Latest news with #MAUs
Globe and Mail
27-06-2025
- Business
- Globe and Mail
Pinterest Rides on Solid Customer Growth: Will the Uptrend Continue?
Pinterest, Inc. PINS has been witnessing steady customer growth across all regions in the last several quarters. In the first quarter of 2025, the company reported a global monthly active user (MAUs) of 570 million, which is an all-time record. The company's unique approach of attracting users through discovery and inspiration sets it apart from other social media platforms and popular digital advertising channels. Pinterest is increasingly establishing a unique value proposition to advertisers that could provide a competitive advantage in the long run. Through various innovations, it continues to dramatically improve the advertising platform, which presently appears to be one of the best ad platforms for consumer discretionary brands looking for new ways to reach customers and stretch smaller ad budgets. The company recently introduced AI-Powered Auto-Collages, which transform product catalogs into personalized and shoppable collages. The tool, powered by advanced AI, takes into account unique outfit ideas, user saves and product similarities to create a shoppable visual content that drives user engagement. Pinterest's AI-enhanced trend tools allow advertisers to understand the emerging shopping trends. Leveraging such leading-edge AI innovations, advertisers can create, execute campaigns that target the intent-based shoppers with enhanced content personalization. A strong focus on innovation will likely drive customer engagement in the upcoming quarters. Per our estimate, MAUs from the United States and Canada are expected to reach 106 million, up 5% year over year in 2025. MAUs from Europe are approximated to be 158.8 million, indicating 9.5% year-over-year growth. From the rest of the world, MAUs are estimated at 343.8 million, implying a solid 12% uptick year over year in 2025. How Are Competitors Faring? Pinterest faces fierce competition in the digital advertising space from Meta Platforms, Inc. META and Snap, Inc. SNAP. Meta is utilizing AI to boost user engagement in Facebook, Instagram, WhatsApp and Messenger. By improving its AI recommendation engine, the company has increased users' time spent on Facebook by 7% and on Instagram by 6%. During the first quarter of 2025, META has registered a Family Daily Active People of 3.43 billion, up 5.9% year over year. Snap has been steadily adding interactive features to make the Snapchat platform more attractive to users and advertisers. It has become the most preferred social networking medium among Millennials and Gen Z. In the first quarter of 2025, Snap's global community reached 460 million daily active users ('DAU'), up 9% year over year. North America's DAU was 99 million, which decreased 1% year over year. Europe's DAU was 99 million, up 3.1% year over year. Rest of the world's DAU was 262 million at the end of the reported quarter, which jumped 15.9% year over year. PINS' Price Performance, Valuation and Estimates Shares of Pinterest have declined 20.3% in past year against the Internet - Software industry's growth of 38.6%. Going by the price/sales ratio, the company's shares currently trade at 5.37 forward sales, lower than the industry. It carries a Value Score of D. Pinterest is currently witnessing an uptrend in the estimate revisions. PINS' earnings estimates for 2025 have moved up 2.22% to $1.84 per share over the past 60 days, while the same for 2026 has increased 2.9% to $2.13. Pinterest currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Snap Inc. (SNAP): Free Stock Analysis Report Pinterest, Inc. (PINS): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Zawya
20-05-2025
- Business
- Zawya
Yalla Group announces strong financial results for Q1, 2025 reporting steady growth in revenues
Yalla's net income increases to 133.7 million Average Monthly Active Users (MAUs) grows by 17.9% to 44.6 million UAE, Dubai: Yalla Group Limited ("Yalla" or the "Company") (NYSE: YALA), the largest Middle East and North Africa (MENA)-based online social networking and gaming company, today announced its unaudited financial results for the first quarter of the fiscal year 2025, ending on March 31. The company reported quarterly revenue of AED 308.2 million (USD 83.9 million), a 6.5 percent increase compared to the same period last year. Net income for the quarter rose to AED 133.7 million (USD 36.4 million), marking a 17 percent year-over-year increase. On a non-GAAP basis, net income reached AED 143.6 million (USD 39.1 million), up 