Pinterest, Inc.
PINSleaderPinterest is a visual discovery platform where users find inspiration for home decor, fashion, food, and more. It has a unique high-purchase-intent audience, and its Amazon advertising partnership is accelerating lower-funnel commerce revenue.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($3.6B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Visual discovery and inspiration platform with 553M MAU. Users save ideas (pins) to boards; advertising targets high-intent shopping moments.
Shoppable pins, product tagging, and direct checkout integration enabling lower-funnel commerce.
Supply Chain Relationships
Macro & Market Context
광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of Pinterest, Inc..
Company Info
Sector Overview — 커뮤니케이션 서비스
Sector News광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기
글로벌 디지털 광고 성장
Netflix 유료 구독자
YouTube 광고 수익 YoY
AI 검색 점유율 (US)
Key Themes
- •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
- •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
- •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증
Upcoming Catalysts
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)