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Dec 31, 2019

Pinterest Q4 2019 Earnings Report

Pinterest's financial performance for Q4 2019 showed revenue growth and a GAAP net loss, but profitability on a non-GAAP basis, alongside user base expansion and strategic investments.

Key Takeaways

Pinterest's Q4 2019 showed strong revenue growth of 46% year over year, reaching $400 million. Global MAUs increased by 26% to 335 million. The company reported a GAAP net loss of $36 million, but was profitable on a non-GAAP basis with an Adjusted EBITDA of $77 million.

Q4 revenue grew 46% year over year to $400 million.

Global MAUs grew 26% year over year to 335 million.

GAAP net loss was $36 million.

Adjusted EBITDA was $77 million, resulting in a 19% EBITDA margin.

Total Revenue
$400M
EPS
$0.12
Global MAUs
335M
U.S. MAUs
88M
Global ARPU
$1.22
Gross Profit
$304M
Cash and Equivalents
$650M
Total Assets
$2.39B

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For 2020, Pinterest expects revenue up to $1.52 billion, representing growth up to 33% compared to full-year 2019, and Adjusted EBITDA margin to be flat to up slightly compared to 2019.

Positive Outlook

  • Significant opportunity to scale our business in the U.S. and internationally.
  • Expect to continue to grow users in both geographies, with international users growing at a faster pace.
  • Strategic priorities for 2020 include content, ads diversification, use case expansion and shopping.
  • Investments in sales coverage and R&D talent to support the Pinner and business initiatives.
  • Expand international headcount further and scale comprehension and brand marketing efforts in 2020.

Revenue & Expenses

Visualization of income flow from segment revenue to net income