Here's What Key Metrics Tell Us About Pinterest (PINS) Q4 Earnings

Core Insights - Pinterest reported $1.32 billion in revenue for Q4 2025, a year-over-year increase of 14.3%, with an EPS of $0.67 compared to $0.56 a year ago [1] - The revenue fell slightly short of the Zacks Consensus Estimate of $1.33 billion, resulting in a surprise of -0.73%, while the EPS exceeded expectations by +1.67% [1] Financial Performance Metrics - Pinterest's shares have declined by -29.5% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change, and the stock holds a Zacks Rank 3 (Hold) [3] - Monthly Active Users (MAUs) globally reached 619 million, surpassing the average estimate of 612 million [4] - The Average Revenue Per User (ARPU) globally was $2.16, slightly below the average estimate of $2.18 [4] Geographic Revenue Breakdown - Revenue from the U.S. and Canada was $979 million, exceeding the average estimate of $972.54 million, reflecting a year-over-year increase of +8.8% [4] - Revenue from the Rest of World segment was $96 million, surpassing the average estimate of $93.64 million, with a significant year-over-year increase of +65.5% [4] - Revenue from Europe was reported at $245 million, below the estimated $261.5 million, but still showing a year-over-year increase of +25% [4]