Social media platform Pinterest reported a 14% lift in revenue to $US1.319 billion for the December quarter and 16% to $US4.222 billion for the full year.
Global monthly active users increased 12% to 619 million.
“Users are at all-time highs and overall engagement continues to grow, with more than 80 billion monthly searches on our platform as we continue to deliver strong innovation in visual search using AI,” said CEO Bill Ready.
“As we navigate a dynamic environment, we’re laser-focused on execution and transforming our sales and go-to-market efforts so monetisation better reflects the valuable commercial intent we see on Pinterest.
“We’re confident these important changes will make us a stronger company and position us to realise the long-term opportunity ahead.”
Emarketer senior director Jeremy Goldman said the results show Pinterest is no longer chasing raw scale; it’s focused on getting more out of the audience it already has.
“User growth is steady, but the bigger question is whether it can extract more value from planners who arrive with intent, budgets and timelines in hand,” Goldman said.
“I’m watching how AI investments, Performance+, and its push into SMB advertising lift monetization efficiency, particularly in the US where yield is the core lever.
“Its expansion into connected TV, including the tvScientific acquisition, is an attempt to make TV ads measurable and performance-driven, linking big-screen exposure directly to shopping outcomes.
“That’s a bold play, but it has to resonate with advertisers who already have sophisticated tools on larger platforms.
“Our forecasts show ad revenue growth accelerating in 2026 versus 2025, in both the US and globally.
“For 2026 and beyond, Pinterest’s trajectory hinges on proving that high-intent discovery can drive that momentum without relying on a surge in new users.”
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