Garefis Amy sold $40K of ZIP

ZipRecruiter (ZIP) reported positive single-digit revenue growth and expanded operating margins to 12-14%, driven by product upgrades and AI tools. The company attributed improvements to internal changes rather than broader labor market recovery. It highlighted cash flow positivity, debt reduction, and a strategic shift toward enterprise customers. Management emphasized optimizing employer-job seeker conversations over clicks or applications.

The ASX 200 rose 0.33% as US Treasury bond yields fell after an expanded debt buyback program announcement. Gold stocks surged, with Ora Banda Mining (OBM) up 14.0% and Alkane Resources (ALK) up 11.0%. Tech and healthcare sectors also gained, while financials declined 1.9%. Gold prices rose 2.8% overnight, and US futures showed modest gains.

Zip Co Ltd reported record cash earnings of A$268.9M, up 57.9% YoY, with revenue rising 24.7% to A$1.34B. U.S. operations drove growth, accounting for 76% of transactions. The company forecasts 26% EBITDA growth for FY2027 and considers a U.S. listing. No dividend was declared, but A$150M in share buybacks were completed.

ZipRecruiter (NYSE:ZIP) reported Q2 results: more than 70,000 quarterly paid employers, up 7% YoY and 12% QoQ. Revenue per paid employer was $1,669, down 1% YoY and 2% sequentially. Operating expenses fell to $101.3M. Management cited product upgrades and AI features. Q3 guidance: revenue $121M midpoint, adjusted EBITDA $16M, and low-single-digit H2 growth likely.

ZIPRECRUITER, INC. (ZIP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ZipRecruiter Announces Second Quarter 2026 Results Quarterly revenue of $118.1 million Quarterly net income of $43.4 million, or net income margin of 37% Quarterly Adjusted EBITDA of $14.6 million, or Adjusted EBITDA margin of 12% SANTA MONICA, Calif. (August 5, 2026

S&P Global Ratings cut ZipRecruiter Inc.’s issuer credit rating to B- from B, and its senior notes rating to B- from B, citing competitive pressure and limited scale. S&P revised the recovery rating to 3 from 4 after a debt repurchase. It expects revenue and EBITDA to stabilize near $500m and $60m, versus FY2022 peak $905m and $182m.