STOCK TITAN

ZipRecruiter, Inc. 8-K Filings

ZIP NYSE

Every 8-K that ZipRecruiter, Inc. (ZIP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ZIP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ZIP filings page.

Rhea-AI Summary

ZipRecruiter, Inc. reported strong Q2 2026 results, with revenue of $118.1 million, up 5% year-over-year and 10% sequentially. Net income was $43.4 million, a 37% margin, and Adjusted EBITDA was $14.6 million, a 12% margin, above the prior-year 8%.

The company ended the quarter with 70,721 Quarterly Paid Employers, up 7% year-over-year, while revenue per Paid Employer was $1,669, down 1% as more employers contributed for part of the quarter. Gross margin remained high at 89%.

ZipRecruiter repurchased $294.6 million of 5% senior unsecured notes due 2030 at an approximate $65 million discount to par, recognizing a $59.3 million gain on debt extinguishment and reducing its debt burden, funded from cash and investments that left $173.8 million remaining. AI-driven product enhancements increased qualified applications 34% quarter-over-quarter and doubled employer response rates per application year-over-year.

For Q3 2026, ZipRecruiter guides to revenue of $118.0–$124.0 million and Adjusted EBITDA of $13.0–$19.0 million, implying an 11–15% Adjusted EBITDA margin. For full-year 2026 it expects low-single-digit revenue growth and Adjusted EBITDA margins of 12–14%, compared with 9% in 2025.

Rhea-AI Summary

ZipRecruiter, Inc. appointed Carmen Chan, 40, as Chief Financial Officer and principal financial officer, effective August 17, 2026. She will oversee the company’s Accounting and Finance organizations and help guide long-term financial strategy.

Under her offer letter, Chan will receive a $500,000 annual base salary and be eligible for an annual bonus under the Annual Executive Incentive Plan, with a minimum 2026 bonus of $100,000. She may earn a $200,000 onboarding bonus in two installments and up to $100,000 in relocation reimbursements, grossed up for taxes. She was granted 650,000 restricted stock units, including 500,000 time-based RSUs vesting over four years (25% after one year, then 1/16 each quarter) and 150,000 performance-based RSUs tied to a stock price metric. Her employment is at will, and she will enter the company’s standard change in control and severance and indemnification agreements. On the effective date, President David Travers will cease serving as interim Chief Financial Officer but remain President.

Rhea-AI Summary

ZipRecruiter, Inc. announced privately negotiated agreements to repurchase approximately $295 million in principal amount of its 5% senior unsecured notes due 2030 for approximately $230 million in cash, plus accrued interest, capturing a $65 million discount to par value.

After these transactions, approximately $255 million of the notes will remain outstanding from the originally issued $550 million, continuing to bear interest at 5% per year and maturing in January 2030. The company states that retiring over half of its outstanding debt at a discount should reduce its debt burden while preserving what it describes as a strong cash balance and enhancing its financial flexibility.

Rhea-AI Summary

ZipRecruiter, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 9, 2026. Stockholders elected Brie Carere and Mike Gupta as Class II directors for three-year terms expiring at the 2029 Annual Meeting.

Carere received 286,461,830 votes for and 17,157,831 withheld, while Gupta received 302,125,014 votes for and 1,494,647 withheld, with 13,956,530 broker non-votes for each. Stockholders also ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026, with 316,283,008 votes for, 1,282,883 against, and 10,300 abstentions.

In addition, stockholders approved, on an advisory non-binding basis, the compensation of the named executive officers for 2025, with 297,451,568 votes for, 6,120,626 against, 47,467 abstentions, and 13,956,530 broker non-votes.

Rhea-AI Summary

ZipRecruiter, Inc. reported Q1 2026 revenue of $107.5 million, down 2% year-over-year in a soft hiring market. The company posted a net loss of $(4.7) million, a net loss margin of 4%, while delivering Adjusted EBITDA of $9.7 million, a 9% margin and above its guidance range.

Quarterly Paid Employers were 63.3K, flat year-over-year and up 7% sequentially, and revenue per Paid Employer was $1,698, down 2% year-over-year. Management highlighted a 37% increase in applications from its next-generation AI matching engine and strong adoption of its “Be Seen First” product.

