Pinterest (2U9) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 04, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.31

Last Year’s EPS

0.29

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 25 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted multiple strong operational and financial signs of momentum — double-digit revenue growth, record MAUs, improving adjusted EBITDA and free cash flow, meaningful AI-driven performance gains, early success from the TV Scientific acquisition, and an aggressive share repurchase — while also acknowledging persistent headwinds from large retailers, ad pricing pressure, near-term cost increases tied to AI/GPU investments and integration of TV Scientific, and short-term international reorganization impacts. On balance the positives (top-line growth, profitability, cash generation, AI-driven product improvements, and successful early advertiser case studies) outweigh the challenges, though management signals work remains to fully monetize engagement globally.

Company Guidance

Management guided Q2 2026 revenue of $1.133–$1.153 billion (14–16% YoY) and adjusted EBITDA of $256–$276 million, noting current spot rates imply roughly a one‑point FX tailwind and Q2 non‑GAAP cost of revenue is expected to rise sequentially by mid‑single digits (partly from TV Scientific and added GPU capacity) with seasonally higher Sales & Marketing and sales headcount spend. For context, Q1 results included $1.08 billion revenue (+18% YoY; +15% constant currency), $207 million adjusted EBITDA (20% margin, +40 bps YoY), $312 million free cash flow, 631 million MAUs (+11% YoY: UCAN 106M +4%, Europe 159M +7%, Rest of World 367M +15%), ad impressions +24% and ad pricing −5% YoY, cost of revenue $232 million (+20% YoY) and non‑GAAP operating expense $574 million (+16% YoY). Company activity YTD includes ~$2.0 billion of share repurchases (109 million shares at a weighted average ~$18, ~16% reduction in shares outstanding), $1.3 billion cash and a full‑year adjusted EBITDA margin expectation of ~29% (including ~100 bps drag from TV Scientific) with medium‑term targets of 30–34%.

Record Revenue and Strong Top-Line Growth

Q1 revenue of $1.08 billion, up 18% year-over-year (15% constant currency); third consecutive quarter above $1B; Q2 revenue guide $1.133B–$1.153B (14%–16% YoY).

User Growth and Deepening Engagement

Global MAUs reached a record 631 million, up 11% YoY; platform records ~80 billion monthly searches with ~50% commercial queries; ten+ quarters of double-digit user growth and expanding engagement, particularly in UCAN and Gen Z cohorts.

Profitability and Cash Generation

Adjusted EBITDA of $207 million in Q1 with a 20% adjusted EBITDA margin (+40 basis points YoY); Q1 free cash flow of $312 million; cash, cash equivalents and marketable securities of $1.3 billion at quarter end.

Aggressive Share Repurchase

Repurchased roughly $2 billion of stock (≈109 million shares) year-to-date at a weighted average price of ~$18, reducing shares outstanding by ~16% versus a quarter ago; $2 billion remaining on a $3.5 billion authorization.

AI and Product Improvements Driving Measurable Performance Gains

PinRack generative retrieval drove ~180 bps improvement in search fulfillment and ~180 bps reduction in CPA/CPC; search-ranking updates improved fulfillment ~70 bps and saved ~390 bps; Shopping ROAS model experiments delivered up to +11% ROAS; Canvas creative model and Performance Plus adoption (~30% of lower-funnel revenue) are improving advertiser outcomes (Mejuri A/B: +46% ROAS, +62% conversions).

TV Scientific Acquisition and CTV Early Wins

TV Scientific acquisition closed in Q1; early advertiser tests showed large uplifts (one partner saw ~190% increase in incremental audience reach and ~159% increase in incremental sales); other pilots cited ~27% increase in outcomes and ~65% increase in purchases when layering Pinterest audiences onto TV Scientific algorithms.

Pinterest (DE:2U9) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:2U9 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 04, 2026	2026 (Q2)	0.31 / -	0.288	―	―	―
May 04, 2026	2026 (Q1)	0.20 / 0.24	0.201	17.39% (+0.03)
Feb 12, 2026	2025 (Q4)	0.58 / 0.59	0.489	19.64% (+0.10)
Nov 04, 2025	2025 (Q3)	0.36 / 0.33	0.35	-5.00% (-0.02)
Aug 07, 2025	2025 (Q2)	0.31 / 0.29	0.253	13.79% (+0.03)
May 08, 2025	2025 (Q1)	0.22 / 0.20	0.175	15.00% (+0.03)
Feb 06, 2025	2024 (Q4)	0.56 / 0.49	0.463	5.66% (+0.03)
Nov 07, 2024	2024 (Q3)	0.30 / 0.35	0.245	42.86% (+0.10)
Jul 30, 2024	2024 (Q2)	0.24 / 0.25	0.184	38.10% (+0.07)
Apr 30, 2024	2024 (Q1)	0.12 / 0.17	0.07	150.00% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:2U9 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 04, 2026	€17.30	€20.20	+16.76%
Feb 12, 2026	€16.20	€16.20	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.