secwatch.observer — SEC 8-K summary
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Issuer:     Maplebear Inc. (CART)
CIK:        0001579091
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001579091-26-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1579091/000157909126000006/0001579091-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1579091/000157909126000006/cart-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001579091-26-000006

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