Earnings summaries and quarterly performance for ZIPRECRUITER.
Executive leadership at ZIPRECRUITER.
IS
Ian Siegel
Detailed
Chief Executive Officer
CEO
AG
Amy Garefis
Executive Vice President, Chief People Officer
BS
Boris Shimanovsky
Executive Vice President, Chief Technology Officer
DT
David Travers
President
LB
Lora Bartolome
Senior Vice President, Accounting and Controller
RS
Ryan Sakamoto
Executive Vice President, Chief Legal Officer and Secretary
TY
Timothy Yarbrough
Executive Vice President, Chief Financial Officer
Board of directors at ZIPRECRUITER.
Research analysts who have asked questions during ZIPRECRUITER earnings calls.
Ralph Schackart
William Blair
6 questions for ZIP
Also covers: APP, CARG, DIBS +6 more
TY
Trevor Young
Barclays
5 questions for ZIP
Also covers: ABNB, ALV, BKNG +14 more
Eric Sheridan
Goldman Sachs
4 questions for ZIP
Also covers: ABNB, ACVA, AMZN +47 more
JC
Joshua Chan
UBS Group AG
4 questions for ZIP
Also covers: ABM, APG, ARMK +16 more
Kishan Patel
Raymond James & Associates, Inc.
2 questions for ZIP
Also covers: LZ, YELP
KM
Kunal Madhukar
Water Tower Research
2 questions for ZIP
Also covers: REAL, SURG, TDUP
BS
Bryan Smilek
JPMorgan Chase & Co.
1 question for ZIP
Also covers: CHGG, COUR, CRTO +4 more
GS
Glenn Schell
Raymond James Financial, Inc.
1 question for ZIP
GS
Glenn Shell
Raymond James & Associates, Inc.
1 question for ZIP
Also covers: ACVA
Josh Beck
Raymond James
1 question for ZIP
Also covers: ACVA, CART, DASH +6 more
Justin Patterson
KeyBanc Capital Markets
1 question for ZIP
Also covers: ABNB, ANGI, CART +15 more
Maggie Hoffman
JPMorgan Chase & Co.
1 question for ZIP
Also covers: CRTO, RDDT
Mark Mahaney
Evercore ISI
1 question for ZIP
Also covers: ABNB, AMZN, BKNG +23 more
Miles Jakubiak
KeyBanc Capital Markets
1 question for ZIP
Also covers: CART, EB
Recent press releases and 8-K filings for ZIP.
ZipRecruiter reports Q4 2025 revenue growth, provides 2026 guidance, and announces CFO change
ZIP
Earnings
Guidance Update
CFO Change
- ZipRecruiter reported Q4 2025 revenue of $111.7 million, representing 1% year-over-year growth, which is the first such increase since Q3 2022, and achieved an Adjusted EBITDA of $16.2 million with a 15% margin.
- The company provided Q1 2026 revenue guidance of $106 million at the midpoint and expects flat year-over-year revenue for full year 2026, with Adjusted EBITDA margins projected to expand from 9% in 2025 to 14% in 2026.
- Tim Yarbrough will be stepping down as CFO, effective February 26, 2026, and President David Travers will serve as interim CFO.
- Key product enhancements include the launch of Be Seen First, which makes candidates nearly 2 times more likely to have a conversation with an employer, and optimization for generative AI discovery, leading to site visits from AI engines doubling year-over-year in Q4 2025.
- During Q4 2025, ZipRecruiter repurchased 1.8 million shares totaling $8 million.
2 days ago
ZipRecruiter Reports Q4 2025 Results and Provides 2026 Outlook
ZIP
Earnings
Guidance Update
CFO Change
- ZipRecruiter reported Q4 2025 revenue of $112 million, representing 1% year-over-year growth, which is the first such growth since Q3 2022. The company's Adjusted EBITDA for Q4 2025 was $16.2 million, equating to a 15% margin.
