•
Dec 31, 2021

Pinterest Q4 2021 Earnings Report

Pinterest's Q4 2021 earnings demonstrated revenue growth despite user decline, driven by strength in retail advertising and international markets.

Key Takeaways

Pinterest's Q4 2021 revenue grew 20% year-over-year to $847 million, while global MAUs decreased 6% to 431 million. GAAP net income was $175 million, and Adjusted EBITDA was $351 million. The company is focused on creator-led content, shopping, Pinner experience, and advertiser success in 2022.

Q4 revenue grew 20% year-over-year to $847 million.

Global MAUs decreased 6% year-over-year to 431 million.

GAAP net income for Q4 was $175 million.

Adjusted EBITDA was $351 million for Q4.

Total Revenue
$847M
Previous year: $706M
+20.0%
EPS
$0.49
Previous year: $0.43
+14.0%
Global MAUs
431M
Previous year: 459M
-6.1%
U.S. MAUs
86M
Previous year: 98M
-12.2%
Global ARPU
$1.93
Previous year: $1.57
+22.9%
Gross Profit
$705M
Previous year: $577M
+22.3%
Cash and Equivalents
$1.42B
Previous year: $669M
+112.1%
Total Assets
$3.54B
Previous year: $2.61B
+35.6%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

Pinterest anticipates Q1 revenue growth to be in the high teens percentage range year-over-year. Non-GAAP operating expenses are expected to increase by around 10% quarter-over-quarter in Q1 and approximately 40% year-over-year for the full year.

Positive Outlook

  • Focus on scaling native content ecosystem.
  • Continued investment in the core Pinner experience.
  • Expect research and development efforts to focus on shopping.
  • Plan to continue to grow headcount to fund strategic initiatives.
  • Expect research and development efforts to focus on ad product and measurement investments.

Challenges Ahead

  • Uncertainty regarding the duration and scope of the coronavirus.
  • General economic uncertainty in key global markets.
  • Our ability to attract,retain and resurrect users and maintain and grow their engagement levels.
  • Increasing competition for time spent online from video-centric consumer apps.
  • Impact of the COVID-19 pandemic on our planned investments, operations, expenses, revenue, cash flow, liquidity, users and engagement

Revenue & Expenses

Visualization of income flow from segment revenue to net income