Will Healthy Revenue Growth Boost Pinterest's Q4 Results?

Core Insights - Pinterest, Inc. (PINS) is set to report its fourth-quarter 2025 results on February 12, 2026, with expectations of revenue growth driven by increased user engagement and new AI-powered advertising initiatives [2][10] - The company reported earnings of 38 cents per share in the last quarter, with a consensus estimate for the upcoming quarter's total revenues at $1.33 billion, up from $1.15 billion year-over-year [2][7] Group 1: User Engagement and AI Initiatives - Pinterest introduced Pinterest Assistant, a visual-first shopping and discovery tool that personalizes user experiences by learning from their activity [3] - New features were launched to allow users to control the amount of generative AI content in their feeds, aiming to enhance transparency and user choice [4] Group 2: Advertising Expansion - Pinterest has signed an agreement to acquire tvScientific, a company specializing in connected TV advertising, which will enable Pinterest to extend its advertising capabilities to television [5] Group 3: User Metrics and Financial Expectations - Estimated average revenue per user (ARPU) for the U.S. and Canada is projected at $9.15, while Europe's ARPU is estimated at $1.61 [6] - Monthly active users (MAUs) are expected to reach 106.1 million in the U.S. and Canada, 157.9 million in Europe, and 351.1 million in the rest of the world [6] Group 4: Earnings Predictions - The consensus estimate for adjusted earnings per share for the upcoming quarter is 66 cents, an increase from 56 cents reported in the previous year [7] - Pinterest's Earnings ESP is -3.64%, indicating a lower likelihood of an earnings beat this quarter, with a Zacks Rank of 3 [8][9]