Pinterest (PINS) reported $1.32 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 14.3%. EPS of $0.67 for the same period compares to $0.56 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.33 billion, representing a surprise of -0.73%. The company delivered an EPS surprise of +1.67%, with the consensus EPS estimate being $0.66.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Pinterest performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Monthly Active Users - Global: 619 versus 612 estimated by eight analysts on average.
- ARPU - Global: $2.16 compared to the $2.18 average estimate based on eight analysts.
- Monthly Active Users - Rest of World: 356 versus the five-analyst average estimate of 354.
- Monthly Active Users - U.S. and Canada: 105 compared to the 105 average estimate based on five analysts.
- Monthly Active Users - Europe: 158 versus 156 estimated by five analysts on average.
- ARPU - Rest of World: $0.27 versus $0.26 estimated by five analysts on average.
- ARPU - Europe: $1.59 compared to the $1.70 average estimate based on five analysts.
- ARPU - U.S. and Canada: $9.41 compared to the $9.30 average estimate based on five analysts.
- Geographic Revenue- U.S. and Canada: $979 million versus the six-analyst average estimate of $972.54 million. The reported number represents a year-over-year change of +8.8%.
- Geographic Revenue- Rest of World: $96 million versus the six-analyst average estimate of $93.64 million. The reported number represents a year-over-year change of +65.5%.
- Geographic Revenue- Europe: $245 million versus $261.5 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +25% change.
View all Key Company Metrics for Pinterest here>>>
Shares of Pinterest have returned -29.5% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Pinterest, Inc. (PINS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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