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Pinterest on Pulse

Consumer

The full thread of our Pinterest coverage — a running record of every development we've tracked, with the VC take on each.

2
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2
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Aug 4, 2026
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Coverage Timeline

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  1. Aug 4, 2026IPOPinterest Beats Q2, Falls 8% on Soft Q3 Outlook-8.3% after hours→
  2. Aug 4, 2026IPOPinterest Beats the Quarter, Falls 7% on Guidance$1.18B Q2 revenue→

All Coverage

IPO· Aug 4, 2026

Pinterest Beats Q2, Falls 8% on Soft Q3 Outlook

Illustration for: Pinterest Beats Q2, Falls 8% on Soft Q3 Outlook
IPO-8.3% after hours

Pinterest Beats Q2, Falls 8% on Soft Q3 Outlook

Pinterest topped Q2 revenue and EPS estimates, but shares fell more than 8% in after-hours trading after Q3 guidance came in below what investors wanted to see.

Aug 4, 2026
IPO· Aug 4, 2026

Pinterest Beats the Quarter, Falls 7% on Guidance

Illustration for: Pinterest Beats the Quarter, Falls 7% on Guidance
IPO$1.18B Q2 revenue

Pinterest Beats the Quarter, Falls 7% on Guidance

Pinterest beat Q2 revenue and user growth estimates, but shares fell 7% after the company guided to Q3 revenue growth decelerating to 13-15% amid intensifying ad competition from Instagram.

Aug 4, 2026
@Trace_Cohen·t@nyvp.com