Despite notable strategic transformations and promising client feedback, Ibotta's financial underperformance and ongoing disruptions from sales and pilot challenges overshadow the positive developments. The macroeconomic environment further compounds these issues.

Company Guidance -

Q3 2025

In the Q2 2025 earnings call, Ibotta provided guidance for the upcoming third quarter, indicating expected revenue between $79 million and $84 million, which would represent a 17% year-over-year decline at the midpoint. The company also projected adjusted EBITDA in the range of $9.5 million to $13.5 million, translating to an adjusted EBITDA margin of approximately 14% at the midpoint, a decrease from the previous quarter's 21%. The guidance reflects ongoing challenges related to the company's business transformation, including short-term headwinds and disruption from a sales reorganization. Additionally, Q2 revenue came in at $86 million, slightly below expectations, with redemption revenue at $73.2 million and adjusted EBITDA of $17.9 million. Despite these challenges, Ibotta is focused on rolling out new performance marketing strategies and improving sales execution to drive future growth.

Introduction of New CFO

Bryan Leach announced the onboarding of Matt Puckett as the new CFO, bringing experience from VF Corporation, which is expected to strengthen financial strategy alignment with business objectives.

Strategic Transformation

Ibotta is undergoing a major transformation to expand its market share in CPG marketing spend by aligning promotions more with digital media, which has been positively received by clients.

Publisher Collaboration Success

Collaboration with publishers like Walmart and DoorDash has been successful, with increased program awareness and adoption of digital manufacturer offers, leading to a 27% year-over-year growth in total redeemers.

Third-party Validation

Ibotta received third-party validation of their campaign results, showing better performance than their internal conservative estimates, which strengthens their credibility with clients.

Ibotta, Inc. Class A (IBTA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

IBTA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q3)	<0.01 / -	0.51	―	―	―
Aug 13, 2025	2025 (Q2)	0.19 / 0.08	-1.32	106.06% (+1.40)
May 14, 2025	2025 (Q1)	0.01 / 0.02	0.54	-96.30% (-0.52)
Feb 26, 2025	2024 (Q4)	0.44 / 2.27	0.67	238.81% (+1.60)
Nov 13, 2024	2024 (Q3)	0.35 / 0.51	0.278	83.45% (+0.23)
Aug 13, 2024	2024 (Q2)	-1.05 / -1.32	0.507	-360.36% (-1.83)
May 30, 2024	2024 (Q1)	0.29 / 0.54	-0.142	480.28% (+0.68)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IBTA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$33.88	$23.62	-30.28%
May 14, 2025	$50.13	$60.24	+20.17%
Feb 26, 2025	$63.09	$34.01	-46.09%
Nov 13, 2024	$74.93	$65.55	-12.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ibotta, Inc. Class A (IBTA) report earnings?

Ibotta, Inc. Class A (IBTA) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is Ibotta, Inc. Class A (IBTA) earnings time?

Ibotta, Inc. Class A (IBTA) earnings time is at Nov 13, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is IBTA EPS forecast?

IBTA EPS forecast for the fiscal quarter 2025 (Q3) is <0.01.

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