---
schema_version: "secwatch.filing_event.v1"
accession: "0001579091-26-000006"
form_type: "8-K"
ticker: "CART"
cik: "0001579091"
company_name: "Maplebear Inc."
filed_at: "2026-02-12T23:59:59+00:00"
generated_at: "2026-05-16T03:01:36.726322+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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).

## SEC filing metadata
- accession: 0001579091-26-000006
- form_type: 8-K
- ticker: CART
- cik: 0001579091
- company_name: Maplebear Inc.
- filed_at: 2026-02-12T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1579091/000157909126000006/0001579091-26-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1579091/000157909126000006/cart-20260212.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001579091-26-000006
- JSON: https://secwatch.observer/filing/0001579091-26-000006.json
- Plain text: https://secwatch.observer/filing/0001579091-26-000006.txt

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