Investment Insights: Spotify and Pinterest
Cathie Wood, CEO of Ark Invest, is focusing on Spotify Technology (NYSE: SPOT) and Pinterest (NYSE: PINS) as potential growth stocks for investors. Spotify aims to achieve 1 billion monthly active users by 2030, capitalizing on its leading market share in music streaming and expanding into podcasts for better margins. Currently, it has made strides in improving engagement through AI initiatives.
Pinterest reported a 12% year-over-year increase in monthly active users, reaching 600 million in the third quarter of 2025. Despite recent financial challenges resulting from ad demand issues, the company is improving its monetization strategies, especially in international markets, where average revenue per user continues to grow. Both companies have demonstrated resilience and strategic growth plans, presenting potential opportunities for long-term investment.
