Pinterest Should Be Soaring, but Instead It's Getting Crushed

"Pinterest reported Q4 revenue of $1.3 billion, a 14% increase year over year, though it fell short of the $1.33 billion analyst consensus. Global monthly active users hit a record 619 million, up 12% from the prior year, marking the 10th consecutive quarter of all-time highs. Adjusted EBITDA reached $542 million, with a 41% margin, reflecting operational efficiency. Net income, however, dropped 85% to $277 million, impacted by higher costs and comparisons to the previous year's elevated figures."

"Despite these positives, its outlook weighed heavily. For the first quarter, Pinterest guided revenue to $951 million to $971 million, representing 11% to 14% growth but below the $981 million expected by analysts. Management attributed the shortfall to pullbacks from large retail advertisers facing tariff pressures, particularly in Europe, where ad pricing declined 19% amid a 41% rise in impressions. CFO Julia Donnelly noted second-order effects from global retailers recalibrating budgets due to margin concerns."

Pinterest reported Q4 revenue of $1.3 billion, up 14% year over year but below the $1.33 billion analyst consensus. Monthly active users reached 619 million, up 12%, marking the 10th consecutive quarter of record highs. Adjusted EBITDA was $542 million with a 41% margin, while net income fell 85% to $277 million due to higher costs and difficult comparisons. The company guided Q1 revenue to $951–$971 million, below the $981 million expected, citing pullbacks from large retail advertisers facing tariff pressures. European ad pricing declined 19% while impressions rose 41%, prompting multiple analyst downgrades and significant share-price decline.

Read at 24/7 Wall St.