ZipRecruiter, Inc. (ZIP) Earnings Call Transcripts
ZipRecruiter, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of fiscal year 2026, ZipRecruiter, Inc. reported revenue of $107.5 million, exceeding the midpoint of guidance, while net loss was $4.7 million. Adjusted EBITDA reached $9.7 million, significantly above expectations, indicating strong operational efficiency. Management provided guidance for Q2 revenue at $112 million, signaling a return to flat year-over-year revenue and a 4% quarter-over-quarter growth, reflecting confidence in their product-led strategy despite a challenging hiring environment.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $107.5 million (beat) |
| Net Loss | $4.7 million (null) |
| Adjusted EBITDA | $9.7 million (beat) |
| Q2 Revenue Guidance | $112 million (positive) |
| Revenue per Paid Employer | $1,698 (negative) |
| Quarterly Paid Employers | 63,000 (neutral) |
Guidance from management
Management expects Q2 revenue of $112 million and adjusted EBITDA of $13 million, representing a 12% margin. They anticipate flat year-over-year revenue for 2026, with an expected adjusted EBITDA margin expansion to 14%.
What management said
Well, the new app went live on ChatGPT and on a percentage basis, the growth of LLMs in general has been impressive as a new traffic source. Overall, LLMs still represent a -- they are still a tiny contributor in the overall mix of where traffic comes from to ZipRecruiter, but it's good to be there at the beginning and to enjoy the ride up with them as they become an ever more popular way for job seekers to look for ...
What analysts pressed on
Analysts expressed concerns regarding the differences in performance between SMB and Enterprise segments, particularly in a subdued hiring environment. There were also questions about the impact of rising costs associated with generative AI tools on long-term headcount needs.
Main topics on the call
- Revenue Performance — ZipRecruiter reported Q1 revenue of $107.5 million, beating the midpoint of guidance. Management noted, "the year-over-year decrease was driven by a soft hiring environment," indicating the challenges faced in the curren...
- Adjusted EBITDA Growth — Adjusted EBITDA for Q1 was $9.7 million, representing a 9% margin and exceeding the high end of guidance. David Travers stated, "the team did an extraordinary job of looking for and finding high ROI marketing opportuniti...
- AI Engine Launch — The new AI search and matching engine led to a 37% increase in application volume among job seekers. Ian Siegel emphasized, "we expect all job seekers to be on the next-gen search engine by the end of Q2," highlighting i...
- Product Innovations — The 'Be Seen First' feature has gained traction, with 12% of applicants opting for it, making them nearly twice as likely to receive employer messages. This reflects ZipRecruiter's focus on enhancing user engagement and ...
Read the full ZipRecruiter, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ZipRecruiter, Inc.
ZipRecruiter, Inc. (ZIP) is a publicly listed company in the Interactive Media and Services industry, within the Communication Services sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 54 calls on record spanning February 27, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 54 ZipRecruiter, Inc. earnings call transcripts on record, spanning February 27, 2020 to August 5, 2026. Based on this history, ZipRecruiter, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ZIP
- Exchange
- NYSE
- Country
- US
- Sector
- Communication Services
- Industry
- Interactive Media and Services
- Calls on record
- 54
- First call
- February 27, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly