Overview
- Pinterest reported Q1 2025 revenue of $855 million, exceeding analyst estimates of $846.6 million, with 570 million global monthly active users surpassing expectations of 564 million.
- Adjusted earnings per share fell short at $0.23 compared to the projected $0.26, while adjusted EBITDA reached $172 million, beating the $164 million forecast.
- The company issued Q2 2025 revenue guidance of $960 million to $980 million, surpassing Wall Street's average estimate of $966.3 million.
- AI-powered ad tools and a focus on direct response advertising continue to attract marketers, particularly as Gen Z now accounts for over 40% of Pinterest’s user base.
- Despite macroeconomic challenges, including reduced ad spend from Asia-based retailers, Pinterest's geographic diversification and strategic partnerships with Magnite, Google, and Amazon bolster its resilience.