ZipRecruiter Inc (FRA:47R)
€ 3.29 -0.036 (-1.08%) Market Cap: 277.04 Mil Enterprise Value: 420.96 Mil PE Ratio: 0 PB Ratio: 0 GF Score: 65/100

Q3 2025 Ziprecruiter Inc Earnings Call Transcript

Nov 05, 2025 / 10:00PM GMT
Release Date Price: €3.49 (+0.09%)

Key Points

Positve
  • ZipRecruiter Inc (ZIP) achieved a 12% quarter-over-quarter growth in performance-based revenue, marking the largest sequential growth in over three years.
  • The company reported a 3% year-over-year increase in quarterly paid employers, the first such growth since Q1 2022.
  • ZipRecruiter Inc (ZIP) optimized its platform for AI-driven discovery, resulting in a 140% sequential increase in visits from generative AI models.
  • The company maintains over 80% aided brand awareness among both job seekers and employers, reinforcing its market position.
  • ZipRecruiter Inc (ZIP) remains the #1 rated job search mobile app in both app stores and the #1 rated recruiting site for employers.
Negative
  • Revenue in Q3 2025 was $115 million, representing a 2% decline year-over-year.
  • The company reported a net loss of $9.8 million in Q3 2025.
  • Revenue per paid employer decreased by 4% year-over-year.
  • Despite improvements, the overall labor market remains subdued, impacting hiring trends.
  • The company's guidance for Q4 2025 anticipates a 3% sequential decline in revenue due to typical seasonality and a subdued macroeconomic environment.
Operator

Hello and thank you for standing by. My name is Bella and I will be a conference operator today. At this time, I would like to welcome everyone to ZipRecruiter Inc. 3 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. We do request for today's session that you please limit to one question and one follow-up. If you would like to ask a question during this time, simply press star, then the number one on your telephone keypad.

To draw your question, press one again.

I would now like to turn the conference over to Emilio Sartori, head of investor relations. You may begin.

Emilio Sartori
Ziprecruiter Inc - Investor Relations

Thank you, operator, and good afternoon.

Thank you for joining us for our earnings conference call during which we will discuss ZipRecruiter's performance for the quarter ended September 30, 2025 and our guidance for the fourth quarter 2025.

Joining me on the call today are Ian Siegel, co-founder

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