PINS · Pinterest, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Pinterest posted Q2 revenue of $1.18B (+18% YoY) and a record 640M MAUs (+11%), with UCAN revenue accelerating five points to 18% growth, and raised its full-year 2026 adjusted EBITDA margin outlook to ~30% from ~29% on first-half outperformance.
- + Q2 revenue grew 18% YoY to $1.18B with UCAN accelerating five points to 18% growth.
- + Global MAUs hit a record 640M, up 11% YoY, marking the 11th straight quarter of double-digit user growth.
- + Company raised full-year 2026 adjusted EBITDA margin outlook to ~30% from ~29% on first-half outperformance.
- + Adjusted EBITDA grew 24% YoY to $311M with margin up 130bps to 26%, and free cash flow grew 37% to $270M.
- − Q3 revenue guidance of 13-15% YoY growth represents a meaningful sequential deceleration, with FX, Prime Day shift, and World Cup spend together creating roughly three points of headwind.
- − Europe revenue growth moderated to 12% reported (7% constant currency), pressured by regulatory actions on Asia-based cross-border retailers and harder comparisons.
- − Cost of revenue grew 25% YoY, well above the 18% revenue growth, driven by full-quarter TV Scientific impact and additional GPU capacity investment.
- − Management flagged continued 'modest headwinds from cost of revenue as a percentage of revenue in the second half' from GPU investment and TV Scientific inclusion.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PINS
this stock
Pinterest, Inc.
|
$10.70B | -22.5% | +15.8% | 55.6 | 10.4% |
|
GOOGL
Alphabet Inc.
|
$4.21T | +10.7% | +15.1% | 17.3 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.91T | +12.4% | +47.1% | 28.3 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$104.87B | -16.8% | — | — | 2.2% |
|
NBIS
Nebius Group N.V.
|
$60.26B | +177.8% | +479.0% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PINS | +9.0% | -1.7% | +7.3% | +6.2% | -22.5% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +7.8% | -2.3% | -4.3% | +4.6% | -36.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.