Key PointsPinterest grew its monthly active users by 12% to 518,000 in Q1 2024.Pinterest drove its platform's highest user and revenue growth since Q1 2021.Adjusted EPS more than doubled in Q1 2024, and adjusted EBITDA margin rose 1,100 bps to 15%.5 stocks we like better than PinterestSocial commerce platform Pinterest Inc. NYSE: PINS shares are climbing towards 52-week highs on the heels of a spectacular Q1 2024 earnings report. The rebound in the advertising market, coupled with its artificial intelligenc ...

Have you assessed how the international operations of Pinterest (PINS) performed in the quarter ended March 2024? For this digital pinboard and shopping tool company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Inves ...

The niche social media company just silenced the bears.Pinterest's (PINS 0.58%) stock surged 21% on May 1 after the social media company posted its first quarter earnings report. Its revenue rose 23% year over year to $740 million, exceeding analysts' estimates by $40 million, while its adjusted earnings surged 150% to $0.20 per share and cleared the consensus forecast by seven cents.Pinterest's headline numbers were impressive, but does its stock still have room to run after rallying 90% over the past 12 m ...

Pinterest (PINS) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this digital pinboard and shopping tool company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between t ...

Pinterest ((PINS) became a Zacks #1 Rank in early April as analysts started to raise estimates ahead of their quarterly report this week.Pinterest reported strong first-quarter 2024 results on Tuesday, with the bottom and top lines surpassing their respective Zacks Consensus Estimate.The big story is that lots of architecture solutions for advertising and marketing technology are paying off and providing sustained ROI to sellers, such as bottom-of-funnel direct response ads and supporting ad-tech.You can ge ...

Pinterest, Inc. (PINS) reported strong first-quarter 2024 results, with the bottom and top line surpassing the respective Zacks Consensus Estimate. The San Francisco-based Internet content provider reported revenue growth year over year, driven by strong user growth across all regions.Its lower funnel solutions suite, including mobile deep linking, API for conversions and clean rooms, and Direct Links, is providing a sustained return on investments to advertisers. Growing investments in AI-integrated tools ...

Pinterest Inc (NYSE:PINS) reported first-quarter earnings after the close last night, beating estimates with adjusted earnings of 20 per share on revenue of $740 million. The image-sharing social media firm also issued a second-quarter revenue forecast that was higher than expectations. In response, PINS is up 17.6% to trade at $39.35, on track for its biggest single-session gain since the post-earnings pop on Oct 31.Options traders are piling on following the report. So far, 30,000 bullish bets have been e ...

The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. The level of technology adoption by businesses and the proliferation of connected consumer devices, which might help people connect and do business online, is also accelerating the industry’s growth. Outstanding penetration of mobile devices among users, makes sense for businesses to invest heavily in web-based infrastructure, applications, and security software ...

财务数据和关键指标变化 - 2024年第一季度全球月活用户达到518万,同比增长12%,连续第七个季度加速增长 [12] - 2024年第一季度营收为7.4亿美元,同比增长23%,增速较上一季度加快11个百分点 [12][13] - 2024年第一季度调整后EBITDA为1.13亿美元,利润率为15%,同比提升约1100个基点 [13] 各条业务线数据和关键指标变化 - 广告展示量同比增长38%,主要由于总展示量和广告投放量的增加 [66] - 广告价格同比下降11%,较上一季度的16%下降有所改善,主要由于广告需求加速 [66] 各个市场数据和关键指标变化 - 美国和加拿大市场营收为5.92亿美元,同比增长22%,主要受零售和新兴行业如金融服务和科技的带动 [64] - 欧洲市场营收为1.18亿美元,同比增长27%,或25%的恒定汇率增长,主要受零售和消费品行业的带动 [65] - 其他国际市场营收为3000万美元,同比增长25%,或26%的恒定汇率增长 [65] 公司战略和发展方向及行业竞争 - 公司专注于提升用户体验,包括利用AI提升内容相关性和个性化、加强内容策展、提高内容可操作性等 [18][20][21][22][23][24][25][26][27][28][29][30][31] - 公司在广告方面持续创新,包括推出直接链接、API转化跟踪、自动化广告工具等,提升广告主的投资回报 [37][38][39][40][41][42][43][44][45][46][47][48][49][50] - 公司正在拓展第三方广告需求渠道,如与亚马逊和谷歌的合作,以补充自有广告需求 [51][52][53] - 公司在国际市场的拓展方面,采取了多管齐下的策略,包括自有销售团队、代理商合作、引入第三方需求等 [53][64][65] 管理层对经营环境和未来前景的评论 - 公司正处于一个更高增长阶段,多个战略举措都在按计划执行或超预期 [13][16][17] - 公司看好未来增长前景,认为仍有很大的机会继续提升用户规模和参与度、提高广告投放量和广告主投放效果 [14][15][16] - 管理层对公司的长期财务目标保持信心,认为公司有多种方式实现目标 [14][16][17] 问答环节重要的提问和回答 问题1 **Brian Nowak 提问** 第一季度业绩大幅超出预期,是否有特定领域表现尤其出色? [78] **William Ready 回答** 多个领域都表现出色,包括用户增长和参与度提升、广告主下游转化效果改善带来的广告收入加速等。这些都是公司战略举措的结果,各项举措都在按计划执行或超预期。[80] 问题2 **Eric Sheridan 提问** 未来几年公司需要重点投入的领域是什么?与行业其他大玩家相比,公司的竞争优势在哪里? [90] **William Ready 回答** 公司将持续投入AI技术以提升内容相关性和个性化,同时也会加强广告自动化工具的开发。公司拥有独特的用户信号和内容策展数据,这些都是其他平台所无法复制的,有助于公司在AI和广告创新方面保持竞争优势。[91][92][93] 问题3 **Ron Josey 提问** 公司如何看待广告主采用新工具和测量方法的可见度和进度? [98] **William Ready 回答** 广告主采用新工具和测量方法确实需要一定时间,公司看到更多价值捕获机会仍在未来。随着广告主逐步采用直接链接、API转化跟踪等工具,他们能够更好地衡量Pinterest的效果,并相应调整广告预算。公司将继续推动这些工具的采用,相信未来会有更多广告主转向Pinterest的性能预算。[100][101][102]

Pinterest (PINS) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 42.86%. A quarter ago, it was expected that this digital pinboard and shopping tool company would post earnings of $0.51 per share when it actually produced earnings of $0.53, delivering a surprise of 3.92%.Over the last ...