Iziphumo ezidibeneyo kunye nokusabela okubandayo kwiWall Street yePinterest emva kokupapasha ikota yayo yokugqibela: inkampani ikhulise i ingeniso nge 17% ukuya kuthi ga kwi-998,2 yezigidi zeedola, kodwa i ingeniso ehlengahlengisiweyo ngesabelo ngasinye Yema kwi-0,33 yeedola, ngaphantsi kwemvumelwano (i-$ 0,35). Ukukhula kuxhamle isiZukulwana Z kunye nokusasazwa kwephakheji yayo yentengiso ye-AI, Ukusebenza+.
Ukujonga phambili kwixesha elizayo, inkampani ibeke yayo isikhokelo sengeniso kwi-1.030-1.050 billion, ngokuhambelana nokulindelweyo, njengoko imarike ibuyisela kwakhona ulindelo lomda. Kuvula kwangaphambili, a ukwehla kufutshane ne-13% kwaye iseshini yamva nje iphelile IRandi ye39,17 ngesabelo ngasinye.
Iziphumo eziphambili zekota
Ingeniso ifikelelwe 998,2 iidola ezigidi xa kuthelekiswa noqikelelo lwe-974,8 yezigidi (ngokwe-LSEG), ngelixa i I-BPA ehlengahlengisiweyo yayibekwe ngaphakathi IRandi ye0,33 xa kuthelekiswa noqikelelo lwe-0,35. ISpain igcina izivumelwano zentengiso kunye neGoogle (Alphabet), iAmazon kunye neMagnite, exhasa imfuno yoluhlu.
Ukukhula kweshishini kuphindwe kabini, kunye nokunyuka kwe-17% ngonyaka., nangona abatyali-mali bebuza ukutsaleka ngakumbi kwinzuzo kunye nokuziphatha kweendleko ukugcina ukwandiswa komda.
Ukukhula komsebenzisi kunye nobunzima beGeneration Z
Isiseko senyanga somsebenzisi esisebenzayo sifikelele kwi 578 million MAUs, 11% ngaphezu konyaka odlulileyo kwaye ngaphezu kokulindela (i-553 yezigidi). IsiZukulwana Z sele sibala ngaphezu kwesiqingatha yoluntu, i-vector ephambili yokusetyenziswa komxholo kunye nokufunyanwa kwemveliso.
Isantya songezelelo olutsha siye sacotha: kwikota, 8 yezigidi zabasebenzisi, phantsi kwe-17 yezigidi kwixesha elidlulileyo, ebonisa ukuvuthwa okuthile kwisiseko somsebenzisi, ngokutsho kohlalutyo lwemarike.
Intengiso, i-AI, kunye neXabiso
I-advertising push yaxhaswa kukwamkelwa kwe Ukusebenza+, i-AI-powered ad suite yayo. I-CEO iBill Ready yaqaphela ukuba ukwamkelwa komntwana kuyakhula ngokukhawuleza phakathi kweentengiso eziphakathi kwemarike kunye nciphisa ngesiqingatha ixesha lokudala imikhankaso, ukuphucula i-automation kunye nobuntu.
Kwelinye icala, i Umyinge wexabiso lentengiso lehle nge-25% unyaka nonyaka ngenxa yomlinganiselo ophezulu wokuvela kwamanye amazwe, apho ii-CPM zingaphantsi kune-US. I-CFO, UJulia Donnelly, wachaza ukuba ukuphela kokukhululwa kwe "de minimis" e-US kukhokelele abathengisi abaninzi baseAsia be-e-commerce ukunciphisa utyalo-mali kwelo lizwe ukususela. ukuguqula inxalenye yenkcitho iye eYurophu kunye nezinye iimarike.
Inkampani iyaqhubeka nokugxila ekunyuseni I-ARPU kunye nokusebenza kakuhle kwentengiso nge-AI, ukongeza ekomelezeni ubudlelwane kunye namaqabane aphambili etekhnoloji ukusasaza imfuno.
Isikhokelo semarike kunye nempendulo
Kwikota yesithathu, iPinterest ilindele Izigidi ezingama-1.030-1.050 zeedola ingeniso, uqikelelo oluhambelana nokusebenza kwamva nje kodwa ngaphandle kweempawu ezicacileyo zokukhawulezisa, njengoko kuboniswa ziifemu zokuhlalutya ishishini. Emva kokukhula konyaka kufutshane ne + 35%, ukupapashwa kwamanani kubangele ukuthathwa kwengeniso kunye nokuthengiswa kwangaphambili okubi.
Ngokobuchwephesha, elona xabiso lakutshanje lalikho IRandi ye39,17, kunye ne-70 kunye ne-200 yexesha elihambayo elihambayo lingaphantsi kwexabiso, a I-RSI isondele kwi-67 kunye ne-MACD enhle, ebonisa ukuguquguquka kodwa kunye ne-inertia ye-bullish yangaphambili.
Ubume bemidiya yoluntu obukhuphisanayo buyaqhubeka buguquguqukayo, nge Meta kunye neReddit ukunika ingxelo ngenkqubela phambili eqinileyo ngexesha elifanayo, ngelixa snap ibonisa esona santya sicothayo sokukhula kwengeniso kwisithuba esingaphezu konyaka. Ukupheliswa kwe "de minimis"Unciphise uhlahlo lwabiwo-mali kumaqonga amancinci kwaye udlulisele utyalo-mali kubadlali abanokufikelela ngakumbi.
Lo mxholo ufuna ukuba i-Pinterest ihlukanise ixabiso layo kwaye igcine umgangatho we-inventory, isebenzise izixhobo ezisekelwe kwi-AI ezenza lula ukusebenza ngaphandle kokuncama amava omsebenzisi.
Emva kwekota, ukwandisa ingeniso kunye nobunzima obukhulayo beGeneration Z kubonisa isicwangciso esigxile ekuveliseni izinto ezintsha kunye nokutsala abasebenzisi abancinci, nangona inzuzo kunye noxinzelelo lwamaxabiso luhlala luyimingeni ephambili. Ukusebenza kwentsebenzo +, i-ARPU, kunye ne-Gen Z traction iya kuba yimiba ephambili kwiinyanga ezizayo.