Save 4% 5% 6% 11% 12% $722 $486 $565 $618 $779 $123 $93 $114 $114 $162 $32 $24 $29 $31 $41 $877 $603 $708 $763 $981 Q422 Q123 Q223 Q323 Q423 4 Limitation of Key Metrics and Other Data +27% Rest of World Y/Y 4% 7% 8% 8% 11% 95 95 95 96 97 124 128 124 128 135 231 240 246 258 266 450 463 465 482 498 Q422 Q123 Q223 Q323 Q423 @ © 2024 Pinterest. All rights reserved. 2 For a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures, please see the Appendix. All in ...

财务数据和关键指标变化 - 2023年全年收入为31亿美元,同比增长9% [1][2] - 2023年第四季度收入为9.81亿美元,同比增长12% [1][5] - 2023年第四季度调整后EBITDA为3.65亿美元,EBITDA利润率为37%,同比提升1400个基点 [1][6] - 2024年第一季度收入预计为6.9亿美元至7.05亿美元,同比增长15%至17% [1][28] 各条业务线数据和关键指标变化 - 2023年第四季度广告印象量同比增长33%,广告价格同比下降16% [1][45] - 2023年第四季度零售行业是增长最快的广告行业 [1][44] - 2023年第四季度食品饮料行业广告支出有所下滑,对总收入增长产生约1个百分点的负面影响 [1][44] 各个市场数据和关键指标变化 - 2023年第四季度美国和加拿大市场收入为7.78亿美元,同比增长8% [1][6] - 2023年第四季度欧洲市场收入为1.62亿美元,同比增长32%,按固定汇率计算同比增长25% [1][6] - 2023年第四季度其他国际市场收入为4100万美元,同比增长27%,按固定汇率计算同比增长25% [1][6] 公司战略和发展方向及行业竞争 - 公司正在从主要依赖品牌广告转向更多依赖性能广告,2023年下半年性能广告占收入的三分之二 [1][46] - 公司推出了一系列下游广告产品,如移动深度链接、购物广告、转化API和直接链接,帮助广告主提高广告效果 [1][18][19][20] - 公司与亚马逊和谷歌建立了第三方广告合作伙伴关系,以增加广告库存和相关性 [1][23][24] - 公司正在加大对人工智能技术的投入,以提高内容推荐和广告投放的相关性 [1][50] 管理层对经营环境和未来前景的评论 - 尽管2023年初宏观经济环境和数字广告市场较弱,但公司通过执行战略重点,在下半年实现了收入的双位数增长 [1][3] - 公司看好广告市场的整体稳定到改善趋势,特别是在零售行业和性能广告方面 [1][44][45] - 公司预计2024年第一季度收入增长将进一步加速,这得益于广告主采用公司的下游广告产品并增加预算 [1][28][29] - 公司有信心通过持续创新和执行力,实现长期收入中高teens的增长和30%左右的EBITDA利润率 [1][2] 问答环节重要的提问和回答 问题1 **Eric Sheridan 提问** 询问公司在广告环境方面的情况,包括品牌广告和性能广告的表现以及不同地区的情况 [9][10] **William Ready 和 Julia Donnelly 回答** - 整体广告环境趋于稳定改善,零售行业是增长最快的广告行业 [10] - 性能广告需求强劲,大型广告主正在增加在公司的性能广告预算 [10][44] - 食品饮料行业广告支出有所下滑,但整体影响有限 [10][44] 问题2 **Ross Sandler 提问** 询问公司与谷歌的广告合作与亚马逊合作的区别,以及谷歌合作是否有助于提升国际市场的ARPU [14] **William Ready 回答** - 公司将利用谷歌合作来加快提升国际市场的ARPU,这些市场目前被严重低估值 [15] - 谷歌合作可以为这些未monetize或低monetize的国际市场带来更多相关的广告内容 [15] - 亚马逊合作也在国际市场取得进展,两者合作都有助于丰富公司的广告库存和相关性 [15] 问题3 **Rich Greenfield 提问** 询问公司在视频广告和图片广告投放决策中使用AI的情况,以及两种广告形式的转化表现 [17] **William Ready 回答** - 视频广告占公司收入超过30%,是一个亮点业务 [18] - 公司的AI模型能够很好地识别用户在特定时间点的最佳广告形式,提高了广告的相关性 [18] - 视频广告和图片广告都能很好地转化,体现了用户在Pinterest上的商业意图 [18]

