Core Insights - Pinterest, Inc. reported modest second-quarter 2025 results with net income missing estimates while revenues exceeded expectations, driven by strong growth across all regions and enhanced monetization efforts [1][2][3] Financial Performance - GAAP net income was $38.7 million, or 6 cents per share, compared to $8.9 million, or 1 cent per share, in the prior-year quarter, reflecting improved profitability due to revenue growth [2] - Non-GAAP net income increased to $228.3 million, or 33 cents per share, up from $172.2 million, or 24 cents per share, year-over-year [2] - Revenues rose to $998.2 million from $853.6 million in the prior-year quarter, surpassing the Zacks Consensus Estimate of $975 million [3] User Engagement - Global monthly active users (MAUs) reached 578 million, marking an 11% year-over-year increase, with the U.S. and Canada contributing 102 million MAUs, up 5% [3][7] - MAUs in Europe increased to 146 million from 136 million, while the Rest of World segment saw a rise to 329 million, up 14% from the previous year [7] Revenue Breakdown - Revenues from the United States and Canada were $745 million, up 11% year-over-year, while Europe generated $191 million, a 34% increase from $143 million [6] - The Rest of World segment's revenues rose to $63 million from $38 million, exceeding estimates [6] Monetization and Growth Drivers - The AI-powered Pinterest Performance+ suite has gained traction among advertisers, enhancing campaign performance and click-through rates through improved personalization [4][5] - The company is focusing on bridging upper-funnel storytelling with lower-funnel conversion, which is positively impacting overall campaign effectiveness [5] Future Outlook - For Q3 2025, Pinterest expects revenues between $1.033 billion and $1.053 billion, indicating a year-over-year growth of 15-17%, with adjusted EBITDA projected between $282 million and $302 million [12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is a forward-looking technology adopter, utilizing various technologies to enhance workflows [4] - Proactive employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 100 points [1] - Pinterest reported second-quarter revenue of $998.23 million, exceeding estimates of $974.01 million, but adjusted earnings of 33 cents per share missed analyst expectations of 35 cents per share [2] - Pinterest shares fell 12.4% to $34.35 in pre-market trading following the earnings report [2] Group 2 - The Trade Desk, Inc. saw a decline of 29.6% to $62.19 in pre-market trading after reporting second-quarter financial results [4] - Iovance Biotherapeutics, Inc. shares fell 26.9% to $1.93 after worse-than-expected second-quarter results and FY25 sales guidance below estimates [4] - Sweetgreen, Inc. shares dropped 23.5% to $9.69 after reporting disappointing second-quarter results and cutting FY25 sales guidance [4] - Xponential Fitness, Inc. declined 21.1% to $7.59 following downbeat quarterly sales and reduced FY2025 sales guidance [4] - Sezzle Inc. shares fell 20.3% to $111.05 after releasing second-quarter financial results [4] - Twilio Inc. shares tumbled 12.8% to $106.75 after issuing third-quarter guidance below estimates [4] - Gray Media, Inc. declined 9% to $3.79 following downbeat quarterly earnings [4] - Firefly Aerospace Inc. dipped 8.6% to $55.14 after its recent IPO [4] - Microchip Technology Incorporated fell 7.9% to $60.97 following first-quarter results [4]

Market Movements - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.30%, S&P 500 futures up by 0.38%, and Nasdaq futures increasing by 0.35% [1] - European indices show mixed results, with Germany's DAX up by 0.04%, UK's FTSE 100 down by 0.09%, France's CAC 40 up by 0.20%, and the Euro Stoxx 50 rising by 0.16% [2][3] - WTI crude oil prices increased by 0.58% to $64.25 per barrel, while Brent crude rose by 0.65% to $66.86 per barrel [3][4] Earnings Reports - The earnings season has seen a significant reaction from investors, with companies failing to meet Wall Street expectations facing an average stock price drop of 7.4%, compared to the usual 3.2% over the past five years [4] - Companies that meet both earnings and sales expectations are the only ones seeing stock price increases on the first trading day post-earnings [4] Federal Reserve Predictions - JPMorgan forecasts that the Federal Reserve may begin a series of rate cuts starting in September, with a potential total of four cuts, each by 25 basis points [5] - Concerns about inflation and economic stagnation are rising, with warnings that new tariffs could complicate the Fed's ability to lower rates [5] - Atlanta Fed President Bostic maintains a cautious stance, suggesting only one rate cut this year while emphasizing the need to monitor the impact of tariffs on inflation [5] Company-Specific News - Tesla is disbanding its Dojo supercomputer team and shifting from in-house chip development to external partnerships, marking a significant strategic change [7][8] - Intel CEO Chen Liwu received full support from the board amid calls for his resignation due to alleged conflicts of interest, following comments from President Trump [8] - MP Materials reported Q2 revenue growth of 84% to $57.4 million, exceeding expectations, with a significant increase in rare earth production [9] - Pinterest's Q2 revenue grew by 17% to $998 million, but the company faced a decline in user growth in North America, leading to a pre-market drop of over 12% [9] - Toyota and Honda are facing uncertainty regarding a potential $12.5 billion impact from tariffs, complicating pricing decisions [10] - TSMC reported a 26% year-over-year revenue increase in July, driven by strong demand for AI chips, aligning with analyst expectations for continued growth [10]

图片分享平台Pinterest(PINS.US)夜盘跌超10.8%，报34.93美元。 消息面上，Pinterest第二季度销售额同比增长17%至9.98亿美元，高于分析师预期的9.75亿美元；净利润 同比增长335%至3876万美元，调整后每股盈利33美仙，则逊于预期的35美仙。全球月活用户为5.78 亿，超过市场预测的5.745亿，其中美国和加拿大的月活用户为1.02亿，与前一季度持平。Pinterest预计 第三季度销售额将介于10.33亿到10.53亿美元之间，超过分析师预测的10.25亿美元。(格隆汇) ...

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Group 1 - Pinterest reported Q2 sales exceeding analyst expectations, but earnings per share fell short of Wall Street predictions, leading to a post-market drop of up to 16% [1] - Adjusted earnings per share were $0.33, below the expected $0.36, while monthly active users in the U.S. and Canada remained flat at 102 million [1] - Global user growth outside the U.S. is stagnating, raising concerns about the user base [1] Group 2 - Q2 revenue grew 17% year-over-year to $998 million, surpassing the expected $976 million, with global monthly active users increasing 11% to 578 million [3] - The growth was driven by a surge in Gen Z users, who now make up over half of the platform's user base, and the appeal of AI tools for advertisers [3] - The company expects Q3 revenue to be between $1.03 billion and $1.05 billion, higher than the analyst forecast of $1.02 billion [3] Group 3 - Pinterest has established third-party advertising partnerships with Google, Amazon, and Magnite, enhancing its advertising capabilities through AI [4] - The company has improved ad targeting and content recommendation efficiency using AI technology, achieving better-than-expected advertising results in Q2 [4] Group 4 - Prior to the earnings report, Pinterest's stock had risen 35% year-to-date, with significant price movements following quarterly earnings announcements [5]

Core Insights - Pinterest reported revenue of $998.23 million for the quarter ended June 2025, reflecting a 16.9% increase year-over-year, and EPS of $0.33, up from $0.29 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $974.61 million by 2.42%, while the EPS fell short of the consensus estimate of $0.34 by 2.94% [1] Financial Performance Metrics - Monthly Active Users (MAUs) globally reached 578 million, surpassing the average estimate of 573 million [4] - Average Revenue Per User (ARPU) globally was $1.74, slightly above the estimated $1.70 [4] - MAUs in the U.S. and Canada were 102 million, matching the average estimate [4] - Geographic revenue from the U.S. and Canada was $745 million, below the average estimate of $752.28 million, but showed a year-over-year increase of 10.7% [4] - Revenue from the Rest of World segment was $63 million, exceeding the estimate of $52.42 million, representing a significant year-over-year increase of 65.8% [4] - Revenue from Europe was reported at $191 million, above the average estimate of $170.75 million, with a year-over-year growth of 33.6% [4] Stock Performance - Pinterest shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Pinterest reported quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.34 per share, but showing an increase from $0.29 per share a year ago, resulting in an earnings surprise of -2.94% [1] - The company posted revenues of $998.23 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.42% and showing a year-over-year increase from $853.68 million [2] - Pinterest shares have increased approximately 34.