$PINS Q4 2021 in 9 slides: 
Reminds me of $FB Q4
Declining monthly active users is the #1 thing to watch
Revenue is growing because of ARPU. We want users to grow, too.
The new creator fund might help. The focus on video/shopping could, too.
Shares look cheap, but if MAUs keep dropping, they aren't
Declining monthly active users is the #1 thing to watch
Revenue is growing because of ARPU. We want users to grow, too.
The new creator fund might help. The focus on video/shopping could, too.
Shares look cheap, but if MAUs keep dropping, they aren't
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