Discussion

• @invesquotes Leandro on x

  @StockMarketNerd Agreed but the pull forward for $PINS was much larger due to its core cases and every $PINS user is probably more valuable than any $META user Pd: long both

• @stockmarketnerd Brad Freeman on x

  At nearly 9X the user base... $META grew YoY MAUs this quarter. Just sayin. https://twitter.com/...

• @martyswant Marty Swant on x

  According to $PINS CFO Todd Morgenfeld the company's lower MAUs was partially from factors such as lower search traffic driven by Google's search changes. Makes me wonder: How much more reliant on Google search is Pinterest compared to other major platforms?

• @ldignan Larry Dignan on x

  Pinterest CFO: “Many of our advertising partners, especially larger retailers, are experiencing supply chain issues, inflation and weakening consumer demand. These conditions are weighing on advertisers' ability to spend.” https://www.techmeme.com/...

• @gk_ventures Greg Kahn on x

  @martyswant Their MAU numbers are definitely challenging...but I'm bullish on their new strategy to diversify revenue through commerce, video, content creation and augmented reality.

• @cnbcnow @cnbcnow on x

  Pinterest surges 21% after Elliott says that it is now the company's largest shareholder and it supports the company's CEO https://www.cnbc.com/... https://twitter.com/...

• @digitalshields Mike Shields on x

  A company that is literally about people sharing stuff they want to buy somehow not riding the insane retail media wave has got to be one of the all time missed opportunities https://www.wsj.com/...

• @bigbullcap Kaushik on x

  $PINS Global Monthly Active Users (MAUs) decreased 5% YoY to 433 million.