As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the social networking industry, including Pinterest (NYSE:PINS) and its peers.
Pinterest’s second quarter results for 2025 reflected robust user and revenue growth, but the market responded negatively due to profitability concerns. Management highlighted that product improvements, especially advanced AI-driven personalization and visual search, drove record user engagement and accelerated adoption among Gen Z. CEO Bill Ready noted, “Pinterest is resonating with our users more than ever before, and we have found our strongest ever product market fit.” However, the company faced margin pressures, with international expansion and higher infrastructure investments impacting short-term earnings.
Social commerce platform Pinterest (NYSE: PINS) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 16.9% year on year to $998.2 million. Guidance for next quarter’s revenue was better than expected at $1.04 billion at the midpoint, 1.6% above analysts’ estimates. Its non-GAAP profit of $0.33 per share was 6.2% below analysts’ consensus estimates.
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Shares of social commerce platform Pinterest (NYSE: PINS)
fell 8.3% in the morning session after the company reported mixed second-quarter results where an earnings per share miss overshadowed strong revenue and user growth. The social media platform reported second-quarter adjusted earnings of $0.33 per share, which fell short of analyst estimates of $0.35. This profitability miss was the primary concern for investors, and it overshadowed the company's strong top-line performance, where revenue grew 16.9% year-over-year to $998.2 million, beating expectations. Pinterest also reported a healthy 10.7% increase in global monthly active users to 578 million. However, the market appeared to be hoping for more, as even a slightly better-than-expected revenue forecast for the next quarter was not enough to overcome the disappointment from the earnings miss.
Social commerce platform Pinterest (NYSE: PINS) announced better-than-expected revenue in Q2 CY2025, with sales up 16.9% year on year to $998.2 million. Guidance for next quarter’s revenue was better than expected at $1.04 billion at the midpoint, 1.6% above analysts’ estimates. Its non-GAAP profit of $0.33 per share was 6.2% below analysts’ consensus estimates.
Pinterest's Q2 2025 earnings show 17% revenue growth to $998M but miss EPS estimates, causing a 13% stock drop. User growth remains strong, but higher costs impact profitability.
