Pinterest(NYSE) PINS

Pinterest, Inc. lets people find visual ideas for their daily lives. It helps users discover inspiration for cooking, fashion, and home projects. The platform shows personalized recommendations based on what each person likes.

Ideas, Pins, and Global Ads

• Pins: Visual bookmarks including video and product content that users save to personalized virtual boards.
• Advertising Services: Tools for businesses to display ads to users based on their visual searches and interests.
• U.S. and Canada: Geographic revenue segment that generated $879.9 million for the three months ended June 30, 2026.
• Europe: Regional segment including Russia and Turkey that generated $212.7 million for the three months ended June 30, 2026.
• Rest of World: Geographic revenue segment that generated $87.0 million for the three months ended June 30, 2026.

Moving Toward an AI Future

• Initiated a global restructuring plan in January 2026 to reallocate resources toward artificial intelligence roles.
• Authorized a stock repurchase program of up to $3,500.0 million in March 2026 for Class A common stock.
• Entered into a pricing addendum with Amazon Web Services to purchase at least $4,000.0 million in cloud services through May 2031.
• Acquired tvScientific during the first half of 2026 to enhance advertising and measurement capabilities.

What Makes the Platform Unique?

Pinterest uses machine learning to provide personalized recommendations for 640 million monthly active users. Its visual search tools allow users to find and shop for items directly from images. Advertisers use the platform to reach consumers who are actively planning future purchases.

Results by the Numbers

• Revenue was $1.18 billion for the three months ended June 30, 2026, up 18% year over year.
• Adjusted EBITDA was $311.3 million for the three months ended June 30, 2026, up 24% year over year.
• Monthly active users was 640 million as of June 30, 2026, up 11% year over year.
• Average revenue per user (ARPU) was $1.86 for the three months ended June 30, 2026, up 7% year over year.
• Free cash flow was $581.6 million for the six months ended June 30, 2026.

Bottom Line

Pinterest has transitioned from a basic image-sharing site into a discovery platform powered by machine learning. This focus on personalization and global monetization supports its continued business evolution.