secwatch.observer — SEC 8-K summary
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Issuer:     Maplebear Inc. (CART)
CIK:        0001579091
Form:       8-K
Filed at:   2025-11-10T23:59:59+00:00
Accession:  0001579091-25-000095
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1579091/000157909125000095/0001579091-25-000095-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1579091/000157909125000095/cart-20251110.htm
  HTML page:      https://secwatch.observer/filing/0001579091-25-000095

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer