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Pinterest10-K: Competitor named

Pinterest names Amazon, Meta, Google, OpenAI, and TikTok as key competitors

What happened

Pinterest explicitly identifies major tech players like Amazon, Meta (Facebook, Instagram), Google (YouTube), OpenAI (ChatGPT), and TikTok as primary competitors for user attention, ad revenue, and talent. This intense competitive landscape creates pressure to innovate and differentiate its platform.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Pinterest 10-K for FY2025

Filing excerpt

Competitors such as Amazon, Meta (including Facebook, Instagram, Threads and MetaAI), Google (including Gemini, Lens and YouTube), OpenAI (including ChatGPT), Snap, Reddit, TikTok and X, many of which are larger and have significantly greater financial and human resources, offer users engaging content and commerce opportunities through similar technology or products to ours.

sec.gov/Archives/edgar/data/1506293/000150629326000021/pins-20251231.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1506293
Accession number
0001506293-26-000021
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Technologies

  • AI

Competitors

  • Amazon
  • Meta
  • Facebook
  • Instagram
  • Threads
  • MetaAI
  • Google
  • Gemini

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/4305de7e-d4b0-48fc-a435-d4d03a219e4a returns this record as JSON. POST /v1/companies/enrich returns every signal for pinterest.com.

{
  "signal_id": "4305de7e-d4b0-48fc-a435-d4d03a219e4a",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-17T06:34:28.255+00:00",
  "company": {
    "name": "Pinterest",
    "domain": "pinterest.com"
  },
  "data": {
    "detail": "Pinterest explicitly identifies major tech players like Amazon, Meta (Facebook, Instagram), Google (YouTube), OpenAI (ChatGPT), and TikTok as primary competitors for user attention, ad revenue, and talent. This intense competitive landscape creates pressure to innovate and differentiate its platform.",
    "summary": "Pinterest names Amazon, Meta, Google, OpenAI, and TikTok as key competitors",
    "excerpts": "Competitors such as Amazon, Meta (including Facebook, Instagram, Threads and MetaAI), Google (including Gemini, Lens and YouTube), OpenAI (including ChatGPT), Snap, Reddit, TikTok and X, many of which are larger and have significantly greater financial and human resources, offer users engaging content and commerce opportunities through similar technology or products to ours.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1506293/000150629326000021/pins-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "competitors_mentioned": [
      "Amazon",
      "Meta",
      "Facebook",
      "Instagram",
      "Threads",
      "MetaAI",
      "Google",
      "Gemini"
    ],
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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