Instacart Q4 GTV +14% to $9.85B; Adj EBITDA $303M (+20%); guides Q1 GTV $10.1-10.3B

Maplebear Inc.

2025-FY EPS reported $1.60 revenue$3,742,000,000

Q4 GTV $9,852M (+14% YoY); orders 89.5M (+16%); revenue $992M (+12%).
GAAP net income $81M (-46% YoY) due to $60M FTC settlement; Adj EBITDA $303M (+20%).
Full year 2025: revenue $3,742M (+11%); Adj EBITDA $1,087M (+23%); operating cash flow $971M.
Q1 2026 guidance: GTV $10,125-$10,275M (+11-13% YoY); Adj EBITDA $280-$290M (+15-19%).
Repurchased $1.4B of shares in 2025 ($1.1B in Q4).

item 2.02item 9.01

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