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Pinterest, Inc.

PINSleader

Pinterest 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.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.6B)

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US Advertising (77%)
International Advertising (23%)

Segment Breakdown & Key Customers

Product Details

Pinterest Discovery Platform98%

Visual discovery and inspiration platform with 553M MAU. Users save ideas (pins) to boards; advertising targets high-intent shopping moments.

Pinterest Shopping2%

Shoppable pins, product tagging, and direct checkout integration enabling lower-funnel commerce.

Macro & Market Context

커뮤니케이션 서비스Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Upcoming Catalysts

Alphabet·Meta·Netflix Q1 실적 (2026.04~05)Google I/O AI Search 업데이트 (2026.05)FTC·DOJ Meta·Google 반독점 판결 일정

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AI Analysis

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Company Info

Headquarters

San Francisco, CA

Founded

2009

Employees

3,300

Sector Overview커뮤니케이션 서비스

Sector News

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

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)