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Dec 31, 2022

Pinterest Q4 2022 Earnings Report

Pinterest's Q4 2022 earnings demonstrated revenue growth and user engagement, while facing macroeconomic headwinds.

Key Takeaways

Pinterest announced a 4% year-over-year revenue increase for Q4 2022, reaching $877 million. Global MAUs also increased by 4% to 450 million. The company reported a GAAP net income of $17 million for the quarter and authorized a $500 million stock repurchase program.

Q4 revenue increased by 4% year-over-year to $877 million.

Global MAUs grew by 4% year-over-year to 450 million.

GAAP net income for Q4 was $17 million.

A stock repurchase program of up to $500 million was authorized.

Total Revenue
$877M
Previous year: $847M
+3.6%
EPS
$0.29
Previous year: $0.49
-40.8%
Global MAUs
450M
Previous year: 431M
+4.4%
U.S. MAUs
95M
Previous year: 86M
+10.5%
Global ARPU
$1.96
Previous year: $1.93
+1.6%
Gross Profit
$692M
Previous year: $705M
-1.9%
Cash and Equivalents
$1.61B
Previous year: $1.42B
+13.5%
Total Assets
$3.86B
Previous year: $3.54B
+9.2%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

Pinterest anticipates Q1 2023 revenue to grow in the low single digits year-over-year, factoring in slightly lower foreign exchange headwinds compared to Q4 2022. The company expects its Q1 2023 non-GAAP operating expenses to decline to low double digits percent quarter-over-quarter.

Positive Outlook

  • Q1 2023 revenue is expected to grow in the low single digits year-over-year.
  • Foreign exchange headwinds are expected to be slightly lower in Q1 2023 compared to Q4 2022.
  • Q1 2023 non-GAAP operating expenses are expected to decline to low double digits percent quarter-over-quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income