{"schema_version":"secwatch.filing_event.v1","accession":"0001579091-25-000095","form_type":"8-K","ticker":"CART","cik":"0001579091","company_name":"Maplebear Inc.","filed_at":"2025-11-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.808669+00:00","generated_at":"2026-05-16T22:23:44.165927+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Instacart Q3 revenue $939M (+10% YoY), net income $144M (+22%); repurchase increased to $2.5B","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001579091-25-000095","json":"https://secwatch.observer/filing/0001579091-25-000095.json","markdown":"https://secwatch.observer/filing/0001579091-25-000095.md","text":"https://secwatch.observer/filing/0001579091-25-000095.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1579091/000157909125000095/0001579091-25-000095-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1579091/000157909125000095/cart-20251110.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T22:23:44.165927+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}