| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 43 | $20.84 | $896 | 0.04% | $22.99 | $-92 | -9.3% | — |
In short: Growth speed bump. Q2 revenue +18% Y/Y to $1.18B (a $30M beat) with adjusted EPS $0.43 ($0.07 beat), adjusted EBITDA +24% to $311M and free cash flow of $270M. MAUs hit another record at 640 million (+11%), an 11th consecutive quarter of double-digit user growth. But the advertiser headwind rotated: large US retailers were last quarter's concern, and now Pinterest flagged weaker spending from Asia-based cross-border retailers following regulatory actions in Europe, with CFO Julia Donnelly saying the pressure emerged mid-quarter and continues into Q3. AI is central to the strategy — Performance+ automating bidding, targeting and creative — and Pinterest committed $4 billion to AWS through 2031 to support its AI infrastructure; Gen Z remains its largest and fastest-growing cohort at more than half of users. The slowdown is the issue: Q3 revenue guided to $1.19–$1.21B, implying 13–15% growth, and shares fell as much as 9% after hours despite the beat. "Advertiser concentration keeps creating volatility." A disclosed author holding.
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