Pinterest (PINS) Announced Q4 2025 Earnings on Feb. 12, 2026, Reporting Global Revenue of $1.3B

Pinterest reported Q4 2025 "global revenue was $1,319,000,000", up "14% year over year", and "adjusted EBITDA of 542,000,000". User growth remained strong, with "global monthly active users" reaching "619,000,000", marking the "tenth consecutive quarter of record high users".

Management highlighted the "acquisition of TV Scientific" to monetize "off-platform supply" and the beta launch of "Pinterest Assistant", a "voice-activated, visual-first conversational assistant". Despite these advances, CEO Bill Ready noted they are "not satisfied with our Q4 revenue performance", citing an "exogenous shock this year related to tariffs" which disproportionately affected "ad spend from our top retail advertisers". The company is executing a "sales and go-to-market transformation" to broaden its revenue mix, specifically targeting "mid-market, SMB, and international advertisers".

For forward guidance, Pinterest expects "Q1 revenue to be in the range of $951,000,000 to $971,000,000" and "adjusted EBITDA to be in the range of $166,000,000 to $186,000,000". For the full year 2026, the company expects "adjusted EBITDA margin to be roughly in line with 2025 at approximately 30%" excluding the impact of the TV Scientific acquisition, or "29%" on a combined basis. CFO Julia Donnelly noted that the sales transformation "may cause some near-term disruption" which is "factored into our guidance".