Core Insights - Pinterest's stock outperformed the market, rising over 18% following a strong earnings report that exceeded revenue growth expectations [1] User Growth and Monetization Progress - Pinterest's user base reached 553 million monthly active users in Q4, marking an 11% increase year-over-year and the highest total in the company's history [2] - Average revenue per user (ARPU) increased by 6% year-over-year, with notable growth among non-U.S. users [3] Monetization Gap - Approximately 82% of Pinterest users are located outside the U.S. and Canada, with significant differences in revenue generation; U.S. and Canadian users generated $9 in revenue, while European users generated $1.38, and users in the "rest of world" group generated $0.19 [4] - The ARPU for the "rest of world" group increased by 24% year-over-year, indicating potential for narrowing the monetization gap in the future [4] Strong Guidance - Pinterest's Q1 2025 revenue guidance is significantly stronger than expected, suggesting effective management in driving platform visits and creating advertising opportunities [5] - Continued execution of its strategy could lead to a successful year for Pinterest in 2025 [5]

Here's our initial take on Pinterest's (PINS 17.39%) financial report.Key MetricsMetricQ4 2023Q4 2024Changevs. ExpectationsRevenue$981.3 million$1.154 billion18%BeatEarnings per share (adjusted)$0.53$0.566%MissedMonthly active users (MAU)498 million553 million11%BeatAverage revenue per user (ARPU)$2.00$2.126%n/aPinterest's Growth Surprises InvestorsPinterest's adjusted earnings per share came in a bit light for the fourth quarter, but it's tough to find much else to be disappointed about. Revenue handily be ...

Pinterest shares surged 19% after beating Wall Street's fourth-quarter sales estimates and showing robust user growth from a year ago.The image-sharing company reported revenues of $1.15 billion, ahead of a $1.14 billion estimate from analysts surveyed by LSEG. The figure represented 18% year-over-year growth.Along with the revenue beat, the company offered an upbeat sales outlook. Pinterest said its expects revenues between $837 million and $852 million during the first quarter, versus and LSEG estimate of ...

Pinterest listed the latest attacks on diversity, equity, and inclusion as a possible business risk in its latest 10-K filing. The company wrote in its filing to investors that if its efforts around DEI “are perceived as insufficient or overdone,” then it “may not be able to attract and retain talent” and that the company “may be subject to investigations, litigation, and other proceedings.”  “Our brand and reputation and stock price may be harmed,” the company continued. Pinterest did not immediately resp ...

Pinterest, Inc. (NYSE:PINS) Q4 2024 Earnings Conference Call February 6, 2025 4:30 PM ET Company Participants Bill Ready - Chief Executive Officer Julia Donnelly - Chief Financial Officer Andrew Somberg - Vice President, Investor Relations, Treasury Conference Call Participants Eric Sheridan - Goldman Sachs Brian Nowak - Morgan Stanley John Blackledge - TD Securities Mark Kelly - Stifel Rich Greenfield - LightShed Partners Shweta Khajuria - Wolfe Research Ron Josey - Citigroup Jason Helfstein - Oppenheimer ...

For Pinterest CEO Bill Ready, 2024 was “transformative” because the company’s global monthly active users (MAUs) reached an all-time high of 553 million, an 11% increase year over year, and hit a major financial milestone in the fourth quarter, surpassing $1 billion in revenue for the first time. During the company’s fourth-quarter earnings call Thursday (Feb. 6), Ready said the platform drove deeper engagement through personalized experiences. Quarterly revenue rose 18%, to $1.15 billion, and full-year rev ...

For the quarter ended December 2024, Pinterest (PINS) reported revenue of $1.15 billion, up 17.6% over the same period last year. EPS came in at $0.56, compared to $0.53 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of +1.37%. The company delivered an EPS surprise of -11.11%, with the consensus EPS estimate being $0.63.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Pinterest (PINS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this digital pinboard and shopping tool company would post earnings of $0.34 per share when it actually produced earnings of $0.40, delivering a surprise of 17.65%.Over the la ...

Pinterest recorded its first billion-dollar quarter in Q4 2024, driven by strong revenue and user growth, despite missing earnings expectations.Pinterest (PINS 0.87%), the image-sharing social media platform, announced its earnings for Q4 2024 on February 6, 2025. The company reached an important milestone by recording its first billion-dollar quarter, with revenue reaching $1.154 billion, up 18% from the previous year. This result surpassed analyst expectations of $1.139 billion and even exceeded the highe ...

Q4 2024 Earnings Report © 2025 Pinterest. All rights reserved. Non-GAAP Financial Measures To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles in the United States ("GAAP"), we use the following non-GAAP financial measures: Adjusted EBITDA, Adjusted EBITDA margin, non-GAAP costs and expenses (including non-GAAP cost of revenue, research and development, sales and marketing, and general and administrative) ...