AI Index / Pinterest, Inc.
Pinterest, Inc. (PINS)
Pinterest’s revenue is primarily from advertising: 1) Performance/lower-funnel and shopping ads (conversion/ROAS-focused); 2) Consideration/upper-funnel ads; 3) Emerging CTV performance ads via TV Scientific; 4) Geographic mix (UCAN, Europe, Rest of World). AI contributes directly: PinRack (generative retrieval), AI search/home-feed ranking, Performance Plus (automated bidding/budgeting/targeting), Canvas (gen AI creative), and AI-driven measurement/bidding integrations. These AI systems materially improve ROAS, CPA/CPC, and adoption, thus directly impacting ad revenue. CTV also leverages Pinterest AI audiences/signals. Overall, AI is a core direct driver of monetization.
map-pin
Location: US
dollar-sign
Market Cap: $
link
https://www.pinterest.com
Loading...
When a user knows what they want but cannot quite describe it, an image can do what text cannot. That is where our AI and proprietary taste graph come in. By understanding not just what a user is searching for today, but who they are and how their interests are evolving, we have made Pinterest a highly personalized AI-powered shopping assistant.
- William J. Ready
Quotes from pinterest Executives About Artificial Intelligence and Generative AI
Ten straight quarters of double-digit user growth are the direct result of multiyear investments in AI improving personalization and curation within visual search and discovery.
- William J. Ready
Our AI capabilities also extend into creative generation with Canvas, our in-house AI image generation model trained exclusively on Pinterest data.
- William J. Ready
Powering this flywheel is our deliberate approach to AI at Pinterest. We pair a world-class engineering team with the unique signal from our taste graph to build the models that deliver the best results for our specific use cases.
- William J. Ready
Deploying these and other models across our platform has led to meaningful gains in user experience and advertiser performance over the last several quarters, and with ongoing model improvements, we see significant opportunity ahead to extend these models to more surfaces over time.
- William J. Ready
An example of this is PinRack, our proprietary generative retrieval system, which is trained on user activity and our taste graph.
- William J. Ready
We have also supported efforts like phone-free schools and App Store age verification while applying AI in ways to prioritize positivity.
- William J. Ready
As AI reshapes how people discover, plan, and shop, Pinterest is in a differentiated position.
- William J. Ready
Our engagement and performance improvements that William mentioned earlier are already starting to see strong yield from our GPU capacity investments, including the engagement and performance improvements.
- Julia Brau Donnelly