Compared to Estimates, Pinterest (PINS) Q1 Earnings: A Look at Key Metrics

Core Insights - Pinterest reported revenue of $854.99 million for the quarter ended March 2025, reflecting a 15.5% increase year-over-year and surpassing the Zacks Consensus Estimate of $845.74 million by 1.09% [1] - The company's EPS was $0.23, up from $0.20 in the same quarter last year, although it fell short of the consensus estimate of $0.25 by 8% [1] Financial Performance - Revenue growth of 15.5% year-over-year [1] - EPS increased to $0.23 from $0.20 year-over-year [1] - Revenue surprise of +1.09% compared to estimates [1] - EPS surprise of -8.00% compared to estimates [1] Key Metrics - Monthly Active Users (MAUs) globally reached 570 million, exceeding the average estimate of 562 million [4] - Average Revenue Per User (ARPU) globally was $1.52, slightly above the average estimate of $1.51 [4] - MAUs in the U.S. and Canada were 102 million, compared to the estimate of 101 million [4] - Geographic revenue from the U.S. and Canada was $663 million, surpassing the estimate of $658.03 million, representing a 12% year-over-year increase [4] - Geographic revenue from Europe was $147 million, exceeding the estimate of $140.72 million, with a year-over-year change of 24.6% [4] - Geographic revenue from the Rest of World was $45 million, slightly below the estimate of $46.86 million, but showing a significant 50% increase year-over-year [4] Stock Performance - Pinterest shares have returned -2.8% over the past month, while the Zacks S&P 500 composite increased by 11.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]