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Pinterest CFO Says In Q2 Cost Of Revenue Was Up 25% Y/Y Driven By The Full Quarter Impact From TV Scientific And Our Investment In Additional GPU Capacity; We Continue To Expect Modest Headwinds From Cost Of Revenue As A Percentage Of Revenue In H2 2026, As A Result Of Additional GPU Capacity Investments And Inclusion Of TV Scientific

Aug 4, 2026, 9:22 PMBenzinga Newsdesk

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PINS
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benzinga
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Aug 4, 2026, 9:22 PM
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Aug 4, 2026, 9:22 PM
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  1. Aug 27, 2026, 3:48 PMNa

    PINS' Growing ARPU Signals Stronger Monetization: Will the Trend Last?

    Pinterest reported 7% year-over-year global ARPU growth to $1.86 in Q2, driven by AI-powered features and Performance+ campaigns. However, the company faces intensifying competition from Snap (13% ARPU growth) and Reddit (36% ARPU growth), which posted stronger gains. Pinterest trades at a favorable valuation with improving earnings estimates but carries a Hold rating.

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