NYSE$PINS

Pinterest Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Pinterest reported Q4 2025 revenue of $1.32B with net income of $417M.

Q4 revenue rose to $1.32 billion as global monthly active users and ad engagement improved. Net income was $417 million with adjusted EBITDA expansion. Management highlighted AI-driven ad tools and international monetization as growth drivers into 2026.

  • Q4 revenue $1.32B.
  • Net income $417M.
  • Global MAU and ad demand supported growth.
  • Investing in AI ad products and international scale.

Headline financials

Total Revenue

$1.32B

Previous: $1.15B+14.3%
EPS (adj)

$0.41

Previous: $0.56-26.8%
Free Cash Flow

$380M

No prior period
Net Income

$417M

Previous: $1.85B-77.4%
Operating Income

$301M

Previous: $262M+15.1%

Revenue & EPS history

Pinterest · Revenue · Quarterly

$1.32B

Q4 2025+14.3%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses PINS's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • PINS cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.0%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

46%

13 / 28 earnings

Positive

+43.2%

Q2 2020

Best reaction

-23.2%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%+2.2%+3.8%
Q4 2025-16.8%-11.7%-1.9%
Q3 2025-21.8%-17.9%-18.7%
Q1 2025+4.6%+18.1%+22.8%
Q4 2024+19.1%+16.4%+2.1%
Q3 2024-13.6%-9.2%-4.4%
Q2 2024-14.5%-22.1%-16.5%
Q1 2024+19.8%+19.6%+22.5%
Q4 2023-9.7%-12.5%-14.5%
Q3 2023+22.7%+27.0%+36.6%
Q2 2023-3.9%-8.0%-5.2%
Q1 2023-13.6%-19.7%-8.9%
Q4 2022-3.7%-9.6%-6.3%
Q3 2022+13.0%+9.8%+13.4%
Q2 2022+14.5%+15.8%+18.3%
Q1 2022+10.3%+15.3%+6.4%
Q4 2021-0.3%-2.4%-11.5%
Q3 2021+3.4%+4.4%-19.8%
Q2 2021-23.2%-21.7%-25.3%
Q1 2021-13.6%-13.5%-16.2%
Q4 2020+6.2%+2.9%-11.7%
Q3 2020+19.0%+11.2%+32.7%
Q2 2020+43.2%+42.4%+40.3%
Q1 2020-17.3%-7.7%-1.1%
Q4 2019+15.0%+9.7%-15.5%
Q3 2019-19.5%-21.0%-24.8%
Q2 2019+15.8%+12.7%+18.7%
Q1 2019-6.7%-11.2%-4.3%
Q3 2018
Q2 2018
Q1 2018
Q4 2017

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