Key Highlights

  • Pinterest (NYSE:PINS) is expected to report EPS of USD 0.49 on about USD 1.21 billion of revenue on October 29, 2026, according to published consensus figures.
  • Roblox (NYSE:RBLX) is expected to report a loss of about USD 0.43 a share on about USD 1.63 billion of revenue on the same day, a very different profit profile.
  • Both reports follow Meta's record raise of about USD 97.5 billion as reported, which has reopened the debate over how much AI spending the advertising market can support.
  • The consensus figures come from a single earnings calendar, so each estimate should be treated as approximate until the companies release their own numbers and guidance for the coming quarter.

Pinterest: Ad Spend and Users

Pinterest (NYSE:PINS) is forecast at EPS of USD 0.49 on revenue near USD 1.21 billion. The company earns almost all of its revenue from advertising, so the report is a window into brand and performance budgets, and into how many users the platform keeps. Average revenue per user and monthly active users are the standard metrics, and growth in one can offset weakness in the other. Meta's record raise, reported at about USD 97.5 billion, has focused attention on AI-driven ad tools, which could favor large platforms. Investors will want to know whether smaller social networks are winning share or being squeezed, and what outlook management offers. A weak forecast can outweigh a clean quarter, because advertising budgets are set months ahead and guidance is the clearest signal of where they are heading.

Roblox: Growth Without Profit

Roblox (NYSE:RBLX) is forecast at a loss of about USD 0.43 a share on revenue near USD 1.63 billion. A loss alongside strong revenue is typical for a platform that spends heavily on infrastructure, creator payouts and safety, so the key question is the trend rather than the sign. Roblox usually directs attention to bookings and daily active users, because revenue from virtual items is recognized over time and lags what players spend. Pinterest and Roblox serve different audiences, but both depend on attention, which is why the same calendar day gives a useful comparison of how young and mainstream audiences are monetizing. Management may also be asked about spending on safety tools and creator payouts, since both shape margins over the next year.

Risks and What to Watch

The Federal Reserve decision on October 28, 2026, with a hold priced near 93% and December hike odds near 73% to 75%, sets the tone for growth stocks the day before these reports. Pinterest could disappoint on advertising guidance, while Roblox could miss on engagement or widen its loss. Safety rules, regulatory scrutiny and competition for time are further risks that can alter user trends. Because the consensus figures come from one calendar, results could differ from what other data providers show, and neither company has reported yet. Investors who want a cleaner picture should compare guidance with the same companies' prior outlooks and with the pace of advertising growth reported across the sector, because those trends have moved faster than quarterly earnings this year.

Where Things Stand

The answer is that Pinterest is expected to earn USD 0.49 a share and Roblox (NYSE:RBLX) to lose about USD 0.43 a share when both report on October 29, 2026. Pinterest is the ad-spend read and Roblox the engagement read. The results are not yet known, so the figures are forecasts, and the Fed decision on October 28 is the nearest macro catalyst. This is not investment advice.