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Pinterest
Pinterest (PINS) investor relations material
Pinterest Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved 10 consecutive quarters of record-high users, ending 2025 with 619 million global MAUs, up 12% year-over-year in Q4, with Gen Z now over 50% of the user base and the fastest-growing cohort.
Q4 2025 revenue reached $1,319 million, up 14% year-over-year, with strong growth across all regions and notable gains in Rest of World.
Adjusted EBITDA for Q4 2025 was $542 million, a 15% increase year-over-year, with margin expanding by 20 basis points to 41%.
Monetization lagged engagement, with Q4 revenue growth below expectations due to large retailer ad pullbacks from tariff impacts.
AI-driven innovation, including proprietary models like OmniSage and PinFM, improved engagement and relevance, with 80 billion monthly searches and 1.7 billion monthly outbound clicks.
Financial highlights
Q4 2025 global revenue was $1.319 billion, up 14% year-over-year (13% constant currency); full-year revenue was $4,222 million, up 16%.
Adjusted EBITDA for Q4 2025: $542 million (41% margin); full-year Adjusted EBITDA: $1,270 million (30% margin).
Free cash flow for Q4 2025: $380.4 million; full-year free cash flow: $1,251.9 million, representing 99% of Adjusted EBITDA.
Net income for Q4 2025: $277.1 million; full-year net income: $1,987.3 million.
$927 million in share repurchases in 2025, reducing fully diluted share count by 1.6% YoY.
Outlook and guidance
Q1 2026 revenue guidance: $951–$971 million, representing 11–14% YoY growth.
Q1 2026 Adjusted EBITDA expected at $166–$186 million.
2026 Adjusted EBITDA margin expected to be roughly in line with 2025 at ~30%, with a 100 bps drag to 29% if tvScientific acquisition closes.
Investments in AI and sales transformation to continue, with margin pressure in H1 but flat full-year margins expected.
Foreign exchange expected to provide a 3-point tailwind in Q1 2026.
International ARPU growth strategy
AI's impact on visual search engagement
Factors for Q1 revenue growth deceleration?
Describe sales transformation impact on SMB growth
GPU capacity investment ROI for AI initiatives?
Close monetization gap for 80B monthly searches
Partial view of Summaries dataset, powered by Quartr API
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Next Pinterest earnings date
Q1 20267 May, 2026
Pinterest
Next Pinterest earnings date
Q1 20267 May, 2026
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Frequently asked questions
Pinterest Inc is a visual discovery engine and social media platform that allows users to discover, save, and share ideas through images and videos known as "Pins." The platform is used for inspiration in areas such as fashion, home décor, cooking, and travel. Pinterest Inc is headquartered in San Francisco, California, and its shares are listed on the NYSE.
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