-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:PINS第一季業績超出預期,營收達10.08億美元(年成長18%),高於市場普遍預期的9.68億美元;調整後EBITDA為2.07億美元(利潤率為20%),高於先前預測的1.76億美元。該公司連續第十個季度實現兩位數用戶成長,全球月活躍用戶數達到6.31億(年增11%),這主要得益於其平台在不同人群和地區持續的吸引力。國際市場表現強勁,歐洲營收年增27%至1.86億美元,全球其他地區營收年增59%至7,200萬美元;同時,每位用戶平均收入(ARPU)成長依然強勁,歐洲ARPU成長17%,世界其他地區ARPU成長38%,驗證了其國際化商業化策略的有效性。該公司第二季營收預期為11.33億美元至11.53億美元(年增14%-16%),高於市場普遍預期的11.23億美元。該公司完成了20億美元的股票回購計劃,並發行了9.85億美元的可轉換債券,導致現金儲備從25億美元減少至13億美元。儘管進行了策略性的人工智慧和產品開發投資,該公司第一季仍實現了3.12億美元的強勁自由現金流。
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