ZIP公司 2026年季度报告

FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-40406 ZIPRECRUITER, INC.(Exact name of registrant as specified in its charter) 27-2976158(I.R.S. EmployerIdentification Number) ZipRecruiter, Inc.3000 Ocean Park Blvd., Suite 3000Santa Monica, CA 90405(Address of principal executive office, including zip code)(877) 252-1062(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: 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 of 1934 duringthe preceding 12 months (or for such shorter period that the registrant was required to file such reports); and (2) has been subject to such filing requirementsfor 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 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).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, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule 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 any new orrevised 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 Act).Yes☐No☒ The registrant had 68,493,064 shares of Class A common stock outstanding and 13,029,486 shares of Class B common stock outstanding as of April30,2026. Part I - Financial Information6Item 1. Unaudited Condensed Consolidated Financial Statements6Condensed Consolidated Balance Sheets as of March 31, 2026 and December 31, 20256Condensed Consolidated Statements of Operations for the Three Months Ended March 31, 2026 and 20257Condensed Consolidated Statements of Comprehensive Loss for the Three Months Ended March 31, 2026and 20258Condensed Consolidated Statements of Changes in Stockholders’ Equity (Deficit) for the Three MonthsEnded March 31, 2026 and 20259Condensed Consolidated Statements of Cash Flows for theThree Months Ended March 31, 2026 and 202511Notes to the Condensed Consolidated Financial Statements12Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations23Item 3. Quantitative and Qualitative Disclosures About Market Risk36Item 4. Controls and Procedures37Part II - Other Information38Item 1. Legal Proceedings38Item 1A. Risk Factors38Item 2. Unregistered Sales of Equity Securities and Use of Proceeds71Item 3. Defaults Upon Senior Securities71Item 4. Mine Safety Disclosures71Item 5. Other Information71Item 6. Exhibits73Signatures74 NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements. All statements contained in this QuarterlyReport on Form 10-Q other than statements of historical fact, including statements regarding our future operating results andfinancial position, our business strategy and plans, market growth, and our objectives for future operations, are forward-looking statements. The words “believe,” “may,” “will,” “estimate,” “potential,” “continue,” “anticipate,” “intend,” “expect,” “could,”“would,” “project,” “plan,” “target,” and similar expressions are intended to identify forward-looking statements. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statementsabout: •our future financial performance, including our expectations regarding our revenue, cost of revenue, gross profit,operatingexpenses including changes in research and development,sales and marketing,and general andadministrative expenses (including any components of the foregoing), and our ability to achieve and/or maintain futureprofitability; •effects of a variety of global business and macroeconomic factors that affect our business, the employment market,and the economy in general, including inflationary pressures, a volatile interest rate environment, elevated borrowingcosts, cybersecurity incidents, changes in laws, regulations and administrative policy, including those that impacttrade agreements and tariffs, and the impacts of the wars in Ukraine and the Middle East;•our business plan and our ability to effectively manage our growth;•our ability to compete with well-e