Pinterest, Inc. Q4 2025 Earnings Call Summary
Achieved 10 consecutive quarters of record high monthly active users, reaching 619 million globally, driven by AI-led features and strong Gen Z adoption. Attributed Q4 revenue underperformance to an exogenous shock from tariffs that disproportionately impacted ad spend from top retail advertisers, a cohort where Pinterest has higher exposure than peers. Positioned the platform as a fit-for-purpose visual search destination, processing over 80 billion monthly searches, the vast majority of which are vi ...