)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Pinterest (PINS) investor relations material
Pinterest Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved 600 million monthly active users (MAUs) in Q3 2025, a 12% year-over-year increase, with Gen Z as the largest and fastest-growing cohort and notable acceleration in Rest of World markets.
Q3 2025 revenue reached $1,049 million, up 17% year-over-year, with strong growth across all regions and driven by AI-powered shopping and search experiences.
Adjusted EBITDA for Q3 2025 was $306 million, a 24% increase year-over-year, with margin expansion of 170 basis points to 29%.
Net income for Q3 2025 was $92 million, with free cash flow of $318 million and cash, cash equivalents, and marketable securities totaling $2.7 billion at quarter-end.
AI investments enhanced visual search, recommendations, and ad performance, fueling deeper user engagement and higher outbound clicks to advertisers.
Financial highlights
Q3 2025 global revenue: $1,049 million, up 17% year-over-year (16% in constant currency); US & Canada up 9%, Europe up 41%, Rest of World up 66%.
Global ARPU rose 5% year-over-year to $1.78; Europe ARPU up 31% to $1.31, Rest of World ARPU up 44% to $0.21.
Adjusted EBITDA: $306 million, margin 29%, up 170 basis points year-over-year.
Free cash flow: $318 million in Q3; trailing twelve-month free cash flow conversion was 94% of Adjusted EBITDA.
Ended Q3 with $2.7 billion in cash, cash equivalents, and marketable securities.
Outlook and guidance
Q4 2025 revenue expected between $1,313 million and $1,338 million, representing 14%-16% year-over-year growth.
Q4 Adjusted EBITDA guidance: $533 million-$558 million; continued margin expansion expected in the second half of 2025.
Ongoing investment in R&D, especially AI and product initiatives, and global sales team expansion.
Management expects continued growth in MAUs and ARPU, supported by ongoing investments in personalization and international expansion.
Foreign exchange expected to provide a 1-point tailwind.
What drives the ARPU growth disparity by region?
Quantify AI's impact on advertiser adoption/sales?
What's the sustainable GAAP net income growth rate?
What is the cost efficiency of Pinterest's AI models?
What drives international monetization growth?
UCAN ad spend: What are the key growth drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Pinterest earnings date
Q4 20256 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Pinterest Inc is a visual discovery engine and social media platform that allows users to discover, save, and share ideas through images and videos known as "Pins." The platform is used for inspiration in areas such as fashion, home décor, cooking, and travel. Pinterest Inc is headquartered in San Francisco, California, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage