Orders

Revenue segments as reported by the company.

Transaction

Advertising and other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operations and support

Research and development

Sales and marketing

General and administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Instacart (Maplebear Inc.)

Maplebear Inc., doing business as Instacart, provides online grocery shopping services to households in North America. The company connects the consumer with a personal shopper to shop and deliver a range of products, such as food, alcohol, consumer health, pet care, ready-made meals, and others. The company offers its services through a mobile application or website. The company was incorporated in 2012 and is based in San Francisco, California.

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Instacart excels in Q1, focuses on growth and profitability

Instacart's Q1 2024 earnings call showcased exceptional performance, strong outlook, and a focus on sustained growth and profitability.
The company's strengths in market leadership, strategic partnerships, technology utilization, and affordability position it well for future success.
Challenges include competition, advertising revenue impact, operational efficiency, and the need for continuous innovation and adaptation.
Opportunities for Instacart include expanding partnerships, enhancing advertising revenue, evolving the enterprise segment, and diversifying the ad business.

Instacart reports robust Q2 earnings, eyes international expansion for growth

Instacart's Q2 performance reflects strong financial results, market leadership in online grocery, and a focus on innovation. While facing competition and challenges in expansion, the company is well-positioned to capitalize on growth opportunities through its strengths in customer experience and technology.

Instacart surpasses Q3 expectations, eyes growth amid competitive dynamics

Instacart's Q3 performance exceeded expectations, showcasing strength in financial results and strategic initiatives. While facing challenges in competitive dynamics and technology investments, the company is well-positioned to capitalize on growth opportunities in the online grocery market.

Instacart (CART) reports strong Q4 performance and outlines growth strategies

Instacart's Q4 2024 performance showcased growth in key metrics and a positive outlook for Q1 2025. The company's focus on innovation, affordability, and advertising, along with strategic investments, positions it well for continued success. Challenges in maintaining margins and addressing operational dynamics require attention.

Instacart reports robust Q1 performance and strategic acquisitions for growth

Instacart's Q1 2025 earnings call highlighted strong performance, strategic acquisitions, and a positive outlook for Q2, underpinned by robust fundamentals and deep partnerships. The company's focus on AI-driven development, resilience in the face of challenges, and adaptability to market conditions position it well for future growth and profitability. While challenges like optimizing advertising revenue and navigating consumer behavior changes exist, Instacart's strengths in partnerships, technology, and financial stability offer opportunities for sustained success.

Instacart reports robust Q2 earnings, eyes growth through partnerships

Instacart's Q2 performance reflects strong growth in key metrics, underpinned by a focus on innovation and strategic partnerships. While facing challenges in average order value and market competition, the company's financial health and user engagement are notable strengths. Opportunities lie in enhancing personalization, expanding partnerships, and capitalizing on the growth of Instacart+ membership for sustained success.

Instacart posts strong Q3 results, eyes growth through innovation

Instacart's Q3 performance showcased solid financial results, with a positive outlook for Q4 GTV and advertising revenue growth. The company's strengths lie in its market leadership, enterprise platform, and focus on innovation and user experience enhancement. While facing challenges such as competition and market dynamics, Instacart has opportunities in expanding its offerings and driving growth through strategic initiatives.