CART · Maplebear Inc.
$48.88
-1.20 (-2.40%)
At close · Aug 14
Market Cap
$11.32B
Shares
231.50M
Maplebear Inc. Earnings Call Transcripts
Every quarterly earnings call for Maplebear Inc. (CART) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
Instacart Second Quarter 2026 Financial Results Conference Call
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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-04
Baird Global Consumer, Technology & Services Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-05-06
Maplebear Inc. Q1 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
Morgan Stanley Technology, Media & Telecom Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-12
Maplebear Inc. Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-09
Nasdaq 53rd London Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-10
Maplebear Inc. Q3 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Maplebear Inc. Q2 FY2025 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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Maplebear Inc. Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Maplebear Inc. Q4 FY2024 Earnings Call
Confident tone
GTV, Orders & Financial Results
Retailer Partnerships & Enterprise Solutions
Instacart+ Subscription & Engagement
Revenue
$883.00M*
▲ 10% YoY Gross margin
75.2%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Maplebear Inc. Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-06
Maplebear Inc. Q2 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Maplebear Inc. Q1 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Maplebear Inc. Q4 FY2023 Earnings Call
Confident tone
GTV growth and orders
Profitability and adjusted EBITDA
Competitive moat and technology
Revenue
$803.00M*
Gross margin
75.7%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Maplebear Inc. Q3 FY2023 Earnings Call
Revenue
$764.00M
▲ 14.4% YoY Diluted EPS
$-20.86
Gross margin
73.4%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–15 of 15 earnings calls
Key facts
CIK
1579091
CUSIP
565394103
13F (30d)
461 filings
453 filers
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