ZIP
ZipRecruiter, Inc.4.8200
-0.1000-2.03%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details SMB rebound, enterprise strength
Q&A largely reaffirmed prepared remarks on soft holiday demand and flat 2026 revenue outlook, but added color on a sharp SMB rebound in early Q1—stronger than last year—from a low base, while enterprise demand stayed stable amid execution gains. Sector splits showed retail, food service, and education weakening, with healthcare resilient. LLM traffic surged as the fastest-growing source, delivering engaged seekers, though still minor in the mix. Capital allocation prioritizes organic growth, M&A like Breakroom, then opportunistic buybacks of stock or bonds. Be Seen First complements resumes without replacing them. Enterprise momentum builds quietly. Investors eye SMB trends and AI feature rollouts.
Key Stats
Market Cap
403.96MP/E (TTM)
-Basic EPS (TTM)
-0.46Dividend Yield
0%Recent Filings
8-K
Q4 revenue up 1%; CFO transition
ZipRecruiter reported 2025 revenue of $449.0 million, down 5% year-over-year, with Q4 at $111.7 million up 1%—first growth since Q3'22—despite soft hiring, and full-year Adjusted EBITDA of $40.8 million at 9% margin (reconciled). CFO Tim Yarbrough resigns February 25, 2026; President David Travers steps in as interim. Guides Q1'26 revenue $104-108 million, flat 2026 revenue, 14% Adjusted EBITDA margin.
10-K
FY2025 results
ZipRecruiter posted $449M revenue for FY2025 ended December 31, 2025, down 5% y/y amid subdued hiring, yet Q4 Quarterly Paid Employers rose 2% y/y to 59,104 while Revenue per Paid Employer dipped 2% to $1,889. Q4 marked typical seasonal deceleration after sequential gains in Q2/Q3, with marketing investments drawing more employers despite muted demand. Adjusted EBITDA fell to $40.8M (9% margin) from $78M, reflecting higher sales/marketing spend; net loss widened to $33M on $47.6M stock comp. Year-end liquidity strong at $409M cash/securities plus $288M revolver capacity, $550M notes due 2030; repurchased $102M shares. No annual guidance disclosed. Economic volatility threatens quarterly momentum.
8-K
Board shakeup adds commerce expert
ZipRecruiter accepted Yvonne Hao's immediate resignation from its Board on February 5, 2026, with no disagreements noted, and swiftly appointed Jennifer Saenz, Albertsons' EVP and Chief Commercial Officer, as independent Class I director through 2028. Saenz joins the Compensation and Governance Committees; Brie Carere fills the Audit Committee spot. Saenz brings marketing and commerce expertise. New voices sharpen board oversight.
8-K
ZipRecruiter buys back shares
8-K
Q3 revenue $115M, sequential gain
ZipRecruiter reported Q3 revenue of $115 million, down 2% year-over-year yet up 2% sequentially amid soft labor market. Adjusted EBITDA held at $9.2 million (8% margin), with enterprise performance-based revenue surging 12% quarter-over-quarter. Momentum builds. Q4 guidance eyes $109-115 million revenue and $11-17 million Adjusted EBITDA.
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