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ZipRecruiter (ZIP)
NYSE:ZIP
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.16Last Year’s EPS
-0.13Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed clear signs of stabilization and execution: first quarter of YoY revenue growth since 2022, strong Q4 adjusted EBITDA and margin improvement, meaningful enterprise and product momentum (performance marketing growth, strong adoption of AI features and ZipIntro), and a healthy cash position. These positives are tempered by soft hiring demand (job openings down ~10% YoY), a lower holiday baseline that drives Q1 2026 guidance below prior year (~-4% YoY at the midpoint), SMB and sector‑specific weakness, and a CFO transition. On balance the company appears to be stabilizing with improving margins and product traction, but near‑term revenue growth remains exposed to macro and seasonality headwinds.Company Guidance
Return to Year‑over‑Year Revenue Growth
Q4 2025 revenue of $111.7M (reported as ~$112M) representing 1% year‑over‑year growth — the first quarter of YoY revenue growth since Q3 2022.
Improved Adjusted EBITDA and Margin Expansion
Q4 adjusted EBITDA of $16.2M with a 15% adjusted EBITDA margin (vs. 13% in Q4 2024 and 8% in Q3 2025). Full‑year 2025 adjusted EBITDA margin of 9% exceeded mid‑single‑digit expectations; company expects margin expansion to ~14% in 2026 (a +5 percentage point improvement).
Performance Marketing and Enterprise Momentum
Performance marketing revenue grew 9% YoY in Q4 (up from 5% in Q3), and performance/enterprise revenue now represents ~25% of total revenue. Adoption of automated campaign performance tools increased 32% YoY, indicating stronger traction with larger customers.
Strong Product and AI‑driven Adoption
Multiple product wins and adoption metrics: Be Seen First (launched Jan 2026) candidates are nearly 2x more likely to have a conversation; ZipIntro scheduled sessions +17% sequential and >5x YoY in Q4; AI recommended screening questions used by 93% of new employers in Q4; resume unlock rate for activity‑labeled candidates is 66% higher; Breakroom published 16,000 employer profiles powered by 1.6M ratings and integrated into 8.7M job postings and ~9,000 company pages.
Traffic and SEO/AI Discovery Gains
Site visits from AI engines (generative/LLM sources) more than doubled YoY in Q4 2025 and overall job seeker traffic outperformed largest competitors throughout 2025, supporting marketplace reach and discovery optimization for Gen AI.
Healthy Liquidity and Capital Return Activity
Cash, cash equivalents and marketable securities of $409.1M as of Dec 31, 2025; executed share repurchases of 1.8M shares totaling $8M in Q4; company emphasizes continued focus on organic growth, M&A and opportunistic capital returns.
Paid Employer Base Stabilization
Finished Q4 with >59,000 quarterly paid employers, up 2% YoY (signaling second consecutive quarter of YoY expansion and stability in the employer base).
ZIP Earnings History
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 |
|---|---|---|---|
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% |
May 08, 2025 | $5.71 | $4.36 | -23.64% |
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.
FAQ
When does ZipRecruiter (ZIP) report earnings?
ZipRecruiter (ZIP) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is ZipRecruiter (ZIP) earnings time?
ZipRecruiter (ZIP) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZIP EPS forecast?
ZIP EPS forecast for the fiscal quarter 2026 (Q1) is -0.16.
