ZIP · Ziprecruiter, Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. ZipRecruiter's Q2 revenue grew 5% YoY to $118.1M, beating guidance by $6M, with Adjusted EBITDA margin expanding to 12% from 8% a year ago. Management raised the full-year outlook to low-single-digit revenue growth (from prior flat expectation) and 12%-14% Adjusted EBITDA margins, supported by product-driven gains in qualified applications and a $65M-discount debt repurchase that reduced the debt burden.
- + Q2 revenue beat the midpoint of guidance by $6M while Adjusted EBITDA margin expanded to 12% from 8% a year ago.
- + Management raised the full-year outlook to low-single-digit revenue growth and 12%-14% Adjusted EBITDA margins, up from prior expectation of flat revenue and 9% in 2025.
- + Next-gen search and matching engine drove a 34% QoQ increase in qualified application volume and doubled the employer response rate per application YoY.
- + Repurchased $294.6M of senior unsecured notes at a ~$65M discount, retiring over half of outstanding debt while preserving $173.8M in cash.
- − Revenue per Paid Employer declined 1% YoY to $1,669 as new employers joined partway through the quarter.
- − Cash, cash equivalents and marketable securities fell to $173.8M from $393.5M sequentially as maturities were used to fund the debt repurchase.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ZIP
this stock
Ziprecruiter, Inc.
|
$287.38M | -13.1% | -5.3% | 10.3 | 3.7% |
|
GOOGL
Alphabet Inc.
|
$4.21T | +8.9% | +15.1% | 17.3 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.91T | +11.9% | +47.1% | 28.3 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$104.87B | -15.0% | — | — | 2.2% |
|
NBIS
Nebius Group N.V.
|
$60.26B | +183.6% | +479.0% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ZIP | -8.9% | -20.4% | +73.9% | -20.4% | -13.1% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -7.7% | -20.1% | +60.8% | -20.1% | -25.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.