Verified call record已核验电话会记录 · 2026-10-29

PINS · Pinterest Q3 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 20 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancemarginsrisksq_and_a

“In Q3, cost of revenue was $250 million, up 21% year-over-year and up 2% versus Q2, driven by increased infrastructure spend related to our user and engagement growth and investments in GPU capacity, as well as the impact of tvScientific.”

Bill Ready · CEOclaim_d5c23050e1ca7ead093a3e3d2657d851

Exact numeric spans精确数值片段250 million21%2%

guidanceperformancemarginsq_and_a

“We anticipate Q4 2026 non-GAAP cost of revenue to grow sequentially from Q3 2026 at a low teens rate, partially driven by our investment in GPU capacity.”

Bill Ready · CEOclaim_206180c4256034dab8f1d2cc2b0e2abb

Exact numeric spans精确数值片段20262026

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录20 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执32 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_d5c23050e1ca7ead093a3e3d2657d851`	quote	24	0–238	`d84b449a7cfe50…`
`claim_02f282695d011e49ead60fb909e7eab9`	numeric	24	28–39	`fef301108c3638…`
`claim_32e82df6f1c7c9cbd0e27dfcefbe7505`	numeric	24	44–47	`0e69162db740a3…`
`claim_0973e414eebab432b004ed12edac8fba`	numeric	24	70–72	`3342b7db5f1773…`
`claim_206180c4256034dab8f1d2cc2b0e2abb`	quote	27	83–236	`6a2b2ff048f43b…`
`claim_8b554d3f6bf806b4dcc9d48860262399`	numeric	27	100–104	`158a323a7ba448…`
`claim_bbbe3ecae1483e309e621ad641df1192`	numeric	27	159–163	`158a323a7ba448…`