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Sep 30, 2023

Pinterest Q3 2023 Earnings Report

Pinterest's Q3 2023 earnings demonstrated strong revenue growth and margin expansion.

Key Takeaways

Pinterest's Q3 2023 earnings showcased strong revenue growth, reaching $763 million, an 11% year-over-year increase. Global MAUs also saw an 8% increase, reaching 482 million. The company's GAAP net income was $7 million, with an adjusted EBITDA of $185 million.

Q3 revenue grew 11% year over year to $763 million.

Global Monthly Active Users (MAUs) increased 8% year over year to 482 million.

GAAP net income was $7 million for Q3.

Adjusted EBITDA was $185 million for Q3.

Total Revenue
$763M
Previous year: $685M
+11.5%
EPS
$0.28
Previous year: $0.11
+154.5%
Global MAUs
482M
Previous year: 445M
+8.3%
U.S. MAUs
96M
Previous year: 95M
+1.1%
Global ARPU
$1.61
Previous year: $1.56
+3.2%
Gross Profit
$592M
Previous year: $502M
+18.0%
Cash and Equivalents
$1.17B
Previous year: $1.67B
-30.1%
Free Cash Flow
$108M
Total Assets
$3.3B
Previous year: $3.69B
-10.5%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For Q4 2023, Pinterest expects revenue to grow in the 11-13% range year over year. They also expect Q4 2023 Non-GAAP operating expenses to decline in the 9-13% range year over year. This operating expense guidance does not include cost of revenue.

Revenue & Expenses

Visualization of income flow from segment revenue to net income