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反主流策略成为这家企业赢得Z世代用户的关键
财富FORTUNE· 2025-07-01 13:01
Pinterest首席执行官比尔·雷迪(Bill Ready)无视华尔街的反对声浪,坚持保护社交媒体中的儿童群体,并取得巨大成 功。图片来源:PATRICK T. FALLON—AFP/Getty Images 三年前,Pinterest首席执行官比尔·雷迪做出令华尔街不满的决策:将用户长期福祉置于短期参与度指标 之上,即使这意味着眼睁睁看着公司股价暴跌。 这一赌注已见成效。这家视觉发现平台如今拥有超5.7亿活跃用户,其中Z世代用户占比超40%——这是 其规模最大且增长最快的用户群体。 自2022年6月雷迪接任首席执行官以来,Pinterest股价已飙升86%,不过相较于2021年2月新冠疫情期间 创下的历史高点,仍下跌58%。 雷迪在戛纳国际创意节接受《财富》杂志采访时表示:"积极向上的内容能带来可观的商业效益。我们 能够凭借践行正确之事收获成功,这本质上关乎短期利益与长期利益的权衡。" 自接任Pinterest首席执行官以来,雷迪最具争议的举措发生在2023年,彼时Pinterest成为首个将16岁以下 用户账户默认设为"仅私密可见"的主要平台,此举旨在防止网络陌生人搜索到年轻用户,同时对部分社 交功能加 ...
Pinterest taking over 13th floor at 11 Madison Ave.
New York Post· 2025-06-29 22:29
Group 1 - Pinterest is leasing 83,000 square feet on the entire 13th floor at SL Green's 11 Madison Ave, marking a significant move in the Midtown leasing market [1] - The deal results in 11 Madison being 92% leased, with an asking rent of $90 per square foot [1] - Pinterest will vacate 40,000 square feet at its previous location at 225 Park Ave. South [1] Group 2 - Other major tenants at 11 Madison include UBS, SONY, Suntory, and IMG, indicating a strong tenant mix in the building [2]
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-29 15:35
kids use pinterest?Jumboo (@Jvmb0o):@blknoiz06 Roblox and pinterest instead of Tumblr ...
Pinterest Remains Plagued by Margin Woes: Can it Buck the Trend?
ZACKS· 2025-06-24 15:05
Key Takeaways Pinterest is investing heavily to grow its user base, ad reach and global operations. PINS' Q1 costs rose 12.1% YoY, driven by R&D; June quarter costs are estimated at $937.7 million. PINS aims to enhance ad efficiency and seller tools, despite near-term margin pressure.Pinterest, Inc. (PINS) generates significant revenues by delivering ads on its website and mobile applications. The company is helping advertisers reach millennials and the Gen Z audience who are more active on immersive mobi ...
PINS vs SNAP: Which Social Media Stock is a Smart Investment Now?
ZACKS· 2025-06-17 18:31
Industry Overview - Social ecommerce has gained significant prominence, providing convenience by allowing users to find products directly within apps and offering personalized recommendations, which enhances audience targeting for retailers and sellers [1][2] - The global social ecommerce market is projected to reach $6.24 trillion by 2030, with a CAGR of 31.6% from 2023 to 2030, prompting companies like Pinterest and Snap to intensify their efforts in this expanding market [2] Pinterest (PINS) - Pinterest is experiencing solid user growth across various sectors, with notable momentum in retail and emerging markets such as financial services, technology, and entertainment [3] - The company is leveraging advanced AI capabilities to enhance personalization, with its AI recommendation engine generating 400 million predictions per second, which helps in anticipating trends and improving campaign performance [4] - As of March 31, 2025, Pinterest reported a debt-to-capital ratio of 0.0%, a current ratio of 8.41, and cash and cash equivalents of $1.25 billion, indicating a strong liquidity position for future investments [5] - The Zacks Consensus Estimate for Pinterest's 2025 sales and EPS implies year-over-year growth of 13.8% and 42.64%, respectively, with upward revisions in estimates reflecting growing investor confidence [12][19] - Over the past year, Pinterest's stock has declined by 20.7%, while the industry has grown by 33.2% [14] Snap Inc. (SNAP) - Snapchat has become the preferred social networking platform for Millennials and Gen Z, reaching 75% of 13-34-year-olds in the U.S., surpassing Facebook, Instagram, and Twitter in this demographic [7] - The platform has over 900 million monthly active users, and Snap is introducing new tools and features to enhance customer engagement [7][8] - At the end of Q1 2025, Snap reported a current ratio of 4.3, indicating a strong position to meet short-term obligations [10] - The Zacks Consensus Estimate for Snap's 2025 sales implies year-over-year growth of 8.59%, while EPS is projected to decline by 13.79% [12] - Over the past year, Snap's stock has declined by 47.8% [14] - From a valuation perspective, Snap's shares trade at a price/sales ratio of 2.26, which is lower than Pinterest's 5.4 [16] Comparative Analysis - Both Pinterest and Snap are implementing strategic initiatives to enhance user engagement and drive advertising revenue [19] - Pinterest's strong AI focus and robust liquidity position suggest it may be a better investment option compared to Snap, despite both companies currently holding a Zacks Rank 3 (Hold) [18][19]
