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AI brief of an SEC Form 8-K · Pinterest (PINS)

Pinterest Q4 revenue up 14% to $1.3 billion; users reach all-time high of 619 million

Positive Impact 3 of 5 earnings Written later

Pinterest reported fourth-quarter 2025 revenue of $1.3 billion, up 14% year over year, and full-year revenue of $4.2 billion, up 16%. GAAP net income fell sharply from the prior year, which included a $1.6 billion tax benefit, while non-GAAP net income rose 17% and Adjusted EBITDA rose 15%. The company also guided first-quarter 2026 revenue to $951 million to $971 million.

Key points

  • Q4 2025 revenue was $1,319 million, up 14% (13% in constant currency); full-year 2025 revenue was $4,222 million, up 16%.
  • Q4 2025 GAAP net income was $277 million, down 85% from $1,847 million a year earlier; the prior-year period included a tax benefit of $1,597.0 million.
  • Q4 2025 non-GAAP net income rose 17% to $451 million, and Adjusted EBITDA rose 15% to $542 million.
  • For Q1 2026, Pinterest expects revenue of $951 million to $971 million (11% to 14% growth) and Adjusted EBITDA of $166 million to $186 million.

The filing

CompanyPinterest (PINS)
Form8-K, current report
Filed with the SECFeb 12, 2026, 4:07 PM ET
Accession number0001506293-26-000019

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.