For Q2 2026, ZipRecruiter guides revenue to $109–$115 million and Adjusted EBITDA to $10–$16 million, implying a 9–14% margin. For full-year 2026, it aims for flat revenue versus 2025 and a potential Adjusted EBITDA margin of 14% under its described scenario.

Rhea-AI Summary

ZipRecruiter, Inc. reported 2025 revenue of $449.0 million, down 5% year-over-year, and a net loss of $33.0 million, a (7)% margin. Adjusted EBITDA was $40.8 million with a 9% margin, above the mid‑single‑digit target set earlier in the year.

Fourth quarter 2025 revenue was $111.7 million, up 1% year-over-year, marking the first quarterly growth since Q3 2022. Quarterly Paid Employers reached 59,104, up 2% year-over-year, while performance-based revenue grew, supported by products like ZipIntro and new AI‑driven features.

For Q1 2026, the company guides to revenue of $104–$108 million and Adjusted EBITDA of $3–$7 million. It believes flat revenue for 2026 with Adjusted EBITDA margin improving from 9% to 14% is a likely scenario. Chief Financial Officer Timothy Yarbrough resigned effective February 25, 2026, with President David Travers appointed interim CFO.

Rhea-AI Summary

ZipRecruiter, Inc. announced a board refresh with the resignation of director Yvonne Hao and the appointment of Jennifer Saenz to the Board, effective February 5, 2026. Saenz is deemed an independent director and will serve as a Class I director through the 2028 annual stockholder meeting.

She will sit on the Compensation Committee and the Nominating and Corporate Governance Committee, while Brie Carere joins the Audit Committee. Saenz, a senior executive at Albertsons and former PepsiCo leader, will receive cash retainers and restricted stock unit awards valued at $200,000 initially and $66,667 pro-rated, subject to continued service and accelerated vesting upon a Corporate Transaction.

Rhea-AI Summary

ZipRecruiter, Inc. reported that on November 17, 2025 it repurchased 1,750,547 shares of its Class A common stock from entities affiliated with Institutional Venture Partners at a price of $4.57 per share under its existing share repurchase program. The transaction was approved by the company’s Audit Committee, indicating board-level oversight of the deal with this significant shareholder. After this repurchase, IVP and its affiliates still beneficially own over 5.0 million Class A shares, representing approximately 7% of ZipRecruiter’s outstanding Class A common stock.

Rhea-AI Summary

ZipRecruiter furnished an 8‑K announcing financial results and outlook for the quarter ended September 30, 2025. The company issued a press release and a shareholder letter, provided as Exhibits 99.1 and 99.2.

The materials referenced in Items 2.02 and 7.01 are furnished, not filed. The shareholder letter includes a reconciliation of GAAP to non‑GAAP measures. ZipRecruiter also posted supplemental investor materials on its investor relations website and notes it may disclose material information via its website, press releases, public calls/webcasts, and its X, Facebook, and LinkedIn pages.

Rhea-AI Summary

ZipRecruiter repurchased 1,639,345 shares of its Class A common stock at $4.27 per share from entities affiliated with Institutional Venture Partners (IVP), under a Share Repurchase Agreement dated August 21, 2025 and effected on August 25, 2025. The transaction was approved by the Audit Committee and completed under the companys existing share repurchase program.

After the repurchase, IVP and its affiliates continue to beneficially own over 6.7 million shares, or about 9% of ZipRecruiters outstanding Class A common stock. The company reports that approximately $132.2 million remains available for future repurchases under the Program.

Rhea-AI Summary

ZipRecruiter reported that it issued a press release and shareholder letter and will hold an earnings call to announce results for the quarter ended June 30, 2025; the shareholder letter includes a reconciliation of GAAP to non-GAAP results. The company disclosed supplemental investor materials on its investor relations website and social channels under Regulation FD.

The Board authorized an additional $100.0 million to repurchase outstanding Class A and Class B common stock, added to a prior aggregate authorization of $650.0 million. As of June 30, 2025, approximately $39.2 million remained available for future repurchases under the program. The repurchase program is open-ended, may use multiple transaction methods, and does not obligate the company to repurchase shares. The filing includes a standard cautionary statement on forward-looking statements.