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    Miles Jakubiak • KeyBanc Capital Markets Inc.

    Miles Jakubiak's questions to Ziprecruiter Inc (ZIP) leadership

    Miles Jakubiak's questions to Ziprecruiter Inc (ZIP) leadership • Q2 2025

    Question

    Speaking for Justin Patterson, Miles Jakubiak asked about the impact of ZipIntro on hiring outcomes and the key drivers behind the recent sequential growth in paid employers.

    Answer

    CEO Ian Siegel highlighted that ZipIntro's success stems from its ability to rapidly connect engaged job seekers and employers for face-to-face conversations, which drives strong adoption and utilization. CFO Tim Yarbrough added that the paid employer growth reflects the broader US economy, with notable strength in healthcare and sequential gains in sectors like education and transportation.

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    Miles Jakubiak's questions to Maplebear Inc (CART) leadership

    Miles Jakubiak's questions to Maplebear Inc (CART) leadership • Q2 2025

    Question

    Miles Jakubiak, on for Justin Patterson of KeyBanc, asked for more detail on the increasing penetration of Instacart+, specifically regarding member behavior and retention. He also inquired if the unique Costco partnership signals more such deep retailer integrations in the future.

    Answer

    CEO & Chair Fidji Simo confirmed that deep, strategic integrations like the one with Costco are not one-offs but a core part of their strategy with many retailers, citing a recent Publix integration as another example. CFO Emily Reuter added that Instacart+ members continue to grow and are the platform's most loyal and high-spending customers. The program's value has been enhanced with features like restaurant delivery, lower basket minimums, and family accounts, driving higher engagement.

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    Miles Jakubiak's questions to Maplebear Inc (CART) leadership • Q4 2024

    Question

    Speaking for Justin Patterson, Miles Jakubiak asked about the potential ramp speed for Caper Carts and the main obstacles to a wider rollout. He also requested more context on the drivers behind the strong Q1 order volume growth guidance.

    Answer

    CEO Fidji Simo cited very positive pilot results and thousands of commitments for Caper Carts, noting the main challenge is the operational complexity of physical deployment, which is a core competency for Instacart. CFO Emily Maher attributed strong Q1 order growth to continued frequency gains from restaurants, amplified by the new small-basket feature for Instacart+ members.

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