuliangye's revenue for the first half of the year was 52.771 billion yuan, with a net profit of 19.492 billion yuan, reflecting a year-on-year growth of 4.19% and 2.28% respectively [7] - Huaxi Securities reported a significant increase in net profit by 1195% for the first half of the year, with total revenue of 2.073 billion yuan [8] Group 6 - The Hong Kong Stock Exchange reported a dramatic increase in IPO fundraising, with a total of 128 billion HKD raised in the first seven months of the year, a year-on-year increase of over 610% [18] - The Shanghai Stock Exchange is set to launch nine new bond indices to provide diverse benchmarks and investment targets for the market [19]

Core Insights - Pinterest (PINS) and Meta Platforms, Inc. (META) are significant players in the social media and social commerce sectors, with Pinterest focusing on visual recommendations and Meta leveraging its extensive user base across multiple platforms [1][2][3] Group 1: Market Position and Growth - The global social commerce market is projected to reach $17.83 trillion by 2033, with a CAGR of 36.4% from 2025 to 2033, prompting Pinterest and META to enhance their market strategies [3] - Pinterest reported a record high of 578 million global monthly active users (MAUs) in Q2 2025, indicating consistent user growth across all regions [5] - META's Family Daily Active People (DAP) reached 3.48 billion in Q2 2025, reflecting a 6.4% year-over-year increase, showcasing its vast user engagement potential [9] Group 2: Financial Performance - Pinterest's total costs and expenses rose to $1 billion in Q2 2025, up from $875.1 million year-over-year, indicating increased operational costs [7] - META's cash and cash equivalents stood at $47.07 billion as of June 30, 2025, with a current ratio of 1.97, suggesting strong liquidity [12] Group 3: Competitive Landscape - Pinterest faces intense competition from META, SNAP Inc., and others in the social commerce space, necessitating aggressive market expansion and innovation [7] - META is enhancing user engagement through AI-powered recommendations, resulting in a 5% increase in time spent on Facebook and a 6% increase on Instagram in Q2 2025 [11] Group 4: Valuation and Estimates - The Zacks Consensus Estimate for Pinterest's 2025 sales implies a year-over-year growth of 15.62%, while META's sales growth estimate is 19.1% [14][16] - Over the past year, Pinterest's stock gained 10.5%, while META surged 41.3%, indicating stronger market performance for META [17] Group 5: Strategic Initiatives - Pinterest is focusing on improving its advertising platform to attract consumer discretionary brands, while META is investing in AI capabilities to enhance engagement and advertising effectiveness [4][11] - Both companies are ranked 3 (Hold) by Zacks, with upward estimate revisions for META indicating growing investor confidence [19]

Group 1: Investment Opportunities - Pinterest, United Parcel Service (UPS), and Comcast are identified as stocks trading under $100 that present potential bargain buys [2] - Pinterest shares are currently around $35, having risen 24% since the start of the year, with a price-to-earnings ratio of 13 and a PEG ratio of approximately 0.8, indicating it is a cheap growth stock [5][6] - UPS is trading below $90, facing macroeconomic challenges but remains a long-term investment due to the growing e-commerce sector and its strategic decisions to improve profitability [7][9][10] - Comcast is trading around $34 with a P/E ratio of less than 6, and plans to spin off cable TV networks to focus on higher-growth areas like streaming, which could enhance its growth potential [11][12][13] Group 2: Company Performance Metrics - Pinterest's revenue increased by 17% in the last quarter, reaching just under $1 billion, with monthly active users growing by 11% to 578 million [6] - UPS is currently trading at a P/E multiple of 13, suggesting potential upside as economic conditions improve [10] - Comcast has a high debt load of approximately $100 billion but maintains an operating margin of around 20% over the past six months, indicating strong profitability [12][13]

Group 1: Market Overview - A softer-than-expected July inflation report has improved investor sentiment and revived hopes for a rate cut [1] - Traders are awaiting more economic data to gain further insights about the state of the U.S. economy [1] Group 2: Stock Recommendations - Investors are encouraged to search for stocks with strong long-term growth potential to enhance portfolio returns [2] - Recommendations from top Wall Street analysts can assist in identifying attractive stocks based on in-depth analysis of financials and growth prospects [2][3] Group 3: Pinterest (PINS) - Pinterest reported mixed results for Q2 2025, with revenue surpassing expectations but earnings missing consensus estimates [4] - BMO Capital analyst Brian Pitz increased the price forecast for Pinterest stock to $41 from $40 and reiterated a buy rating [5] - Q2 performance was impacted by a 25% drop in advertising pricing due to rising market share in previously unmonetized markets [6] - Pitz views Pinterest as a "Clear AI Winner," benefiting from AI-powered search functions and algorithm upgrades [7] - Gen-Z constitutes more than half of Pinterest's user base, providing valuable customer insights for advertisers [8] Group 4: CoreWeave (CRWV) - CoreWeave reported market-beating revenue for Q2 and issued better-than-anticipated guidance for Q3, but reported a larger-than-expected loss [9] - Jefferies analyst Brent Thill reiterated a buy rating on CoreWeave stock with a price target of $180, highlighting an 86% year-over-year jump in remaining performance obligations (RPO) [10] - Thill remains optimistic due to expansion deals with two hyperscalers and a ramp-up in capacity, adding 600 megawatts of contracted power [11] Group 5: Starbucks (SBUX) - Jefferies analyst Brent Thill upgraded Starbucks stock to buy from hold and increased the price target to $115 from $100 [13] - The stock has underperformed, sinking by 16% over the past six months, but Thill believes the risk/reward profile has improved [13] - Turnaround initiatives under new leadership are expected to drive improvement in U.S. comparable sales in Fiscal 2026 [13] - Thill anticipates gaining more visibility on Starbucks' earnings outlook as turnaround efforts become clearer, particularly regarding cost-saving initiatives [14] - The goal is to revive operating margins to 17% seen in Fiscal 2019, compared to 10.3% in Fiscal 2025 [14]