NYSE$PINS

Pinterest Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Pinterest reported strong Q2 2024 results, driven by robust revenue and user growth momentum.

Pinterest's Q2 2024 results showed strong growth, with revenue increasing by 21% year over year to $854 million and global monthly active users growing by 12% to 522 million. The company's monetization efforts are yielding positive results as advertisers see improved performance due to AI-powered products and experiences.

  • Q2 revenue grew 21% year over year to $854 million.
  • Global Monthly Active Users (MAUs) increased 12% year over year to 522 million.
  • GAAP net income was $9 million for Q2.
  • Adjusted EBITDA was $180 million for Q2.

Headline financials

Total Revenue

$854M

Previous: $708M+20.6%
EPS

$0.01

Previous: $0.21-95.2%
Global MAUs

522.0M

Previous: 465.0M+12.3%
U.S. and Canada MAUs

98.0M

Previous: 95.0M+3.2%
Europe MAUs

136.0M

Previous: 124.0M+9.7%
Rest of World MAUs

288.0M

Previous: 246.0M+17.1%
Global ARPU

$1.64

Previous: $1.53+7.2%
U.S. and Canada ARPU

$6.85

Previous: $5.92+15.7%
Europe ARPU

$1.03

Previous: $0.91+13.2%
Rest of World ARPU

$0.13

Previous: $0.12+8.3%
Capital Expenditures

-$16.9M

Previous: $810K-2186.0%
Free Cash Flow

-$8.01M

Previous: -$34.9M+77.1%
Net Income

$8.89M

Previous: -$34.9M+125.4%
Operating Income

-$21.4M

Previous: -$73.2M+70.7%
Gross Profit

$669M

Previous: $539M+24.0%
R&D Expense

$313M

No prior period
Stock-Based Comp

$196M

Previous: $170M+15.8%

Revenue & EPS history

Pinterest · Revenue · Quarterly

$854M

Q2 2024+20.6%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

For Q3 2024, Pinterest expects revenue to be in the range of $885 million to $900 million, representing 16-18% growth year over year. Non-GAAP operating expenses are expected to be in the range of $485 million to $500 million, representing 17-20% growth year over year.

Tailwinds

  • Revenue expected to be in the range of $885 million to $900 million.
  • Revenue growth of 16-18% year over year.
  • Continued investment in AI and product development.
  • Focus on attracting and retaining users.
  • Expansion of monetization efforts.

Headwinds

  • Non-GAAP operating expenses expected to be in the range of $485 million to $500 million.
  • Operating expense growth of 17-20% year over year.
  • Uncertainty regarding share-based compensation expense.
  • Potential variability of reconciling items.
  • Material changes to reconciling items could have a significant effect on future GAAP results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.0%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

46%

13 / 28 earnings

Positive

+43.2%

Q2 2020

Best reaction

-23.2%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%+2.2%+3.8%
Q4 2025-16.8%-11.7%-1.9%
Q3 2025-21.8%-17.9%-18.7%
Q1 2025+4.6%+18.1%+22.8%
Q4 2024+19.1%+16.4%+2.1%
Q3 2024-13.6%-9.2%-4.4%
Q2 2024-14.5%-22.1%-16.5%
Q1 2024+19.8%+19.6%+22.5%
Q4 2023-9.7%-12.5%-14.5%
Q3 2023+22.7%+27.0%+36.6%
Q2 2023-3.9%-8.0%-5.2%
Q1 2023-13.6%-19.7%-8.9%
Q4 2022-3.7%-9.6%-6.3%
Q3 2022+13.0%+9.8%+13.4%
Q2 2022+14.5%+15.8%+18.3%
Q1 2022+10.3%+15.3%+6.4%
Q4 2021-0.3%-2.4%-11.5%
Q3 2021+3.4%+4.4%-19.8%
Q2 2021-23.2%-21.7%-25.3%
Q1 2021-13.6%-13.5%-16.2%
Q4 2020+6.2%+2.9%-11.7%
Q3 2020+19.0%+11.2%+32.7%
Q2 2020+43.2%+42.4%+40.3%
Q1 2020-17.3%-7.7%-1.1%
Q4 2019+15.0%+9.7%-15.5%
Q3 2019-19.5%-21.0%-24.8%
Q2 2019+15.8%+12.7%+18.7%
Q1 2019-6.7%-11.2%-4.3%
Q3 2018
Q2 2018
Q1 2018
Q4 2017

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