Meta(META.US)之后Pinterest(PINS.US)也“动刀”：宣布裁员近15% 资源全力投向AI

Group 1 - Pinterest plans to lay off nearly 15% of its workforce and reduce office space, reallocating resources towards artificial intelligence (AI) initiatives [1] - The company expects the restructuring to incur pre-tax costs of $35 million to $45 million, with the plan expected to be completed by the end of Q3 2026 [1] - As of September 30, 2025, Pinterest had a total of 5,205 employees, indicating that the layoffs could affect up to 780 employees [1] Group 2 - Analysts suggest that Pinterest's adjustments may indicate a more aggressive investment in AI capabilities, which could pressure its gross margins [2] - Despite the short-term cost pressures from AI investments, there is potential for improved advertising pricing power, as Pinterest currently lags behind competitors like Meta in direct response advertising [2] - The announcement of layoffs aligns with the increasing consumer acceptance of AI-driven platforms, posing a growing market threat to Pinterest [2]