Pinterest(PINS) - 2025 FY - Earnings Call Transcript
2025-05-22 16:00
Financial Data and Key Metrics Changes - Pinterest reported full year revenue of $3.6 billion for 2024, representing a 19% year-over-year increase [4] - The company achieved an all-time high of 553 million monthly active users (MAUs) by the end of 2024, up 11% compared to 2023 [4] - In Q1 of the current year, Pinterest reached 570 million global MAUs, marking a 10% year-over-year growth [4] - Q1 revenue was $855 million, which grew 16% year-over-year or 17% on a constant currency basis [4] Business Line Data and Key Metrics Changes - The company has focused on enhancing user experience by investing in actionability, relevance, and curation, which has positively impacted user growth and advertiser engagement [3] - Continued investment in visual search capabilities has contributed to the strength in user growth and advertiser performance [4] Market Data and Key Metrics Changes - Pinterest has positioned itself as a vital partner for advertisers across various categories, leveraging its high intent user base to drive sales [3] Company Strategy and Development Direction - The company is committed to transforming user experience and enhancing platform actionability, which aligns with its long-term strategy [3] - Pinterest aims to deliver innovative user experiences while maintaining a positive online environment [3] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future of Pinterest, highlighting the ongoing support from employees, users, advertisers, partners, and stockholders [5] - The company believes that its strategic priorities are yielding strong growth and profitability [4] Other Important Information - The meeting included formal business items such as the election of directors and the approval of compensation for executive officers, all of which were approved as per the board's recommendations [11][13] - The company plans to announce official voting results in a Form 8-K after verification [14] Q&A Session Summary Question: No questions were raised during the Q&A session - There were no questions submitted by stockholders during the Q&A portion of the meeting [16]
Pinterest Q1 Earnings Miss Estimates Despite Y/Y Revenue Growth
ZACKS· 2025-05-09 16:20
Pinterest, Inc. (PINS) reported modest first-quarter 2025 results, wherein the bottom line missed the Zacks Consensus Estimate while revenues beat the same. The San Francisco-based Internet content provider reported revenue growth year over year, driven by strong momentum in all regions. Management’s focus on improving shoppability and monetization potential across the platform and the incorporation of advanced AI-integrated tools to support advertisers and retailers led to top-line growth. Weakness within ...
Pinterest Stock Soars on Upbeat Forecast, Revenue Beat
Schaeffers Investment Research· 2025-05-09 15:00
Shares of Pinterest Inc (NYSE:PINS) are up 10.7% at $30.83 at last glance, after the social media platform issued a stronger-than-expected current-quarter forecast. First-quarter revenue of $855 topped estimates, while adjusted earnings of 23 cents per share came in just below expectations. A flood of analysts chimed in with price-target adjustments after the event. No fewer than seven raised their price targets, the highest coming from Citigroup to $41 from $38. On the other side of the coin, six issued pr ...
Pinterest(PINS) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:30
Pinterest (PINS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon. Thank you for attending today's Pinterest First Quarter twenty twenty five Earnings Call. All lines will be muted during the presentation portion of the call with an opportunity for questions at the end. I'll now hand the call over to Andrew Somberg, VP of Investor Relations and Treasury. You may proceed. Speaker1 Good afternoon, and thank you for joining us. Welcome to Pinterest earnings call for the first quarter ende ...
Pinterest(PINS) - 2025 Q1 - Earnings Call Presentation
2025-05-08 20:38
Q1 2025 Earnings Report © 2025 Pinterest. All rights reserved. Non-GAAP Financial Measures To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we use the following non-GAAP financial measures: Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrative) ...