Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Pinterest S-1

sec.gov

Post reply on HN
Print view View original

111–120 of 181 posts

Re: Pinterest S-1

#111

Post by deepVoid »

bigj0n wrote: post #90
aclsid wrote: post #83

Earlier quoted context omitted.

If that was the case, then China would be the top market. This has more to do with the fact that Americans are used to pay for software at a personal level, something that not even Europe is fully used to.

Why would China be the top market? America has a far bigger GDP and several times larger GDP per capita

"America has a far bigger GDP" It depends on how you calculate it. According to PPP, China has a GDP of 25 trillion vs the US of 20 trillion[1]. Yes, China has a bigger market and bigger GDP. If you calculate nominal GDP, China has ~14 trillion vs the US 20 trillion. US is bigger nominally, but not far bigger.

[1] https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(PPP)

Re: Pinterest S-1

#112

Post by hodder »

majani wrote: post #68
hodder wrote: post #36

Earlier quoted context omitted.

"If they can improve international monetization then there is a lot of room for revenue growth it would seem." A universal truth in the social network space. Unfortunately, not even FB can really extract much value outside of North America.

I think you simply fail to recognize just how far ahead North America is from the rest of the world financially.

I pointed out the obvious failing in every major social media company to generate revenue outside the USA. How is that me failing to recognize? I am quite explicitly recognizing just that.

Re: Pinterest S-1

#113

Post by adamiscool8 »

goldenchrome wrote: post #77
conductr wrote: post #71

Earlier quoted context omitted.

If it’s US data, then your experience is my experience and it makes total sense. The trends represents search of “Pinterest” which was word of mouth driven. This was a very word of mouth driven app. Ladies in my life educated their friends, then their mothers, then their aunts, etc. They explained what it was and what “boards” are. But, it’s reached a saturation point now where everyone knows what it is. The conversa…

What about this then? https://trends.google.com/trends/explore?date=all&geo=US&q=p... It maps closely to Instagram's steady rise, and Snapchat's slow demise.

People search for Instagram profiles and content that get's reported as news i.e. "did you see X on Y's Instagram". Same for Snapchat, which requires searching for username discovery. Pinterest doesn't have either of those traffic catalysts.

Re: Pinterest S-1

#114

Post by jkuria »

john_moscow wrote: post #39

I am genuinely curious, how does the year-over-year growth of 60% come together with the pretty consistent "death curve" according to Google Trends [0]. Could they have deliberately lowered the revenue in 2017 through some clever accounting in order to come up with this number? As they have been around since ~2012, are there any prior financial metrics publicly available? [0] https://trends.google.com/trends/explore?…

I don't know how this squares with the the significant rise in traffic to their site:

https://www.alexa.com/siteinfo/pinterest.com

Maybe as someone else mentioned, much of this is international growth? (india, Brazil?) If it is, then the traffic is a lot less valuable.

Re: Pinterest S-1

#115

Post by wavesounds »

It's weird how HN has become so negative about every recent tech companies IPO. You would think this would be the one place on the internet where people would be excited and positive about this sort of thing. I don't get it, is it jealousy about missing the boat?

Re: Pinterest S-1

#116

Post by walterstucco »

majani wrote: post #68
hodder wrote: post #36

Earlier quoted context omitted.

"If they can improve international monetization then there is a lot of room for revenue growth it would seem." A universal truth in the social network space. Unfortunately, not even FB can really extract much value outside of North America.

I think you simply fail to recognize just how far ahead North America is from the rest of the world financially.

North America falls short in every single ranking that counts

It's the richest country globally, but that doesn't mean that on average USA is higher in the rank

I would say that the contrary is true

It is just easier to sell an American product to Americans, in every single developed country in the world the main market is the home market

If you sell Italian wine, Italy is the first market.

Second for importance is Portugal, USA is fifth, after France, UK and even Netherlands.

Of course for American wine producers, USA is the first market ...

Re: Pinterest S-1

#118

Post by AJ007 »

seanwilson wrote: post #79
OldFatCactus wrote: post #31

I hate what Pinterest does to google image searching. Sometimes I really just want to paste an image src in an online discussion without having to drill into devtools.

How does it manage to rank so well? I'm not a user of it but whenever it appears in searches it feels like endless popups and walled content that tries to make you sign up. I would have thought Google would discourage links like this.

My guess is they hired Google engineers that worked on Image search, or they have active sources within Google now.

Pinterest definitely should have been penalized, and I suspect at some point they will be.

Re: Pinterest S-1

#119

Post by why_only_15 »

deepVoid wrote: post #111
bigj0n wrote: post #90

Earlier quoted context omitted.

Why would China be the top market? America has a far bigger GDP and several times larger GDP per capita

"America has a far bigger GDP" It depends on how you calculate it. According to PPP, China has a GDP of 25 trillion vs the US of 20 trillion[1]. Yes, China has a bigger market and bigger GDP. If you calculate nominal GDP, China has ~14 trillion vs the US 20 trillion. US is bigger nominally, but not far bigger. [1] https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(PPP)

In the context of talking about how much money you can earn from international markets, PPP doesn't matter.

Re: Pinterest S-1

#120

Post by travisjungroth »

zrail wrote: post #38
harryh wrote: post #9

Earlier quoted context omitted.

The point of the structure is to maintain insider control, so when an insider want to sell some stock they do the conversation before selling to the public markets.

And it’s likely not optional. Any transfer of shares to someone who is not already a Class B holder will probably trigger a conversion. Iirc that’s how Facebook and Google’s shares are structured.

I wondered how things like death and divorce were handled. Seems like that would cover it.
Post reply on HN