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Pinterest (PINS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Pinterest (PINS - Free Report) reported $1.18 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 18.2%. EPS of $0.43 for the same period compares to $0.33 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +2.39%. The company delivered an EPS surprise of +19.44%, with the consensus EPS estimate being $0.36.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Pinterest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Monthly Active Users - Global: 640 versus 631 estimated by eight analysts on average.
  • ARPU - Global: $1.86 versus the eight-analyst average estimate of $1.82.
  • Monthly Active Users - Rest of World: 377 versus the six-analyst average estimate of 367.
  • Monthly Active Users - U.S. and Canada: 106 compared to the 107 average estimate based on six analysts.
  • Monthly Active Users - Europe: 157 versus 157 estimated by six analysts on average.
  • ARPU - Rest of World: $0.23 compared to the $0.24 average estimate based on six analysts.
  • ARPU - Europe: $1.35 compared to the $1.42 average estimate based on six analysts.
  • ARPU - U.S. and Canada: $8.30 versus $7.86 estimated by six analysts on average.
  • Geographic Revenue- U.S. and Canada: $880 million versus $837.38 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +18.1% change.
  • Geographic Revenue- Rest of World: $87 million versus the six-analyst average estimate of $87.69 million. The reported number represents a year-over-year change of +38.1%.
  • Geographic Revenue- Europe: $213 million versus $221.77 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.

View all Key Company Metrics for Pinterest here>>>

Shares of Pinterest have returned +8.6% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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