Advertising Mix DiversificationAnalyst highlights management's plan to expand into mid‑market and small‑business advertisers, which could diversify revenue sources and reduce dependence on a few large retail clients.
Undemanding ValuationAnalyst emphasizes that the stock trades below historical valuation multiples, creating potential upside if growth visibility and monetization trends improve.
User Growth And AI-driven EngagementAnalyst notes accelerating user growth and deeper engagement driven by new AI relevance models and visual search, which strengthens the platform's appeal to advertisers and supports higher ad interaction rates.