Inferra AI / Company / CART

Maplebear Inc.

CART · Industrials

Last earnings Oct 29, 2026

Key results

Revenuequarter

17%

revenue grew 17% year-over-year

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Q3 was our best quarter as a public company, with GTV up 15% year-over-year and advertising and other revenue up 23% year-over-year.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Total revenuequarter

$1,095 million

Total revenue of $1,095 million, up 17% year-over-year, representing 10.4% of GTV.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Growthquarter

up 17%

Total revenue of $1,095 million, up 17% year-over-year, representing 10.4% of GTV.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Transaction revenuequarter

$764 million

Transaction revenue of $764 million, up 14% year-over-year, representing 7.3% of GTV.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Advertising and other revenue of $331 million, up 23% year-over-year, representing 3.1% of GTV.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

GAAP net incomequarter

$147 million

GAAP net income of $147 million, up 2% year-over-year, representing 1.4% of GTV and 13% of total revenue.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Free cash flowquarter

$307 million

Operating cash flow of $324 million, up 13% year-over-year, and free cash flow of $307 million, up 13% year-over-year.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Total revenue · Q3 2026

$1,095M

EX-99 · Oct 29, 2026

Free cash flow · Q3 2026

$307M

EX-99 · Oct 29, 2026

GAAP net income · Q3 2026

$147M

EX-99 · Oct 29, 2026

Transaction revenue · Q3 2026

$764M

EX-99 · Oct 29, 2026

Headline figures

Metric	Q3 2026	Prior qtr	Year ago
Revenue	17%	—	—
Total revenue	$1,095 million	—	—
Growth	up 17%	—	—
Transaction revenue	$764 million	—	—
GAAP net income	$147 million	—	—
Free cash flow	$307 million	—	—

EX-99 · Oct 29, 2026

Guidance · company-stated

No guidance located in the held release

Outlook statement

“In addition, as is customary during the pendency of such a transaction, Instacart is suspending its financial guidance and has withdrawn previously issued long-term guidance.”

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$307M

Capital allocation

Repurchased $230 million in shares and ended the quarter with $1 billion in cash and similar assets.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Additionally, in a separate release issued today, Instacart announced that it has entered into a definitive agreement to be acquired by DoorDash, Inc

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Repurchased $230 million in shares and ended the quarter with $1 billion in cash and similar assets.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

All statements other than statements of historical fact could be deemed forward-looking, including without limitation statements regarding the proposed acquisition of Instacart by DoorDash, trends in our business and industry, our plans and expectations regarding growth, products, features, and partnerships, including expansion of our capabilities, services, and solutions, and our strategic priorities, investments, and initiatives.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Key Business Metrics We use the following key business metrics to help us evaluate our business, identify trends affecting our performance, formulate business plans, and make strategic decisions: Gross Transaction Value (GTV): We define GTV as the value of the products sold through Instacart, including applicable taxes, deposits and other local fees, customer tips, which go directly to shoppers, customer fees, which include flat subscription fees related to Instacart+ that are charged monthly or annually, and other fees.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

3 Non-GAAP Financial Measures We use the following non-GAAP financial measures in conjunction with GAAP measures to assess performance, to inform the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies, and to discuss our business and financial performance with our board of directors.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

2 The forward-looking statements contained in this press release are subject to known and unknown risks, uncertainties, assumptions, and other factors that may cause actual results or outcomes to be materially different from any future results or outcomes expressed or implied by the forward-looking statements.

SEC original ↗Maplebear Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Documents

Earnings deck slides

0 decks with slide view

Maplebear Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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