PINS
Market read
The latest filing evidence is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if PINS's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Constant currency revenue The following table presents revenue and period-over-period changes on an as reported and constant currency basis (in thousands, except percentages): Three Months Ended June 30, % Change Six Months Ended June 30, % Change 2026 2025 A…”10-Q · Aug 4, 2026 ↗
“During the six months ended June 30, 2026, we recorded $14.9 million of excise tax resulting from the Inflation Reduction Act of 2022 in relation to stock repurchases under the November 2024 and March 2026 programs.”10-Q · Aug 4, 2026 ↗
“% change (in thousands) Revenue $ 4,221,767 $ 3,646,166 16% Revenue for the year ended December 31, 2025 increased by $575.6 million compared to the year ended December 31, 2024, primarily due to growth in demand from our conversion and awareness objectives.”10-K · Feb 12, 2026 ↗
“The transaction is expected to close in the first half of 2026, subject to customary closing conditions, including required regulatory approval.”10-K · Feb 12, 2026 ↗
Valuation discipline
Price/sales 3.1× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for PINS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Interest and Other Income (Expense), Net Three Months Ended June 30, Six Months Ended June 30, 2026 2025 % change 2026 2025 % change (in thousands, except percentages) Interest income (expense), net $ 7,334 $ 28,022 (74) % $ 25,120 $ 55,315 (55) % Other income (expense), net (1,295) 10,960 (112) % (2,289) 15,479 (115) % Interest and other income (expense), net $ 6,039 $ 38,982 (85) % $ 22,831 $ 70,794 (68) % Interest and other income (expense), net for the three and six months ended June 30, 2026 decreased by $32.9 million and $48.0 million, respectively, compared to the three and six months ended June 30, 2025, primarily due to lower invested balances and returns on our cash equivalents an...”
“Cost of Revenue Three Months Ended June 30, Six Months Ended June 30, 2026 2025 % change 2026 2025 % change (in thousands, except percentages) Cost of revenue $ 257,354 $ 203,009 27 % $ 495,906 $ 402,279 23 % Percentage of revenue 22 % 20 % 23 % 22 % 37 Cost of revenue for the three and six months ended June 30, 2026 increased by $54.3 million and $93.6 million, respectively, compared to the three and six months ended June 30, 2025 primarily due to increased users and engagement.”
“entages) Cost of revenue $ 257,354 $ 203,009 27 % $ 495,906 $ 402,279 23 % Percentage of revenue 22 % 20 % 23 % 22 % 37 Cost of revenue for the three and six months ended June 30, 2026 increased by $54.3 million and $93.6 million, respectively, compared to the three and six months ended June 30, 2025 primarily due to increased users and engagement.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Competitors such as Amazon, Meta (including Facebook, Instagram, Threads and MetaAI), Google (including Gemini, Lens and YouTube), OpenAI (including ChatGPT), Snap, Reddit, TikTok and X, many of which are larger and have significantly greater financial and hu…”
“Competitors such as Amazon, Meta (including Facebook, Instagram, Threads and MetaAI), Google (including Gemini, Lens and YouTube), OpenAI (including ChatGPT), Snap, Reddit, TikTok and X, many of which are larger and have significantly greater financial and hu…”
Depended on by
“We compete directly with all other major advertising platforms as well as publishers including: Google, Meta, Snapchat, TikTok, Pinterest, and X.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
PINS is currently a Leader in the organic co-movement group Internet Content & Information. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for PINS; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.