NYSE$ZIP

ZipRecruiter Inc. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Announced third quarter results with revenue increased by 107% year-over-year.

ZipRecruiter reported a record revenue quarter with revenue of $213 million, up 107% year-over-year. The company is raising full-year guidance due to strong performance and robust demand.

  • ZipRecruiter delivered a record revenue quarter.
  • Macroeconomic and hiring trends are strong.
  • Demand for talent remains high.
  • Company issued strong Q4 guidance and raised revenue and Adjusted EBITDA expectations for 2021.

Headline financials

Total Revenue

$213M

Previous: $103M+106.8%
EPS (adj)

$0.17

Previous: $0.21-19.0%
Capital Expenditures

-$5.68M

Previous: $136K-4279.4%
Free Cash Flow

$16.4M

Previous: $46.3M-64.6%
Net Income

$22.1M

Previous: $23.1M-4.5%
Operating Income

$18M

Previous: $23.1M-22.2%
Gross Profit

$190M

Previous: $89.9M+111.8%
Cash & Equivalents

$205M

Previous: $102M+100.3%
Total Assets

$352M

No prior period
Stock-Based Comp

$22M

Previous: $1.26M+1654.2%

Revenue & EPS history

ZipRecruiter · Revenue · Quarterly

$213M

Q3 2021+106.8%vs Q3 2020
Beat estimate in 9 of 10 quarters(90%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

-4.1%

Avg return

Earnings day

-5.6%

Avg return

5 days after

-5.1%

Avg return

30 days after

38%

9 / 24 earnings

Positive

+18.7%

Q3 2024

Best reaction

-24.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+18.9%+1.6%
Q4 2025-24.5%-29.5%-31.5%
Q3 2025+4.9%+13.5%+31.7%
Q1 2025-23.6%-9.6%+9.5%
Q4 2024-15.9%-17.7%-14.1%
Q3 2024+18.7%+17.9%-12.8%
Q2 2024+7.0%-1.2%+18.3%
Q1 2024-11.6%-8.4%-13.4%
Q4 2023-7.2%-10.8%-15.3%
Q3 2023-2.0%+0.3%+15.5%
Q2 2023-8.6%-3.4%-12.6%
Q1 2023-4.4%-13.6%-6.6%
Q4 2022-24.4%-27.1%-36.8%
Q3 2022+14.6%+9.1%+9.0%
Q2 2022-5.7%-21.6%-9.1%
Q1 2022+5.8%+9.7%-4.4%
Q4 2019-5.0%-8.5%+8.0%
Q4 2021+7.8%+2.4%+15.0%
Q3 2020+3.2%+5.7%-11.7%
Q3 2021+3.8%+7.1%-8.4%
Q1 2021-10.6%-18.3%-13.7%
Q2 2020-10.6%-18.3%-13.7%
Q4 2020-10.6%-18.3%-13.7%
Q2 2021+0.6%-12.9%-12.8%
Q1 2020

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