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PIPINS

Pinterest (PINS) Q2 FY26 earnings call

Earnings call· Jun 2026 (Q2 FY26)· Communication Services· Aug 4, 2026

Source: earnings call transcript

Pinterest delivered robust Q2 FY26 results, driven by sustained user growth, particularly among Gen Z, and significant strides in AI-powered monetization. The company's differentiated visual search and shopping experience, coupled with strategic go-to-market transformations, are strengthening advertiser performance and revenue, especially in the UCAN market. While international growth faces near-term headwinds, management remains confident in extending its successful UCAN playbook globally, leveraging cost-efficient open-source AI models to deepen capabilities and expand margins.

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PINS operating KPIs by quarter

PINS operating KPIs stated on its earnings calls, by fiscal quarter
KPI Mar 2026 Q1 FY26This call Jun 2026 Q2 FY26Change vs prior quarter
Monthly active users (MAU)
631M Pinterest is a destination where our 631 million monthly active users, all of whom are logged in, come to discover what they want and go do it in the real world. Source: earnings call transcript
640M We ended the quarter with 640 million monthly active users and delivered revenue growth of 18% globally and in UCAN, a 5-point acceleration in our largest market. Source: earnings call transcript
+1.4%
Monthly active users (MAU) Europe
159M Our Europe region had 159 million MAUs growing 7%. Source: earnings call transcript
157M Our Europe region had 157 million MAUs growing 8%. Source: earnings call transcript
-1.3%
Monthly active users (MAU) Rest of World
367M And in the Rest of World markets, we had 367 million MAUs growing 15%. Source: earnings call transcript
377M And in the Rest of World markets, we had 377 million MAUs growing 15%. Source: earnings call transcript
+2.7%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.