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CART · Maplebear Inc. · Earnings Call Transcripts & Audio

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$43.12 -0.37 (-0.85%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.07B
Shares
231.50M
Volume · Sep 30 2.78M Avg daily vol (3M) 4.12M

Maplebear Inc. Earnings Call Transcripts

Quarterly earnings calls for Maplebear Inc. (CART), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲14.4% $764.00M −$2.00B '23 Q3 23-11-08 · $803.00M $135.00M '23 Q4 24-02-13 ▲8% $820.00M $130.00M '24 Q1 24-05-08 ▲14.9% $823.00M $61.00M '24 Q2 24-08-06 ▲11.5% $852.00M $118.00M '24 Q3 24-11-12 ▲10% $883.00M $148.00M '24 Q4 25-02-25 ▲9.4% $897.00M $106.00M '25 Q1 25-05-01 ▲11.1% $914.00M $116.00M '25 Q2 25-08-07 ▲10.2% $939.00M $144.00M '25 Q3 25-11-10 ▲12.3% $992.00M $81.00M '25 Q4 26-02-12 ▲13.6% $1.02B $144.00M '26 Q1 26-05-06 LATEST ▲14.1% $1.04B $111.00M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
Maplebear Inc. (CART) Q2 2026 Earnings Call Transcript
Confident tone Restaurants and adjacent verticals Marketplace growth and customer engagement Data and inventory intelligence advantage
Revenue
$1.04B
▲ 14.1% YoY
Diluted EPS
$0.45
▲ 9.8% YoY
Gross margin
72.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-04
Maplebear Inc. (CART) June 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-06
Maplebear Inc. (CART) Q1 2026 Earnings Call Transcript
Confident tone Advertising and retail media growth Marketplace and consumer experience Caper and in-store technology
Revenue
$1.02B
▲ 13.6% YoY
Diluted EPS
$0.57
▲ 54.1% YoY
Gross margin
72.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-04
Maplebear Inc. (CART) March 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q4
2026-02-12
Maplebear Inc. (CART) Q4 2025 Earnings Call Transcript
Confident tone Enterprise platform and retailer partnerships Advertising ecosystem and Carrot Ads Marketplace expansion
Revenue
$992.00M*
▲ 12.3% YoY
Gross margin
72.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Conference
Investor event
2025-12-09
Maplebear Inc. (CART) December 2025 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q3
2025-11-10
Maplebear Inc. (CART) Q3 2025 Earnings Call Transcript
Confident tone Enterprise platform growth Marketplace strength and customer engagement Advertising expansion
Revenue
$939.00M
▲ 10.2% YoY
Diluted EPS
$0.51
▲ 21.4% YoY
Gross margin
73.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Maplebear Inc. (CART) Q2 2025 Earnings Call
Confident tone Marketplace and Consumer Experience Advertising Business Enterprise Platform and Storefront Pro
Revenue
$914.00M
▲ 11.1% YoY
Diluted EPS
$0.41
▲ 105% YoY
Gross margin
74.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Maplebear Inc. (CART) Q1 2025 Earnings Call Transcript
Confident tone Financial performance and profitability Advertising revenue and Carrot Ads Online grocery growth and consumer demand
Revenue
$897.00M
▲ 9.4% YoY
Diluted EPS
$0.37
▼ 14% YoY
Gross margin
74.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Maplebear Inc. (CART) Q4 2024 Earnings Call Transcript
Confident tone GTV, Orders & Financial Results Retailer Partnerships & Enterprise Solutions Instacart+ Subscription & Engagement
Revenue
$883.00M*
▲ 10% YoY
Gross margin
75.2%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Maplebear Inc. (CART) Q3 2024 Earnings Call Transcript
Confident tone Caper Cart / In-Store Technology Advertising Business & Carrot Ads Q3 Financial Results & Q4 Guidance
Revenue
$852.00M
▲ 11.5% YoY
Diluted EPS
$0.42
Gross margin
75.2%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Maplebear Inc. (CART) Q2 2024 Earnings Call Transcript
Confident tone GTV and order growth Retail media / advertising Instacart+ membership and partnerships
Revenue
$823.00M
▲ 14.9% YoY
Diluted EPS
$0.20
Gross margin
75.7%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Maplebear Inc. (CART) Q1 2024 Earnings Call Transcript
Confident tone Quarterly financial outperformance EBT SNAP / grocery access Uber Eats / restaurant partnership
Revenue
$820.00M
▲ 8% YoY
Diluted EPS
$0.43
Gross margin
74.9%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Maplebear Inc. (CART) Q4 2023 Earnings Call Transcript
Confident tone GTV growth and orders Profitability and adjusted EBITDA Competitive moat and technology
Revenue
$803.00M*
Gross margin
75.7%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Maplebear Inc. (CART) Q3 2023 Earnings Call Transcript
Revenue
$764.00M
▲ 14.4% YoY
Diluted EPS
$-20.86
Gross margin
73.4%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–15 of 15 earnings calls
Key facts CIK 1579091 CUSIP 565394103 13F (30d) 6 filings 6 filers Visit website Investor relations