Q2 2025 Ziprecruiter Inc Earnings Call Transcript
Key Points
- Quarterly paid employers (QPEs) have grown sequentially since Q4 2024, with a 10% increase in Q1 2025 and a further 4% increase in Q2 2025.
- Revenue for Q2 2025 grew 2% sequentially to $112.2 million, indicating stabilization in top-line revenue.
- Enterprise customer adoption of ZipIntro has increased significantly, with scheduled sessions growing by 90% quarter over quarter.
- The introduction of a new AI-powered feature in the résumé database for SMBs resulted in a 12% increase in the number of SMB customers unlocking résumés in Q2 2025 compared to Q1 2025.
- ZipRecruiter Inc (ZIP) improved its marketplace to enhance visibility through generative AI engines, resulting in a 58% quarter-over-quarter increase in site visits from these tools.
- Revenue per paid employer for Q2 was $1,693, down 4% year over year and down 2% sequentially.
- Net loss in the second quarter was $9.5 million compared to a net income of $7 million in Q2 2024.
- Adjusted EBITDA margin declined to 8% in Q2 2025 from 23% in Q2 2024, primarily due to increased sales and marketing investments.
- The labor market remains soft, with a low quit rate and muted hiring, impacting overall business performance.
- Guidance for Q3 2025 indicates only a modest 1% sequential revenue increase, reflecting ongoing challenges in the hiring market.
Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the ZipRecruiter, Inc., second-quarter 2025 earnings conference call. (Operator Instructions)
Thank you. I would now like to turn the conference over to Emilio Sartori, Investor Relations. You may begin.
Thank you, operator, and good afternoon. Thank you for joining us on our earnings conference call during which we will discuss ZipRecruiter's performance for the quarter ended June 30, 2025, and guidance for the third quarter 2025. Joining me on the call today are Ian Siegel, Co-Founder and CEO; David Travers, President; and Tim Yarbrough, CFO.
Before we begin, please be reminded that forward-looking statements made today are subject to risks and uncertainties relating to future events and/or the future financial performance of ZipRecruiter. Actual results could differ materially from those anticipated in these forward-looking statements.
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