Morgan Stanley's thesis centers on a structural problem the Q4 numbers only partially revealed. As CEO Bill Ready acknowledged on the earnings call, 'Our higher mix of large retailers relative to some of our peers has resulted in us feeling more of an impact from tariff-driven advertiser pullbacks.'
Pinterest's fourth-quarter revenue jumped 14.3% year over year to $1.3 billion, the social media company announced Thursday. Full-year revenue increased 15.8% from a year earlier to $4.2 billion. The company's Q4 net income plummeted 85% from a year prior to $277 million. Its full-year net income dropped 77.6% to $416.9 million. In a call with analysts, Pinterest CEO Bill Ready attributed the company's Q4 earnings results, in part, to retailers reducing ad spend due to tariffs.
As the latest social media IPO, Pinterest is making headlines, and I've long been a fan of the platform for many reasons. For one, Pinterest operates in a unique social space. It's the place I go when I'm looking for inspiration, whether it's designing my apartment, or planning an event. On Pinterest I have a buyer's mindset, and with a captive audience looking to purchase, Pinterest has an opportunity to grow as a social commerce platform.
Pinterest has decided to eliminate 118 jobs in the Bay Area. These include 102 jobs in San Francisco and 16 positions in Palo Alto. Google intends to cut 77 jobs, all of them in Sunnyvale. All of the job cuts are expected to be permanent, the EDD posts state. The Google layoffs are scheduled to occur over a period that begins on March 15 and ends on April 12, the official filings show.
There's no doubt that we have all enjoyed the convenience of adding something to our basket on Amazon and having it arrive on our doorstep less than 24 hours later. But as shopping has moved online, something has been lost from the experience. The online experience is scroll, click and add to cart. But as shoppers, we want so much more. We want to explore other possibilities without feeling overwhelmed. We want to try stuff on, not just read reviews. We want to browse, not just buy.
For millennials, if you ask them what their styles or preferences were, you'd get a cheerleader or an athlete, or nerdy or gothic - you had sort of one label that you had to fit into, Nakajima said. With our Gen Z audience, we're seeing that it's very different.
For years, lawmakers at the state and federal levels have tried a variety of measures aimed at making kids safer on the internet, from kids-tailored design standards to age verification for individual websites. More recently, a new model has caught on in the states, and now it's gaining steam in Congress: putting the onus on app stores nationwide. The new approach to age verification orders mobile app stores to verify users' ages, then send that information to apps when users download them.
Pinterest is opening the floodgates for creators to monetize their content for the first time, permitting both the tagging of Ideas Pins with shoppable products and brand partnerships with sponsored content. The income streams are open to anyone with a business account, removing friction between the point of inspiration and a purchase decision by linking directly to in-stock items on the retailer's website.
With the market beginning to retreat from all-time highs, now can be a good time to invest in some long-term potential winners. Let's look at three beaten-down stocks you can add today, starting with $1,000 investments. This is a nice starting amount to dip your toe into these stocks, and if they feel any more pressure, you can add to your positions later.
Pinterest has shared some new tips for marketers looking to tap into the 2026 Back-to-School period, in order to ensure that you have your plans in place ahead of the shopping season. Yes, we're talking post-holidays, Back-to-School, which still feels like a long way off. But as Pinterest notes: "On Pinterest, back-to-school planning starts as early as October. Here, people build lists, save inspiration and make shoppable plans. In fact,
Pinterest is adding a new way to nudge users towards potentially relevant products in the app, with AI-powered recommendations now being added into your Pinterest board display, highlighting items that you might like, based on your usage and saved Pin history. As you can see in these examples, Pinterest's new AI-recommended board additions will give you customized prompts for items that are similar to products that you've already saved or shown interest in.
This week, Pinterest has added a range of new content to its Pinterest Academy education resources, including video from its recent "Pinterest Presents" event, covering all of the latest announcements and updates. offers a range of courses designed to help you make the most of Pinterest for your marketing efforts, while also demonstrating your knowledge, via approved certifications that you can add to your website.
Ready, a former president of Google's Payment and Commerce group, is against any Google ad tech divestiture. Also, at Pinterest, Ready built more bridges to Google. He signed strategic deals to increase Google's targeting into Pinterest supply. Oh, and Google's search rankings update last year suddenly defaulted more recipe search traffic to Pinterest . Ready argues that a Google divestiture is risky, since the repercussions cannot be forecasted. Nor can the judge know how Google's supply-side tech might be used by a potential acquirer.
