Q2 FY2026 EarningsQ2 FY26 results beat top-line consensus with revenue of $1,179.7M vs. $1,148.3M expected, driven by 11% YoY growth in MAUs and 7% growth in Global ARPU. While GAAP net loss of -$46.7M missed the $1.04M profit mean expectation, Adjusted EBITDA surged 24% YoY to $311.3M. The acquisition of tvScientific and a global restructuring plan to reallocate resources to AI initiatives highlight a strategic shift toward performance advertising, though increased share-based compensation significantly impacted GAAP profitability.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Pinterest(PINS) the Revenue is 1.18 B (+18.17%), Beat estimate;the EBIT is -55.2 M (-1175%), Miss estimate;the EPS is -0.08 (-233.3%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.18B18.17%
1.15B15.03%
+0.03B3.14%
EBITMiss expectations
-0.06B1174.78%
-0.01B208.50%
-0.04B966.28%
EPSMiss expectations
-0.08233.33%
0.006788.90%
-0.0867144.43%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf