Instacart Earnings Reports

Instacart delivered strong Q3 results with increases in orders, GTV, and profitability. The company achieved $939M in revenue and $144M in net income, driven by growth across marketplace and enterprise platforms, alongside strength in its advertising business.

Instacart posted revenue of $914 million and net income of $116 million in Q2 2025, fueled by a 17% increase in orders and expanding EBITDA margin. Strategic retail partnerships and investments in personalization helped drive performance.

Instacart delivered a robust first quarter with 14% growth in orders and improved adjusted EBITDA, driven by increased ad revenue, AI-led personalization, and enterprise expansion.

Instacart reported revenue growth of 10% year-over-year in Q4 2024, driven by Gross Transaction Value (GTV) increases and higher order volume. The company achieved GAAP net income of $148 million and strong operating income, supported by advertising growth and operational efficiencies.

Instacart reported a strong Q3 2024, marked by an 11% year-over-year increase in GTV to $8,303 million and its fourth consecutive quarter of positive GAAP net income. The company's focus on deepening integrations with retailers has proven successful, with integrated retailers experiencing nearly twice the sales growth of non-integrated partners. Instacart is reinvesting in long-term growth opportunities while steadily expanding profitability.

Instacart reported a solid Q1 2024, marked by its fourth consecutive quarter of expanding year-over-year GTV growth, alongside strong GAAP net income and Adjusted EBITDA profitability. The company's scale and strategic advantages, including a wide selection of grocery retailers and efficient shopper network, drove the positive results. Instacart is well-positioned for continued growth and profitability in Q2 and the remainder of 2024.

Instacart's Q4 2023 results showed solid growth in orders and GTV, along with expanding profitability. The company increased its share of sales in both small and large baskets compared to other digital-first platforms. They anticipate a strong start to 2024 with accelerated GTV growth.

Instacart's Q3 2023 results showed growth in GTV, orders, revenue, and gross profit. While the company reported a GAAP net loss due to stock-based compensation expenses related to its IPO, adjusted EBITDA increased significantly. The company is focused on profitable growth and investing in technology and products.