The latest trading session saw Pinterest (PINS) ending at $28.89, denoting a +0.1% adjustment from its last day's close. The stock's performance was behind the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a gain of 0.55%, and the technology-centric Nasdaq decreased by 0.52%.Prior to today's trading, shares of the digital pinboard and shopping tool company had lost 6.93% over the past month. This has lagged the Computer and Technology sector's gain of 1.56% and the S&P 500's gain of 3 ...

文章核心观点 - Pinterest正在通过提高用户参与度和广告效果来推动业务增长 [4][5][6][7][16][17][18] - Pinterest正在加强其下游营销工具和广告产品,以吸引更多广告主预算 [20][21][22][23][24][25][26] - Pinterest正在拓展第三方合作伙伴关系,以补充自身的广告库存和覆盖更多市场 [28][29] - Pinterest正在大力发展人工智能技术,利用独特的用户行为数据提升推荐效果 [31][32][33][34][35][36][37] - Pinterest的用户群正在年轻化,尤其是吸引了大量Gen Z用户 [47][48][49][50] - Pinterest正在提高运营效率,同时保持良好的用户增长和参与度 [51][52] 分组1 - 用户参与度和广告效果提升是Pinterest的核心战略 [4][5][6][7][16][17][18] - Pinterest正在加强下游营销工具和广告产品,以吸引更多广告主预算 [20][21][22][23][24][25][26] 分组2 - Pinterest正在拓展第三方合作伙伴关系,以补充自身的广告库存和覆盖更多市场 [28][29] - Pinterest正在大力发展人工智能技术,利用独特的用户行为数据提升推荐效果 [31][32][33][34][35][36][37] 分组3 - Pinterest的用户群正在年轻化,尤其是吸引了大量Gen Z用户 [47][48][49][50] - Pinterest正在提高运营效率,同时保持良好的用户增长和参与度 [51][52]

会议主要讨论的核心内容 - 公司在用户和参与度方面的战略重点包括:让平台更加可购物和可操作化、利用独特的用户内容标签信号来提高推荐的相关性,从而形成良性循环 [4][5][6][7][17] - 公司在广告变现方面的战略重点包括:证明广告可以成为很好的内容,同时提高广告负载的同时也提高了用户参与度,并通过拓展新市场和引入第三方需求来扩大变现 [7][10][11][12][13][14] - 公司在下游漏斗广告工具方面的进展包括:移动深度链接、直接链接、性能加强等,正在从大型广告主向中型广告主拓展,取得了良好的效果 [20][21][22][23][24][25][26] - 公司在第三方合作伙伴方面的进展包括:与亚马逊、谷歌等建立了合作,正在扩展到新的市场和品类 [28][29] - 公司在人工智能方面的战略包括:利用独特的用户内容标签信号来优化大型语言模型,取得了显著的效果提升,并将这种独特优势应用于与竞争对手的竞争 [31][32][33][34][35][36][37][44] - 公司在吸引年轻用户(Gen Z)方面取得了很好的进展,这些用户现已占到40%以上,主要得益于平台的可购物性、内容标签行为以及积极向上的氛围 [47][48][49][50] 问答环节重要的提问和回答 - 问:公司如何看待当前的宏观环境和广告主的预期,以及在竞争格局中的表现 [9] 答:公司认为宏观环境相对稳定,零售行业表现强劲,得益于下游漏斗广告工具的持续改善和效果提升,正在从大型广告主向中型广告主拓展 [10][11][12][13][14] - 问:公司如何看待提高广告负载对用户参与度的影响 [15] 答:公司认为通过提高广告的相关性和内容价值,可以在提高广告负载的同时也提高用户参与度,用户参与度指标如周活跃用户占月活跃用户比例持续改善就是证明 [16][17][18] - 问:公司在下游漏斗广告工具方面的进展和未来计划 [19] 答:公司在过去两年从几乎零基础快速建立了下游漏斗广告工具,取得了良好的效果,正在从大型广告主向中型广告主拓展,未来仍有很大的发展空间 [20]-[26] - 问:公司在第三方合作伙伴方面的进展和计划 [27] 答:公司与亚马逊、谷歌等建立了第三方合作,正在扩展到新的市场和品类,取得了良好的进展,但仍处于相对较早的阶段 [28][29] - 问:公司在人工智能方面的战略和优势 [30] 答:公司利用独特的用户内容标签信号来优化大型语言模型,取得了显著的效果提升,这种独特优势是公司在与竞争对手竞争中的关键 [31]-[37][44] - 问:公司如何看待在人工智能领域与大型科技公司的竞争 [38] 答:公司认为,与其他公司在原始AI算力上的竞争并非关键,关键在于利用独特的用户行为信号来优化AI模型,从而获得更好的效果,这是公司的核心优势 [40]-[44] - 问:公司为什么能够吸引到大量年轻用户(Gen Z) [46] 答:公司的可购物性、内容标签行为以及积极向上的氛围,都是吸引年轻用户的关键因素,这些特点也具有广泛适用性 [47]-[50]

