This presentation has been prepared by ZipRecruiter, Inc. ("we," "us," "our," the "Company," or "ZipRecruiter"). The information set forth herein does not purport to be complete or to contain all relevant information. Statements contained herein are made as of May 8, 2025 unless stated otherwise. This presentation contains "forward-looking" statements within the meaning of the federal securities laws, and these statements involve substantial risks and uncertainties. Forward-looking statements can be identif ...

Shares of ZipRecruiter, Inc. (ZIP) have gained 43.4% over the past four weeks to close the last trading session at $6.25, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $8 indicates a potential upside of 28%.The mean estimate comprises five short-term price targets with a standard deviation of $1.87. While the lowest estimate of $6 indicates a 4% decline from the current price ...

ZipRecruiter (ZIP) FY Conference Summary Company Overview - ZipRecruiter has been in business for fifteen years and has maintained profitability with a balance sheet of $468 million [2] - It is the number one rated employer site for recruiting and has been the top job search app for over five years on both Android and iOS [2] - The company has experienced significant job seeker traffic growth, outpacing competitors [2] Financial Performance - In the previous year, ZipRecruiter achieved over $70 million in adjusted EBITDA, representing a 16% margin [3] - Q1 revenue was reported at $110 million with adjusted EBITDA of $5.9 million [19] - The revenue per paid employer was $1,734 per quarter, showing an 11% compounded annual growth rate since 2021 [20] Market Position and Industry Insights - The recruiting industry in the U.S. has a total addressable market (TAM) of over $300 billion, with a majority of spending still directed towards offline recruiting [4][25] - ZipRecruiter, along with other online platforms, accounts for a small fraction of the overall revenue in the recruiting category [5] - The company is positioned for disruption in the recruiting market as technology solutions gain acceptance among employers [5] Strategic Initiatives - ZipRecruiter has invested over $1 billion in marketing to build brand recognition, which is crucial in the recruiting category [3][13] - The company has developed proprietary algorithms and a robust R&D center in Israel to enhance candidate matching through advanced technologies like machine learning and AI [8][10] - The introduction of "Phil," an AI personal recruiter, has improved user engagement and experience [11][12] Recent Trends and Future Outlook - There has been a noticeable stabilization in hiring trends since December, with a 10% sequential increase in paid employer numbers from Q4 to Q1 [31] - The company anticipates a return to year-over-year growth in Q4 2025, driven by improved market conditions [23] - Flexibility in operating expenses has allowed ZipRecruiter to remain profitable despite market downturns [24][28] Competitive Advantages - ZipRecruiter possesses a large proprietary dataset from interactions between job seekers and employers, providing an unfair advantage in matching capabilities [26] - The company enjoys over 80% aided brand awareness among job seekers and employers, which has helped it weather recent market challenges [27] - The platform's ability to connect job seekers and employers quickly is emphasized through innovations like "Zip Intro," which facilitates rapid interviews [47] Challenges and Market Dynamics - The recruiting industry faces challenges from entrenched behaviors and skepticism towards new solutions, particularly in offline recruiting [49] - ZipRecruiter aims to demonstrate its value by providing faster and more cost-effective recruiting solutions compared to traditional methods [50] Conclusion - ZipRecruiter is well-capitalized and strategically positioned to capitalize on the recovery of the labor market, with a focus on leveraging technology and brand strength to drive future growth [28]

Core Insights - Giftify, Inc. has launched a Buy Now, Pay Later (BNPL) payment option for CardCash.com through a partnership with Zip Co, enhancing customer flexibility in gift card purchases [1][2][3] Group 1: Company Overview - Giftify, Inc. operates CardCash.com and Restaurant.com, focusing on the incentives and rewards industry [9][10] - CardCash.com is a leading secondary gift card exchange platform, allowing consumers to buy and sell gift cards [10] Group 2: BNPL Integration - The BNPL option allows customers to split gift card purchases into installments at checkout, making it more accessible for shoppers [2][4] - This payment model is particularly appealing to Millennials and Gen Z consumers, who prefer alternatives to traditional credit [2][3] Group 3: Strategic Goals - The integration of BNPL aligns with Giftify's strategic vision to expand payment options and enhance customer experience [3] - The company aims to help customers maximize savings during financial constraints by combining gift card discounts with flexible payment options [5]

