Observed Signal · May 4, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Positive
Pinterest jumps 15% after Q1 earnings beat
Pinterest reported stronger-than-expected results for Q1 2026, beating consensus on revenue and adjusted EPS, and issued upbeat guidance for Q2. Q1 revenue was $1.01 billion and adjusted EPS was $0.27, topping LSEG estimates; the company expects Q2 revenue of $1.13–$1.15 billion. Pinterest disclosed a Q1 adjusted EBITDA of $207 million and said it paid about $465.1 million (mostly cash) to acquire tvScientific, a connected-TV advertising analytics firm, to expand CTV campaign capabilities. The platform reported 631 million global monthly active users (up 11% YoY) and ARPU of $1.61. Pinterest previously announced ~15% workforce cuts and a shift of resources toward AI. Shares rose roughly 15% after the report.
Public company earnings beat with raised guidance and a strategic acquisition (tvScientific) that expands Pinterest's CTV advertising capabilities; meaningful for ad budgets, CTV measurement, and AI-driven ad products.
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Key Takeaways & Evidence Grounding
- Pinterest Q1 revenue: $1.01 billion (vs. $966 million expected)
- Pinterest adjusted EPS Q1: $0.27 (vs. $0.23 expected)
- Q2 revenue guidance: $1.13 billion to $1.15 billion (above $1.11 billion Street estimate)
- Paid ~$465.1 million, primarily in cash, to acquire tvScientific (connected-TV advertising analytics)
- Q1 global monthly active users: 631 million; ARPU: $1.61; Q1 adjusted EBITDA: $207 million; reported net loss: $73.59 million
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Pinterest's Ad Revenue Slump Blamed on Trump Tariffs
Pinterest reported Q4 revenue of $1.32 billion, up 14% year-over-year but slightly below LSEG analysts’ $1.33 billion projection. Full-year 2025 revenue was $4.22 billion, up 14% YoY. Adjusted EBITDA for the quarter was $541.5 million, missing Wall Street expectations of $550 million. Global monthly active users reached 619 million (up 12% YoY), with accelerated user growth in H2 2025 and Gen Z representing over half of Pinterest’s user base. Following the results and weaker-than-expected Q1 revenue guidance, Pinterest shares fell about 20% in after-hours trading.
Pinterest Q2 Earnings: Revenue Beats, Guidance Lukewarm
Pinterest reported better-than-expected second-quarter results, with adjusted EPS of $0.43 (vs. $0.36 expected) and revenue of $1.18 billion (vs. $1.15 billion expected). Sales rose 18% year-over-year and MAUs increased 11% to 640 million, while the company posted a net loss of $47 million for the period. Pinterest guided Q3 revenue to a range of $1.19 billion–$1.21 billion (midpoint $1.20 billion), roughly in line with analysts' expectations and noting a modest foreign-exchange headwind and effects from the timing shift of Amazon Prime Day and the nonrepeat of World Cup advertising. Shares fell about 7% in extended trading after the guidance.
Pinterest posts revenue growth and record users
Pinterest continued its growth in Q2 2026, reporting an 18% year‑over‑year revenue increase to $1.18 billion and a record 640 million monthly active users (MAUs), up 11% vs. the year‑ago quarter. CEO Bill Ready highlighted artificial intelligence, international expansion and higher ad yields as key growth drivers. Regional revenue: US & Canada $880M (+18%), Europe $213M (+12%), Rest of world $87M (+38%). MAUs by region: US & Canada 106M (+4%), Europe 157M (+8%), Rest of world 377M (+15%). Operational results included adjusted EBITDA $311M, free cash flow $270M, operating cash flow $293M and a GAAP net loss of $47M. Pinterest repurchased over $2 billion of its shares (avg. $18.17/share) year‑to‑date and guided Q3 2026 revenue of $1.19–1.21B and adjusted EBITDA of $335–355M.
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