Pinterest Raises Q1 Revenue Guidance to $978M, Cuts EBITDA Outlook
Pinterest raised Q1 2026 revenue guidance to $958m-$978m from $951m-$971m following partial-quarter inclusion of tvScientific, and set adjusted EBITDA at $163m-$183m, down from $166m-$186m. In Q4, Pinterest reported $1.32bn revenue, missing estimates as MAUs rose 12% to 619m.
1. Guidance Raised
Pinterest updated its Q1 2026 revenue outlook to $958 million–$978 million, up from $951 million–$971 million, reflecting a partial-quarter contribution from its recent acquisition. The company also set adjusted EBITDA at $163 million–$183 million, compared with a prior range of $166 million–$186 million.
2. Q4 Results
In the fourth quarter, Pinterest generated $1.32 billion in revenue, falling short of analyst expectations, while delivering adjusted earnings of $0.67 per share versus estimates of $0.69. Global monthly active users increased 12% year-over-year to 619 million, with average revenue per user at $2.16 globally and $9.41 in the U.S. and Canada.
3. tvScientific Deal
In December 2025, Pinterest completed its acquisition of tvScientific to expand its AI-powered performance advertising into connected TV. The integration of tvScientific’s outcome-based CTV platform into Pinterest’s performance ads suite is expected to enhance advertiser ROI and drive incremental sales.