ZipRecruiter (ZIP)

NYSE:ZIP

ZIP

ZipRecruiter

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ZipRecruiter (ZIP) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.06

Last Year’s EPS

-0.1

Same Quarter Last Year

Analyst Consensus

Hold

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveys a generally positive tone driven by product-led momentum (notably the next-generation AI engine and Be Seen First), strong operational improvements (adjusted EBITDA margin expansion and cost/marketing efficiency), healthy cash position and constructive guidance. These positives are tempered by a still-muted hiring market — revenue down 2% YoY and revenue per employer down — and a GAAP net loss. Management presented confident guidance for flat full-year revenue and margin expansion, indicating they view product and go-to-market gains as likely to offset macro headwinds.

Company Guidance

ZipRecruiter's guidance for Q2 2026 calls for revenue of $112.0M at the midpoint (implying roughly flat year‑over‑year and ~4% sequential growth from Q1's $107.5M) and adjusted EBITDA of $13.0M at the midpoint (about a 12% margin); looking beyond Q2 the company expects full‑year 2026 revenue to be flat year‑over‑year (a 5 percentage‑point improvement versus 2025’s -5%) and adjusted EBITDA margin to expand to ~14% (up 5 points from 9% in 2025). In support of that outlook management pointed to Q1 results of $107.5M revenue, $9.7M adjusted EBITDA (9% margin), a $4.7M net loss, $393.5M cash and marketable securities, 63k quarterly paid employers (flat YoY, +7% QoQ), $1,698 revenue per paid employer (-2% YoY, -10% QoQ) and $9.4M of share repurchases (3.5M shares), as well as product and marketplace traction including +37% application volume for users of the next‑gen AI engine, 12% of applicants choosing Be Seen First (nearly 2× employer message rate), +26% YoY growth in engaged job seekers via organic search, and enterprise/performance marketing making up 24% of revenue (performance marketing revenue +5% YoY).

Revenue Above Guidance

Q1 revenue of $107.5 million beat the midpoint of guidance despite a soft hiring backdrop.

Adjusted EBITDA Outperformance

Adjusted EBITDA of $9.7 million (9% margin) came in above the high end of guidance and improved from a 5% margin in Q1 2025.

Next-Generation AI Search Drives Engagement

The newly launched next-generation search and matching AI engine increased application volume by 37% for job seekers exposed to it, with full rollout expected by end of Q2.

Be Seen First Product Traction

Be Seen First adoption scaled rapidly: 12% of all applicants chose the feature in Q1; over 50% of paid employers now receive Be Seen First responses; candidates using it are nearly 2x more likely to receive a message from an employer.

Organic Search Growth in Engaged Job Seekers

Engaged job seekers (those who applied) sourced through organic search grew 26% year-over-year in Q1, indicating stronger high-intent traffic share.

Enterprise Revenue Expansion

Performance marketing / Enterprise revenue grew 5% year-over-year and now represents 24% of total revenue, up from 12% in Q1 2019.

Strong App Store Ratings and User Sentiment

ZipRecruiter holds a 4.9 app rating with over 1 million combined reviews and an increase in reviews specifically mentioning interview calls and employer engagement versus Q4.

Healthy Balance Sheet and Buybacks

Cash, cash equivalents and marketable securities totaled $393.5 million as of March 31; company repurchased 3.5 million shares for $9.4 million in Q1.

Improved Forward Guidance

Q2 revenue guidance midpoint of $112 million (flat year-over-year, +4% quarter-over-quarter) and adjusted EBITDA guidance midpoint of $13 million (12% margin). Company expects flat full-year 2026 revenue (a 5 percentage-point improvement vs 2025) and adjusted EBITDA margin expansion to ~14% for 2026.

New Distribution and Product Integrations

Launched ZipRecruiter app for ChatGPT and rolled out integrated branded employer pages (Breakroom), expanding distribution into generative AI platforms and multimedia employer branding capabilities.

ZipRecruiter (ZIP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZIP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2026 (Q2)	-0.06 / -	-0.1	―	―	―
May 07, 2026	2026 (Q1)	-0.15 / -0.06	-0.13	53.85% (+0.07)
Feb 25, 2026	2025 (Q4)	-0.07 / -0.01	-0.11	90.91% (+0.10)
Nov 05, 2025	2025 (Q3)	-0.14 / -0.11	-0.026	-323.08% (-0.08)
Aug 11, 2025	2025 (Q2)	-0.13 / -0.10	0.07	-242.86% (-0.17)
May 08, 2025	2025 (Q1)	-0.16 / -0.13	-0.07	-85.71% (-0.06)
Feb 25, 2025	2024 (Q4)	-0.11 / -0.11	0.05	-320.00% (-0.16)
Nov 06, 2024	2024 (Q3)	-0.10 / -0.03	0.23	-111.30% (-0.26)
Aug 07, 2024	2024 (Q2)	-0.08 / 0.07	0.14	-50.00% (-0.07)
May 09, 2024	2024 (Q1)	-0.06 / -0.07	0.05	-240.00% (-0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ZIP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$3.10	$3.62	+16.77%
Feb 25, 2026	$2.51	$1.92	-23.51%
Nov 05, 2025	$4.07	$4.27	+4.91%
Aug 11, 2025	$3.48	$3.86	+10.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.