Core Viewpoint - Giftify, Inc. has launched a Buy Now, Pay Later (BNPL) payment option for CardCash.com through a partnership with Zip Co, enhancing customer accessibility and flexibility in gift card purchases [1][2][3] Group 1: Company Overview - Giftify, Inc. operates CardCash.com and Restaurant.com, focusing on the incentives and rewards industry [1][9] - CardCash.com is a leading secondary gift card exchange platform, allowing consumers to buy and sell gift cards [10] Group 2: BNPL Integration - The BNPL option allows customers to split gift card purchases into easy payments at checkout, making it more accessible for shoppers [1][4] - This payment model is particularly appealing to Millennials and Gen Z consumers, who prefer alternatives to traditional credit [2] - The integration aims to help customers manage cash flow while maximizing savings during financial constraints [2][3] Group 3: Strategic Goals - The partnership with Zip aligns with Giftify's strategic vision to expand payment options and enhance customer experience [3] - By offering BNPL, the company aims to strengthen its position in the gift card marketplace and better serve its customers [3][5] Group 4: Customer Benefits - CardCash users can save up to 35% on everyday brands, and the new payment option further enhances the value proposition [5] - The BNPL integration is designed to empower customers to access discounts while enjoying the flexibility to pay over time [4][5]

Core Insights - ZipRecruiter has been recognized as the best AI-powered hiring platform for 2025 due to its fast time-to-hire, smart automation, and seamless integration with existing hiring systems [1][2][10] Group 1: Performance and Features - ZipRecruiter provides a measurable edge in the competitive hiring landscape through technology-driven efficiency and employer-first features [2] - Four out of five employers receive a quality candidate within one day of posting a job, highlighting its rapid hiring results [3] - The platform's Smart Matching Technology automatically distributes job postings to over 100 job boards, significantly reducing time-to-hire [4][16] Group 2: Enterprise Solutions - ZipRecruiter offers a robust enterprise hiring platform that includes one-click job distribution, smart candidate scoring, and automated outreach, making it suitable for large-scale talent acquisition [7][8] - Key features for enterprise clients include advanced hiring analytics, customizable workflows, and integration with over 40 ATS platforms [13][16] Group 3: Niche and Private Job Boards - ZipRecruiter supports niche communities through JobBoard.io, allowing organizations to create branded hiring platforms without starting from scratch [9][14] - This solution combines a scalable job board platform with AI-powered infrastructure, providing real hiring value to members [9] Group 4: Market Positioning - In a tight labor market, ZipRecruiter addresses the urgent need for smarter sourcing and better targeting, making it a go-to platform for businesses [10][11] - The platform simplifies the complexity of modern hiring, directly impacting business outcomes through quality hires [11][12]

