In the Q3 earnings call Tuesday (Nov. 4), Pinterest execs told investors the company has transformed from a digital mood board into what CEO Bill Ready called an “AI-powered visual-first shopping assistant.
Pinterest, Inc. ( PINS ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Andrew Somberg - VP of Investor Relations & Treasury William Ready - CEO & Director Julia Donnelly - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Eric Sheridan - Goldman Sachs Group, Inc., Research Division Richard Greenfield - LightShed Partners, LLC Shweta Khajuria - Wolfe Research, LLC Mark Kelley - Stifel, Nicolaus & Company, Incorporated, Research Division Ross Sandler - Barclays Bank PLC, Research Division John Blackledge - TD Cowen, Research Division Michael Morris - Guggenheim Securities, LLC, Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for joining today's Pinterest Third Quarter 2025 Earnings Conference Call.
Although the revenue and EPS for Pinterest (PINS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Pinterest (PINS) came out with quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.4 per share a year ago.
The social-media platform now expects revenue in the fourth quarter to slow to 14% to 16%, despite recording 17% growth in the third quarter.
Pinterest reported third-quarter financial results on Tuesday that missed expectations for earnings per share but beat on global monthly active users.
Pinterest's expanding Gen Z base, ad innovations, and rising user engagement could drive Q3 revenue growth ahead of earnings.
Beyond analysts' top-and-bottom-line estimates for Pinterest (PINS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
Pinterest (PINS) closed the most recent trading day at $33.2, moving 5.79% from the previous trading session.
Pinterest (PINS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Pinterest (PINS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
User Growth Rekindled: Pinterest reached a record 578 million monthly active users in Q2 2025, driven by strong Gen Z adoption, now representing 50% of the user base. E-Commerce Expansion: The company's shift toward shopping integrations and retailer partnerships could unlock a second revenue stream and reduce dependency on advertising (currently 95% of total). Strong Financial Foundation: Pinterest maintains low debt ($137 M) and over $2.6 B in cash, providing ample flexibility for tech investment, AI improvements, and share buybacks.