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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Pinterest, Inc. (PINS) is 8/10.
Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal. Record 631 million global MAUs (up 11%) and roughly 80 billion monthly searches underpinned the quarter, while revenue excluding the largest retailers accelerated versus Q4, evidence of the diversification push under new Chief Business Officer Lee Brown. The large tariff-pressured retail cohort remained a headwind but improved relative to expectations as AI bidding optimizations linked to advertisers' measurement systems began to offset it, and the tvScientific connected-TV acquisition closed in the quarter. Pinterest repurchased roughly $2 billion of stock (about 109 million shares near $18, a 16% share reduction) funded partly by a $1 billion convertible note, and guided Q2 revenue to $1.133-1.153 billion (14-16% growth). GAAP results included a net loss (EPS of -$0.12) against a marginally profitable prior-year quarter, driven by below-operating-line items while operating and adjusted-EBITDA margins expanded modestly.
Scored from Pinterest, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.15B | +17.6% | $2.68 | +824.1% | 22.7% | 160.1% | $250M |
| FY2025 Q1 | $855M | +15.5% | $0.01 | +135.2% | -4.1% | 1.0% | $356M |
| FY2025 Q2 | $998M | +16.9% | $0.06 | +349.6% | -0.4% | 3.9% | $197M |
| FY2025 Q3 | $1.05B | +16.8% | $0.13 | +196.1% | 5.6% | 8.8% | $318M |
| FY2025 Q4 | $1.32B | +14.3% | $0.41 | -84.7% | 22.8% | 21.0% | $380M |
| FY2026 Q1 | $1.01B | +17.8% | $-0.12 | -1030.2% | -3.3% | -7.3% | $312M |
| FY2026 Q2 | $1.18B | +18.2% | $-0.08 | -242.3% | -4.7% | -4.0% | $582M |
On August 26, 2026, CFO Julia Brau Donnelly resigned to pursue another opportunity, remaining through October 30, 2026 for an orderly transition; the company said the departure was not due to any disagreement over operations, policies, or accounting practices. Effective October 30, 2026, Vikram Naidu, VP of Finance and Business Operations, was appointed interim Principal Financial Officer while an external search for a permanent CFO proceeds.
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