Industry Overview - The business services industry is experiencing sustained expansion, with economic activity in the services sector growing for the 10th consecutive month as of April, indicated by a robust Services PMI remaining above the 50% threshold for the 56th time in 59 months, reflecting a post-pandemic recovery [1] - The industry is mature, with revenues, income, and cash flows now exceeding pre-pandemic levels, and it ranks in the top 19% of the Zacks Sector Rank, suggesting an expected outperformance over the next three to six months [3] Technological Impact - The rapid advancement and adoption of artificial intelligence and automation technologies are transforming the delivery of business services, promising enhanced efficiency and cost reduction while also presenting challenges such as workforce displacement and the need for continuous upskilling [2] Stock Recommendations - Five business services stocks with favorable Zacks Rank for investment are recommended: Cintas Corp. (CTAS), Thomson Reuters Corp. (TRI), Healthcare Services Group Inc. (HCSG), ZipRecruiter Inc. (ZIP), and Bright Horizons Family Solutions Inc. (BFAM), all currently carrying a Zacks Rank 2 (Buy) [4] Company Highlights Cintas Corp. (CTAS) - Cintas is well-positioned to benefit from strong momentum across its segments, with improved demand in its Uniform Rental and Facility Services segment and First Aid and Safety Services segment [7] - Expected revenue and earnings growth rates for CTAS are 7% and 10.8%, respectively, for the next year, with a 1.7% improvement in the Zacks Consensus Estimate for next-year earnings over the past 60 days [8] Thomson Reuters Corp. (TRI) - TRI operates as a content and technology company across various regions and segments, providing value-added information and technology in fields such as law, tax, accounting, and healthcare [9][10] - Expected revenue and earnings growth rates for TRI are 3.1% and 4.2%, respectively, for the current year, with a 1.3% improvement in the Zacks Consensus Estimate for current-year earnings over the past 30 days [10] Healthcare Services Group Inc. (HCSG) - HCSG provides management and operational services to healthcare facilities, making it a preferred choice for clients in the sector [11][12] - Expected revenue and earnings growth rates for HCSG are 5.1% and 58.5%, respectively, for the current year, with a 5% improvement in the Zacks Consensus Estimate for current-year earnings over the past seven days [12] ZipRecruiter Inc. (ZIP) - ZIP operates an online marketplace connecting job seekers and employers, offering various recruitment and hiring services [13] - Expected revenue and earnings growth rates for ZIP are 9% and 13%, respectively, for the next year, with a 3.8% improvement in the Zacks Consensus Estimate for next-year earnings over the past 30 days [14] Bright Horizons Family Solutions Inc. (BFAM) - BFAM provides employer-sponsored child care and early education solutions, managing child care centers for various organizations [15][16] - Expected revenue and earnings growth rates for BFAM are 7.6% and 18.4%, respectively, for the current year, with a significant 24.6% improvement in the Zacks Consensus Estimate for current-year earnings over the past 30 days [17]

Core Viewpoint - ZipRecruiter, Inc. (ZIP) has seen a 5.3% increase in share price over the past four weeks, closing at $5.59, with analysts suggesting a potential upside of 43.1% based on a mean price target of $8 [1] Price Targets and Analyst Estimates - The mean estimate consists of five short-term price targets with a standard deviation of $1.87, indicating variability among analysts; the lowest estimate is $6 (7.3% increase), while the highest is $10 (78.9% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Optimism - Analysts show strong agreement in revising earnings per share (EPS) estimates higher, which correlates with potential stock price increases; the Zacks Consensus Estimate for the current year has risen by 1.1% over the past month [4][11][12] - ZipRecruiter holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential upside [13]

CORPORATE PRESENTATION May 2025 1 Proprietary and Confidential. © 2025 ZipRecruiter, Inc. All Rights Reserved. LEGAL NOTICE This presentation has been prepared by ZipRecruiter, Inc. ("we," "us," "our," the "Company," or "ZipRecruiter"). The information set forth herein does not purport to be complete or to contain all relevant information. Statements contained herein are made as of May 8, 2025 unless stated otherwise. This presentation contains "forward-looking" statements within the meaning of the federal ...

Core Viewpoint - ZipRecruiter, Inc. reported a quarterly loss of $0.13 per share, which was better than the Zacks Consensus Estimate of a loss of $0.17, indicating a positive earnings surprise of 23.53% [1][2] Financial Performance - The company posted revenues of $110.07 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.75%, although this represents a decline from year-ago revenues of $122.24 million [2] - Over the last four quarters, ZipRecruiter has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - ZipRecruiter shares have declined approximately 26.5% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at -$0.14 for the coming quarter and -$0.60 for the current fiscal year, alongside revenues of $110.34 million and $437.54 million respectively [7] - The estimate revisions trend for ZipRecruiter is currently favorable, leading to a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6] Industry Context - The Business - Services industry, to which ZipRecruiter belongs, is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Another company in the same industry, Everi Holdings, is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year change of +120% [9]