NYSE$PINS

Pinterest Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Pinterest's Q3 2023 earnings demonstrated strong revenue growth and margin expansion.

Pinterest's Q3 2023 earnings showcased strong revenue growth, reaching $763 million, an 11% year-over-year increase. Global MAUs also saw an 8% increase, reaching 482 million. The company's GAAP net income was $7 million, with an adjusted EBITDA of $185 million.

  • Q3 revenue grew 11% year over year to $763 million.
  • Global Monthly Active Users (MAUs) increased 8% year over year to 482 million.
  • GAAP net income was $7 million for Q3.
  • Adjusted EBITDA was $185 million for Q3.

Headline financials

Total Revenue

$763M

Previous: $685M+11.5%
EPS (adj)

$0.28

Previous: $0.11+154.5%
Global MAUs

482.0M

Previous: 445.0M+8.3%
U.S. and Canada MAUs

96.0M

Previous: 95.0M+1.1%
Europe MAUs

128.0M

Previous: 120.0M+6.7%
Rest of World MAUs

258.0M

Previous: 230.0M+12.2%
Global ARPU

$1.61

Previous: $1.56+3.2%
U.S. and Canada ARPU

$6.46

Previous: $6.13+5.4%
Europe ARPU

$0.91

Previous: $0.72+26.4%
Rest of World ARPU

$0.12

Previous: $0.11+9.1%
Capital Expenditures

-$980K

No prior period
Free Cash Flow

$6.73M

Previous: -$65.2M+110.3%
Net Income

$6.73M

Previous: -$65.2M+110.3%
Operating Income

-$5M

Previous: -$69.4M+92.8%
Gross Profit

$592M

Previous: $502M+18.0%
Cash & Equivalents

$1.17B

Previous: $1.67B-30.1%
Total Assets

$3.3B

Previous: $3.69B-10.5%
R&D Expense

$265M

No prior period
Stock-Based Comp

$172M

Previous: $136M+26.2%

Revenue & EPS history

Pinterest · Revenue · Quarterly

$763M

Q3 2023+11.5%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

For Q4 2023, Pinterest expects revenue to grow in the 11-13% range year over year. They also expect Q4 2023 Non-GAAP operating expenses to decline in the 9-13% range year over year. This operating expense guidance does not include cost of revenue.

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 Q3 2023

Historical avgQ3 2023

+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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