---
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"
generated_at: "2026-05-16T22:23:44.165927+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001579091-25-000095
- JSON: https://secwatch.observer/filing/0001579091-25-000095.json
- Plain text: https://secwatch.observer/filing/0001579091-25-000095.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.