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Ibotta, Inc. Class A (IBTA)
:IBTA
US Market
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Ibotta, Inc. Class A (IBTA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 26, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.02
Last Year’s EPS
2.27
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 12, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
While Ibotta faced a significant revenue decline and macroeconomic challenges impacting client spending, the company's strategic initiatives, including successful partnerships and innovative product launches, received positive feedback and set the stage for future growth. The integration of AI and strong client engagement further underscore potential long-term benefits.
Company Guidance
During the third quarter 2025 earnings call, Ibotta, Inc. provided guidance for the fourth quarter of 2025, indicating expectations for revenue between $80 million and $85 million, which represents a 16% decline at the midpoint compared to the previous year. The company also anticipates adjusted EBITDA for Q4 to be in the range of $9 million to $12 million, resulting in an approximately 13% adjusted EBITDA margin at the midpoint. The call highlighted the progress in their transformation into a performance marketing platform, emphasizing the rollout of LiveLift, a new solution for measuring incremental sales. The management team noted that while they have made strides in improving their offerings and sales infrastructure, challenges persist due to macroeconomic factors such as low consumer sentiment and disruptions in the SNAP program. Despite these headwinds, they are optimistic about their strategic initiatives, including AI integration and third-party partnerships like Surcana, which are expected to bolster their performance and client engagement moving into 2026.
Strategic Partnerships and Innovations
Ibotta announced a strategic partnership with Surcana for independent lift studies, and launched LiveLift, enhancing measurement of sales lift. Initial feedback has been positive.
LiveLift Pilot Success
More LiveLift pilots in the second half of the year than in the first three quarters combined. 83% of completed pilots resulted in re-investment from clients.
Revenue Performance
Revenue exceeded the upper half of the guidance range, with adjusted EBITDA well above expectations, despite a challenging macro environment.
Strong Client Engagement
Total redeemers increased by 19% year over year, driven by partnerships with Instacart and DoorDash.
AI and Automation Advancements
Implementation of AI and machine learning for campaign projections and optimizations, improving efficiency in campaign setup processes.

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

IBTA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 26, 2026
2025 (Q4)
-0.02 / -
2.27
Nov 12, 2025
2025 (Q3)
<0.01 / 0.05
0.51-90.20% (-0.46)
Aug 13, 2025
2025 (Q2)
0.19 / 0.08
-1.32106.06% (+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
0.67238.81% (+1.60)
Nov 13, 2024
2024 (Q3)
0.35 / 0.51
0.27883.45% (+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
-0.142480.28% (+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
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%
Feb 26, 2025
$63.09$34.01-46.09%
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 Feb 26, 2026, After Close (Confirmed).
    What is Ibotta, Inc. Class A (IBTA) earnings time?
    Ibotta, Inc. Class A (IBTA) earnings time is at Feb 26, 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 2025 (Q4) is -0.02.
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