72 annotations
We did see a little bit of tail off in December from the food and beverage category, which is consistent with the public commentary that we've seen elsewhere, we're seeing that headwind continue into Q1.
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2023 Q4
9 Feb 24
we did see not a significant impact from the Middle East, if we talked about on the prior earnings call.
So that was a very temporary impact to us. It was fully recovered by the time we got on the last call
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2023 Q4
9 Feb 24
Retail was the fastest growing segment. And we're seeing across the entire ad industry
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2023 Q4
9 Feb 24
Consistent with that, we are anticipating margin expansion again in 2024, but at a more modest level than the 660 basis point expansion we delivered in 2023
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2023 Q4
8 Feb 24
non-GAAP cost of revenue expense to be relatively consistent with Q4
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2023 Q4
8 Feb 24
emerging contribution from third-party ad demand
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2023 Q4
8 Feb 24
We see multiple of our large sophisticated retail advertisers allocating more of their performance budgets to us after seeing a longer track record of return on ad spend
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2023 Q4
8 Feb 24
this growth was partially offset by headwinds from the food and beverage category as these advertisers pulled back spending towards the end of the quarter due to challenges from macro headwinds.
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2023 Q4
8 Feb 24
lowest funnel conversion objective buoyed by strength in the retail vertical, including our shopping ad format
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2023 Q4
8 Feb 24
we are now seeing it contribute more meaningfully to our growth this quarter, and we expect that to continue going forward.
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2023 Q4
8 Feb 24
Third-party ad demand is scaling as we anticipated. And while it was not a significant revenue contributor in Q4
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2023 Q4
8 Feb 24
enabling ads to be served on Pinterest via Google's Ad Manager.
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2023 Q4
8 Feb 24
Today, I'm pleased to announce our next third-party ad integration with Google.
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2023 Q4
8 Feb 24
Consistent with the time line we laid out at our Investor Day, Amazon ads in the U.S. is live on search and related surfaces. And as of this quarter, we are testing it on the home feed
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2023 Q4
8 Feb 24
In Q4, we began testing generative AI-based search guides which help users to refine their understanding from broad queries like kitchen ideas and to more structured avenues
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2023 Q4
8 Feb 24
our most recent user cohorts are significantly more engaged in user cohorts from prior years
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2023 Q4
8 Feb 24
During the quarter, we launched the More Ideas tab at the top of the home feed to allow users to easily access their board themes and quickly refocus on an ongoing use case
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2023 Q3
30 Oct 23
Among our efforts to deepen engagement with our users is helping users rediscover existing use cases and find new use cases in categories on Pinterest
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2023 Q3
30 Oct 23
we continue to gain good traction with advertisers in emerging verticals such as travel, autos and financial services
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2023 Q2
30 Oct 23
We also opened our platform to third-party demand partners, starting with Amazon Ads platform.
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2023 Q2
30 Oct 23