Loading...
•
Dec 31, 2025
Pinterest Q4 2025 Earnings Report
Pinterest reported a 14% increase in Q4 2025 revenue, reaching $1.319 billion, alongside a 12% rise in global monthly active users to 619 million.
Key Takeaways
Pinterest delivered a strong performance in Q4 2025, with revenue growing 14% year-over-year to $1.319 billion and global monthly active users reaching an all-time high of 619 million, up 12%. The company also reported GAAP net income of $277 million and Adjusted EBITDA of $542 million for the quarter, demonstrating solid financial health and user engagement.
Q4 2025 revenue increased by 14% year-over-year to $1.319 billion, or 13% on a constant currency basis.
Global Monthly Active Users (MAUs) reached 619 million, marking a 12% increase year-over-year.
GAAP net income for Q4 2025 was $277 million, while Adjusted EBITDA stood at $542 million.
Net cash provided by operating activities was $391 million, and free cash flow was $380 million for Q4 2025.
Revenue by Geographic Location
Forward Guidance
For Q1 2026, Pinterest expects revenue to be between $951 million and $971 million, representing 11% to 14% year-over-year growth. The company anticipates a foreign exchange tailwind of approximately 3 points and Adjusted EBITDA to be in the range of $166 million to $186 million.
Positive Outlook
- Expected revenue growth of 11% - 14% year-over-year for Q1 2026.
- Anticipated positive impact from foreign exchange, contributing approximately 3 points of tailwind.
- Projected Q1 2026 Adjusted EBITDA between $166 million and $186 million, indicating continued profitability.
- Focus on execution and transforming sales and go-to-market efforts to better monetize commercial intent.
- Confidence in long-term opportunity driven by strong innovation in visual search using AI.
Challenges Ahead
- Guidance for Q1 2026 shows a sequential decrease in revenue compared to Q4 2025.
- Uncertainty regarding reconciling items for forward-looking GAAP equivalents, making precise GAAP reconciliation difficult.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...