)
Company Research18 Apr 2024
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
Maplebear
Maplebear (CART) investor relations material
Maplebear Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary4 Mar, 2026
Key strategic insights
Emphasizes being a leading grocery technology company, not just a consumer marketplace, with unique retailer integrations and a self-reinforcing platform strategy.
Highlights operational excellence in both marketplace and enterprise businesses, leveraging data and AI to power growth and maintain a competitive edge.
Focuses on price parity initiatives with retailers to drive affordability and retention, and ongoing expansion of enterprise offerings and storefronts.
Advertising and AI are major growth priorities, with 9,000 brands and 310 retailer sites powered, and ambitions to build the best AI grocery assistant.
International expansion is enterprise-led, leveraging existing tech stack and partnerships like Costco in Spain and France, targeting major markets with anchor partners.
Growth drivers and competitive positioning
Achieved 14% GTV growth last quarter and guided 11%-13% for the next, with accelerated marketplace growth and durable share gains expected through 2026.
Strong in both large and small basket orders, with high average order values and deep selection, supported by 2,200 retailers and 100,000 stores.
Differentiation comes from deep retailer integrations, fast delivery (average 90 minutes), and high order fill rates, making large basket fulfillment a core strength.
Competitors focus on small fill-in orders, while the company excels in complex, high-value weekly shops, sustaining its leadership.
Technology, AI, and agentic experiences
Building advanced agentic and AI-powered grocery experiences, aiming for personalized, intelligent shopping assistants using extensive data and in-store signals.
Plans to integrate AI assistants both on-platform and through partnerships with major AI platforms, while controlling data and ensuring best-in-class experiences.
Internal productivity gains from GenAI are significant, with 40%-80% higher engineer output and projects completed up to four times faster.
AI accelerates order quality, fulfillment, retailer onboarding, and international tech deployment, driving company-wide momentum.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Maplebear earnings date
Q1 202630 Apr, 2026
Maplebear
Next Maplebear earnings date
Q1 202630 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Maplebear Inc., doing business as Instacart, is a North American technology company that specializes in grocery delivery and pick-up services. It operates in the United States and Canada, offering its services via a website and mobile app. Customers can order groceries and other household items from participating retailers, with the shopping and delivery being handled by personal shoppers. Instacart's platform provides a convenient solution for consumers looking to save time on grocery shopping, catering to a wide range of products including food, alcohol, consumer health items, pet care, and ready-made meals. The company is headquartered in San Francisco, California, and its shares are listed on the Nasdaq stock exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage