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Here's What Key Metrics Tell Us About Pinterest (PINS) Q3 Earnings

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Pinterest (PINS - Free Report) reported $1.17 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 11.9%. EPS of $0.46 for the same period compares to $0.38 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.2 billion, representing a surprise of -2.26%. The company delivered an EPS surprise of -8%, with the consensus EPS estimate being $0.50.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 661 versus the six-analyst average estimate of 653.
  • ARPU - Global: $1.80 versus the six-analyst average estimate of $1.85.
  • Monthly Active Users - Rest of World: 394 compared to the 385 average estimate based on five analysts.
  • Monthly Active Users - U.S. and Canada: 107 versus the five-analyst average estimate of 107.
  • Monthly Active Users - Europe: 161 versus the five-analyst average estimate of 160.
  • ARPU - Rest of World: $0.23 versus the five-analyst average estimate of $0.25.
  • ARPU - Europe: $1.21 compared to the $1.34 average estimate based on five analysts.
  • ARPU - U.S. and Canada: $8.38 versus $8.36 estimated by five analysts on average.
  • Geographic Revenue- U.S. and Canada: $894 million compared to the $875.97 million average estimate based on six analysts. The reported number represents a change of +13.7% year over year.
  • Geographic Revenue- Rest of World: $87 million versus $108.15 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +24.3% change.
  • Geographic Revenue- Europe: $193 million versus $215.64 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a 0% change.

View all Key Company Metrics for Pinterest here>>>

Shares of Pinterest have returned +10.8% over the past month versus the Zacks S&P 500 composite's +0.9% 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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