Pinterest(US:PINS) ZACKS·2025-08-04 14:17Core Insights - Analysts project Pinterest (PINS) will report quarterly earnings of $0.34 per share, a 17.2% increase year over year, with revenues expected to reach $974.61 million, reflecting a 14.2% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has been revised upward by 3.5% over the past 30 days, indicating a collective reassessment by covering analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Estimates - Analysts estimate 'Geographic Revenue - Europe' at $170.75 million, a year-over-year increase of 19.4% [5]. - 'Geographic Revenue - Rest of World' is projected to reach $52.42 million, indicating a 38% year-over-year change [5]. - 'Geographic Revenue - U.S. and Canada' is expected to be $752.28 million, reflecting an 11.8% increase from the prior-year quarter [5]. User Metrics - The consensus estimate for 'Monthly Active Users - Global' is 573 million, up from 522 million a year ago [6]. - 'Monthly Active Users - International' is projected at 327 million, compared to 288 million in the same quarter last year [6]. - 'Monthly Active Users - U.S. and Canada' is expected to reach 102 million, up from 98 million in the same quarter last year [7]. - 'Monthly Active Users - Europe' is estimated to be 146 million, compared to 136 million in the same quarter last year [7]. Average Revenue Per User (ARPU) - Analysts project 'ARPU - U.S. and Canada' to be $7.37, compared to $6.85 in the same quarter last year [8]. Stock Performance - Pinterest shares have returned +5.8% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [8].