Ibotta, Inc. Class A (IBTA)
NYSE:IBTA
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Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.19Last Year’s EPS
0.08Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showed clear operational momentum: strong redeemer and redemption growth driven by third-party publishers, successful strategic publisher additions, early validation of LiveLift, a robust free cash flow increase and a beat versus prior guidance. However, important near-term challenges remain including a 2% YoY revenue decline, a sharp 25% drop in direct-to-consumer redemption revenue, pressure on ad revenue, margin compression from higher technology costs and continued modest revenue contribution from LiveLift until further scaling and automation occur. Management provided conservative near-term guidance but reiterated a path to return to YoY revenue growth in Q3 and outlined concrete investment and product initiatives to drive future supply and automation.Company Guidance
Beat Prior Guidance
Revenue and adjusted EBITDA came in ahead of prior guidance (CFO: 3% and 25% above the midpoint of prior guidance); CEO noted results were above the top end of the guidance range.
Revenue and Adjusted EBITDA
Revenue of $82.5M (down 2% YoY) with adjusted EBITDA of $8.7M and adjusted EBITDA margin of 11%.
Redeemer and Redemption Growth
Total redeemers grew to 19.7M, up 15% YoY; total redemptions were 88M, up 6% YoY—representing a measurable return to redemption growth for the first time since Q1 2025.
Third-Party Publisher Strength
Third-party publisher redemption revenue was $54M, up 12% YoY and accelerating sequentially (prior quarter +8%); third-party redeemers and DoorDash launch continued to drive demand-side growth.
Strategic Publisher Wins
Added two multiyear exclusive publisher partnerships (Uber — including Uber Eats and Postmates — and Giant Eagle), expected to expand reach and diversify publisher base; assumed immaterial near-term Q2 impact with small benefit in H2.
LiveLift Early Traction
LiveLift showing positive early product-market fit: re-up rate ~80%, repeat users ~60% of LiveLift campaigns, and average LiveLift campaign size meaningfully larger than core product (revenue contribution remains modest today).
Strong Free Cash Flow and Balance Sheet Actions
Generated $23.3M in free cash flow (+56% YoY); cash and equivalents $164.6M; repurchased ~$45M of stock (~1.9M shares) and have $90.3M remaining repurchase authorization.
Case Study Validation and Partnerships
Independent Circana sales-lift study for Chomps showed households exposed to Ibotta spent 15% more and outperformed category benchmarks (sales lift >4.5x, penetration ~9x), supporting efficacy of the IPN.
Forward Guidance and Recovery Path
Q2 guidance $82M–$86M (midpoint ~2% YoY decline, +2% sequential) with expectation redemption revenue returns to YoY growth at Q2 midpoint and total revenue returning to YoY growth in Q3 (low single-digit).
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 |
|---|---|---|---|
May 06, 2026 | $37.00 | $36.78 | -0.59% |
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% |
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 Aug 19, 2026, After Close (Confirmed).
What is Ibotta, Inc. Class A (IBTA) earnings time?
Ibotta, Inc. Class A (IBTA) earnings time is at Aug 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is IBTA EPS forecast?
IBTA EPS forecast for the fiscal quarter 2026 (Q2) is -0.19.