As social media platforms compete to capture consumers’ impulse spending, Pinterest has been making changes to the shopping experience to drive in-app and on-site purchasing.The social media company shared Thursday (Feb. 8) on an earnings call accompanying the release of its fourth-quarter and full-year 2023 financial results that it is improving the buying process to drive monetization.“We … made significant advancements on the shoppability of the platform,” Pinterest CEO Bill Ready told analysts during th ...

Pinterest股价表现 - Pinterest Inc (NYSE: PINS)在第四季度报告令人失望的收入后，在延长交易时间内暴跌20%[1] - Pinterest股价下跌，因为管理层对未来发出了悲观的指引[1] Pinterest业绩数据 - Pinterest在最近结束的季度每用户平均收入为2.0美元，低于华尔街预期5美分[3] - Pinterest第四季度收入达到9.81亿美元，同比增长12%，月活跃用户达到4.98亿，同比增长11%[4] Pinterest首席执行官表态 - Pinterest首席执行官Bill Ready表示，Pinterest是一家罕见的企业，用户和广告商的利益是一致的[2]

A display for image sharing and social media service Pinterest is seen at the Collision conference in Toronto, Ontario, Canada June 23, 2022.Pinterest shares plummeted 25% in extended trading on Thursday after the company issued a weaker-than-expected forecast and missed on revenue.Revenue: $981 million vs. $991 million expected, according to LSEG, formerly known as Refinitiv.Earnings: 53 cents per share, adjusted, vs. 51 cents per share expected, according to LSEG.Revenue rose 12% year-over-year from $877. ...

SAN FRANCISCO--(BUSINESS WIRE)--Pinterest, Inc. (NYSE: PINS) today announced financial results for the quarter and year ended December 31, 2023. Q4 revenue grew 12% year over year to $981 million. 2023 revenue increased 9% year over year to $3,055 million. Global Monthly Active Users (MAUs) increased 11% year over year to 498 million. GAAP net income was $201 million for Q4. GAAP net loss was $36 million for 2023. Adjusted EBITDA was $365 million and $683 million for Q4 and 2023, respectively. Total ...

Pinterest第四季度财务业绩 - Pinterest公司将在市场收盘后公布第四季度财务业绩[1] - 分析师预计Pinterest第四季度每股收益为51美分，营收达到989.53亿美元[1] Pinterest股票走势分析 - 技术分析显示Pinterest股票可能会在未来几天继续上涨，形成可能的牛市旗形态[3] - Pinterest股票目前处于确认的上升趋势中，最近的高点为41.60美元，最近的低点为39.53美元[5] - Pinterest的潜在牛市旗形态形成于2月1日至周四之间，如果Pinterest在较高交易量下突破旗形态，预计涨幅约为12%，可能上涨至45美元[5] - Pinterest的股票有阻力位于42.52美元和48.29美元，支撑位于38.24美元和35.93美元[6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _________________ FORM 10-K _________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number 001-38872 Pinterest, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 26-3607129 (State or O ...

Pinterest, Inc. (PINS) is scheduled to report fourth-quarter 2023 results on Feb 8, 2024 after the closing bell. The company pulled off a trailing four-quarter earnings surprise of 37.3%, on average. In the last reported quarter, it reported an earnings surprise of 33.3%.The company is taking multiple initiatives to bring more actionable content on the platform from a wide range of sources such as users, creators, publishers and retailers for enhancing customer engagement activities. It is also emphasizing ...

Pinterest (PINS) closed at $37.58 in the latest trading session, marking a +0.29% move from the prior day. This move lagged the S&P 500's daily gain of 1.25%. On the other hand, the Dow registered a gain of 0.97%, and the technology-centric Nasdaq increased by 1.3%.Shares of the digital pinboard and shopping tool company have appreciated by 4.49% over the course of the past month, outperforming the Computer and Technology sector's gain of 2.42% and the S&P 500's gain of 1.58%.The investment community will b ...