研发支出 - 2023年第一季度研发支出为266,346千美元，同比增长36%[81] 总务及行政支出 - 2023年第一季度总务及行政支出为207,864千美元，同比增长230%[83] 利息和其他收入（费用） - 2023年第一季度利息和其他收入（费用）净额为25,223千美元，同比增长5,269%[84]

用户体验 - Pinterest用户体验积极性高，80%以上的用户在使用Pinterest后感觉更好[8] 国际市场 - Pinterest在美国以外地区用户占多数，但收入仅占不到20%，公司计划逐步增加国际市场收入份额[30][31][33] 广告平台 - Pinterest广告平台相对年轻，正在追赶其他平台，实施隐私安全的测量工具[35] - Pinterest的广告商实施转化API后，看到归因转化率提高了28%[36] - Pinterest的广告商实施隐私安全工具后，看到归因转化率提高了20%[36] 技术发展 - Pinterest的AI在相关产品方面的准确率达到了95%以上[54] - Pinterest的AI模型从CPU转换为GPU后增长了100倍[57] - Pinterest每秒处理超过5000万用户互动[57] - Pinterest的AI技术在用户体验、广告商体验和用户参与方面持续改进[53] - Pinterest的AI技术在商业用例中表现出色，特别是在与Gen Z用户的互动中[60] - Pinterest的用户互动和数据集为AI模型的训练提供了重要支持[62]

Pinterest, Inc. (NYSE:PINS) Q4 2022 Earnings Conference Call February 6, 2023 4:30 PM ET Company Participants Neil Doshi - Head, Investor Relations Bill Ready - Chief Executive Officer Todd Morgenfeld - Chief Financial Officer and Head, Business Operations Conference Call Participants Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Brian Nowak - Morgan Stanley Rich Greenfield - LightShed Partners Colin Sebastian - Baird Mark Mahaney - Evercore ISI Lloyd Walmsley - UBS Operator Good afternoon. Thank y ...

16% 25% 24% 26% 20% 139 144 163 178 177 Q421 Q122 Q222 Q322 Q422 +31% R&D Y/Y S&M % of revenue G&A % of revenue +48% S&M Y/Y +36% G&A Y/Y 61 55 74 66 82 Q421 Q122 Q222 Q322 Q422 7% 10% 11% 10% 9% Note: Costs and expenses are non-GAAP financial measures, which exclude share-based compensation (SBC), amortization of acquired intangible assets, and non-cash charitable contributions. For a reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures, please see the ...

公司运营风险 - 公司运营费用高，未来可能增加，可能导致收入不足以抵消[216] - 公司运营结果可能会因多种因素波动，难以预测[217] - 用户数据和其他估算存在困难，不准确可能损害业务和财务结果[219] - 公司定期审查用户活跃数等指标，但存在困难和不准确性[220] - 用户活跃数可能受到信息质量努力的影响，难以准确估计[221] - 用户人口统计数据可能不完整或不准确，可能导致业务结论错误[222] - 公司可能需要额外融资，融资能力受多种因素影响[223] 股票市场风险 - 公司的Class A普通股在纽约证券交易所上市，交易代码为“PINS”[244] - 公司的Class A普通股股价可能会持续波动，可能导致投资者损失部分或全部投资[245] - 公司的Class A普通股股价可能会受到多种因素的影响而波动，包括整体股市价格和交易量的波动、科技股的价格和交易量波动、其他科技公司的运营表现和股市估值变化等[246] - 公司的Class A普通股股价可能会受到整体市场和特定公司证券价格波动的影响，可能导致投资者损失部分或全部投资[248] - 公司未来发行的债务或股权证券可能会对Class A普通股的市场价格产生不利影响[250] - 公司未来发行的股票可能会对现有股东的经济和投票权造成显著稀释[252] 财务业绩 - 2022年12月31日，公司的营收为28.026亿美元，较2021年增长9%[283] - 2022年12月31日，公司的月活跃用户（MAUs）为4.5亿，较2021年增长4%[283] - 2022年12月31日，公司的调整后EBITDA为4.419亿美元[283] - 2022年全球ARPU为6.36美元，较2021年增长10%[296] - 2022年全球净亏损为9600万美元[283] - 公司董事会授权未来12个月内回购高达5亿美元的A类普通股[276] 财务状况 - 截至2022年12月31日，公司持有2698.2百万美元的现金、现金等价物和市场证券[340] - 利率变动会影响公司在现金、现金等价物和市场证券上获得的利息收入和市场价值[341] - Pinterest, Inc. 截至2022年12月31日的总资产为3862730千美元[364] - Pinterest, Inc. 2022年的总收入为2802574千美元，2021年为2578027千美元，2020年为1692658千美元[365] - Pinterest, Inc. 2022年的净亏损为96047千美元，2021年净收入为316438千美元，2020年净亏损为128323千美元[365]

Pinterest, Inc. (NYSE:PINS) Q3 2022 Earnings Conference Call October 26, 2022 4:30 PM ET Company Participants Neil Doshi - Head, IR Bill Ready - CEO Todd Morgenfeld - CFO Conference Call Participants Eric Sheridan - Goldman Sachs Colin Sebastian - Baird Mark Mahaney - Evercore ISI Ross Sandler - Barclays Brian Nowak - Morgan Stanley Rich Greenfield - LightShed Partners Lloyd Walmsley - UBS. Doug Anmuth - JPMorgan Operator Good morning, ladies and gentlemen. Thank you for attending today's Pinterest Third Qu ...

Pinterest, Inc. (NYSE:PINS) Goldman Sachs Communacopia + Technology Conference 2022 September 14, 2022 6:45 PM ET Company Participants Bill Ready - CEO Todd Morgenfeld - CFO & Head of Business Operations Conference Call Participants Unidentified Analyst Okay, I know everyone's getting settled. And we're running around in between chats, but in the interest of time, let's get going. Our next Fireside Chat is with Pinterest. It's my pleasure to host Bill Reddy, the new CEO of Pinterest and Todd Morgenfeld, the ...

Pinterest, Inc. (NYSE:PINS) Q2 2022 Earnings Conference Call August 1, 2022 5:00 PM ET Company Participants Neil Doshi - Head, Investor Relations Ben Silbermann - Co-Founder & Executive Chairman Bill Ready - Chief Executive Officer Todd Morgenfeld - Chief Financial Officer & Head of Business Operations Conference Call Participants Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Brian Nowak - Morgan Stanley Colin Sebastian - Baird Rich Greenfield - LightShed Operator Good afternoon, and thank you for a ...

Q2 2022 Earnings Report © 2022 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, and non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrat ...

Q1 2022 Earnings Report © 2022 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, and non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrat ...