Pinterest has raised its estimate for first-quarter revenue, saying the completion of its acquisition of connected-TV (CTV) advertising platform tvScientific will contribute to results for the period. The company now anticipates first-quarter revenue in a range of $958 million to $978 million, up from the prior guidance of $951 million to $971 million issued less than a week earlier.
The upgraded outlook reflects a partial-quarter revenue contribution from tvScientific following the closing of the deal, which was announced in December 2025. The acquisition marks Pinterest's first major transaction since 2022 and brings an outcome-based CTV buying platform into the company’s portfolio.
Pinterest said the integration allows it to fold CTV capabilities into its Performance+ AI optimization tools. The combined technology is intended to automate media buying, apply machine-learning to campaign optimization and provide deterministic attribution across screens. Those capabilities are presented as a way to expand Pinterest's performance-advertising offerings by linking TV inventory more directly with digital campaign measurement.
The guidance revision arrives against a backdrop of recent market pressure on the company's shares. Pinterest's stock fell sharply after management signaled downbeat earnings expectations, citing tariff-related pressures on profitability. That guidance note prompted market concern about the health of advertising demand as the company entered the quarter.
Operationally, the announcement links a near-term revenue lift from a completed acquisition with broader product integration goals. The company did not provide additional numeric detail about the tvScientific contribution beyond its effect on the guidance range. The timing of the revision - coming within a week of the prior outlook - underscores how the partial-quarter inclusion of an acquired business can alter short-term revenue expectations.
For market participants, the update combines a modest increase to the revenue outlook with lingering uncertainty around profit trajectories and ad budgets that had driven recent share-price weakness. Pinterest’s approach centers on embedding CTV into its Performance+ stack to enhance automation, machine-learning-driven optimization and cross-screen attribution, while the market digests the near-term implications of tariff pressure and advertising demand trends.
Summary
Pinterest raised Q1 revenue guidance to $958M-$978M from $951M-$971M after closing the acquisition of tvScientific, whose partial-quarter contribution lifted the outlook. The December 2025 deal folds tvScientific's outcome-based connected-TV buying platform into Pinterest's Performance+ AI tools, aiming to automate media buying, optimize campaigns with machine-learning and provide deterministic attribution across screens. The revision follows a sharp decline in the stock after the company warned of downbeat earnings pressured by tariffs, raising concerns about softer advertising demand.
Key points
- Pinterest raised first-quarter revenue guidance to $958M-$978M, reflecting a partial-quarter contribution from tvScientific.
- The tvScientific acquisition - announced December 2025 - is Pinterest's first major deal since 2022 and integrates outcome-based CTV buying into Performance+ AI optimization tools.
- Recent stock weakness followed management's warning of earnings pressure from tariffs, which heightened concerns about advertising demand entering the quarter.
Sectors affected
- Digital advertising and ad tech
- Connected-TV and streaming advertising
- Technology platforms utilizing AI-driven ad optimization
Risks and uncertainties
- Tariff-driven earnings pressure that the company cited may dampen profitability expectations for the period - impacting investor sentiment in ad-supported tech companies.
- Concerns about softer advertising demand were explicitly linked to the stock's recent decline, indicating uncertainty in ad spend that could affect revenue trajectories for ad platforms.
- The revenue uplift described is from a partial-quarter contribution of the acquired business; the magnitude and sustainability of the contribution beyond the quarter were not specified.