755m revenue in 2018. 63m net loss. 250m+ MAU. Thoughts?
- Dropbox nvpimo financials look the strongest of recent unicorn s-1s. congrats Pinterest friends!
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- Amazon / Eng 🦎 gecko@MSFT sounds like this article I read a few years back. https://pando.com/2014/09/18/jeremy-levine-on-why-so-many-silicon-valley-investors-missed-pinterest/
- @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.
- Microsoft shazaaaamSuper curious, how much more richer are PInterest employees? Would their stocks make 3-5 year employees millionaires or multi millionaires?
- 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.
- 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
- 250M MAU. Impressive. I never understood who would use Pinterest and what for. And I still don't.
- eBay clifforWho goes to Pinterest now? They have past their time. This is going to be worst than Snapchat
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- Look at Google trends for Pinterest, it's exponential decline. How are they growing MAU?
- 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
- Not an expert here but don’t they heavily rely on SEO. In case Google doesn’t like them anymore it could go easily south.
- Pinterest is arguably under monetizing. It's a product marketer's dream. Decent upside IMO. That said, I won't be buying. But I wish I'd thought of it. I wonder if their platform has any APIs one could use to build up a smallish side business. Pinterest people, what do you think? You could pimp the shit out of some affiliate products if you could drive traffic. Think "this is my living room and you can buy everything in it through my affiliate link"
- Why are they losing money? It the revenue real or they are giving incentives to customers to spend on ads, effectively inflating revenue
- Google TechmemeAll these new companies will initially go higher, but eventually will crash. Then they will die a slow death. The investors just want some good return on their money so they might be the ones behind pushing for IPO. My prediction
- Bloomberg / Eng Fork()moreBetter sell as soon as the lockup period expires and the next recession hits. Coincidentally, the next recession isn't too far out.
- Like FB, Pinterest will have to beef up its revenue model post-IPO so I suspect a steep drop in MV is in order. It will have to dominate the home goods/cooking/wedding/events markets for it to have a chance to climb back up. IG has fashion/e-commerce locked down, and it’ll be hard to convince advertisers to shift their focus to Pinterest as a viable ad platform. I think food/home design/event vendors will find Pinterest to be a better venue vs IG, but P has to seriously upgrade their capabilities
- Citrix Systems BkkF83Why would someone invest is a net loss company that is going public?
- Most likely these companies like Pinterest will be dead soon, with slower economic growth and no additional funds to burn money to sustain continuous losses. No way the growth of users can be increased over , when economy is at its peak , and there are real expectations of slowing down within 1-2 years . Most likely only cash cow companies can survive slow market . Short Pinterest