Pinterest's ARPU Growth: Can the Momentum Last?
Pinterest just dropped Q3 results, and the ARPU numbers are pretty solid. Global ARPU hit $1.78, up from $1.7 a year ago. But here's where it gets interesting:
**Regional breakdown:**
- Europe ARPU surged 31% YoY to $1.31 (retail demand is fire)
- US/Canada up 5% to $7.64 (retail, CPG, telecom all contributing)
- Rest of World climbed 44% to $0.21
The real story? Pinterest's doubling down on AI. Visual search queries jumped 44% YoY, and they rolled out an AI shopping assistant that takes users straight from discovery to checkout. The platform bas
Pinterest just dropped Q3 results, and the ARPU numbers are pretty solid. Global ARPU hit $1.78, up from $1.7 a year ago. But here's where it gets interesting:
**Regional breakdown:**
- Europe ARPU surged 31% YoY to $1.31 (retail demand is fire)
- US/Canada up 5% to $7.64 (retail, CPG, telecom all contributing)
- Rest of World climbed 44% to $0.21
The real story? Pinterest's doubling down on AI. Visual search queries jumped 44% YoY, and they rolled out an AI shopping assistant that takes users straight from discovery to checkout. The platform bas

