PINTEREST (PINS) Company Report

Alaffia Health announced a $55 million Series B financing round, led by Transformation Capital, with participation from insiders including FirstMark Capital, Tau Ventures, and Twine Ventures.
This funding brings Alaffia's total capital raised to more than $73 million.
The company plans to use the new capital to accelerate growth in research and development, innovation, and scaling AI adoption, and to expand hiring across engineering, product, and growth teams.
Alaffia Health has delivered millions of dollars in medical cost savings for health plans, with solutions providing 20%+ average savings on high-cost facility claims and 5x+ ROI.
As part of the financing, Todd Cozzens, Managing Partner at Transformation Capital, has joined Alaffia's Board of Directors.

1 day ago

Press Release

Pinterest Announces Global Restructuring and AI Pivot

PINS

Layoffs

New Projects/Investments

M&A

Pinterest is implementing a board-approved global restructuring that will cut less than 15% of its workforce (which was 4,666 full-time employees as of its 2024 annual report) and incur about $35–$45 million of pre-tax charges, with completion expected by the end of its third quarter.
The restructuring reallocates resources to AI-focused roles and products, reprioritizes AI-powered capabilities, and reshapes its sales approach, with plans to reinvest in key development areas.
Pinterest remains profitable with strong margins and liquidity, evidenced by a trailing-12-month revenue of $4.06 billion and a gross margin of approximately 79.99%; however, concerns include a high Beneish M-Score and recent insider selling.
CEO Bill Ready noted that Pinterest's AI and product investments are "paying off," positioning the platform as an AI-powered shopping assistant for roughly 600 million consumers.
There is market speculation regarding a possible OpenAI acquisition of Pinterest, with Kalshi traders pricing a roughly 54% chance.

Jan 27, 2026, 12:51 PM

CNBC

Pinterest Reports Strong Q3 2025 Financial Performance

PINS

Earnings

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 total revenue of $1,049.2 million, an increase of +17% year-over-year.
Adjusted EBITDA for Q3 2025 reached $306.1 million, up +24% year-over-year, with an Adjusted EBITDA Margin of 29%.
Global Monthly Active Users (MAUs) grew +12% year-over-year, while Global Average Revenue Per User (ARPU) increased +5% year-over-year to $1.78.
The company generated $318.4 million in free cash flow during Q3 2025.

Nov 4, 2025, 9:30 PM

Presentation

Pinterest Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance

PINS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 revenue of $1.049 billion, a 17% year-over-year increase, with strong international growth (Europe revenue up 41% and Rest of World revenue up 66%).
Global Monthly Active Users (MAUs) reached 600 million in Q3 2025, a 12% increase, marking the ninth consecutive quarter of record-high users, with Gen Z being the largest and fastest-growing cohort.
The company achieved Q3 2025 Adjusted EBITDA of $306 million, representing a 29% margin, and generated $318 million in free cash flow.
For Q4 2025, Pinterest provided guidance for revenue between $1,313 million and $1,338 million (representing 14%-16% year-over-year growth) and Adjusted EBITDA in the range of $533 million to $558 million.

Nov 4, 2025, 9:30 PM

Transcript

Pinterest Reports Strong Q3 2025 Results and Provides Q4 2025 Outlook

PINS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 global revenue of $1.049 billion, a 17% year-over-year increase on a reported basis, with global monthly active users (MAUs) reaching 600 million, up 12%.
The company provided Q4 2025 revenue guidance in the range of $1,313 million to $1,338 million, representing 14%-16% year-over-year growth, and Adjusted EBITDA guidance between $533 million and $558 million.
Growth was notably strong in international markets, with Europe revenue increasing 41% on a reported basis and Rest of World revenue growing 66% on a reported basis in Q3 2025.
Pinterest continues to leverage AI, positioning itself as an AI-powered shopping assistant, and has seen significant adoption of its Performance+ ROAS bidding, which contributed to a 100% increase in unique shopping SKUs with paid ad impressions year-over-year in Q3.