10.9 percent from the same quarter in 2024, with a non-GAAP net margin of 46.6 percent. Average Monthly Active Users (MAUs) grew to 44.6 million, a 17.9 percent increase from 37.8 million in the corresponding period last year, underscoring the continued expansion and engagement of Yalla's user base across the region. Outperformed expectations Speaking on the occasion, Mr. Yang Tao, Founder, Chairman and Chief Executive Officer of Yalla said: 'We kicked off 2025 with a strong and promising first quarter. Despite seasonal factors such as Ramadan, we outperformed expectations, reflecting the resilience of our business model and the effectiveness of our long-term growth strategy. "Our steadfast commitment to enhancing user experience, improving operational efficiency, and deepening engagement across our platforms has contributed to healthy momentum. The improvements we've made to user acquisition and gamification are driving higher retention and increasing the value we deliver to our user base.' Tao highlighted that expanding the application of artificial intelligence technologies to analyze user behavior and manage data has significantly enhanced decision-making efficiency. He concluded: "Building on the continued success of our platforms and the company's ongoing development, we are leveraging this growth momentum to increase the value we deliver. We are committed to achieving sustainable returns for our shareholders and strengthening our leadership in the regional digital communication and entertainment sector." Sustainable growth For his part, Saifi Ismail, Group President at Yalla Group, said: 'We are very pleased with the strong operational results achieved this quarter, especially given the seasonal impact of Ramadan. The impressive growth in monthly active users, driven organically and without additional marketing spend, highlights the effectiveness of our product strategy and the growing strength of our brand across the region. This performance validates our focus on scalable, efficient growth and reinforces the solid foundation we've built for continued expansion.' "As the global economy adjusts to shifting macroeconomic dynamics, the MENA region stands out for its digital readiness, something which aligns well with our long-term strategy. We are particularly proud of the progress we've made in AI deployment, notably in our proprietary content moderation platform, which now leads the region in recognition speed and accuracy." He added: "As we look to the future, we are committed to driving sustainable, high-quality growth through product innovation, operational excellence, and enhanced user experience. Our continued investment in AI and data analytics is enabling smarter decision-making and greater agility in responding to market trends. These capabilities, combined with our strong regional positioning and scalable platform, put us in an excellent position to continue delivering value to both our users and shareholders.' About Yalla Group Limited Yalla Group Limited is the largest MENA-based online social networking and gaming company, in terms of revenue in 2022. The Company operates two flagship mobile applications, Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online versions of board games, popular in MENA, with in-game voice chat and localized Majlis functionality. Building on the success of Yalla and Yalla Ludo, the Company continues to add engaging new content, creating a regionally focused, integrated ecosystem dedicated to fulfilling MENA users' evolving online social networking and gaming needs. Through its holding subsidiary, Yalla Game Limited, the Company has expanded its capabilities in mid-core and hard-core game in the MENA region, leveraging its local expertise to bring innovative gaming content to its users. In addition, the growing Yalla ecosystem includes YallaChat, an IM product tailored for Arabic users, WeMuslim, a product that supports Arabic users in observing their customs, and casual games such as Yalla Baloot and 101 Okey Yalla, developed to sustain vibrant local gaming communities in MENA. Yalla is also actively exploring outside of MENA with Yalla Parchis, a Ludo game designed for the South American markets. Yalla's mobile applications deliver a seamless experience that fosters a sense of loyalty and belonging, establishing highly devoted and engaged user communities through close attention to detail and localized appeal that profoundly resonates with users.
Yahoo
09-05-2025
- Business
- Yahoo
Pinterest Inc (PINS) Q1 2025 Earnings Call Highlights: Record User Growth and Revenue Surge ...
