--- title: "ZipRecruiter | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 107.5 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/285659209.md" datetime: "2026-05-08T03:40:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285659209.md) - [en](https://longbridge.com/en/news/285659209.md) - [zh-HK](https://longbridge.com/zh-HK/news/285659209.md) --- # ZipRecruiter | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 107.5 M Revenue: As of FY2026 Q1, the actual value is USD 107.5 M, beating the estimate of USD 106.18 M. EBIT: As of FY2026 Q1, the actual value is USD 1.872 M. #### Quarterly Financial Highlights (Quarter Ended March 31, 2026) - **Revenue**: ZipRecruiter, Inc. reported quarterly revenue of $107.5 million . - **Net Loss**: The company recorded a quarterly net loss of - $4.7 million . - **Net Loss Margin**: The net loss margin was -4% . - **Adjusted EBITDA**: Quarterly Adjusted EBITDA was $9.7 million . - **Adjusted EBITDA Margin**: The Adjusted EBITDA margin was 9% . #### Revenue ZipRecruiter, Inc. delivered revenue of $107.5 million in Q1 2026, which represents a decrease of 2% year-over-year and 4% quarter-over-quarter . #### Net Income (Loss) Net loss for Q1 2026 was - $4.7 million, resulting in a net loss margin of -4% . This compares to a net loss of - $12.8 million (-12% net loss margin) in Q1 2025 and a net loss of - $0.8 million (-1% net loss margin) in Q4 2025 . #### Adjusted EBITDA Adjusted EBITDA for Q1 2026 was $9.7 million, achieving a 9% Adjusted EBITDA margin . In comparison, Adjusted EBITDA was $5.9 million (5% margin) in Q1 2025 and $16.2 million (15% margin) in Q4 2025 . #### Gross Profit and Margin Gross profit for Q1 2026 was $95.6 million, marking a decrease of 3% year-over-year and 4% sequentially . The gross margin remained consistent at 89% in Q1 2026, in line with Q4 2025 and Q1 2025 . #### Operating Expenses Total operating expenses in Q1 2026 were $97.1 million, down from $110.1 million in Q1 2025 and up from $95.5 million in Q4 2025 . **Sales and Marketing (S&M) expenses** were $55.0 million (51% of revenue) in Q1 2026, compared to $58.5 million (53% of revenue) in Q1 2025 and $51.4 million (46% of revenue) in Q4 2025 . **Research and Development (R&D) expenses** were $26.1 million (24% of revenue) in Q1 2026, down from $33.3 million (30% of revenue) in Q1 2025 and $28.4 million (25% of revenue) in Q4 2025 . **General and Administrative (G&A) expenses** were $16.0 million (15% of revenue) in Q1 2026, compared to $18.3 million (17% of revenue) in Q1 2025 and $15.8 million (14% of revenue) in Q4 2025 . #### Operational Metrics - **Quarterly Paid Employers** totaled 63,329 in Q1 2026, which was flat year-over-year and an increase of 7% sequentially . - **Revenue per Paid Employer** was $1,698 in Q1 2026, a decrease of 2% year-over-year and 10% sequentially . - The new AI-powered matching technology drove a 37% increase in application volume for job seekers using the new engine . - The “Be Seen First” product saw rapid adoption, with 12% of all applicants in Q1 choosing this option, and these candidates are nearly 2x more likely to receive a message from employers . - Engaged job seekers, defined as those who applied to job postings, grew 26% year-over-year through organic search in Q1 . - Adoption of the automated campaign performance solution increased by more than 50% year-over-year in Q1 . - Go-to-market improvements for larger enterprises led to a 5% year-over-year increase in performance marketing revenue in Q1 . #### Cash and Share Repurchases Cash, cash equivalents, and marketable securities amounted to $393.5 million as of March 31, 2026, down from $468.2 million as of March 31, 2025, and $409.1 million as of December 31, 2025 . ZipRecruiter, Inc. repurchased 3.5 million shares for an aggregate of $9.4 million in Q1 2026, with $111.8 million remaining under its $750.0 million share repurchase program as of March 31, 2026 . The fully diluted capitalization was 91 million shares of Class A and Class B common stock as of March 31, 2026 . #### Outlook / Guidance For Q2 2026, ZipRecruiter, Inc. expects revenue between $109 million and $115 million, with the midpoint of $112.0 million representing a return to flat year-over-year revenue and 4% quarter-over-quarter growth . Adjusted EBITDA guidance for Q2 2026 is between $10 million and $16 million, with a midpoint of $13.0 million, implying a 9% to 14% margin . For the full fiscal year 2026, the company anticipates flat year-over-year revenue and expects Adjusted EBITDA margins to expand by 5 percentage points versus 2025, reaching 14% . ### Related Stocks - [ZIP.US](https://longbridge.com/en/quote/ZIP.US.md) ## Related News & Research - [This hidden tech leader is the smarter play as employment trends shift](https://longbridge.com/en/news/288965917.md) - [Is PPG Industries Stock Underperforming the Nasdaq?](https://longbridge.com/en/news/289469401.md) - [Here's How Much $1000 Invested In Gold Fields 5 Years Ago Would Be Worth Today](https://longbridge.com/en/news/289513798.md) - [Here's How Much $1000 Invested In NXP Semiconductors 15 Years Ago Would Be Worth Today](https://longbridge.com/en/news/289483796.md) - [Is it really safe to invest in the S&P 500 at record highs? History offers a clear answer.](https://longbridge.com/en/news/289409566.md)