Observed Signal · Oct 31, 2026 · Earnings Report · Source: Retail-News · Impact: 4/5 · Sentiment: Positive
Pinterest Reaches 661M Users, Revenue Up 12%
Pinterest reported Q3 2026 revenue of $1.17 billion, up 12% year-over-year, and reached a record 661 million monthly active users, a 10% increase. Net income fell sharply to $22 million from $92 million, while adjusted EBITDA rose 11% to $339 million. The company highlighted growth in international markets, with users outside North America and Europe up 13% to 394 million. Advertising revenue grew 14% in the US and Canada to $894 million, while Europe stagnated at $193 million with average revenue per user declining 7%. Pinterest is focusing on AI-powered visual search and personalized shopping experiences to drive ad growth. For Q4 2026, the company forecasts revenue between $1.425 billion and $1.475 billion.
Pinterest's earnings report provides key financial metrics and user growth data, reflecting the health of a major advertising platform and trends in social commerce.
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Key Takeaways & Evidence Grounding
- Pinterest's Q3 2026 revenue grew 12% year-over-year to $1.17 billion.
- Monthly active users reached a record 661 million, up 10% year-over-year.
- Net income dropped 77% to $22 million, while adjusted EBITDA rose 11% to $339 million.
- US and Canada ad revenue grew 14% to $894 million, while Europe remained flat at $193 million.
- Pinterest forecasts Q4 2026 revenue between $1.425 billion and $1.475 billion.
Connected Companies & Entities
1 Entity mapped“Pinterest reported Q3 2026 earnings with revenue increase and user growth.”
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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.
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 Opens Inventory to Programmatic Buyers via Magnite
Pinterest has launched the general availability of Programmatic Deals for display and video inventory across North America, South America, and Asia-Pacific, enabling advertisers to transact via private marketplaces and preferred deals through Amazon Ads, Google Display & Video 360, and Yahoo DSP. This marks a shift from requiring custom-built campaigns, opening demand to a wider programmatic buyer base. Magnite serves as the primary supply-side platform, with Google Ad Manager supporting supply in Latin America and Asia-Pacific. The company reports 640 million monthly active users and over 80 billion monthly searches. A campaign for Moroccanoil achieved 15% incremental reach with only 1% audience overlap and a 63% increase in new customers. Pinterest also guided Q3 revenue growth of 13-15%, down from 18% in Q2, and is testing programmatic guaranteed deals.
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