NYSE$PINS

Pinterest Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Pinterest reported Q3 2025 revenue of $1.05B with net income of $92M and diluted EPS of $0.13.

Third-quarter revenue increased 17% year over year to $1.05 billion on a reported basis. Net income was $92.1 million with diluted EPS of $0.13 as monetization and engagement improved. U.S. revenue was $717.3 million for the quarter.

  • Q3 revenue $1.05B (+17% YoY reported).
  • Net income $92M; diluted EPS $0.13.
  • MAUs and ARPU trends support advertising growth.
  • AI shopping and advertiser tools expand the platform narrative.

Headline financials

Total Revenue

$1.05B

Previous: $898M+16.8%
EPS (adj)

$0.13

Previous: $0.04+225.0%
Global MAUs

600.0M

Previous: 537.0M+11.7%
U.S. and Canada MAUs

103.0M

Previous: 99.0M+4.0%
Europe MAUs

150.0M

Previous: 139.0M+7.9%
Rest of World MAUs

347.0M

Previous: 300.0M+15.7%
Global ARPU

$1.78

Previous: $1.70+4.7%
U.S. and Canada ARPU

$7.64

Previous: $7.31+4.5%
Europe ARPU

$1.31

Previous: $1.00+31.0%
Rest of World ARPU

$0.21

Previous: $0.14+50.0%
Capital Expenditures

-$21.5M

Previous: -$20.8M-3.4%
Net Income

$92.1M

Previous: $30.6M+201.4%
Operating Income

$58.5M

Previous: -$5.92M+1089.1%
Gross Profit

$837M

Previous: $711M+17.7%
R&D Expense

$371M

Previous: $327M+13.6%

Revenue & EPS history

Pinterest · Revenue · Quarterly

$1.05B

Q3 2025+16.8%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment commentary supports the investment narrative where disclosed.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

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 2025

Historical avgQ3 2025

+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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