For those who don't seem to understand what Pinterest is aside from appearing on search results in Google, it's essentially a more photo-centric version of sub-reddits. If you're not into arts, crafts, design, or curating things, you probably wouldn't really use it.
Pinterest S-1
61–70 of 181 posts
Re: Pinterest S-1
#62Earlier quoted context omitted.
Well, the other criteria is that they have to actually be good businesses. I think it's a good thing for Google, maybe not so much for Snapchat.
If I recall correctly, Google was profitable when it went public.
Yeah, but I don't think that was short term thinking. They didn't have to mess up their long term prospects to do pull that off.
Re: Pinterest S-1
#63If I'm reading their MAU charts correctly, they have way more MAU outside of the US than inside (82m vs 184m last quarter), not only that but international user growth is relatively strong compared to the US. That said, 94% of revenue last quarter was from the US, so they are not monetizing internationally really at all. If they can improve international monetization then there is a lot of room for revenue growth it…
"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.
> A universal truth in the social network space.
In all of advertising. Non-US users remain extremely hard to monetize across the board.
Re: Pinterest S-1
#64Earlier 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.
> A universal truth in the social network space. In all of advertising. Non-US users remain extremely hard to monetize across the board.
ELI5 - are there any prevailing theories as to why this is?
Re: Pinterest S-1
#65"We currently depend on the continued services and performance of our key personnel, including Benjamin Silbermann and others. Mr. Silbermann’s employment, and the employment of our other key personnel, is at will, which means they may resign or be terminated for any reason at any time." Genuine question: is it normal for the CEO of a company in the US to have no notice period?
To be more accurate California is an at will state (for everybody: low level employees and CEO's) and non-compete are illegal. Other states are different. It exists to protect the interests of employees. The flipside is if you do resign you don't have to wait 2 months before you leave. It is good practice though to give at least a two week notice.
Re: Pinterest S-1
#66I 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.
Not just image searches, the entire website is basically unusable, especially without proper filters to block whole screen popups, unwanted login prompts, and modal windows obscuring everything. Not to mention the JS messing up the browser history so you can't go back to any page, because their scripts will fuck that up and only store the first and last page in the chain.
Re: Pinterest S-1
#67If I'm reading their MAU charts correctly, they have way more MAU outside of the US than inside (82m vs 184m last quarter), not only that but international user growth is relatively strong compared to the US. That said, 94% of revenue last quarter was from the US, so they are not monetizing internationally really at all. If they can improve international monetization then there is a lot of room for revenue growth it…
"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.
Why is that?
Re: Pinterest S-1
#68If I'm reading their MAU charts correctly, they have way more MAU outside of the US than inside (82m vs 184m last quarter), not only that but international user growth is relatively strong compared to the US. That said, 94% of revenue last quarter was from the US, so they are not monetizing internationally really at all. If they can improve international monetization then there is a lot of room for revenue growth it…
"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.
Re: Pinterest S-1
#69"We currently depend on the continued services and performance of our key personnel, including Benjamin Silbermann and others. Mr. Silbermann’s employment, and the employment of our other key personnel, is at will, which means they may resign or be terminated for any reason at any time." Genuine question: is it normal for the CEO of a company in the US to have no notice period?
To be more accurate California is an at will state (for everybody: low level employees and CEO's) and non-compete are illegal. Other states are different. It exists to protect the interests of employees. The flipside is if you do resign you don't have to wait 2 months before you leave. It is good practice though to give at least a two week notice.
My understanding was that in At-will states, an employer-employee relationship could be terminated without reason or notice unless there is a contract in place that says otherwise. My (naïve) presumption was that companies would want to put these kinds of contracts in place for their senior leadership.
Re: Pinterest S-1
#70If I'm reading their MAU charts correctly, they have way more MAU outside of the US than inside (82m vs 184m last quarter), not only that but international user growth is relatively strong compared to the US. That said, 94% of revenue last quarter was from the US, so they are not monetizing internationally really at all. If they can improve international monetization then there is a lot of room for revenue growth it…
"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.
> Unfortunately, not even FB can really extract much value outside of North America.
Unfortunately for whom?