Compared to Estimates, Pinterest (PINS) Q3 Earnings: A Look at Key Metrics

Core Insights - Pinterest reported revenue of $1.05 billion for the quarter ended September 2025, reflecting a year-over-year increase of 16.8% and a slight surprise of +0.17% over the Zacks Consensus Estimate [1] - The earnings per share (EPS) was $0.38, down from $0.40 in the same quarter last year, resulting in an EPS surprise of -5% compared to the consensus estimate [1] Financial Performance - Monthly Active Users (MAUs) globally reached 600 million, exceeding the average estimate of 592 million [4] - Average Revenue Per User (ARPU) globally was $1.78, matching the average estimate [4] - Geographic revenue breakdown showed: - U.S. and Canada: $786 million, slightly below the estimate of $798.57 million, with a year-over-year increase of +9.3% [4] - Rest of World: $70 million, surpassing the estimate of $64.98 million, with a significant year-over-year increase of +66.7% [4] - Europe: $193 million, exceeding the estimate of $184.51 million, representing a year-over-year increase of +40.9% [4] Market Performance - Pinterest shares returned +5.2% over the past month, outperforming the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]