- For Q1 2026, the company provided revenue guidance of $106 million at the midpoint and Adjusted EBITDA guidance of $5 million, representing a 5% margin.
- ZipRecruiter anticipates flat year-over-year revenue for full-year 2026 and expects Adjusted EBITDA margins to expand to 14% from 9% in 2025.
- Tim Yarbrough will be stepping down as CFO, effective February 26th, 2026, with President David Travers serving as interim CFO.
- The company launched "Be Seen First" in January 2026, a product enabling job seekers to jump to the top of an employer's candidate list, resulting in candidates being nearly 2 times more likely to have a conversation with an employer.
2 days ago
ZipRecruiter Reports Q4 2025 Results, Provides 2026 Guidance, and Announces CFO Transition
ZIP
Earnings
Guidance Update
CFO Change
- ZipRecruiter reported Q4 2025 revenue of $111.7 million, marking 1% year-over-year growth, which is the first such increase since Q3 2022.
- Adjusted EBITDA for Q4 2025 was $16.2 million, equating to a 15% margin, an increase from 13% in Q4 2024 and 8% in Q3 2025.
- For Q1 2026, revenue guidance is $106 million at the midpoint, and the company anticipates flat year-over-year revenue for the full year 2026.
- ZipRecruiter expects Adjusted EBITDA margins to expand to 14% in 2026 from 9% in 2025.
- Tim Yarbrough is stepping down as CFO, and President Dave Travers will serve as interim Chief Financial Officer effective February 26th, 2026.
2 days ago
ZipRecruiter Reports Q4 2025 and Full Year 2025 Financial Results
ZIP
Earnings
Demand Weakening
- ZipRecruiter reported Q4 2025 revenue of $111.7 million, a 1% increase year-over-year, and full-year 2025 revenue of $449.0 million, a 5% decrease year-over-year.
- Adjusted EBITDA for Q4 2025 was $16.2 million (15% margin) and for FY 2025 was $40.8 million (9% margin).
- The company maintained a 9% Adjusted EBITDA margin for FY 2025 due to its flexible financial model despite significant macroeconomic headwinds.
- Revenue per Paid Employer for Q4 2025 was $1,889.
2 days ago
ZipRecruiter Announces Q4 and Full Year 2025 Results, Provides 2026 Outlook, and Details CFO Transition
ZIP
Earnings
Guidance Update
CFO Change
- ZipRecruiter reported Q4 2025 revenue of $111.7 million, marking a 1% year-over-year growth—the first since Q3 2022—and full-year 2025 revenue of $449.0 million. For Q4 2025, net loss was $(0.8) million and Adjusted EBITDA was $16.2 million (15% margin).
- The company provided Q1 2026 revenue guidance of $104 - $108 million (midpoint $106 million) and Adjusted EBITDA guidance of $3 - $7 million (midpoint $5 million). For full-year 2026, revenue is projected to be flat year-over-year, with Adjusted EBITDA margins expanding to 14%.
- Tim Yarbrough resigned as Chief Financial Officer, effective February 25, 2026, with David Travers appointed interim Chief Financial Officer effective February 26, 2026.
- In Q4 2025, ZipRecruiter repurchased 1.8 million shares for $8.0 million, with $121.2 million remaining under its share repurchase program as of December 31, 2025.
2 days ago
ZipRecruiter Announces Fourth Quarter and Full Year 2025 Results and CFO Transition
ZIP
Earnings
CFO Change
Demand Weakening
- ZipRecruiter reported quarterly revenue of $111.7 million for Q4 2025 and full-year revenue of $449.0 million for 2025.
- For the full year 2025, the company recorded a net loss of $(33.0) million (or a net loss margin of (7)%) and Adjusted EBITDA of $40.8 million (or an Adjusted EBITDA margin of 9%).
- CEO Ian Siegel noted that ZipRecruiter maintained momentum despite a soft hiring market and exceeded Adjusted EBITDA expectations for the full year, while also mentioning investments in AI-powered solutions and maintaining a disciplined cost structure for 2026.
