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Ibotta, Inc. Class A (IBTA)
NYSE:IBTA
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
0.02Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call delivered a mix of encouraging operational progress and clear near-term challenges. Management reported Q4 results that beat guidance, positive adjusted EBITDA and strong redeemer growth, and highlighted tangible product and go-to-market improvements (notably LiveLift momentum and third-party publisher expansion). However, these positives sit alongside meaningful YoY revenue decline (-10%), continued weakness in direct-to-consumer and ad revenue, compressed gross margins (down ~570 bps) and planned investments that will weigh on 2026 margins. Management articulated a credible path to an inflection to revenue growth later in 2026, but the company still faces executional and market-dependent headwinds in the near term.Company Guidance
Beat Guidance on Revenue and Adjusted EBITDA
Q4 revenue of $88.5M and adjusted EBITDA of $13.7M came in 7% and 31% above the midpoint of the guidance range provided on the prior call, demonstrating better-than-expected execution.
Strong Adjusted EBITDA and Profitability Metrics
Delivered Q4 adjusted EBITDA margin of 15%, adjusted net income of $8.1M and adjusted diluted EPS of $0.29, showing healthy near-term profitability despite top-line pressure.
Cash Position and Share Repurchase Activity
Ended Q4 with $186.6M in cash and cash equivalents; repurchased ~2.1M shares (~$55M) in Q4 at an average price of $25.78 with $34.9M remaining buyback authorization.
Redeemer Growth and Third-Party Publisher Momentum
Total redeemers grew 19% YoY to 20.4M, and third-party publisher redemption revenue increased 8% YoY to $56.4M, driven by DoorDash rollout, Instacart launch and organic publisher expansion.
LiveLift Adoption and Upside
Launched more LiveLift campaigns in Q4 than in Q1-Q3 combined, exceeded the LiveLift revenue forecast for the quarter, and expect ~80% of LiveLift clients to expand or renew — indicating strong early product-market fit.
Improved Execution and Product Enhancements
Upgraded sales leadership, reorganized sales teams, overhauled B2B marketing, tied pricing more closely to product price, and added third-party measurement partners (Circana, ABCS Insights) to build client trust and drive revenue.
Guidance and 2026 Revenue Trajectory
Raised expectations for Q1 relative to prior internal expectations; company forecasts low single-digit sequential revenue growth in Q2 vs Q1 and slight YoY growth in Q3 with an anticipated return to YoY revenue growth later in 2026.
IBTA Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $20.50 | $26.35 | +28.54% |
Nov 12, 2025 | $32.73 | $24.98 | -23.68% |
Aug 13, 2025 | $33.88 | $23.62 | -30.28% |
May 14, 2025 | $50.13 | $60.24 | +20.17% |
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 May 28, 2026, After Close (Confirmed).
What is Ibotta, Inc. Class A (IBTA) earnings time?
Ibotta, Inc. Class A (IBTA) earnings time is at May 28, 2026, 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 2026 (Q1) is -0.29.