Pinterest (PINS, Buy/Top SMID Pick, $48 target) Quick Thoughts Ahead of Thursday's Print
In this brief note we touch on:1. 4Q results and 1Q24 guidance expectations.
2. Chinese advertiser impact
3. Direct links, mobile deep linking, and the API for Conversions
4. Gen AI features for advertisers on the horizon
5. Non-GAAP operating expenses & margins
6. A clean 2024 policy outlook
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- Pan European Telecom Services and Cable
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- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
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We provide debt research on:
- Pan European Telecom Services and Cable
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