Pinterest, Inc. · PINS · Next earnings

Pinterest, Inc. reports Thursday, Feb 11, 2027

PINS reports after market close with consensus EPS at $0.83 and revenue at $1.47B. Last quarter: Pinterest’s user growth stays strong as revenue slows amid Europe headwinds

Reports After market close101 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.83 Calendar consensus
Consensus revenue $1.47B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session After market close 101 days away

Where PINS left off: FY2026 Q3

Full report

Pinterest’s user growth stays strong as revenue slows amid Europe headwinds

EPS surprise -5.4% Reported $0.46 vs $0.49
Revenue surprise -2.6% Reported $1.17B vs $1.21B
Stock move -2.8% Event window
Subsequent drift +3.8% Up to 20 sessions

The supplied transcript analysis classifies guidance sentiment as maintained. It does not provide revised forward guidance figures; no numerical change can be stated from the supplied facts.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • European regulatory changes affecting cross-border sellers may continue to weigh on international advertising.
  • The timing of Prime Day and World Cup spending can affect revenue comparisons.
  • Foreign-exchange volatility remains a risk.
  • The international sales-organization restructuring must execute effectively.
  • The commercial contribution of new AI-driven ad formats remains dependent on successful scaling.

Questions analysts left open

  • How quickly international revenue can recover after European regulatory impacts.
  • Whether stronger UCAN growth can be sustained.
  • How quickly programmatic DSP partnerships ramp.
  • Whether Pinterest can narrow the ARPU gap between the U.S. and international markets.
  • Whether AI bidding optimization proves effective at scale.

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Recent PINS quarters

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.