Nov 4, 2025, 9:30 PM

Transcript

Pinterest Reports Strong Q3 2025 Results and Provides Q4 Guidance

PINS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 revenue of $1.049 billion, a 17% year-over-year increase, and reached 600 million global monthly active users (MAUs), up 12%.
The company provided Q4 2025 revenue guidance of $1,313 million to $1,338 million, indicating 14%-16% year-over-year growth, and projected adjusted EBITDA between $533 million and $558 million.
Growth is driven by AI-powered shopping features, new ad formats, and the Pinterest Performance Plus suite, which has shown a 24% higher conversion lift for retail advertisers and a 12% higher monthly spend growth rate for adopting mid-market and smaller advertisers.
International markets, representing 83% of global users but only 25% of Q3 2025 revenue, present a significant monetization opportunity, with international shopping ad revenue growing over two times faster than overall regional revenue.

Nov 4, 2025, 9:30 PM

Transcript

Pinterest Announces Q3 2025 Results and Q4 2025 Guidance

PINS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 revenue of $1,049 million, marking a 17% year-over-year increase.
Global Monthly Active Users (MAUs) reached an all-time high of 600 million in Q3 2025, up 12% year over year.
For Q3 2025, the company achieved GAAP net income of $92 million and Adjusted EBITDA of $306 million.
Pinterest expects Q4 2025 revenue to be in the range of $1,313 million to $1,338 million, representing 14% - 16% growth year over year, and Adjusted EBITDA between $533 million and $558 million.

Nov 4, 2025, 9:09 PM

8-K

Pinterest Announces Strong Q3 2025 Results with Record Users and Provides Q4 Guidance

PINS

Earnings

Guidance Update

Revenue Acceleration/Inflection

Pinterest reported Q3 2025 revenue of $1,049 million, an increase of 17% year over year.
The company reached an all-time high of 600 million global monthly active users (MAUs), representing a 12% increase year over year.
For Q3 2025, GAAP net income was $92 million and Adjusted EBITDA was $306 million.
Pinterest provided Q4 2025 revenue guidance in the range of $1,313 million to $1,338 million, indicating 14% - 16% growth year over year, and Adjusted EBITDA guidance between $533 million to $558 million.

Nov 4, 2025, 9:06 PM

Press Release

EvenUp Raises $150M Series E Funding

PINS

New Projects/Investments

Revenue Acceleration/Inflection

Product Launch

EvenUp has successfully raised $150 million in Series E funding, led by Bessemer Venture Partners, bringing its total capital raised to $385 million.
This funding round values EvenUp at over $2 billion, which is more than double its valuation from less than a year ago.
The company's Claims Intelligence Platform™ has facilitated the resolution of over 200,000 cases, securing more than $10 billion in damages for injury victims.
EvenUp's annual recurring revenue (ARR) is doubling year-over-year, and its platform's case volume nearly doubled to 10,000 cases per week in the last six months.
EvenUp also unveiled Mirror Mode, a new AI tool designed to enable firms to replicate their best work across document-based workflows.

Oct 7, 2025, 12:30 PM

Press Release

Pinterest warns of weaker ad spending and user growth

PINS

Demand Weakening

Profit Warning

Guidance Update

Shares of Pinterest plunged as much as 15.5% after the company warned of weaker ad spending in the US, its largest market.
This decline in ad spending is primarily due to the removal of the de minimis trade loophole, which has caused Asian e-commerce companies to shift their advertising focus to Europe and their home markets where rates are typically lower.
Pinterest experienced a 25% decline in advertising prices in the second quarter and anticipates this downward trend to persist.
User growth slowed significantly, with 8 million users added in the second quarter, a decrease from the 17 million added in the first quarter.
Increased investments in shopping tools and personalization are driving up costs, impacting the company's profits while revenue growth is already under pressure.