内容来源：https://techcrunch.com/2026/02/12/amid-disappointing-earnings-pinterest-claims-it-sees-more-searches-than-chatgpt/

内容总结：

在第四季度财报表现不佳后，图片社交平台Pinterest首席执行官比尔·雷迪试图将公司旗下数字钉板平台与热门AI聊天机器人ChatGPT进行对比，以突出其发展潜力。

雷迪引用第三方数据称，ChatGPT月均搜索量为750亿次，而Pinterest达到800亿次搜索并产生17亿次月点击量，以此强调平台已成为“全球最大的搜索目的地之一”。他特别指出，Pinterest超过一半的搜索具有商业属性，而ChatGPT此类搜索占比仅约2%。

然而，Pinterest第四季度营收与每股收益均未达市场预期：营收为13.2亿美元（预期13.3亿美元），每股收益0.67美元（预期0.69美元）。公司同时预测2026年第一季度销售额将介于9.51亿至9.71亿美元之间，低于9.8亿美元的预期。财报发布后，其股价在盘后交易中暴跌20%。

公司将其业绩下滑归因于欧洲大广告主削减支出，以及去年10月实施的新家具关税对家居品类造成的冲击，并警告这些不利趋势可能在第一季度加剧。值得关注的是，尽管月活跃用户同比增长12%至6.19亿（超出华尔街预测的6.13亿），公司仍未实现盈利目标。

长期以来，Pinterest面临用户高活跃度难以转化为广告收入的困境——用户多将其用于灵感收集而非直接购物。在AI时代，这一挑战可能愈发严峻，尤其当广告预算流向消费意图更明确的平台（如可推荐产品的AI聊天机器人）时。

面对AI购物趋势，雷迪强调了平台的视觉搜索、内容发现和个性化推荐功能，称其能引导用户接触相关商品。他还提及与亚马逊合作简化的结算流程，并表示虽然用户尚未准备好让AI代为购物，但公司已为此做好准备。

（后文关于TechCrunch创始人峰会的宣传内容与Pinterest财报事件无直接关联，在此不予收录。）

中文翻译：

在第四季度财报表现尤为惨淡后，图片社交平台Pinterest首席执行官比尔·雷迪试图将这家数字钉板网站与热门人工智能聊天机器人ChatGPT进行有利对比。
为凸显其作为独特搜索平台的潜力，雷迪宣称该平台的搜索量已超过ChatGPT。他援引第三方数据称，ChatGPT每月处理750亿次搜索，而Pinterest每月产生800亿次搜索并生成17亿次点击。
"这使我们成为全球最大的搜索平台之一。更重要的是，我们超过半数的搜索具有商业性质，而ChatGPT的这类搜索占比大约只有2%。"雷迪补充道。
Pinterest第四季度营收和每股收益均未达预期：营收13.2亿美元（预期13.3亿美元），每股收益67美分（预期69美分）。该公司还预测2026年第一季度销售额将在9.51亿至9.71亿美元之间，低于市场预期的9.8亿美元。
公司将业绩下滑归咎于大型广告主（尤其是欧洲地区）削减支出，以及10月实施的新家具关税对家居品类造成冲击。这些趋势在第一季度可能进一步恶化。
令人意外的是，尽管用户增速超预期，Pinterest仍未能实现盈利目标。该公司月活跃用户同比增长12%至6.19亿，超过华尔街预测的6.13亿。
财报公布后，其股价在盘后交易中暴跌20%。

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Pinterest长期面临平台高使用率难以转化为广告收入的困境，因为用户多将其用于规划与灵感收集，而非直接购物。在人工智能时代，这一挑战可能愈发严峻——尤其当广告主将预算转向消费意图更明确的平台（例如可提供产品推荐的人工智能聊天机器人）时。
被问及如何应对AI购物趋势时，雷迪强调了公司的视觉搜索、内容发现与个性化功能，称用户打开应用时系统会自动推荐相关商品。
"我们帮助用户完成商业旅程，甚至无需输入任何指令。"他同时指出，与亚马逊合作带来的简化结算流程已使平台受益。雷迪表示用户尚未准备好让人工智能代购，但承诺Pinterest已为此做好准备。
"这实际上将是商业旅程中最易解决的环节之一。"他断言道。

英文来源：

After a particularly poor performance on its fourth-quarter earnings, Pinterest CEO Bill Ready attempted to favorably compare the digital pinboarding site to the popular AI chatbot ChatGPT.
Trying to highlight its potential as a unique search destination, Ready asserted that the site sees larger search volume than ChatGPT. According to third-party data, ChatGPT sees 75 billion searches per month, while Pinterest sees 80 billion searches and generates 1.7 billion monthly clicks, he said.
“That makes us one of the largest search destinations in the world. And importantly, more than half of those searches are commercial in nature, compared to, I think . . . approximately 2% [of ChatGPT searches],” Ready added.
Pinterest in the fourth quarter missed expectations on both revenue and earnings per share, reporting $1.32 billion in revenue versus $1.33 billion expected, and earnings per share of 67 cents, compared to the 69 cents projected. It also forecast that first-quarter 2026 sales will come in between $951 million to $971 million, below the $980 million expected.
The company blamed its shortfall on larger advertisers pulling back on spend, particularly in Europe, and a new furniture tariff implemented in October that caused issues within the home category. It said those trends could worsen in the first quarter.
Surprisingly, Pinterest missed on earnings despite a user base that’s growing faster than expected. The company reported monthly active users were up 12% year-over-year to 619 million, when Wall Street had forecast 613 million users.
Shares dropped 20% in after-hours trading.
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Pinterest has long struggled to translate the high usage of its platform into ad dollars, as its users often go to Pinterest to plan and dream, not shop and buy. That challenge could become even more acute in the AI era, especially if advertisers shift their dollars to platforms where intent to buy is clearer — such as chatbot requests that ask for product recommendations.
When asked about how Pinterest will navigate the shift toward AI-powered shopping, Ready pointed to the company’s visual search, discovery, and personalization features, which he said would point users to relevant products when they open the app.
“We’re helping them complete those commercial journeys without having to type in a single prompt,” he said, also noting that Pinterest had benefited from an easier checkout flow that came from its partnership with Amazon. He said customers didn’t yet seem ready to allow an AI to make a purchase on their behalf, but said Pinterest would be ready if that time came.
“That’ll actually be one of the easiest parts of the commercial journey to solve,” he claimed.