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Sep 30, 2024

Pinterest Q3 2024 Earnings Report

Pinterest announced strong Q3 2024 results with sustained revenue and user growth.

Key Takeaways

Pinterest's Q3 2024 revenue grew by 18% year over year to $898 million, with global monthly active users reaching a record 537 million, an 11% increase. GAAP net income was $31 million.

Q3 revenue grew 18% year over year to $898 million.

Global Monthly Active Users (MAUs) increased 11% year over year to 537 million.

GAAP net income was $31 million for Q3.

Adjusted EBITDA was $242 million for Q3.

Total Revenue
$898M
Previous year: $763M
+17.7%
EPS
$0.4
Previous year: $0.28
+42.9%
Global MAUs
537M
Previous year: 482M
+11.4%
U.S. MAUs
99M
Previous year: 96M
+3.1%
Global ARPU
$1.7
Previous year: $1.61
+5.6%
Gross Profit
$711M
Previous year: $592M
+20.0%
Cash and Equivalents
$1.04B
Previous year: $1.17B
-11.4%
Free Cash Flow
$244M
Previous year: $108M
+127.0%
Total Assets
$3.49B
Previous year: $3.3B
+5.6%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For Q4 2024, Pinterest expects revenue to be in the range of $1,125 million to $1,145 million, representing 15-17% growth year over year. Non-GAAP operating expenses are expected to be in the range of $495 million to $510 million, representing 11-14% growth year over year.

Positive Outlook

  • Revenue to be in the range of $1,125 million to $1,145 million.
  • Revenue growth of 15-17% year over year expected.
  • Continued investments in AI are expected to drive personalized experiences.
  • Advertisers are relying on Pinterest to engage a growing audience.
  • Lower-funnel ad tools are the fastest-growing part of the business.

Challenges Ahead

  • Non-GAAP operating expenses are expected to be in the range of $495 million to $510 million.
  • Operating expense growth of 11-14% year over year expected.
  • 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