Pinterest reports Q3 2026 results.

Item 2.02. Results of Operations and Financial Condition.

On October 29, 2026, Pinterest, Inc. (the "Company") announced its financial results for the quarter ended September 30, 2026 by issuing a press release.¹ In its press release, the Company also announced that it would be holding a conference call on October 29, 2026 to discuss its financial results for the quarter ended September 30, 2026 and outlook.² The text of the Company's press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

The Company makes reference to non-GAAP financial information in the Company's press release and the conference call. A reconciliation of these non-GAAP financial measures to the comparable GAAP financial measures is contained in the attached press release.

The information included in this Item 2.02 of this Current Report on Form 8-K and the exhibit hereto is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

Exhibit Number Description

99.1 Press Release issued by Pinterest, Inc., dated October 29, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

PINTEREST, INC.

Date: October 29, 2026 By: /s/ Wanji Walcott

Wanji Walcott

Chief Legal and Business Affairs Officer and Corporate Secretary

Pinterest Announces Third Quarter 2026 Results, Delivers 12%

Revenue Growth and Record Users

Q3 Revenue of $1,174 million, an increase of 12% on a reported and constant currency basis

All-time high of 661 million global monthly active users, an increase of 10%

SAN FRANCISCO, Calif. - October 29, 2026 - Pinterest, Inc. (NYSE: PINS) today announced financial results for the quarter ended September 30, 2026.

• Revenue was $1,174 million, growing 12% year over year on a reported and constant currency basis.

• Global Monthly Active Users ("MAUs") increased 10% year over year to 661 million.³

• GAAP net income was $22 million and Adjusted EBITDA was $339 million.⁴

• Net cash provided by operating activities was $316 million and free cash flow was $300 million.⁵

"Pinterest reached an all-time high of 661 million monthly active users in Q3, with revenue growing 12% year over year," said Bill Ready, CEO of Pinterest. "Our differentiated AI-driven visual search and shopping experiences are making Pinterest increasingly valuable for users and advertisers alike. We are focused on sharpening our execution, scaling our performance advertising solutions, and building an ecosystem that captures high-intent discovery and converts it into durable, long-term growth."

Q3 2026 Financial Highlights

The following table summarizes our consolidated financial results (in thousands, except percentages, unaudited):⁶

Three Months Ended September 30, % Change

12 %

Net income $ 21,515 $ 92,108 (77) %⁶

Net income margin

2 % 9 %

Non-GAAP net income (2)

$ 270,285 $ 262,925 3 %

Adjusted EBITDA (2)

$ 339,207 $ 306,051 11 %

Adjusted EBITDA margin (2)

29 % 29 %

Net cash provided by operating activities

$ 315,733 $ 321,652 (2) %

Free cash flow (2)

$ 300,268 $ 318,421 (6) %

(1) On a constant currency basis, revenue for the three months ended September 30, 2026 was $1,174.1 million due to a $0.2 million unfavorable impact of changes in foreign exchange rates.

(2) For more information on these non-GAAP financial measures, please see "―About non-GAAP financial measures" and the tables under "―Reconciliation of GAAP to non-GAAP financial results" included at the end of this release.

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Q3 2026 Other Highlights

The following table sets forth our revenue, MAUs and average revenue per user (ARPU) based on the geographic location of our users (in millions, except ARPU and percentages, unaudited):⁸

Three Months Ended September 30, % Change

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Guidance

For Q4 2026, we expect revenue to be in the range of $1,425 million to $1,475 million⁹, representing 8% - 12% growth year over year, which assumes a modest headwind from foreign exchange based on current spot rates. We expect Q4 2026 Adjusted EBITDA* to be in the range of $538 million to $588 million.⁹

We intend to provide further details on our outlook during the conference call.

_____________

* We have not provided the forward-looking GAAP equivalent for forward-looking Adjusted EBITDA or a GAAP reconciliation as a result of the uncertainty regarding, and the potential variability of, reconciling items such as share-based compensation expense and income taxes. Accordingly, a reconciliation of these non-GAAP guidance metrics to their corresponding GAAP equivalents is not available without unreasonable effort. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results and, as such, we also believe that any reconciliations provided would imply a degree of precision that could be confusing or misleading to investors.

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Webcast and conference call information

A live audio webcast of our third quarter 2026 earnings release call will be available at investor.pinterestinc.com. The call begins today at 2:30 PM (PT) / 5:30 PM (ET). This press release, including the reconciliations of certain non-GAAP measures to their nearest comparable GAAP measures and slide presentation are also available. A recording of the webcast will be available at investor.pinterestinc.com for 90 days.

We have used, and intend to continue to use, our investor relations website at investor.pinterestinc.com as a means of disclosing material nonpublic information and for complying with our disclosure obligations under Regulation FD.

Forward-looking statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act of 1934, as amended, about us and our industry that involve substantial risks and uncertainties. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and are often characterized by the use of words such as "believes," "estimates," "expect," "may," "will," "can," "could," "would", "might," "continue," "intends," "plans," "forecasts," "strategy," "projections," "g