Pinterest posts transcript of Q1 2026 earnings conference call

Pinterest

Pinterest

PINS

0.00

  • Pinterest first-quarter 2026 earnings call drew CEO Bill Ready, CFO Julia Donnelly, Vice President of Investor Relations and Treasury Andrew Somberg.
  • Revenue USD 1.008 billion, up 18% year-over-year; adjusted EBITDA USD 207 million; global MAUs 631 million, up 11%.
  • Management flagged upside from a broadening advertiser base, offsetting continued pressure from largest retail advertisers; ad impressions rose 24% while pricing fell 5%.
  • Second-quarter revenue outlook USD 1.13 billion to USD 1.15 billion, implying 14% to 16% growth; adjusted EBITDA seen at USD 256 million to USD 276 million, with added GPU capacity investment plus full-quarter tvScientific impact.
  • Executives highlighted AI-led product and ad gains, including PinRec rollout lifting search fulfillment by about 180 basis points; Pinterest Performance+ reached about 30% of lower-funnel revenue, supported by Canvas creative tools; stock repurchases totaled about USD 2 billion year-to-date, cutting shares outstanding about 16% versus a quarter earlier.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Pinterest Inc. published the original content used to generate this news brief on May 05, 2026, and is solely responsible for the information contained therein.