Pinterest files S-1

Cloudera uVyP71
Mar 22 159 Comments

755m revenue in 2018. 63m net loss. 250m+ MAU. Thoughts?

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TOP 159 Comments
  • Dropbox nvp
    imo financials look the strongest of recent unicorn s-1s. congrats Pinterest friends!
    Mar 22 1
    • Twitter FANGT
      Don’t count your chickens before they hatch. Who knows what the price will be 6 mo. after ipo.
      Mar 22
  • This comment was deleted by original commenter.

    • Uber fish
      ♥️♥️
      Mar 22
    • Uber realDara
      I absolutely love Pinterest. I'm very bad at creative stuff, but the recommendations and discovery on Pinterest really helps me bridge that gap. Hope we all enjoy this ride :)
      Mar 23
  • New kimm
    K dude we read that already on news aggregating apps
    Mar 22 3
    • Google / Eng catburglar
      I get my news from blind
      Mar 22
    • Samsara Ca$hmoney
      Blind and r/wallstreetbets
      Mar 22
    • eBay / IT
      manorama

      eBay IT

      BIO
      Coder
      manoramamore
      Which news aggregating app ?
      Mar 22
  • Uber fellow99
    Nice Hope you guys get super rich
    Mar 22 0
  • Oracle / Mgmt mlabc
    What will be the price when it gets into the trading market ?
    Mar 22 4
    • Cloudera uVyP71
      OP
      Around 8$ I guess.
      Mar 22
    • Flagged by the community.

    • Google aIfty25
      What is the valuation at that price?
      Mar 22
    • Microsoft / Finance Dunph
      There's a reverse split 3:1
      Mar 22
  • Uber
    mr mango

    Uber

    PRE
    Google, Facebook
    mr mangomore
    congrats pinterest! doing good work
    Mar 22 8
    • Oracle / IT
      l00tb0x

      Oracle IT

      PRE
      Ericsson, National Instruments
      l00tb0xmore
      None and none, just to chime in. I seriously don't know what the "value added" are for these corps. FB empire also applies.
      Mar 22
    • Amazon / Eng 🦎 gecko
      Mar 22
    • Amazon
      .A0b1

      Amazon

      PRE
      Microsoft
      BIO
      ...
      .A0b1more
      @I00tb0x And Amazon is doing Oracle Migration. How do you think will this impact your “value”? (Being Serious)
      Mar 23
    • Microsoft M💰FT
      Yes, I know people that passively use Twitter. It has marginal value as a communication tool, whereas Pinterest is google image search with extra effort.
      Mar 23
    • Oracle / IT
      l00tb0x

      Oracle IT

      PRE
      Ericsson, National Instruments
      l00tb0xmore
      @.A0b1 let me just say I'm wasn't surprised. Every heist ends badly.
      Mar 24
  • GoDaddy / Data
    Zeus09

    GoDaddy Data

    PRE
    VMware
    Zeus09more
    ARPU ~$3 ( US = ~9, international = $0.25)
    Mar 22 10
    • So from that, can I assume that as long as PINS is 1/6th of the valuation - it’s cheap?
      Mar 23
    • eBay / IT
      manorama

      eBay IT

      BIO
      Coder
      manoramamore
      How is average revenue per user calculated ? Is it based on the revenue generated by user clicking on ads , or is there some paid subscription going on with Pinterest or Facebook. Average user pays nothing explicitly
      Mar 23
    • Facebook peskyhusky
      @nvidia it’s not as simple as that. Valuation also factors in trajectory and future potential.

      @manorama - there are no subscriptions on FB. So it’s basically the amount of money advertisers pay to have their ads shown. Not sure if Pinterest has subscriptions, never used it.
      Mar 23
    • eBay / IT
      manorama

      eBay IT

      BIO
      Coder
      manoramamore
      Usually how long is future potential evaluated? Do they account for growth potential for future 10 years , 20 years or what ?
      Mar 23
    • Houzz fight
      @GoDaddy: the S-1 has these charts, think I saw ARPU to be lower than your calculations, significantly
      Mar 23
  • Microsoft shazaaaam
    Super curious, how much more richer are PInterest employees? Would their stocks make 3-5 year employees millionaires or multi millionaires?
    Mar 22 14
    • Pinterest yhmhcep
      Lol, we know that Pinterest refresher and extra grants are bullshit
      Mar 23
    • Pinterest PJqy52
      False
      Mar 23
    • Pinterest yhmhcep
      Alright, Mr Exceptional, you are an exception.
      Mar 23
    • Square / Eng sj42hc
      L5 less than 4y gets 5mm is like promoted to L6 at Google 3 years fresh out of school. Certainly possible there's at least one case.
      Mar 23
    • Oracle / IT
      ILMWP

      Oracle IT

      PRE
      Oracle
      ILMWPmore
      @sj42hc MM?
      Mar 25
  • Snapchat _]]€
    So, so doomed.
    Mar 22 1
  • ServiceNow syenite
    Isn't Pinterest just a landing page for diy Google search results?
    Mar 22 2
    • Slack xSWh53
      You're exactly right. Tho their employee make twice income as yours
      Mar 22
    • Unity 🐥 bok
      LOLL
      Mar 22
  • Intuit / Eng
    j123x

    Intuit Eng

    PRE
    Cisco, Verizon, Oracle
    j123xmore
    Nothing new. May be max $20 and then downfall like SNAP.
    Mar 22 4
    • Microsoft / Product
      Brazuka

      Microsoft Product

      PRE
      Bain & Company
      Brazukamore
      Snap went on free fall because of Facebook Instagram competition executing defensive moves that ate their growth. not because of inflated valuation.
      Mar 22
    • Facebook / Eng
      fb2017

