Financial Performance & Metrics - ZipRecruiter's Q1 2025 revenue reached $110.1 million[12] - The Adjusted EBITDA for Q1 2025 was $5.9 million, representing a 5% margin[12] - Revenue per Paid Employer in Q1 2025 was $1,734[12] - The company achieved a healthy 16% Adjusted EBITDA margin for FY 2024[15] Market Position & Growth - ZipRecruiter operates within a large Total Addressable Market (TAM) exceeding $300 billion in the recruiting industry[15, 16, 64, 65] - The company has amassed over 4 million businesses and over 170 million job seekers on its platform since its founding[15, 21] - ZipRecruiter delivered over 40 million "Great Match" candidates in 2024[15, 23] - ZipRecruiter has achieved 80% aided brand awareness among U S employers and job seekers[15, 42] - Online recruiting is growing faster (4 6% CAGR from 2020-2029) than the overall recruiting market (3 2% CAGR from 2020-2029)[69] Business Model & Technology - 78% of ZipRecruiter's revenue comes from flat-rate pricing (subscription plans), while 22% comes from performance-based pricing (cost-per-click)[26, 29] - 80% of employers using ZipRecruiter receive a quality candidate within the first 24 hours[23]

Financial Highlights - Q1 2025 revenue reached $110.1 million[12] - Q1 2025 Adjusted EBITDA was $5.9 million, representing a 5% margin[12] - Q1 2025 Revenue per Paid Employer was $1,734[12] - For FY 2024, the Adjusted EBITDA margin was a healthy 16%[15] Market Opportunity and Growth - The recruiting industry presents a Total Addressable Market (TAM) of over $300 billion[15, 63] - Online recruiting is growing faster than the overall recruiting category[65] - ZipRecruiter's revenue grew at a 15.6% Compound Annual Growth Rate (CAGR) from 2020-2023, outpacing the online recruiting market's 5.6% CAGR[70] - Flat-rate pricing accounts for 78% of revenue, while performance-based pricing accounts for 22% based on the three months ended March 31, 2025[26, 29, 30] Platform and User Engagement - ZipRecruiter connects over 4 million employers and over 170 million job seekers[15, 21] - Over 40 million "Great Match" candidates were delivered in 2024[15, 23] - 80% of employers receive a quality candidate within the first 24 hours of posting a job on ZipRecruiter[23] - ZipRecruiter has achieved over 80% aided brand awareness among U S employers and job seekers[15, 42]

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]

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 ...