Observed Signal · Aug 4, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Neutral
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.
Quarterly earnings and forward revenue guidance from a major ad-supported social platform affect advertiser spend expectations, ARPU/MAU trends, and market signaling for ad monetization.
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Key Takeaways & Evidence Grounding
- Pinterest reported adjusted EPS of $0.43 for Q2, beating the LSEG consensus of $0.36.
- Revenue for Q2 was $1.18 billion, above the $1.15 billion consensus.
- Pinterest guided Q3 revenue to $1.19 billion–$1.21 billion (midpoint $1.20 billion), in line with analyst expectations and assuming a modest FX headwind.
- Global monthly active users (MAUs) rose 11% year-over-year to 640 million, above estimates of 635 million.
- Pinterest posted a net loss of $47 million (loss of $0.08 per share) in Q2, compared with net income of $38.76 million a year earlier.
Connected Companies & Entities
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Ontology Mapping & Concepts
Related Market Signals & Shifts
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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 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.
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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