Maplebear Inc 2025年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period endedJune30, 2025OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from toCommission File Number:001-41805 MAPLEBEAR INC. (Exact name of registrant as specified in its charter) 46-0723335 Delaware (IRS EmployerIdentification No.) (State or other jurisdiction ofincorporation or organization) 50 Beale Street,Suite 600San Francisco,California94105(Address of principal executive offices) (Zip code)(888)246-7822(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Name of each exchange on which registered CART Nasdaq Global Select Market Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to suchfiling requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ The registrant had outstanding263,438,274shares of common stock, par value $0.0001 per share, as of July31, 2025. MAPLEBEAR INC. DBA INSTACARTTABLE OF CONTENTS Special Note Regarding Forward-Looking Statements Part IFINANCIAL INFORMATION5Item 1.Financial Statements (unaudited):5Condensed Consolidated Balance Sheets5Condensed Consolidated Statements of Operations6Condensed Consolidated Statements of Comprehensive Income7Condensed Consolidated Statements of Redeemable Convertible Preferred Stock and Stockholders’Equity8Condensed Consolidated Statements of Cash Flows10Notes toCondensed Consolidated Financial Statements12Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations31Item 3.Quantitative and Qualitative Disclosures About Market Risk48Item 4.Controls and Procedures49 Part II OTHER INFORMATION50Item 1.Legal Proceedings50Item 1A.Risk Factors52Item 2.Unregistered Sales of Equity Securities and Use of Proceeds101Item 3.Defaults Upon Senior Securities101Item 4.Mine Safety Disclosures101Item 5.Other Information101Item 6.Exhibits102Signatures103 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements, within the meaning of the Private Securities LitigationReform Act of 1995, about us and our industry that involve substantial risks and uncertainties. All statements other than statements ofhistorical facts contained in this Quarterly Report on Form 10-Q, including statements regarding our future results of operations orfinancial condition, business strategy, and plans and objectives of management for future operations are forward-looking statements. Insome cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,”“continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “toward,”“will,” or “would,” or the negative of these words or other similar terms or expressions. These forward-looking statements include, butare not limited to, statements concerning the following: •our expectations regarding our financial performance, including revenue, cost of revenue, gross profit, operating expenses,net income, and key metrics such as gross transaction value (“GTV”) and orders, and our ability to maintain or increase futureprofitability and generate profitable growth over time;•our ability to attract new customers and shoppers and maintain and/or increase engagement of existing customers andshoppers;•our ability to effectively manage our growth and plan for and execute growth strategies and initiatives;•anticipated trends, growth rates, and challenges in our financial performance, key metrics, and business and in the markets inwhich we oper