Pinterest (PINS) Q3 2025 Earnings
How Did PINS Stock React to Q3 2025 Earnings?
S&P 500 over the same 30 days: +0.89%.
Did PINS Beat Earnings? Q3 2025 Results
No. Pinterest reported Q3 2025 earnings of $0.38 a share on Nov 4, 2025, missing the $0.42 consensus estimate by 8.8%. Revenue was $1.0B against a $1.0B estimate.
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.
- 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
“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.”
Pinterest CEO, on the earnings call
What Was Pinterest's Outlook in Q3 2025?
For Q4 2025, Pinterest expects revenue in the range of $1,313 million to $1,338 million, representing 14%-16% year-over-year growth. Guidance assumes approximately 1 point of foreign exchange tailwind based on current spot rates. Q4 2025 Adjusted EBITDA is expected in the range of $533 million to $558 million.
PINS YoY Financials
| Metric | Q3 2025 | Q3 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.0B | $898.4M | +16.8% |
| Gross Profit | $836.9M | $710.9M | +17.7% |
| Operating Income | $58.5M | $4.9M | +1,089.1% |
| Net Income | $92.1M | $30.6M | +201.4% |
PINS Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.