Pinterest is a visual search and discovery platform that has 85% of the top 200 advertisers, and the majority of the top 500 internet retailers actively spending on its platform. The company is undergoing a business transition that focuses on providing a seamless handoff to its retailer partners after a user clicks an ad on Pinterest, with the company abandoning its prior strategy of building out a closed-loop shopping experience contained within the Pinterest walled garden. The numerous changes to the platform are significant, and we believe they will materially accelerate revenue and earnings growth.
More ... latest change: 2026-02-22
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