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Pinterest (PINS)
NYSE:PINS
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 31 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presents strong fundamental and product-driven momentum — notable user growth, engagement, AI-led product improvements, impressive profitability and cash generation — but balanced by meaningful near-term monetization challenges: tariff-driven retail pullbacks, a decline in ad pricing, and an ongoing sales/go-to-market transformation that may cause short-term disruption. Management is taking active steps (leadership hires, restructuring, measurement integrations, and an acquisition to expand channels) to address the mix and monetization issues. Given the combination of durable engagement/AI advantages and solid financial footing versus manageable but material near-term revenue headwinds, the tone is constructive with optimism about the path forward.Company Guidance
Record High Global Users
Ended Q4 2025 with 619,000,000 MAUs, up 12% year-over-year, marking the 10th consecutive quarter of record high users; UCAN MAUs reached 105,000,000.
Massive Search and Commercial Intent
Platform recorded over 80,000,000,000 monthly searches (majority visual) and generated 1,700,000,000 monthly outbound clicks; company notes more than 50% of searches are commercial in intent.
Strong Engagement Momentum
Engagement metrics (queries, boards created, clicks to advertisers) are growing faster than users; WAU/MAU ratio has held steady year-over-year while engagement per user deepens.
AI & Model-Driven Product Gains
Introduced OmniSage (drove a 450 basis point lift in sitewide saves) and PinFM (drove a 240 basis point increase in saves); Navigator 1 framework cut cost by ~90% vs a leading third-party proprietary model for certain use cases.
New AI Product Traction
Launched Pinterest Assistant (beta in Q4); users ask ~25 percentage points more commercially oriented questions versus traditional text search; roughly 50% of new code is AI-generated.
Revenue Growth and Geographic Strength
Q4 2025 revenue was $1,319,000,000, up 14% year-over-year (13% constant currency). US & Canada revenue: $979,000,000 (+9%); Europe: $245,000,000 (+25% reported, +18% cc); Rest of World: $96,000,000 (+64%).
Ad Supply & Click Growth
Paid clicks to advertisers have increased roughly fivefold over the last three years; ad impressions grew 41% year-over-year in Q4.
Strong Profitability and Cash Generation
Q4 adjusted EBITDA was $542,000,000 with a 41% adjusted EBITDA margin (up 20 bps year-over-year); full-year 2025 free cash flow increased 33% to $1,250,000,000 with free cash flow conversion of 99% vs 2025 adjusted EBITDA of $1,270,000,000.
Balance Sheet and Capital Allocation
Ended year with $2,500,000,000 in cash, cash equivalents, and marketable securities; repurchased $500,000,000 in Q4 and $927,000,000 for full year 2025 (30,000,000 shares), contributing to a ~1.6% year-over-year decline in diluted share count.
Margin Progress & Medium-Term Targets
Adjusted EBITDA margins expanded nearly 700 basis points from 2023 to reach ~30% in 2025; company maintains medium-term adjusted EBITDA margin target of 30%–34% and expects 2026 margins roughly in line with 2025 (~30% stand-alone, ~29% including TV Scientific).
Product & GTM Initiatives
Launched Pinterest Performance Plus improvements (ROAS bidding, New Customer Acquisition beta delivering +64% new customer conversions in tests) and progressing measurement integrations; acquisition of TV Scientific to enable connected TV performance and off-platform monetization.
PINS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PINS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $18.54 | $15.42 | -16.83% |
Nov 04, 2025 | $32.91 | $25.75 | -21.76% |
Aug 07, 2025 | $39.17 | $35.13 | -10.31% |
May 08, 2025 | $27.86 | $29.22 | +4.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Pinterest (PINS) report earnings?
Pinterest (PINS) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Pinterest (PINS) earnings time?
Pinterest (PINS) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PINS EPS forecast?
PINS EPS forecast for the fiscal quarter 2026 (Q1) is 0.23.