      Facebook Eng

      PRE
      Google, Oracle
      BIO
      worked at Oracle, then Google, now Facebook.
      fb2017more
      OK, let fb eat Pinterest too.
      Mar 22
    • Intuit / Eng
      j123x

      Intuit Eng

      PRE
      Cisco, Verizon, Oracle
      j123xmore
      Google can make Google images into Pnterest competition anytime
      Mar 22
    • Square AjlUz7
      That’s already a thing.
      Mar 22
  • Lyft sft3v
    How do you compare this with Lyft?
    Mar 22 9
    • Lyft sft3v
      Uber does not deserve 100b. 60b is the high end.
      Mar 22
    • Uber fellow99
      Careful... If that's the case Lyft should only be worth 2B max. lol. Uber is in over 40 countries. Has the biggest food delivery in multiple countries. Has a freight business making crap loads of money. Has a self driving car unit that has deals with multiple car manufacturers. Has double the market share of Lyft in the US.
      Mar 23
    • Uber / Eng
      AywB51

      Uber Eng

      PRE
      Apple, Microsoft
      AywB51more
      Don’t get cocky @fellow99, Lyft is slowly gaining on us in the US.
      Mar 23
    • Intuit / Eng
      j123x

      Intuit Eng

      PRE
      Cisco, Verizon, Oracle
      j123xmore
      It's the win of an underdog.
      Mar 23
    • Postmates dancingkng
      Uhhh you don’t. Two different industries, balance sheets, and revenue models. You already know the floor/ceiling for a company like Pinterest. There are no public comps for Lyft, and the TAM is much higher than Pinterest’s
      Mar 23
  • Wish them all the best because Pinterest let employees exercise options 7 years after leaving instead of the 90 days you see from other startups
    Mar 22 2
    • Square / Eng sj42hc
      Yes that's something I truly appreciate.
      Mar 22
    • Walmart.com strategybs
      Please explain. Options are different than rsu, right?
      Mar 25
  • Facebook / Eng
    fb2017

    Facebook Eng

    PRE
    Google, Oracle
    BIO
    worked at Oracle, then Google, now Facebook.
    fb2017more
    755m revenue a year, feel too little.
    Mar 22 2
    • Microsoft / Product
      Brazuka

      Microsoft Product

      PRE
      Bain & Company
      Brazukamore
      Nah, thats a good size for IPO. Uber, Facebook and few others that have held for too long.
      Mar 22
    • Snapchat / Eng camera-co
      It's about the same as Snapchat.
      Mar 22
  • New .A.
    250M MAU. Impressive. I never understood who would use Pinterest and what for. And I still don't.
    Mar 22 4
    • New / Product
      qGcU18

      New Product

      BIO
      Designer and business development prefers working with innovation teams, design labs. Highly conceptual, communications, motivator and team leader.
      qGcU18more
      It's similar to Houzz
      Mar 22
    • New / Eng 🌲FD
      85% of Pinterest users are women. It's like browsing a magazine looking at pretty pictures.
      Mar 22
    • New .A.
      @FD But there is Instagram for that, isn't it?
      Mar 22
    • New / Eng 🌲FD
      Instagram is more for sharing personal pictures, pictures from your life. Pinterest is for sharing pics about topics. But there's big overlap, I agree. If Zuck puts his mind to it he can take big chunk of Pinterest traffic like he did with Snapchat.
      Mar 22
  • Uber / Ops Hd63gf7
    Numbers look good!! Congrats!
    Mar 22 0
  • Splunk
    baddest

    Splunk

    BIO
    Engineering
    baddestmore
    FMV can’t be above $10B. I’ll wait it drops to at least that level.
    Mar 22 4
    • Amazon threesigma
      What does FMV mean? From your view?
      Mar 22
    • Splunk
      baddest

      Splunk

      BIO
      Engineering
      baddestmore
      Exactly, “from my view”.
      Mar 22
    • Quora jxIz66
      I thought it was Fair Market Value
      Mar 22
    • Amazon threesigma
      Appreciate it!
      Mar 22
  • eBay cliffor
    Who goes to Pinterest now? They have past their time. This is going to be worst than Snapchat
    Mar 22 3
    • Uber fellow99
      My girlfriend uses the shit out of it. I have a suspicion that you are not their key customer
      Mar 23
    • eBay laeucnwp
      Your gf also uses the shit out of Snapchat. But it doesn't matter. It's all about getting new customers and grow
      Mar 23
    • Uber fellow99
      Nope. Mygf doesn't use snapchat. Thanks for playing though
      Mar 24
  • Flagged by the community.

  • New / Eng 🌲FD
    Look at Google trends for Pinterest, it's exponential decline. How are they growing MAU?
    https://trends.google.com/trends/explore?date=all&geo=US&q=pinterest
    Mar 22 5
    • Oath OPnd70
      Quiet dude, you’ll mess up their IPO. I wanna short it at the highest possible
      Mar 22
    • Houzz alphac
      Because Google trends measures website data only. Go to your phone, open any Pinterest page and you’ll realize they aggressively push users to download the app. When that happens, the ecosystem shifts to app and Google trends cannot measure that.

      FYI, there’s also articles on Facebook vs Princeton based on google trends too- to prove this wrong
      Mar 23
    • Pinterest nRmb11
      FWIW they actually don’t push that aggressively anymore and have like 30M monthly users on their mobile site
      Mar 23
    • Houzz fight
      Okay, but hasn’t app gone up a lot more and therefore less need to use web or mobile web and hence Google trends shows a decline?
      Mar 23
    • Google LyLs67
      Google trends is a very good measure of general interest. iPhone trends correlates very well with actual sales
      Mar 23

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