NYSE$ZIP

ZipRecruiter Inc. · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

ZipRecruiter's revenue increased significantly, driven by high demand for talent.

ZipRecruiter announced strong Q4 2021 results, with revenue increasing 93% year-over-year to $220 million. The company also announced a $100 million share repurchase program.

  • Revenue increased to $220 million, up 93% year-over-year.
  • Full year revenue increased to $741 million, up 77% year-over-year.
  • The company announced a $100 million share repurchase program authorization.
  • Company issues Q1 and full year 2022 guidance, which calls for continued profitable growth in the coming year.

Headline financials

Total Revenue

$220M

Previous: $114M+92.5%
EPS (adj)

$0.16

Previous: $0.50-68.0%
Capital Expenditures

$399K

Previous: $348K+14.7%
Free Cash Flow

$54M

Previous: $31.3M+72.2%
Net Income

$21M

Previous: $52.7M-60.2%
Operating Income

$25.5M

Previous: $30.5M-16.3%
Gross Profit

$200M

Previous: $99.4M+101.5%
Cash & Equivalents

$255M

Previous: $115M+122.3%
Total Assets

$399M

Previous: $212M+87.9%
Stock-Based Comp

$19.6M

Previous: $1.19M+1547.1%

Revenue & EPS history

ZipRecruiter · Revenue · Quarterly

$220M

Q4 2021+92.5%vs Q4 2020
Beat estimate in 9 of 10 quarters(90%)
ActualEstimate

Forward guidance

The company issued Q1 and full year 2022 guidance, which calls for continued profitable growth in the coming year.

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 Q4 2021

Historical avgQ4 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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