Q2 Earnings Review: Pinterest and Reddit Lead Social Networking Stocks

Pinterest's Q2 revenue increased 16.9% YoY to $998.2mln, beating estimates by 2.2%. Reddit reported a 77.7% YoY revenue increase to $499.6mln, outperforming estimates by 17.2%. As a group, social networking stocks reported a 5.4% beat on consensus estimates for Q2 revenues. However, Pinterest's stock is down 8.5% since reporting, while Reddit's stock is up 46.2% since reporting.

In the second quarter of 2025, social networking stocks demonstrated varied performance as the earnings season wrapped up. As a group, the six tracked stocks reported revenues that beat analysts' consensus estimates by 5.4% while providing next quarter's revenue guidance that was 0.9% below expectations [1]. Despite this, share prices have held steady, with an average increase of 3.5% since the latest earnings results.

Pinterest (NYSE: PINS), an online image and social discovery platform, reported revenues of $998.2 million, up 16.9% year over year, exceeding analysts' expectations by 2.2%. The company's EBITDA estimates were also solidly beaten, although revenue guidance for the next quarter met analysts' expectations. CEO Bill Ready expressed pride in the company's performance, noting a 17% revenue growth and record user numbers, with Gen Z making up over half of the user base [1]. However, the stock has fallen 8.5% since reporting, currently trading at $35.87.

Reddit (NYSE: RDDT), a platform for user-generated content across niche communities, reported revenues of $499.6 million, up 77.7% year over year, outperforming analysts' expectations by 17.2%. The company's EBITDA estimates were also impressively beaten, and the stock has risen 46.2% since reporting, currently trading at $235.50. Reddit pulled off the biggest analyst estimates beat and fastest revenue growth among its peers, reporting 50.3 million daily active users, up 10.5% year over year [1].

Other notable mentions include Snap (NYSE: SNAP), which reported revenues of $1.34 billion, up 8.7% year over year, but delivered the weakest performance against analyst estimates in the group. The company's stock is down 22.1% since the results, currently trading at $7.31. Meta (NASDAQ: META), which operates a collection of the largest social networks in the world, reported revenues of $47.52 billion, up 21.6% year over year, beating analysts' expectations by 6% [1].

These earnings results provide a mixed picture of the social networking sector, with Pinterest and Reddit showing strong performance, while Snap and others faced slower growth. Investors should continue to monitor these companies for further developments and guidance.

References:
[1] https://stockstory.org/us/stocks/nyse/pins/news/earnings/a-look-back-at-social-networking-stocks-q2-earnings-pinterest-nysepins-vs-the-rest-of-the-pack
[2] https://finance.yahoo.com/news/pinterest-announces-second-quarter-2025-200600899.html