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Dec 31, 2023

Pinterest Q4 2023 Earnings Report

Pinterest experienced double-digit revenue growth and record high users.

Key Takeaways

Pinterest's Q4 revenue grew by 12% year-over-year to $981 million, with global monthly active users reaching an all-time high of 498 million. GAAP net income was $201 million for the quarter. The company is set up to be stronger and more efficient in 2024.

Q4 revenue grew 12% year over year to $981 million.

Global Monthly Active Users (MAUs) increased 11% year over year to 498 million.

GAAP net income was $201 million for Q4.

Adjusted EBITDA was $365 million for Q4.

Total Revenue
$981M
Previous year: $877M
+11.9%
EPS
$0.53
Previous year: $0.29
+82.8%
Global MAUs
498M
Previous year: 450M
+10.7%
U.S. MAUs
97M
Previous year: 95M
+2.1%
Global ARPU
$2
Previous year: $1.96
+2.0%
Gross Profit
$803M
Previous year: $692M
+16.0%
Cash and Equivalents
$2.51B
Previous year: $1.61B
+56.0%
Free Cash Flow
$321M
Total Assets
$3.59B
Previous year: $3.86B
-6.9%

Pinterest

Pinterest

Pinterest Revenue by Geographic Location

Forward Guidance

For Q1 2024, Pinterest expects revenue to be in the range of $690 million to $705 million, representing 15-17% growth year over year. We expect Q1 2024 Non-GAAP operating expenses to be in the range of $450 million to $465 million, representing 9-13% growth year over year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income