PINS Earnings Prediction
The chart below shows how PINS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PINS sees a +1.25% change in stock price 10 days leading up to the earnings, and a +0.91% change 10 days following the report. On the earnings day itself, the stock moves by +0.84%. This data can give you a slight idea of what to expect for the next quarter's release.
PINS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.15B
17.62%
28.47%
Gross Margin
82.93%
1.32%
4.80%
Operating Margin
22.67%
13.35%
608.44%
Net Margin
160.08%
680.88%
4608.24%
EPS
2.40
700.00%
5900.00%
No Data Available
PINS Earnings Analysis
Pinterest Inc Corporation (PINS.N) Earnings Conference Call
Positive
Record EPS Achievement: Pinterest reported a record EPS of $2.68, significantly exceeding expectations of $0.63.
User Growth Milestone: Global monthly active users reached 553 million, marking an 11% year-over-year growth and setting a new record.
Q4 Revenue Increase: Q4 revenue hit $1.154 billion, reflecting an 18% increase compared to the previous year, with notable strength in lower funnel performance.
EBITDA Growth and Margin: Adjusted EBITDA for 2024 was over $1 billion, representing a 50% increase year-over-year, with an adjusted EBITDA margin of 41% in Q4.
Share Repurchase Impact: Share repurchases totaled $600 million in 2024, resulting in a 1.7% decline in fully diluted share count year-over-year.
Negative
Revenue Growth Challenges: In Q4, revenue growth was partially offset by softness within the food and beverage subsector of CPG, indicating challenges in this key market segment.
Regional Revenue Stagnation: Despite achieving a record $1 billion revenue quarter, the US and Canada region only grew revenue by 6%, suggesting stagnation in one of the company's primary markets.
Ad Pricing Decline: Ad pricing declined by 18% year over year, reflecting downward pressure on overall global platform pricing due to increased ad impressions and a mix shift in revenue sources.
Rising Operating Expenses: Operating expenses increased by 12% year over year, primarily driven by R&D investments, which may indicate rising costs that could impact future profitability.
Q1 2025 Revenue Guidance: The Q1 2025 revenue guidance of $837 million to $852 million represents only 13% to 15% growth year over year, a slowdown compared to the 19% growth achieved in 2024.
PINS FAQs
How does PINS typically perform around its earnings report dates?
Is Pinterest Inc (PINS) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
PINS Earning Call Sentiment
Pinterest, Inc. (NYSE:PINS) Q4 2024 Earnings Call Transcript
PINS.N
-4.63%Positive
The earnings call highlights strong financial performance with revenue and EPS exceeding expectations. The company anticipates continued growth, supported by strategic priorities and AI investments. Despite competitive and economic challenges, revenue and EBITDA growth remain robust. Share repurchases enhance shareholder value. The Q&A indicates positive sentiment towards future growth, albeit with some management vagueness. Overall, the positive financial results, optimistic guidance, and strategic initiatives suggest a positive stock price movement in the short term.
