Pinterest, Inc. (PINS) Q2 2026 Earnings Call

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WEBVTT 00:00:00.071 -- 00:00:03.112 Thank you so much for joining us today. 00:00:27.795 -- 00:00:31.896 Over 96% of text-based searches on our platform are unbranded. 00:00:31.896 -- 00:00:36.418 For instance, cool running shoes or new fall wardrobe ideas. 00:00:36.418 -- 00:00:41.280 This is a great moment for marketers to meet prospective customers when they have clear 00:00:41.280 -- 00:00:45.521 commercial intent but haven't yet decided what to buy. 00:00:45.521 -- 00:00:50.923 As users move from inspiration to a more specific decision, their needs evolve from discovery 00:00:50.923 -- 00:00:54.924 to research with questions like, do these shoes run true to size? 00:00:54.924 -- 00:00:57.871 Or can you compare these two brands? 00:00:57.871 -- 00:01:02.094 To handle this part of the commercial journey, we're bringing AI further into the foreground 00:01:02.094 -- 00:01:07.038 of the user experience with our AI conversational layer, Pinterest Assistant. 00:01:07.038 -- 00:01:11.261 This intelligence layer, which we made available to the vast majority of US users as 00:01:11.261 -- 00:01:16.645 of the end of July, helps our users answer those later stage research questions, enabling 00:01:16.645 -- 00:01:22.690 them to move from an idea to a finished plan or purchase entirely on Pinterest. 00:01:22.690 -- 00:01:26.416 Pinterest Assistant is now woven throughout the user experience. 00:01:26.416 -- 00:01:31.199 Users can engage with it where they already explore and plan with contextual entry points 00:01:31.199 -- 00:01:35.921 and prompt suggestions across the experience, and will be able to generate product comparisons, 00:01:35.921 -- 00:01:39.864 step-by-step instructions, and visual forward guidance. 00:01:39.864 -- 00:01:44.146 For example, someone planning a...