Earnings summaries and quarterly performance for ZIPRECRUITER.
Executive leadership at ZIPRECRUITER.
Ian Siegel
Detailed
Chief Executive Officer
CEO
Amy Garefis
Executive Vice President, Chief People Officer
Boris Shimanovsky
Executive Vice President, Chief Technology Officer
David Travers
President
Lora Bartolome
Senior Vice President, Accounting and Controller
Ryan Sakamoto
Executive Vice President, Chief Legal Officer and Secretary
Timothy Yarbrough
Executive Vice President, Chief Financial Officer
Board of directors at ZIPRECRUITER.
Research analysts who have asked questions during ZIPRECRUITER earnings calls.
Joshua Chan
UBS Group AG
4 questions for ZIP
Also covers: ABM, APG, ARMK +16 more
Ralph Schackart
William Blair
4 questions for ZIP
Also covers: APP, CARG, DIBS +6 more
Trevor Young
Barclays
3 questions for ZIP
Also covers: ABNB, ALV, BKNG +13 more
Eric Sheridan
Goldman Sachs
2 questions for ZIP
Also covers: ABNB, ACVA, AMZN +42 more
Bryan Smilek
JPMorgan Chase & Co.
1 question for ZIP
Also covers: CHGG, COUR, CRTO +4 more
Glenn Schell
Raymond James Financial, Inc.
1 question for ZIP
Glenn Shell
Raymond James & Associates, Inc.
1 question for ZIP
Also covers: ACVA
Josh Beck
Raymond James
1 question for ZIP
Also covers: ACVA, GDDY, LZ +3 more
Justin Patterson
KeyBanc Capital Markets
1 question for ZIP
Also covers: ABNB, ANGI, CART +12 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 +22 more
Miles Jakubiak
KeyBanc Capital Markets
1 question for ZIP
Also covers: CART, EB
Recent press releases and 8-K filings for ZIP.
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
ZipRecruiter Announces Q3 2025 Results
ZIP
Earnings
Demand Weakening
- ZipRecruiter reported revenue of $115.0 million for Q3 2025, representing a 2% decrease year-over-year.
- Adjusted EBITDA for Q3 2025 was $9.2 million, with an 8% margin.
- Revenue per Paid Employer for Q3 2025 was $1,717.
- The company had 66,959 Quarterly Paid Employers in Q3 2025.
Nov 5, 2025, 10:00 PM
ZipRecruiter Announces Q3 2025 Results and Q4 2025 Guidance
ZIP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter reported Q3 2025 revenue of $115.0 million, a 2% sequential increase, and a net loss of $(9.8) million with Adjusted EBITDA of $9.2 million.
- Quarterly Paid Employers grew 3% year-over-year to 67.0K in Q3 2025, marking the first year-over-year increase since Q1 2022.
- The company provided Q4 2025 revenue guidance of $109 million to $115 million (midpoint $112 million), which would represent its first year-over-year revenue increase since Q3 2022. Adjusted EBITDA guidance for Q4 2025 is $11 million to $17 million (midpoint $14 million).
- In Q3 2025, ZipRecruiter purchased 2.2 million shares totaling $10.0 million, and held $411.0 million in cash, cash equivalents, and marketable securities as of September 30, 2025.
Nov 5, 2025, 9:10 PM
ZipRecruiter Announces Third Quarter 2025 Results
ZIP
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter reported revenue of $115.0 million and a net loss of $(9.8) million for the third quarter ended September 30, 2025.
- The company achieved Adjusted EBITDA of $9.2 million, with an Adjusted EBITDA margin of 8% for Q3 2025.
- CEO Ian Siegel highlighted consistent sequential revenue growth from Q1 2025 to Q3 2025 and stated that the midpoint of Q4 2025 revenue guidance would represent the first year-over-year increase since Q3 2022.
Nov 5, 2025, 9:05 PM
ZipRecruiter Outlines Path to Growth and 30% EBITDA Margin
ZIP
Hiring
New Projects/Investments
Revenue Acceleration/Inflection
- ZipRecruiter anticipates achieving a year-over-year growth position in Q4 2025, following a 30-month decline in the labor market that began in mid-2022 and showed signs of stabilization in Q1 2025 with 10% sequential growth in paid employers, and another 4% in Q2 2025.
- The company is shifting its revenue mix from 80% SMB and 20% enterprise to an expected 50/50 split over time, which is a major investment area requiring substantial technology integration with third-party applicant tracking systems.
- ZipRecruiter is confident in achieving a 30% adjusted EBITDA margin over the long term, up from mid-single-digit adjusted EBITDA margins in 2025, driven by scale over marketing dollars and the shift in revenue mix.
- The company differentiates itself from competitors like Indeed and LinkedIn by focusing on matchmaking and engagement through algorithmic matching and new AI-powered products like ZipIntro and the recently acquired BreakRoom.
Sep 10, 2025, 10:45 PM
ZipRecruiter discusses strategy and market outlook at Goldman Sachs conference
ZIP
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter views the online recruiting market as dominated by a "new big three" including LinkedIn, Indeed, and itself, with ZipRecruiter differentiating as a "matchmaker" leveraging machine learning and AI to drive quality applicants and engagement.
- The company's revenue mix is currently 80% SMB and 20% enterprise, with a long-term strategic goal to achieve a 50/50 split by increasing penetration into the enterprise market, which requires significant technology integrations.
- After a 30-month decline in hiring that began in mid-2022, ZipRecruiter reported sequential growth in quarterly paid employers of 10% in Q1 2025 and 4% in Q2 2025, and anticipates achieving a year-over-year growth position in Q4 2025.
- ZipRecruiter aims for a long-term 30% adjusted EBITDA margin, compared to mid-single-digit margins in 2025, with a capital allocation strategy that prioritizes organic investments in product development (e.g., ZipIntro, resume database improvements) and strategic M&A (e.g., BreakRoom acquisition).
Sep 10, 2025, 10:45 PM
ZipRecruiter Outlines Enterprise Expansion and AI Strategy
ZIP
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- ZipRecruiter aims to shift its revenue mix from 80% SMB and 20% enterprise to a 50/50 split over time, investing significantly in enterprise integrations.
- The company reported sequential growth in quarterly paid employers, with a 10% increase in Q1 2025 and another 4% in Q2 2025.
- ZipRecruiter anticipates being in a year-over-year growth position in Q4 2025, following a 30-month decline in the U.S. hiring market.
- The company targets a long-term adjusted EBITDA margin of 30%, up from current mid-single-digit margins in 2025, driven by scale and strategic investments.
- Strategic focus areas include leveraging AI and large language models for rapid engagement between job seekers and employers, and expanding its enterprise solutions like ZipIntro and the recently acquired BreakRoom.
Sep 10, 2025, 10:45 PM
Quarterly earnings call transcripts for ZIPRECRUITER.
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