Core Insights - Pinterest (NYSE: PINS) presents an attractive growth narrative for investors, with projected revenue of $3.65 billion in 2024, reflecting a 19% year-over-year increase, and a rise in monthly active users (MAUs) by 11% to 553 million [1] Revenue and User Growth - In 2024, Pinterest is expected to achieve $3.65 billion in revenue, marking a 19% increase compared to the previous year [1] - The company’s MAUs increased by 11%, reaching 553 million [1] - Analyst consensus from Refinitiv anticipates continued MAU growth of over 10% in 2025, alongside revenue growth [1]

Core Viewpoint - Snap Inc reported a slight revenue increase in Q1, but faces significant challenges due to macroeconomic headwinds from tariffs, leading to a refusal to provide revenue guidance for the current quarter [1][2][5] Financial Performance - Snap's Q1 revenue reached approximately $1.36 billion, a 14% year-over-year increase, slightly above Wall Street's expectation of $1.35 billion [2][3] - The company reported a net loss of about $140 million, which is a 54% reduction compared to the previous year's loss [3] - Adjusted EBITDA increased by 137% year-over-year to $108 million [3] User Metrics - Snapchat+ subscription users grew by 59% year-over-year, reaching approximately 15 million [3] - Monthly active users reached 900 million, nearing the significant milestone of 1 billion [3] Advertising and Market Position - The number of advertising clients increased by 60% year-over-year, with direct response ads accounting for 75% of quarterly ad revenue, a record high [3] - Snap's advertising strategy focuses on high engagement from Gen Z and utilizes AR technology, differentiating itself from larger platforms like Meta and Pinterest [4] Economic and Regulatory Environment - The company is impacted by the Trump administration's tariff policies, which have led to a tightening of advertising budgets among some advertisers [1][2][5] - The effective tariff rate in the U.S. is currently close to 23%, the highest in over a century, affecting consumer and business confidence [2]

AudioEye (AEYE) came out with quarterly earnings of $0.15 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise.Over the last four quarters, the company has surpassed consensus EPS estimates two times.AudioEye, which belongs to the Zacks Internet - ...

Snap CEO Evan Spiegel speaks during the Semafor World Economy Summit 2025 at Conrad Washington on April 23, 2025 in Washington, DC.Snap reported better-than-expected first-quarter revenue Tuesday but declined to provide guidance, citing macroeconomic uncertainties that could weigh on advertising demand.Shares fell more than 11% in after-hours trading.Here is how the company did compared with Wall Street's expectations:Earnings per share: Loss of 8 cents. That figure is not comparable to analysts' estimates. ...

Core Insights - Kaltura's annual Connect on the Road conference will focus on how AI and digital technologies are transforming enterprise content management and personalization [1][2] Group 1: Conference Details - The conference will take place in New York on May 13, San Francisco on May 15, and London on May 20, featuring discussions on "Digital Immortality" and AI's role in creating living content archives [1] - Hundreds of executives from Marketing, Communications, and Enterprise Media are expected to attend, providing a platform for sharing insights on AI-driven transformations [2] Group 2: Key Topics of Discussion - The concept of Agentic AI will be explored, which enables corporate knowledge to become a proactive, hyper-personalized, intelligent system [3] - The transformation of content into "Living archives" that self-update and deliver relevant knowledge based on real-time user needs will be a focal point [3] - Discussions will include creating enduring institutional memory sources that maintain knowledge continuity despite employee turnover [4] - Ensuring brand continuity through consistent messaging across customer interactions to enhance engagement will also be addressed [4] - Ethical considerations surrounding AI, including knowledge ownership and governance of AI-driven decision-making, will be discussed [4] Group 3: Product Demonstrations - Attendees will experience hands-on demos of Kaltura's next-generation AI platform, including the Customer Experience Genie and Work Genie AI agents, which enhance customer engagement and employee training [4] - The Kaltura Content Lab will be showcased, allowing creators to transform long-form video content into engaging, bite-sized experiences, thus maximizing content value [4] Group 4: Education Connect on the Road - Kaltura will host an Education Connect on the Road track in Europe and the US, starting in Utrecht, Netherlands, on May 12, focusing on AI's role in improving education and engagement [6] Group 5: Company Overview - Kaltura aims to create AI-infused hyper-personalized video experiences that enhance customer and employee engagement across various sectors, including education, marketing, and entertainment [7]

