Pinterest (PINS) investor relations material

Opening remarks and agenda

• Meeting called to order at 8:00 A.M. with board members, executive team, and independent auditor present.

• Virtual-only format chosen to maximize participation and reduce costs and environmental impact.

• Rules of conduct established for orderly proceedings, with voting and Q&A procedures explained.

Financial performance review

• Achieved $4.2 billion in 2025 revenue, up 16% year-over-year, with 619 million monthly active users, up 12%.

• Q1 2026 revenue exceeded $1 billion, growing 18% year-over-year, with 631 million global MAU, up 11%.

• Continued focus on profitable, cash-generative growth and deepening user engagement.

Strategic initiatives and plans

• AI remains central to product and monetization strategy, driving user growth and advertiser performance.

• Investments in visual search and user experience innovation highlighted as key differentiators.

• Emphasis on empowering users with control over AI-generated content and maintaining content quality.