Description

Pinterest Revenue Rose 14% But Advertiser Pullback Creates Pressure

Pinterest’s fourth-quarter and full-year earnings call for 2025 detailed several key aspects of the company’s performance alongside its strategic direction moving forward. From a broad perspective, Pinterest has experienced notable user growth, reporting 619 million global monthly active users (MAUs) — a 12% increase year-over-year, marking the tenth consecutive quarter of record-high users. This growth spans across geographical regions, with the U.S. and Canada, Europe, and Rest of World markets all showing increases, reflective of Pinterest’s strong engagement trends. Despite the positive user metrics, the company’s Q4 revenue growth of 14% year-over-year, reaching $1.319 billion, fell short of management’s expectations due to external and internal challenges. A significant factor impacting revenue was the pullback in advertising spend by large retail advertisers who have faced tariff pressures and adjusted their global advertising budgets.