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Pinterest Soars 20% As Strong Q4 Results Beat Expectations

Pinterest shares surged up to 20% after the company delivered stronger-than-expected fourth-quarter earnings, showcasing impressive revenue growth and a surge in user engagement.

Beating Wall Street’s Expectations

The social media platform reported Q4 revenue of $1.15 billion, edging past analysts’ forecasts of $1.14 billion. Adjusted EBITDA came in at $470.9 million, surpassing the $444.8 million expected. Meanwhile, Pinterest recorded a $1.6 billion deferred tax benefit, bringing net income for the quarter to $1.85 billion.

The company’s adjusted EBITDA margin hit 41%, exceeding Wall Street’s 39% projection, reflecting improved profitability. Looking ahead, Pinterest forecasts Q1 revenue between $837 million and $852 million, with the midpoint above analysts’ expectations of $833 million.

User Growth And Engagement On The Rise

Pinterest’s global monthly active users (MAUs) grew 11% year over year to 553 million, exceeding Wall Street’s estimate of 547.4 million. That represents a nearly 3% increase from the previous quarter’s 537 million. The platform’s global average revenue per user (ARPU) reached $2.12, slightly ahead of projections at $2.09.

CEO Bill Ready attributed the strong performance to the company’s evolving strategy. “People are coming to Pinterest more often, the platform has never been more actionable, and our lower funnel focus is driving results for users and advertisers,” he said.

Social Media Stocks On The Rise

Pinterest’s rally follows a broader trend in the social media sector. Snap shares jumped earlier this week after posting strong Q4 earnings, while Meta also beat expectations on both revenue and profit. Meanwhile, Reddit is set to report its earnings next Wednesday, adding to the sector’s earnings momentum.

With its robust growth in both revenue and user engagement, Pinterest is proving its ability to drive meaningful results—both for its users and its investors.

Anthropic’s Opus 5.5 Arrives With Lower Costs, Faster Performance And Sharper Safety Guardrails

Anthropic on Tuesday unveiled Opus 5.5, its latest flagship model and, by the company’s account, a new state of the art in coding and knowledge work.

Opus remains the top tier in Anthropic’s three-model Claude family, positioned above Sonnet and Haiku, which serve the middle and entry-level segments respectively. The company says the new release not only outperforms the larger Fable model on several benchmarks, but also completed a number of informal tasks that Fable could not finish.

A More Efficient Frontier Model

One of the most notable changes is economic, not just technical. Anthropic says output tokens for Opus 5.5 will be priced at $20 per million, down from $25 for the previous version. Other usage metrics have also declined, and the model is faster to run, reflecting lower compute requirements to serve it.

That matters because model economics are increasingly central to enterprise adoption. In practice, a more capable model is only part of the equation; speed and cost often determine whether it can be deployed at scale across software development, research, customer operations, and internal knowledge workflows.

Sharper Communication, Less Jargon

Anthropic says the update also changes how Opus communicates. The new model is less likely to lean on jargon and more likely to lead with the most important information first. For business users, that is more than a stylistic adjustment. It improves readability, reduces friction in decision-making, and makes AI output easier to use in executive settings where time is scarce and clarity matters.

A Rapid Follow-Up To Opus 5

The launch comes just two months after the debut of Opus 5 on July 24. Anthropic said Sonnet 5.5 and Haiku 5.5, the next models in the lineup, will follow “in the coming weeks,” with similar performance gains expected.

Safety Remains Central To The Release

Anthropic says Opus 5.5 is comparable to Mythos in biology and cybersecurity capabilities, which means the model is subject to the same safeguards as the company’s Fable model. Those restrictions limit the model’s use in areas such as discovering exploits in compiled programs or developing recognizable biological weapons, among other sensitive tasks.

The release is also notable because it is Anthropic’s first since CEO Dario Amodei publicly embraced calls to pace the frontier, a strategy designed to slow the rate of capability gains so alignment and safety measures can catch up. In a recent post, Amodei wrote: “I have become convinced that fully addressing the risks requires even more prudence, not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up.”

Preparing The Next Layer Of Oversight

Anthropic said Opus 5.5 underwent safety training broadly similar to earlier models, including alignment testing and pre-release evaluation by external groups such as METR and Frontier Design. At the same time, the company said it is already building more advanced training and evaluation systems for future releases, including stronger security and monitoring infrastructure.

“As AI becomes more capable, public policy should play a larger role in making sure the systems people rely on are safe,” the company wrote in its announcement. “That capacity takes time to build, and we’ve started to put the infrastructure in place to support it. We expect to share more details on these efforts soon.”

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