Ziprecruiter, Inc. · NYSE:ZIP

Ziprecruiter — Q4 2025 Earnings Presentation

24 slides from Ziprecruiter's earnings presentation, Feb 25, 2026

  1. Slide 1: Corporate Presentation

    CORPORATE PRESENTATION February 2026 Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 1

  2. Slide 2: Legal Notice

    Legal Notice This presentation has been prepared by ZipRecruiter, Inc. (“we,” “us,” “our,” the “Company,” or our ability to mitigate payment and fraud risks; our dependence on our senior management and our ability to “ZipRecruiter”). The information set forth herein does not purport to be complete o

  3. Slide 3: ZipRecruiter Highlights

    ZipRecruiter Highlights Revenue Adjusted EBITDA Revenue per Paid Employer Q4’25 Q4’25 Q4’25 $111.7mm +1% y/y $16.2mm 15% margin $1,889 FY 2025 FY 2025 $449.0mm -5% y/y $40.8mm 9% margin Note: Revenue figures are GAAP. All other figures are non-GAAP. See Appendix below for additional information regard

  4. Slide 4: ZipRecruiter Key Investment Highlights

    ZipRecruiter Key Investment Highlights Actively connecting people to their next great opportunity Leading AI Technology Disrupting a Powered by Large Differentiated Brand Flexible Financial Large TAM Proprietary Data Set Offering Strength Model Over $290bn TAM1 +4 million We use technology to Job se

  5. Slide 5: We Are #1 Rated

    We Are #1 Rated #1 #1 RATED JOB SEARCH APP RATED EMPLOYMENT FOR JOB SEEKERS JOB SITE on iOS and Android¹ in the U.S.2 1 Based on job seeker app ratings, Jan 2025 to Jan 2026 from AppFollow for ZipRecruiter, Glassdoor, Indeed, LinkedIn, and Monster. 2 Based on G2 satisfaction ratings in N. America as

  6. Slide 6: Actively Connecting People To Their Next Great Opportunity

    Actively Connecting People To Their Next Great Opportunity Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 6

  7. Slide 7: Two-Sided Marketplace Connects Employers And Job Seekers

    Two-Sided Marketplace Connects Employers And Job Seekers You Can See The Improvement In The Metrics +4 mm 80% of employers that post on ZipRecruiter receive a quality EMPLOYERS OF ALL SIZES candidate within the first 24 hrs +180 mm 80% JOB SEEKERS Source: Internal ZipRecruiter data Note: Data is as o

  8. Slide 8: Flexible Business Model Aligned With Employer Success

    Flexible Business Model Aligned With Employer Success Flat-Rate Pricing Performance-Based Pricing 75% of revenue* 25% of revenue* Daily, monthly and annual subscription plans Cost-per-click on job postings 100% OF OUR REVENUE COMES FROM EMPLOYERS *Based on the three months ended December 31, 2025. P

  9. Slide 9: Multiple Revenue Growth Paths Across Each Employer Pricing Model

    Flat-Rate Pricing Performance-Based (Subscription Plans | Daily, Pricing Monthly & Annual) (Cost-per-click on job postings) Broad distribution Land-and-expand: across partner network grow spend base by incorporating more of an employer’s jobs Premium placements in into campaigns email alerts and oth

  10. Slide 10: Matching That Learns: Marketplace Signals, Better Results

    Matching That Learns Marketplace Signals Job Seekers Employers Résumé Search Activity Job Description Résumé Views Application Activity Employer Response Candidate Ratings Contact Info Requests Suggested Jobs Invite to Apply Suggested Candidates To Invite To Apply Email Alerts Employer Communication

  11. Slide 11: Compelling Marketing Has Made ZipRecruiter A Household Name

    Compelling Marketing Over Time Has Made ZipRecruiter A Household Name With Over 80% Aided Brand Awareness Based on our ZipRecruiter Brand Awareness Survey, 2025, an internal company-designed survey of 624 participants, which included (1) certain persons who had been involved in hiring processes and