- Tim Yarbrough will be leaving his role as Chief Financial Officer, with David Travers stepping in as interim Chief Financial Officer effective February 26, 2026.
2 days ago
ZipRecruiter Discusses Product Traction, Macro Environment, and Q4 Outlook
ZIP
Guidance Update
Product Launch
Share Buyback
- ZipRecruiter reported strong traction for new product features, with ZipIntro sessions increasing 90% quarter-over-quarter in Q3 and Resume Database unlocks up 12% quarter-over-quarter.
- Despite a challenging "frozen" labor market in 2025, the company achieved sequential revenue growth from Q1 to Q3 and steady growth in paid employer numbers from Q4 to Q3.
- ZipRecruiter is guiding for a return to year-over-year revenue growth in Q4 2025 and expects Q4 margins to be similar to last year, with a long-term adjusted margin target of 30%.
- The company prioritizes investing in organic business, maintaining balance sheet flexibility for strategic M&A, and opportunistically executing shareholder returns, noting increased share repurchases in 2025.
Dec 3, 2025, 9:15 PM
ZipRecruiter Discusses Q4 2025 Revenue Growth Guidance and Product Traction
ZIP
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- ZipRecruiter anticipates a return to year-over-year revenue growth in Q4 2025, driven by sequential revenue growth from Q1 to Q3 2025 and a 12% quarter-over-quarter increase in enterprise revenue in Q3 2025.
- The company's new product, ZipIntro, saw sessions increase by 90% in Q3 2025 compared to the prior quarter, and the relaunched Resume Database experienced a 12% quarter-over-quarter increase in unlocks. ZipRecruiter prioritizes product-market fit before monetization, with ZipIntro currently offered for free.
- Despite a "chilly" macro environment, ZipRecruiter maintains a long-term adjusted EBITDA margin profile of 30%, utilizing flexible sales and marketing spend to adapt to market conditions.
- Capital allocation priorities include investing in organic business, preserving flexibility for strategic M&A, and opportunistic share buybacks, which have been favored in 2025.
Dec 3, 2025, 9:15 PM
ZipRecruiter Reports Q3 2025 Financial Results and Anticipates Year-Over-Year Growth
ZIP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter reported third-quarter 2025 revenues of approximately $115 million and an adjusted EBITDA of $9.2 million, both surpassing estimates.
- The company posted a net loss of $9.8 million and an adjusted earnings per share loss of $0.11, which was better than the consensus estimate of a $0.15 loss.
- CEO Ian Siegel highlighted consistent sequential revenue growth from Q1 2025 to Q3 2025 and predicted the first year-over-year revenue growth since 2022 in Q4 2025.
- Analyst sentiment remains cautious with mostly 'hold' ratings and a median 12-month price target of $5.00.
Nov 6, 2025, 10:23 AM
ZipRecruiter Reports Q3 2025 Results and Q4 2025 Guidance
ZIP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter reported Q3 2025 revenue of $115 million, a 2% sequential increase that exceeded the midpoint of their guidance, though it represented a 2% decline year-over-year.
- Quarterly paid employers increased 3% year-over-year to 67,000 in Q3 2025, marking the first year-over-year growth in this metric since Q1 2022.
- Performance-based revenue grew 12% quarter-over-quarter and constituted 24% of total revenue in Q3 2025, driven by increased enterprise customer adoption of campaign optimization solutions.
- The company provided Q4 2025 revenue guidance between $109 million and $115 million, with the midpoint of $112 million indicating a projected 1% year-over-year increase, which would be the first year-over-year revenue growth since Q3 2022.
- Adjusted EBITDA for Q3 2025 was $9.2 million, resulting in an 8% adjusted EBITDA margin. The midpoint of the Q4 2025 adjusted EBITDA guidance is $14 million, implying a 9% full-year 2025 adjusted EBITDA margin.
Nov 5, 2025, 10:00 PM
Quarterly earnings call transcripts for ZIPRECRUITER.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more