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Mar 31, 2024

Pinterest Q1 2024 Earnings Report

Pinterest's Q1 2024 earnings showcased significant growth, marked by surpassing half a billion monthly active users and accelerating revenue growth.

Key Takeaways

Pinterest announced strong Q1 2024 results, with revenue growing 23% year-over-year to $740 million and global monthly active users increasing 12% to 518 million. The company reported a GAAP net loss of $25 million, while adjusted EBITDA reached $113 million.

Q1 revenue grew 23% year over year to $740 million.

Global Monthly Active Users (MAUs) increased 12% year over year to 518 million.

GAAP net loss was $25 million for Q1.

Adjusted EBITDA was $113 million for Q1.

Total Revenue
$740M
Previous year: $603M
+22.8%
EPS
$0.2
Previous year: $0.08
+150.0%
Global MAUs
518M
Previous year: 463M
+11.9%
U.S. MAUs
98M
Previous year: 95M
+3.2%
Global ARPU
$1.46
Previous year: $1.32
+10.6%
Gross Profit
$559M
Previous year: $432M
+29.5%
Cash and Equivalents
$1.63B
Previous year: $1.65B
-1.2%
Free Cash Flow
$344M
Previous year: $181M
+89.6%
Total Assets
$3.67B
Previous year: $3.57B
+2.8%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For Q2 2024, Pinterest expects revenue to be in the range of $835 million to $850 million, representing 18-20% growth year over year. The company expects Q2 2024 Non-GAAP operating expenses to be in the range of $490 million to $505 million, representing 11-15% growth year over year.

Positive Outlook

  • Revenue expected to be in the range of $835 million to $850 million.
  • Revenue growth of 18-20% year over year is anticipated.
  • Continued investments in AI and shoppability are expected to drive returns for advertisers.
  • New products and experiences are being shipped to meet user demand.
  • Focus on product market fit is expected to yield positive results.

Challenges Ahead

  • Non-GAAP operating expenses are expected to be in the range of $490 million to $505 million.
  • Operating expense growth of 11-15% year over year is anticipated.
  • Uncertainty regarding reconciling items such as share-based compensation expense may impact GAAP results.
  • Material changes to reconciling items could have a significant effect on future GAAP results.
  • Reconciliations provided would imply a degree of precision that could be confusing or misleading to investors.

Revenue & Expenses

Visualization of income flow from segment revenue to net income