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Mar 31

Pinterest Q1 2025 Earnings Report

Pinterest reported strong Q1 2025 results with double-digit revenue growth and record user metrics.

Key Takeaways

Pinterest delivered a robust quarter, achieving 16% year-over-year revenue growth and turning a profit with net income of $8.9 million. The platform reached a record 570 million global MAUs, while ARPU grew across all regions. Strong engagement and advertiser performance fueled the results.

Revenue grew 16% year-over-year to $854,988,000.

Global monthly active users reached a record 570 million.

Net income turned positive at $8,922,000 versus a loss last year.

Free cash flow remained strong at $356,417,000.

Total Revenue
$855M
Previous year: $740M
+15.5%
EPS
$0.23
Previous year: $0.2
+15.0%
Global MAUs
570M
Previous year: 518M
+10.0%
U.S. and Canada MAUs
102M
Previous year: 98M
+4.1%
Europe MAUs
148M
Previous year: 140M
+5.7%
Gross Profit
$656M
Previous year: $559M
+17.3%
Cash and Equivalents
$1.25B
Previous year: $1.63B
-23.3%
Free Cash Flow
$356M
Previous year: $344M
+3.6%
Total Assets
$5.28B
Previous year: $3.67B
+44.1%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

Pinterest expects Q2 2025 revenue between $960 million and $980 million, with continued strong adjusted EBITDA.

Positive Outlook

  • Revenue guidance implies 12% to 15% year-over-year growth.
  • Adjusted EBITDA expected between $217 million and $237 million.
  • Continued market share gains in digital advertising.
  • AI investments contributing to user engagement and monetization.
  • Healthy user growth trajectory sustained into Q2.

Challenges Ahead

  • No GAAP EPS guidance due to variability in share-based compensation.
  • Macroeconomic uncertainties could affect advertiser budgets.
  • Currency exchange rates remain a minor headwind.
  • Costs remain high across R&D and S&M.
  • Guidance reflects a deceleration from Q1 growth rates.

Revenue & Expenses

Visualization of income flow from segment revenue to net income