Q3 25 EPS
$0.38
MISS 8.83%
Est. $0.42
Q3 25 Revenue
$1.05B
BEAT +0.09%
Est. $1.05B
vs S&P Since Q3 25
-27.0%
TRAILING MARKET
PINS -17.0% vs S&P +10.1%
Market Reaction
Did PINS Beat Earnings? Q3 2025 Results
Pinterest delivered a mixed but broadly solid Q3 2025, posting revenue of $1.05 billion, up 16.8% year over year and just edging past the consensus estimate by 0.09%, while adjusted EPS of $0.38 missed the $0.42 Wall Street expectation by 8.83%. The … Read more Pinterest delivered a mixed but broadly solid Q3 2025, posting revenue of $1.05 billion, up 16.8% year over year and just edging past the consensus estimate by 0.09%, while adjusted EPS of $0.38 missed the $0.42 Wall Street expectation by 8.83%. The headline profitability shortfall was cushioned by genuine operational momentum: the platform reached an all-time high of 600 million global monthly active users, up 12% year over year, as CEO Bill Ready's investments in AI-powered shopping tools and visual search continued to attract both consumers and advertisers. Europe was a standout, with revenue surging 41% to $193 million, helped in part by a reported shift in ad spending from Asia-based e-commerce retailers away from the U.S. Following changes to the de minimis exemption. Adjusted EBITDA climbed 24% to $306.05 million, with margin expanding to 29%. Looking ahead, Pinterest guided Q4 revenue of $1.31 billion to $1.34 billion, implying 14% to 16% growth, with Adjusted EBITDA expected between $533 million and $558 million.
Key Takeaways
- • AI and product innovation investments driving revenue growth
- • Visual search leadership positioning Pinterest as AI-powered shopping assistant
- • Global MAUs reached all-time high of 600 million, up 12% YoY
- • Strong international revenue growth: Europe up 41%, Rest of World up 66%
- • ARPU growth across all regions: Global up 5%, Europe up 31%, Rest of World up 44%
- • Global advertisers increasingly using Pinterest as a search platform to drive sales
PINS YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
PINS Revenue by Geography
With YoY comparisons, source: SEC Filings
“We had a strong Q3, with 17% year-over-year revenue growth. Our investments in AI and product innovation are paying off. We've become a leader in visual search and have effectively turned our platform into an AI-powered shopping assistant for 600 million consumers. In turn, global advertisers are increasingly counting on Pinterest as a go-to search platform to reach their customers and drive sales.”
— Bill Ready, Q3 2025 Earnings Press Release
PINS Earnings Trends
PINS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
PINS EPS Trend
Earnings per share: estimate vs actual
PINS Revenue Trend
Quarterly revenue: estimate vs actual
PINS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.22 | $0.27 | +24.71% | $1.01B | +4.07% |
| Q4 25 MISS FY | $0.67 | $0.67 | -0.70% | $1.32B | -0.81% |
| FY Full Year | $1.66 | $1.60 | -3.64% | $4.22B | -0.29% |
| Q3 25 MISS | $0.42 | $0.38 | -8.83% | $1.05B | +0.09% |
| Q2 25 MISS | $0.35 | $0.33 | -6.17% | $998.2M | +2.33% |
| Q1 25 MISS | $0.26 | $0.23 | -9.80% | $855.0M | +1.05% |