Pinterest demonstrated strong growth in user numbers and revenue, driven by advancements in AI and visual search capabilities. However, challenges remain with declining ad pricing and a fluid macro environment. Despite these challenges, the company's strategic initiatives in AI, international expansion, and product innovation are driving positive outcomes.

Company Guidance -

Q2 2025

During Pinterest's first quarter 2025 earnings call, several key metrics and guidance were discussed. Pinterest reported a record number of users, reaching 570 million monthly active users (MAUs), representing a 10% year-over-year growth. The Q1 revenue was $855 million, marking a 16% increase year-over-year. Adjusted EBITDA grew to $172 million, with a focus on profitable growth. The company emphasized leveraging AI to enhance user experience and advertiser performance, resulting in a 4% uplift in click-through rates on ads shown in their related pin surface. Additionally, Pinterest's multimodal AI model, which powers visual search, was noted to be 30% more likely to identify and recommend relevant content compared to leading off-the-shelf models. For the second quarter, Pinterest guided revenue between $960 million and $980 million, indicating a 12% to 15% growth, with an expected adjusted EBITDA ranging from $217 million to $237 million.

Record User Growth

Pinterest reached 570 million MAUs globally, reflecting a 10% growth year-over-year, marking another record number of users.

Strong Revenue Growth

Q1 revenue was $855 million, up 16% year-over-year, demonstrating strong performance for advertisers across the full funnel.

Adjusted EBITDA Growth

Adjusted EBITDA grew to $172 million, with an adjusted EBITDA margin of 20%, an increase of 300 basis points from the previous year.

Advancements in AI and Visual Search

Pinterest's proprietary multimodal AI model is 30% more likely to identify and recommend relevant content than leading off-the-shelf models, enhancing user personalization and engagement.

Performance+ Success

Performance+ outperforms traditional campaigns in 80% of AB tests, driving higher click-through and conversion rates for advertisers.

International Revenue Growth

Revenue from Rest of World grew 49% on a reported basis or 59% on a constant currency basis, driven by international expansion and reseller efforts.

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
Aug 07, 2025	2025 (Q2)	0.35 / -	0.29	―	―	―
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)
Apr 27, 2023	2023 (Q1)	<0.01 / 0.08	0.1	-20.00% (-0.02)

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
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%
Jul 30, 2024	$37.35	$31.95	-14.46%

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.