ZipRecruiter, Inc. (ZIP) Earnings
ZipRecruiter, Inc. is expected to report next earnings on August 10, 2026 (in NaN days), with a consensus EPS estimate of $-0.05. ZIP has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise -0.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.15 | $-0.06 | +60.0% | $108M | +1.2% |
| Feb 25, 2026 | $0.09 | $-0.01 | -110.6% | $112M | -0.4% |
| Nov 5, 2025 | $-0.15 | $-0.11 | +26.7% | $115M | +2.5% |
| May 8, 2025 | $-0.17 | $-0.13 | +23.5% | $110M | -2.7% |
| May 9, 2024 | $-0.07 | $-0.07 | +0.0% | $122M | +1.0% |
| Feb 22, 2024 | $0.07 | $0.05 | -28.6% | $136M | +5.9% |
| Feb 21, 2023 | $0.09 | $0.17 | +88.9% | $210M | +17.1% |
| Nov 9, 2022 | $0.12 | $0.17 | +41.7% | $227M | +3.3% |
| Aug 15, 2022 | $0.06 | $0.11 | +83.3% | $240M | +2.2% |
| May 11, 2022 | $0.00 | $0.07 | +1650.0% | $227M | +3.1% |
| Mar 1, 2022 | $0.12 | $0.16 | +33.3% | $220M | +6.3% |
| Aug 12, 2021 | $-0.19 | $-0.55 | -189.5% | $183M | +14.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Stabilization in business and accelerating innovation in marketplace are encouraging. • Focus on driving more meaningful conversations between employers and job seekers to outperform broader hiring category long term. • AI permeating every department, driving efficiencies and accelerating roadmap. • Next generation AI engine increased applications by 37% for exposed job seekers, expect all job seekers on NextGen search engine by end of Q2. • Features like Zip Intro, redesigned resume database, acquisition and deployment of Break Room contributing to strategy working as seen in job seeker reviews showing more interviews and phone calls. • Team did extraordinary job finding high roi marketing opportunities in sales and marketing this quarter leading to EBITDA margin above expectations and guidance.
Guidance
• Q2 revenue guidance: $112 million midpoint (flat year over year, 4% quarter over quarter). • Q2 adjusted EBITDA guidance: $13 million midpoint (12% margin). • 2026 expected: flat year-over-year revenue (5 percentage point improvement over 2025 decline) and adjusted EBITDA margins to expand from 9% in 2025 to 14% in 2026 (5 percentage point expansion).
Segment performance
Quarterly paid employers finished the first quarter with over 63,000, flat year-over-year and up 7% sequentially. Revenue per paid employer was $1,698, down 2% year over year and 10% sequentially. Net loss in Q1 was $4.7 million. Adjusted EBITDA in Q1 was $9.7 million (9% margin, ahead of guidance range). Cash, cash equivalents, and marketable securities totaled $393.5 million as of March 31st. Q2 revenue guidance is $112 million midpoint (flat year over year, 4% quarter over quarter). Q2 adjusted EBITDA guidance is $13 million midpoint (12% margin). 2026 expected flat year-over-year revenue (5 percentage point improvement over 2025 decline) and adjusted EBITDA margins to expand from 9% in 2025 to 14% in 2026 (5 percentage point expansion). Enterprise segment performance: performance marketing revenue up 5% year over year, 24% of revenue this quarter (doubled from Q1 2019's 12% of revenue).
Analyst Q&A
Q: Talk about differences between SMB and enterprise segments and how behavior might change in 2026.
A: Enterprise mainly comprises performance marketing revenue up 5% year over year, 24% of revenue this quarter (doubled from Q1 2019), expect to continue expanding. Customer base from both segments consistent with subdued but stable macro environment.
Q: Talk about Zip app for ChatGPT and potential integrations.
A: New app went live on ChatGPT, LLM still a tiny contributor to traffic mix but good to be there at beginning.
Q: Upcoming rollout of next generation AI engine and market share driver.
A: Next generation search engine increased applications by 37% for exposed job seekers, expect all job seekers on it by end of Q2.
Q: Dynamic of productivity benefits vs rising token costs from GenAI tools and headcount needs.
A: AI permeating every department, driving efficiencies and accelerating roadmap, not a cost-saving opportunity but an acceleration mechanism.
Q: Margin upside and what drove it.
A: EBITDA margins above expectations and guidance due to driving efficiency across G&A, sales and marketing, R&D, and team finding high roi marketing opportunities in sales and marketing.