The earnings call reflected a strong quarter for Pinterest, with record user growth and significant revenue increases, especially in international markets. The company showcased its success in leveraging AI for personalization and performance improvements. However, challenges like declining ad pricing and market uncertainties were noted. Despite these, the overall outlook remains positive with continued growth expected.

Company Guidance -

Q3 2025

During the call, Pinterest provided a comprehensive update on its financial performance and forward-looking guidance. For the second quarter of 2025, Pinterest reported 578 million monthly active users (MAUs), reflecting an 11% year-over-year increase. The company's revenue for the quarter reached $998 million, marking a 17% year-over-year growth, with notable strength in retail and financial services verticals. Geographically, revenue growth was reported at 11% in the U.S. and Canada, 34% in Europe, and 65% in Rest of World markets. The company also highlighted a 25% year-over-year decline in ad pricing, driven by increased ad impressions, which grew by 55%. For the third quarter of 2025, Pinterest expects revenue to range between $1.033 billion and $1.053 billion, representing a 15% to 17% increase year-over-year. Adjusted EBITDA is projected to be between $282 million and $302 million.

Record-Breaking User Growth

Pinterest ended Q2 2025 with 578 million MAUs, marking an 11% year-over-year increase and setting a new record high for users.

Revenue Growth and Strong Performance

Pinterest reported Q2 2025 revenue of $998 million, up 17% year-over-year, driven by stronger conversion and awareness objectives, and showing resilience despite macroeconomic challenges.

Gen Z Engagement

Over 50% of Pinterest's monthly active users are from Gen Z, indicating strong engagement with the next generation of users.

AI-Driven Improvements

Significant investments in AI have led to a 230 basis point lift in search fulfillment rate and improved personalization, benefiting both user experience and ad performance.

International Revenue Growth

Revenue from Europe grew by 34% and from Rest of World by 65%, showcasing strong international growth and market share gains.

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
Oct 29, 2025	2025 (Q3)	0.43 / -	0.4	―	―	―
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)
Aug 01, 2023	2023 (Q2)	0.12 / 0.21	0.11	90.91% (+0.10)

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
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%
Nov 07, 2024	$33.93	$29.18	-14.00%

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.