  12. Slide 12: Sophisticated Back End Ensures Right Unit Economics For Each Customer

    Sophisticated Back End Ensures Right Unit Economics For Each Customer Across Both Pricing Plans Employers / Demand Customer Presentation System Flat-Rate Pricing $ per day Budget & Target Bid Budget & Performance-Based Pricing Target Bid SIMILAR MARGIN STRUCTURE BETWEEN FLAT-RATE AND PERFORMANCE-BAS

  13. Slide 13: Simple Employer Journey

    Simple Employer Journey When a job is posted, AI invites qualified Candidates can be rated by the AI learns employer preferences and job seekers in the ZipRecruiter employer as they come in. invites similar candidates to apply. marketplace to apply. Proprietary and Confidential. © 2026 ZipRecruiter, I

  14. Slide 14: Simple Job Seeker Journey

    Simple Job Seeker Journey Hi, Here’s a NEW job at Stratton I wanted to get in front of you ASAP to help you get a jumpstart on the competition. If you like what you see, go ahead and view the details! Stratton Guidance on which jobs are a match Opportunities to stand out to Updates when the employer

  15. Slide 15: Changing The Way The Whole Hiring Category Works

    Changing The Way The Whole Hiring Category Works ZipIntro Recruiter Invite to Apply Be Seen First Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 15

  16. Slide 16: Our Growth Strategies

    Our Growth Strategies Expanding our global footprint Building an enduring brand Continuing to optimize performance- Increasing the based pricing number of employers Strengthening our in our marketplace artificial intelligence powered technology Increasing the platform number of job seekers in our mar

  17. Slide 17: Our ZipRecruiter Team

    Ian Siegel Our ZipRecruiter Team Co-Founder & CEO INDEPENDENT BOARD MEMBERS Brie Carere Mike Gupta Cipora Herman Blake Irving Emily McEvilly Jennifer Saenz EXECUTIVE EXECUTIVE TEAMTEAM Megan Allen Amy Garefis Ryan Sakamoto Monika Shah Boris Boris Shimanovsky Shimanovsky David Travers Elliot Wilson EV

  18. Slide 18: Financial Resilience Through The Hiring Cycle

    Financial Resilience Through The Hiring Cycle Annual Revenue Annual Adjusted EBITDA Revenue % y/y Adj. EBITDA % Margin Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 18

  19. Slide 19: Quarterly Paid Employers and Revenue per Paid Employer

    Key Revenue Drivers: Delivering Increasing Value For Employers Over Time Quarterly Paid Employers and Revenue per Paid Employer Revenue per Paid Employer equals total Company revenue in a period divided by Paid Employers in the same period Revenue per Paid Employer +12% CAGR Revenue per Paid Employe

  20. Slide 20: Proven Ability To Deepen Our Engagement

    Monthly Revenue Per Proven Ability To Deepen Our Engagement Paid Employer by Cohort Monthly Revenue per Paid Employer in Year 1 among our 2017 cohort has increased by over 4x at Year 8. Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 20

  21. Slide 21: Appendix

    APPENDIX Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 21

  22. Slide 22: Reconciliations of Non-GAAP Financial Measures to Comparable GAAP Measures

    RECONCILIATIONS OF NON-GAAP FINANCIAL MEASURES TO THE MOST DIRECTLY COMPARABLE GAAP MEASURES Proprietary and Confidential. © 2026 ZipRecruiter, Inc. All Rights Reserved. 22

  23. Slide 23: Key Operating Metrics and Non-GAAP Financial Measures

    KEY OPERATING METRICS AND NON-GAAP FINANCIAL MEASURES This presentation includes certain key operating metrics, including Quarterly Paid These non-GAAP financial measures should not be construed as an inference that our Employers and Revenue per Paid Employer, and non-GAAP financial measures, includin

  24. Slide 24: Thank You

    THANK YOU Proprietary and Confidential. © 2025 2026 ZipRecruiter, Inc. All Rights Reserved. 24

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