The earnings call presented a strong quarter for Pinterest, showcasing significant growth in users and revenue, particularly in international markets. However, there were challenges in the UCAN region due to external economic factors and a decline in ad pricing. Overall, the company's strategic investments in AI and performance ad platforms are driving positive engagement and financial health.

Company Guidance

During Pinterest's third quarter 2025 earnings call, the company provided several key metrics and insights into their performance and future guidance. Pinterest reported a 17% year-over-year revenue growth, reaching $1.049 billion for the quarter, driven by strong execution of their AI-powered shopping platform. The company achieved a record 600 million monthly active users, with Gen Z comprising over 50% of its user base. Pinterest noted that their visual search features saw a 44% year-over-year increase in queries. Additionally, the company highlighted a 40% year-over-year growth in outbound clicks to advertisers, underscoring the effectiveness of their performance ad platform. For the fourth quarter of 2025, Pinterest projected revenue growth of 14% to 16%, with continued investments in AI and product innovation expected to support their long-term financial targets. The company also emphasized international monetization as a significant growth vector, with international markets contributing 25% of global revenue in Q3, reflecting ongoing efforts to capitalize on their large user base outside North America.

Record Growth in Monthly Active Users

Pinterest reached 600 million monthly active users in Q3 2025, marking the ninth consecutive quarter of record high users. Gen Z is the largest and fastest-growing cohort, comprising over 50% of the user base.

Significant Revenue Growth

Q3 2025 revenue grew 17% year-over-year to $1.049 billion, demonstrating strong financial performance and proving Pinterest's role as a trusted partner to brands and agencies globally.

International Revenue Expansion

International revenue grew significantly, with Europe revenue at $193 million (41% growth) and Rest of World at $70 million (66% growth), illustrating successful export of lower funnel playbook.

Impressive AI-Powered Features

Pinterest launched new AI-powered features like Pinterest Assistant and multimodal search, enhancing the user experience and increasing engagement. Visual search queries grew 44% year-over-year.

Strong Financial Health and Cash Flow

The company reported an adjusted EBITDA of $306 million, with a margin of 29% and free cash flow of $318 million, highlighting the profitability and cash-generative nature of the business.

Pinterest (PINS) Earnings, Revenues Date & History

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PINS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 05, 2026	2025 (Q4)	0.70 / -	0.56	―	―	―
Nov 04, 2025	2025 (Q3)	0.42 / 0.38	0.4	-5.00% (-0.02)
Aug 07, 2025	2025 (Q2)	0.35 / 0.33	0.29	13.79% (+0.04)
May 08, 2025	2025 (Q1)	0.26 / 0.23	0.2	15.00% (+0.03)
Feb 06, 2025	2024 (Q4)	0.64 / 0.56	0.53	5.66% (+0.03)
Nov 07, 2024	2024 (Q3)	0.34 / 0.40	0.28	42.86% (+0.12)
Jul 30, 2024	2024 (Q2)	0.28 / 0.29	0.21	38.10% (+0.08)
Apr 30, 2024	2024 (Q1)	0.14 / 0.20	0.08	150.00% (+0.12)
Feb 08, 2024	2023 (Q4)	0.51 / 0.53	0.29	82.76% (+0.24)
Oct 30, 2023	2023 (Q3)	0.20 / 0.28	0.11	154.55% (+0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PINS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$32.91	$25.75	-21.76%
Aug 07, 2025	$39.17	$35.13	-10.31%
May 08, 2025	$27.86	$29.22	+4.88%
Feb 06, 2025	$33.59	$40.00	+19.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.