Core Insights - Pinterest's stock closed at $24.68, reflecting a +1.94% increase, which underperformed compared to the S&P 500's gain of 2.51% [1] - Over the past month, Pinterest's shares have declined by 28.88%, significantly worse than the Computer and Technology sector's loss of 12.18% and the S&P 500's loss of 8.86% [1] Earnings Performance - Pinterest's upcoming earnings report is scheduled for May 8, 2025, with projected earnings per share (EPS) of $0.25, indicating a 25% increase year-over-year [2] - Revenue is expected to reach $846.52 million, reflecting a 14.4% rise from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $1.76 per share and revenue at $4.13 billion, representing increases of +36.43% and +13.23% respectively from the previous year [3] - Recent changes in analyst estimates for Pinterest may indicate shifting near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Pinterest at 3 (Hold) [5] - The Forward P/E ratio for Pinterest is 13.76, indicating a discount compared to the industry's Forward P/E of 23.39 [6] - Pinterest has a PEG ratio of 0.43, significantly lower than the Internet - Software industry's average PEG ratio of 1.94 [7] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 82, placing it in the top 34% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Market Overview - Wild fluctuations on Wall Street present an ideal opportunity for investors to deploy capital [1] - Historical data indicates that the S&P 500 has experienced 40 corrections of at least 10% since 1950, averaging a decline every 1.9 years [2] - Recent market activity includes the largest single-session point gains and significant single-day losses for major indices, with the S&P 500 recording a 10.5% decline over two days [3] Investment Opportunities - **Block**: A fintech company with a strong foundation in its Square ecosystem, achieving gross payment volume (GPV) of over $227 billion in 2025, with consistent high single-digit growth [6] - Cash App's monthly active users increased from 24 million in 2019 to 57 million by the end of 2024, indicating strong growth potential [7] - Block shares are valued at just over 10 times forward-year earnings, presenting a compelling investment opportunity [8] - **Pinterest**: A social media platform with 553 million monthly active users, showing steady growth and improved ad-pricing power [10] - The platform's unique data-sharing model enhances its advertising capabilities, positioning it well for future e-commerce opportunities [11] - Pinterest ended the previous year with over $2.5 billion in cash and equivalents, allowing for future investments and share buybacks, with a forward P/E ratio of 12 [12] - **Okta**: A cloud-based cybersecurity provider that has become essential for businesses moving data online, with a focus on identity verification solutions [14][15] - Okta's remaining performance obligations reached $4.22 billion by the end of fiscal 2025, indicating strong demand and a growing backlog [16] - The company's subscription margin is expected to approach 80%, and its forward P/E ratio is below 29, reflecting its growth potential despite being pricier than the S&P 500 average [17]

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

Core Insights - Two senior Meta executives, Dan Neary and Kate Hamill, are leaving the company after over a decade in leadership roles, with Neary's departure marking the end of an era for Meta's Asia-Pacific operations [1][3][6] - Neary oversaw Meta's expansion in key international markets, contributing to the growth of over a billion accounts across its platforms in Asia [2][3] - Hamill will join Pinterest as vice president of enterprise sales for North America, having played a significant role in strengthening Meta's advertising relationships [4][5] Group 1: Dan Neary's Departure - Neary joined Meta in 2013 and announced his departure in a LinkedIn post, reflecting on a "12-year run" that significantly contributed to the company's growth in the Asia-Pacific region [1][2] - He oversaw Meta's expansion in major markets such as Australia, Southeast Asia, and Greater China, and expressed gratitude for the journey from a small office in Singapore to a leading position in the region [2][3] - Asia is now Meta's largest user base, with over a billion accounts across Facebook, Instagram, and WhatsApp, making it a crucial driver of business messaging and performance ad revenue [3] Group 2: Kate Hamill's Departure - Hamill, who spent 13 years at Meta, will start her new role at Pinterest on April 7, overseeing revenue and sales teams in the US and Canada [4] - She was instrumental in managing Meta's advertising relationships across various sectors and contributed to the development of AI-driven advertising tools [5] - Her departure is significant as she played a key role in enhancing Meta's connections with major US advertisers during a period of rapid growth in its advertising business [5]

While the stock market volatility over the past month hasn't been all that great for many investors' portfolios, it has helped in one regard. This recent sell-off has pushed the stock prices of several quality technology companies into bargain territory.Market corrections -- declines of 10% or more -- are quite common and nothing to panic over. The opportunities they can create for long-term investors generally make up for the short-term anxiety. Let's look at three great tech stocks now trading at more bar ...