Pinterest closed its acquisition of tvScientific, a performance‑focused connected‑TV advertising platform, on February 17, 2026. While Pinterest did not disclose the purchase price, industry estimates place the transaction in the $300‑$350 million range, underscoring the company’s willingness to invest in high‑intent, cross‑screen advertising capabilities.
The deal gives Pinterest a deterministic attribution engine that links TV ad exposure to consumer purchases, a feature that has been a long‑standing gap in the platform’s advertising stack. By integrating tvScientific’s outcome‑based technology, Pinterest can now offer advertisers a single, AI‑driven solution that spans mobile, desktop, and TV, thereby deepening its lower‑funnel commerce play and positioning the company as a full‑funnel performance advertiser.
Following the acquisition, Pinterest updated its Q1 2026 guidance. Revenue is now expected to be between $958 million and $978 million, up from the prior $951 million to $971 million range, while Adjusted EBITDA guidance has been trimmed to $163 million–$183 million from the previous $166 million–$186 million. The revenue lift reflects the anticipated incremental demand for CTV inventory, whereas the EBITDA reduction signals integration costs and upfront investment associated with the deal.
Bill Ready, Pinterest’s CEO, said the transaction “fundamentally changes what marketers can expect from TV” and that the company will “fold CTV into its Performance+ AI optimization tools, expanding its ability to automate media buying, use machine‑learning to optimize campaigns, and provide deterministic attribution across screens.” These comments highlight Pinterest’s intent to unify its performance advertising platform across screens and to deliver clearer measurement to advertisers.
Investors responded positively to the announcement, reflecting confidence in Pinterest’s expanded performance advertising capabilities and its strategy to capture a larger share of the growing CTV market.
Pinterest’s Q4 2025 earnings, released on February 12, 2026, showed revenue of $1.319 billion—slightly below the $1.33 billion consensus—and earnings per share of $0.67 versus the $0.68 estimate. The miss was attributed to headwinds from tariffs affecting large retailers, a factor that may temper short‑term demand for Pinterest’s advertising inventory.
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