In the latest market close, Pinterest (PINS) reached $29.12, with a -0.99% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.45%. Meanwhile, the Dow lost 0.23%, and the Nasdaq, a tech-heavy index, added 0.84%.Shares of the digital pinboard and shopping tool company have appreciated by 1.38% over the course of the past month, outperforming the Computer and Technology sector's loss of 0.98% and lagging the S&P 500's gain of 2.54%.The investment community ...

Pinterest, Inc. (PINS) is currently witnessing a downtrend in estimate revisions after the second-quarter 2024 earnings release. Earnings estimates for Pinterest for 2024 have moved down 2.1% to $1.43 over the past 30 days, while the same for 2025 have decreased 2.3% to $1.72. The negative estimate revision portrays bearish sentiments about the stock’s growth potential.Image Source: Zacks Investment ResearchWhat Ails Pinterest?Pinterest expects operating expenses to increase substantially in the near term f ...

5./15 WEST Introduction & Investment Thesis I last covered Pinterest (NYSE:PINS) on June 13, where I reiterated my “buy” rating as it continued to demonstrate progress against its strategic initiatives to deepen user engagement, especially among Gen Z's, by leveraging AI to drive higher relevance and personalization while building lower funnel solutions for advertisers to drive higher monetization and ROI in ad spend. Although the stock had initially climbed 31% from my first “buy” rating to a price of ...

文章核心观点 - 尽管Pinterest的股价近期大跌,但公司的业绩仍保持良好增长,特别是在国际市场的用户数和ARPU方面 [2][3][5][6][8] - 公司正在不断创新,推出新的广告产品如Performance+,有助于提高广告主的效果和公司的收入 [14][15] - 目前公司股价估值较低,未来增长前景仍然看好,是一个不错的投资机会 [16][17][18] 公司业绩总结 - 收入增长21%至8.54亿美元,其中美加地区增长19%,欧洲增长25%,其他地区增长32% [4][5] - 月活用户同比增长12%,主要来自欧洲和其他地区,美加地区增长3% [6] - ARPU整体增长8%,其中美加地区增长16%,欧洲增长14%,其他地区增长13% [7][8] - 调整后EBITDA同比增长68%,每股收益由亏损转为盈利 [9] 公司展望 - 第三季度收入预计增长16%-18%,受到较高基数和汇率因素的影响 [10] - 新推出的Performance+产品目前仍处于测试阶段,暂未对第三季度业绩产生贡献 [11] - 公司与Alphabet和Amazon的合作正在逐步深化,有助于提高国际市场的变现能力 [13]

Amazon has  partnered with TikTok and Pinterest to let the users of those social media apps buy products from Amazon without leaving those apps.This offering is designed to make it more convenient for Amazon customers to shop on those social media platforms, an Amazon spokesperson told Bloomberg in a report posted Thursday (Aug. 8).“Customers who choose to link their accounts in the U.S. will see real-time pricing, Prime eligibility, delivery estimates and product details on select Amazon product ads in Tik ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Pinterest. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

As Pinterest looks to become a central figure in the social commerce space, the company is integrating more directly shoppable features across the platform to drive sales.In its second quarter 2024 earnings results reported Tuesday (July 30), the company shared that revenue rose 21% year over year, reaching $854 million.“We’re driving further actionability across Pinterest by launching features that allow users to move further along in their shopping journeys and take action on what they see,” CEO Bill Read ...