Q3 2025 Earnings Report © 2025 Pinterest. All rights reserved. Non-GAAP Financial Measures To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we use the following non-GAAP financial measures: Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrative) ...

Core Insights - Pinterest reported a strong Q3 2025 with a revenue of $1,049 million, reflecting a 17% year-over-year growth and a 16% increase on a constant currency basis [1][3] - The platform achieved an all-time high of 600 million global monthly active users (MAUs), marking a 12% increase year-over-year [1][3] Financial Performance - Revenue for Q3 2025 was $1,049 million, up from $898 million in Q3 2024, representing a 17% increase [2][3] - Net income reached $92 million, a significant increase of 201% compared to $30.6 million in the same quarter last year [2][3] - Non-GAAP net income was $262.9 million, up 18% from $223.3 million in Q3 2024 [2][3] - Adjusted EBITDA for the quarter was $306 million, a 24% increase from $247 million in Q3 2024 [2][3] User Metrics - Global MAUs increased to 600 million, up from 537 million in Q3 2024, representing a 12% growth [3][4] - Average revenue per user (ARPU) globally was $1.78, a 5% increase from $1.70 in Q3 2024 [4] Geographic Revenue Breakdown - Revenue from the U.S. and Canada was $786 million, a 9% increase from $719 million in Q3 2024 [4] - Revenue from Europe surged by 41% to $193 million, up from $137 million [4] - Revenue from the Rest of the World saw a remarkable 66% increase, reaching $70 million compared to $42 million in Q3 2024 [4] Cash Flow and Operating Activities - Net cash provided by operating activities was $321.7 million, a 30% increase from $248 million in Q3 2024 [2][3] - Free cash flow for the quarter was $318.4 million, also a 30% increase from $244 million in the same period last year [2][3] Future Guidance - For Q4 2025, Pinterest expects revenue to be between $1,313 million and $1,338 million, indicating a year-over-year growth of 14% to 16% [5] - The company anticipates Q4 2025 Adjusted EBITDA to range from $533 million to $558 million [5]

User Growth - Pinterest has reached 600 million monthly active users, adding 22 million users over the last reporting period [1] - User growth is observed in every region, with significant traction in the "Rest of World" category, particularly in Brazil and Mexico, despite a loss of 2 million users in Europe in the last report [2] Revenue Performance - Pinterest reported a 17% year-over-year increase in revenue for Q3, bringing in just over $1 billion, primarily from its ad business [1][3] - The average revenue per user (ARPU) in the U.S. is significantly higher than in Europe and the "Rest of World" category, but ARPU is not rising significantly [3] Future Growth Potential - Pinterest is looking for a boost in end-of-year sales to drive revenue numbers higher, leveraging its position as a key discovery platform with improved search tools and recent AI additions [4] - The introduction of a new AI assistant tool aims to enhance user experience by using visual matches and conversational queries to find relevant items [5][6] - The integration of shopping tools and direct purchase activity is crucial for Pinterest to capitalize on its user base and improve monetization [6][7]

Core Insights - Reddit has shown positive reactions to its Q3 2025 results, indicating strong user engagement and a favorable outlook due to transformative improvements and AI training deals [1] Group 1: Company Performance - Reddit's Q3 2025 results reflect significant enhancements in user engagement, which is a critical metric for the platform's growth [1] - The company is benefiting from optionalities arising from AI training deals, suggesting potential new revenue streams and innovation [1] - Robust guidance provided by Reddit indicates a favorable outlook for future performance, positioning the company well fundamentally [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing a strong foundation in equity valuation and market trends [1] - The analyst has a history of leadership in model validation and regulatory finance, showcasing expertise in both fundamental and technical analysis [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, focusing on macroeconomic trends and corporate earnings [1]

Meta Platforms on Tuesday rejected a ruling by the French rights watchdog against its algorithm after allegations of discriminatory job advertisements on its social network Facebook. ...

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Core Insights - The international operations of Meta Platforms are crucial for assessing its financial resilience and growth prospects, especially given the interconnected nature of the global economy [2][3]. Revenue Performance - For the quarter ended September 2025, Meta's total revenue reached $51.24 billion, marking a year-over-year increase of 26.3% [4]. - Europe generated $11.57 billion, accounting for 22.6% of total revenue, slightly exceeding Wall Street's expectation of $11.51 billion [5]. - Asia-Pacific contributed $14.3 billion, representing 27.9% of total revenue, surpassing the expected $13.39 billion by 6.79% [6]. - The Rest of the World brought in $5.66 billion, making up 11.1% of total revenue, also exceeding the consensus estimate of $5.52 billion by 2.61% [7]. Future Projections - Analysts project Meta's total revenue for the current fiscal quarter to be $58.43 billion, reflecting a 20.8% increase from the previous year, with contributions from Europe, Asia-Pacific, and the Rest of the World expected to be $13.5 billion, $14.75 billion, and $6.15 billion, respectively [8]. - For the full year, total revenue is anticipated to reach $198.22 billion, a 20.5% increase from the prior year, with regional contributions of $45.76 billion from Europe, $52.24 billion from Asia-Pacific, and $21.33 billion from the Rest of the World [9]. Strategic Importance - The reliance on global markets presents both opportunities and challenges for Meta Platforms, making the analysis of international revenue trends essential for forecasting future performance [10].

My first Meta Platforms, Inc. ( META ) analysis was published on 21 August 2025 . Until this day, it is still the last and most recent Strong Sell rating for META on Seeking Alpha, pointingAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure:I/we have no stock, option or similar derivati ...

Group 1 - Meta Platforms, Inc. (NASDAQ:META) is recognized for its strong leadership under CEO Mark Zuckerberg, who is described as an "uber-competitive genius" with a stellar track record, making the stock a buy after a significant pullback from its highs [1] - The company develops technologies and applications that facilitate social networking and messaging, with a portfolio that includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality [2] Group 2 - While Meta is acknowledged as a potential investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [3]

Core Viewpoint - Pinterest, Inc. is set to release its third-quarter earnings on November 4, with expectations of increased earnings and revenue compared to the previous year [1] Financial Performance - Analysts predict Pinterest will report earnings of 42 cents per share for Q3, up from 40 cents per share in the same quarter last year [1] - The consensus estimate for Pinterest's Q3 revenue is $1.05 billion, a significant increase from $898.37 million a year earlier [1] - In Q2, Pinterest reported revenue of $998.23 million, exceeding estimates of $974.01 million, but adjusted earnings of 33 cents per share fell short of the 35 cents expected by analysts [2] Analyst Ratings - UBS analyst Stephen Ju maintained a Buy rating and raised the price target from $50 to $51 [5] - Mizuho analyst Lloyd Walmsley initiated coverage with an Outperform rating and a price target of $50 [5] - Guggenheim analyst Michael Morris reiterated a Buy rating [5] - Citigroup analyst Ronald Josey maintained a Buy rating and increased the price target from $44 to $50 [5] - Wedbush analyst Scott Devitt maintained an Outperform rating and raised the price target from $42 to $44 [5]