Instacart Q3 revenue $939M (+10% YoY), net income $144M (+22%); repurchase increased to $2.5B

Maplebear Inc.

2025-Q3 EPS reported $1.30 revenue$2,750,000,000

Orders 83.4M (+14%), GTV $9.17B (+10%); transaction revenue $670M (+10%), ad revenue $269M (+10%).
GAAP net income $144M (+22%); Adjusted EBITDA $278M (+22%, 3.0% of GTV).
Board boosted share repurchase program to $2.5B (from $1B); $250M ASR with Goldman Sachs planned.
GAAP gross profit $692M (+8%), 74% of revenue; operating expenses 5.7% of GTV vs 6.1% a year ago.
CEO highlights new AI solutions; expanded Kroger delivery partnership; Grubhub and United Airlines deals.

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