Pinterest misses Q4 estimates despite record users and 14% revenue growth
The company's full-year sales and marketing spend exceeds $1.16B as advertising trends and tariffs shape outlook
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Published: Feb 13, 2026 12:44 PM | 1 min read
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Pinterest reported fourth-quarter revenue of $1,319 million, up 14% year-on-year, but marginally below the $1,330 million analysts had anticipated. Earnings per share came in at 67 cents against projections of 69 cents. For the full year ended December 31, 2025, revenue rose 16% to $4,222 million.
The company’s sales and marketing expenses stood at $303,031 thousand in the fourth quarter, compared with $271,096 thousand a year earlier. For the full year, sales and marketing spend increased to $1,166,705 thousand from $1,011,772 thousand in 2024.
Pinterest forecast first-quarter 2026 revenue in the range of $951 million to $971 million, below market expectations of $980 million. The company attributed the softer outlook to reduced spending by large advertisers, particularly in Europe, and the impact of a furniture tariff introduced in October that affected the home category. These pressures are expected to persist into the first quarter.
Monthly active users grew 12% year-on-year to 619 million, surpassing estimates of 613 million. The platform recorded over 80 billion monthly searches and 1.7 billion monthly clicks, with more than half of searches reflecting commercial intent. Shares declined 20% in after-hours trading following the results.
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