Revenue: $855 million, up 16% year-over-year. Adjusted EBITDA: $172 million, with a margin of 20%, up 300 basis points from last year. Monthly Active Users (MAUs): 570 million globally, a 10% increase year-over-year. US and Canada Revenue: $663 million, growing 12% year-over-year. Europe Revenue: $147 million, growing 24% on a reported basis. Rest of World Revenue: $45 million, growing 49% on a reported basis. Ad Impressions: Grew 49% year-over-year. Ad Pricing: Declined 22% year-over-year. Cost of Revenue: $193 million, up 10% year-over-year. Non-GAAP Operating Expense: $494 million, up 12% year-over-year. Free Cash Flow: $356 million. Cash, Cash Equivalents, and Marketable Securities: $2.6 billion. Share Repurchases: $175 million allocated in Q1. Q2 Revenue Guidance: Expected to be in the range of $960 million to $980 million, representing 12% to 15% growth year-over-year. Q2 Adjusted EBITDA Guidance: Expected to be in the range of $217 million to $237 million. Warning! GuruFocus has detected 5 Warning Signs with PINS. Release Date: May 08, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Pinterest Inc (NYSE:PINS) achieved a record number of 570 million monthly active users (MAUs) globally, reflecting a 10% growth year-over-year. The company reported Q1 2025 revenue of $855 million, marking a 16% increase year-over-year, driven by strong advertiser performance across the full funnel. Adjusted EBITDA grew to $172 million, demonstrating Pinterest Inc (NYSE:PINS)'s focus on driving profitable growth while investing in high ROI areas. Pinterest Inc (NYSE:PINS) has enhanced its visual search capabilities, with its proprietary multimodal AI model being 30% more likely to recommend relevant content than leading off-the-shelf models. The company is successfully expanding its lower-funnel shopping playbook internationally, with shopping ad revenue in Europe and Rest of World regions growing over 3 times faster than overall revenue growth in those areas. Ad pricing declined 22% year-over-year, primarily due to international mix shift as Pinterest Inc (NYSE:PINS) began serving ads in previously unmonetized or under-monetized international markets. Despite strong click growth, there is a gap between click growth and advertising dollar growth, indicating a need for better implementation of measurement tools and easier campaign creation. The macroeconomic environment remains uncertain, with some pockets of ad spend impacted by tariffs, particularly from Asia-based e-commerce retailers in the US. The company is still in the early stages of driving adoption of its Performance+ suite, with more functionality and advertiser adoption needed to fully realize its potential. Pinterest Inc (NYSE:PINS) faces challenges in shifting advertiser perception from being a platform for long-term planning to one that also drives immediate clicks and conversions. Q: Bill, regarding the Q2 guidance, are there any high tariff-exposed categories in retail and CPG showing softness? How do you see this playing out throughout the year? A: Julia Donnelly, CFO: We're seeing strength in our business, and trends remain healthy both in Q1 and early Q2. There have been small pockets of spend impacted by tariffs, such as a reduction in spend from Asia-based e-commerce retailers in the US. However, we've seen geographic diversification from these retailers to our European and rest of world regions. The fundamentals of our business remain strong, and we'll continue to execute on our strategic initiatives. Q: Bill, where do you think you are in the journey of evolving the platform and its products? How is the receptivity across the advertising landscape? A: William Ready, CEO: We've made Pinterest a shopping destination, especially for Gen Z. Our AI capabilities and unique user signals have improved engagement and commercial intent. Advertisers are finding better tools to take action on this intent, and we're expanding this playbook internationally. We still have a lot more in front of us than behind us, and we're early in demonstrating our unique value proposition. Q: Can you talk about the uplift in advertiser spend with the adoption of Performance+? A: William Ready, CEO: Performance+ is a suite of products that advertisers can adopt a la carte. Advertisers see strong performance, leading to share shift and budget gains for us. While we haven't broken out the percentage of lift, 80% of campaigns on Performance+ outperform traditional campaigns. We're seeing steady builds that make us a better ad platform, leading to more durable growth. Q: Could you provide an update on your strategy for third-party demand? A: William Ready, CEO: Our first-party demand is the primary driver, and we seek third-party demand to complement it. We've been testing with multiple providers and decided to work with Magnite to aggregate smaller sources of demand. This is a steady progression and build of the business, consistent with our outlined strategy. Q: Could you discuss the accelerating impression growth and associated price declines on a per impression basis? A: Julia Donnelly, CFO: The global ad impression growth and pricing decline are primarily driven by international mix shift. International markets have lower total addressable markets and lower cost per impression. In UCAN, the trends are far less pronounced, and the primary driver globally is the mix shift due to international growth. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. 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