Pinterest(US:PINS) Businesswire·2026-02-12 21:06Core Insights - Pinterest reported a Q4 revenue of $1,319 million, marking a 14% increase year-over-year, and a full-year revenue of $4,222 million, up 16% year-over-year [1] - The company achieved an all-time high of 619 million global monthly active users (MAUs), reflecting a 12% year-over-year growth [1] - CEO Bill Ready emphasized the focus on innovation in visual search using AI and transforming sales efforts to enhance monetization [1] Financial Highlights - Q4 net cash provided by operating activities was $391 million, with a full-year total of $1,284 million [1] - Free cash flow for Q4 was $380 million, totaling $1,252 million for the year [1] - GAAP net income for Q4 was $277 million, with a full-year net income of $417 million, showing a significant decrease from the previous year [1] User Metrics - Global MAUs reached 619 million, a 12% increase from the previous year [1] - Average revenue per user (ARPU) globally was $2.16 for Q4, with a full-year ARPU of $7.21, reflecting a 2% and 4% increase year-over-year, respectively [1] - The U.S. and Canada contributed $979 million in revenue for Q4, a 9% increase, while Europe saw a 25% increase to $245 million [1] Guidance - For Q1 2026, Pinterest expects revenue between $951 million and $971 million, indicating an 11% to 14% growth year-over-year [1] - The guidance includes an anticipated foreign exchange impact of approximately 3 points of tailwind [1] Strategic Developments - The company is focused on enhancing its sales and go-to-market strategies to better reflect the commercial intent observed on its platform [1] - Pinterest is also expanding its advertising capabilities through the acquisition of tvScientific, a connected TV performance advertising platform [6]