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Jun 30, 2024

Pinterest Q2 2024 Earnings Report

Pinterest reported strong Q2 2024 results, driven by robust revenue and user growth momentum.

Key Takeaways

Pinterest's Q2 2024 results showed strong growth, with revenue increasing by 21% year over year to $854 million and global monthly active users growing by 12% to 522 million. The company's monetization efforts are yielding positive results as advertisers see improved performance due to AI-powered products and experiences.

Q2 revenue grew 21% year over year to $854 million.

Global Monthly Active Users (MAUs) increased 12% year over year to 522 million.

GAAP net income was $9 million for Q2.

Adjusted EBITDA was $180 million for Q2.

Total Revenue
$854M
Previous year: $708M
+20.6%
EPS
$0.29
Previous year: $0.21
+38.1%
Global MAUs
522M
Previous year: 465M
+12.3%
U.S. MAUs
98M
Previous year: 95M
+3.2%
Global ARPU
$1.64
Previous year: $1.53
+7.2%
Gross Profit
$669M
Previous year: $539M
+24.0%
Cash and Equivalents
$1.38B
Previous year: $1.18B
+16.7%
Free Cash Flow
$102M
Previous year: $61.9M
+64.2%
Total Assets
$3.75B
Previous year: $3.2B
+17.0%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For Q3 2024, Pinterest expects revenue to be in the range of $885 million to $900 million, representing 16-18% growth year over year. Non-GAAP operating expenses are expected to be in the range of $485 million to $500 million, representing 17-20% growth year over year.

Positive Outlook

  • Revenue expected to be in the range of $885 million to $900 million.
  • Revenue growth of 16-18% year over year.
  • Continued investment in AI and product development.
  • Focus on attracting and retaining users.
  • Expansion of monetization efforts.

Challenges Ahead

  • Non-GAAP operating expenses expected to be in the range of $485 million to $500 million.
  • Operating expense growth of 17-20% year over year.
  • Uncertainty regarding share-based compensation expense.
  • Potential variability of reconciling items.
  • Material changes to reconciling items could have a significant effect on future GAAP results.

Revenue & Expenses

Visualization of income flow from segment revenue to net income