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Mar 31, 2023

Pinterest Q1 2023 Earnings Report

Pinterest's Q1 2023 earnings reflected a period of growth and strategic investment.

Key Takeaways

Pinterest announced its Q1 2023 results, with revenue growing 5% year-over-year to $603 million and global MAUs increasing 7% year-over-year to 463 million. The company reported a GAAP net loss of $209 million, while adjusted EBITDA was $27 million. Pinterest is expanding its ads business by opening up third-party ad demand, starting with Amazon.

Revenue grew 5% year-over-year to $603 million.

Global Monthly Active Users (MAUs) increased 7% year-over-year to 463 million.

GAAP net loss was $209 million.

Adjusted EBITDA was $27 million.

Total Revenue
$603M
Previous year: $575M
+4.8%
EPS
$0.08
Previous year: $0.1
-20.0%
Global MAUs
463M
Previous year: 433M
+6.9%
U.S. MAUs
95M
Previous year: 94M
+1.1%
Global ARPU
$1.32
Previous year: $1.33
-0.8%
Gross Profit
$432M
Previous year: $429M
+0.7%
Cash and Equivalents
$1.65B
Previous year: $1.68B
-1.9%
Free Cash Flow
$181M
Total Assets
$3.57B
Previous year: $3.56B
+0.2%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

The company expects Q2 revenue to grow roughly in-line with the growth seen in Q4 2022 and Q1 2023. They anticipate Q2 non-GAAP operating expenses to grow low teens on a percentage basis quarter-over-quarter.

Positive Outlook

  • Q2 revenue will grow roughly in-line with the growth we saw in Q4 2022 and Q1 2023

Challenges Ahead

  • Q2 non-GAAP operating expenses to grow low teens on a percentage basis quarter-over-quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income