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.43 on revenues of $1.02 billion, and for the current fiscal year, it is $1.83 on revenues of $4.16 billion [7] - The estimate revisions trend for Pinterest was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Pinterest belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Financial Data and Key Metrics Changes - The company reported Q2 revenue of $998 million, representing a 17% year-over-year increase [31][8] - Adjusted EBITDA for Q2 was $251 million, resulting in an adjusted EBITDA margin of 25%, an increase of approximately 310 basis points year-over-year [35][27] - Free cash flow for Q2 was $197 million, with cash, cash equivalents, and marketable securities totaling $2.7 billion at the end of the quarter [35][36] Business Line Data and Key Metrics Changes - Monthly Active Users (MAUs) reached 578 million, an 11% increase year-over-year, marking a record high [8][30] - Ad impressions grew by 55% in Q2, marking the twelfth consecutive quarter of growth in ad impressions [33] - Revenue from the U.S. and Canada was $745 million, growing 11%, while Europe saw revenue of $191 million, growing 34% [32][30] Market Data and Key Metrics Changes - The U.S. and Canada region had 102 million MAUs, growing 5%, while Europe had 146 million MAUs, growing 7% [30] - The Rest of World market had 329 million MAUs, growing 14% [30] - Revenue from the Rest of World was $63 million, growing 65% on a reported basis [31] Company Strategy and Development Direction - The company is focusing on leveraging AI to enhance user engagement and ad performance, aiming to create a more personalized experience [6][14] - A strategic partnership with Instacart was announced to enable shoppable ads, particularly in the food and beverage category [21][81] - The company aims to continue expanding its lower funnel and performance ad strategies in international markets [70][28] Management's Comments on Operating Environment and Future Outlook - Management noted a constructive environment for digital ads in Q2, with strong performance in retail and financial services [49][48] - The company expects Q3 revenue to be in the range of $1.033 billion to $1.053 billion, representing 15% to 17% growth year-over-year [36][27] - Management expressed confidence in the resilience of the business and the durability of revenue growth drivers [52][28] Other Important Information - The company has seen a significant increase in Gen Z users, now accounting for over 50% of MAUs, which is driving engagement and search behavior [10][42] - The company is investing in R&D and sales capacity to support growth in AI and performance-based advertising [79][28] Q&A Session Summary Question: Overall usage trends with Gen Z - Management noted that user growth is strong across all demographics, with Gen Z increasingly using Pinterest as a search engine [42][44] Question: Current demand state for digital ads - Management indicated a more constructive environment than previously expected, with continued strength in retail and financial services [49][48] Question: Performance Plus adoption - Management reported notable early adoption from mid-market advertisers, with lower funnel revenue through Performance Plus campaigns more than doubling [54][55] Question: Investments in AI and search funnel changes - Management emphasized that Pinterest has become an AI-enabled shopping assistant, enhancing user experience and engagement [61][64] Question: International business dynamics - Management highlighted the narrowing gap between U.S. and international ARPU, with strong growth in Europe and Rest of World regions [70][69] Question: Investment priorities for the second half of the year - Management plans to focus on R&D investments in AI and sales capacity to support growth in emerging verticals [79][78]