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Ibotta, Inc. Class A (IBTA)
:IBTA
Earnings Data
Report Date
Aug 19, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
-1.32Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: -23.74%
|Next Earnings Date:Aug 19, 2025
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with significant growth in revenue, successful partnerships, and expansion of CPID campaigns with major clients. However, challenges remain in scaling CPID, D2C revenue decline, and lower gross margins.Company Guidance
In the Q1 2025 earnings call, Ibotta revealed that they exceeded revenue and adjusted EBITDA expectations, with both metrics surpassing the guidance provided in the previous quarter. Specifically, revenue reached $84.6 million, marking a 3% year-over-year increase, while adjusted EBITDA stood at $14.7 million, reflecting a 17% margin. The company highlighted exceptional growth in third-party publisher redemption revenue, up 38% year-over-year, although direct-to-consumer redemption revenue declined by 24%. Redeemers increased by 37% year-over-year, largely driven by partnerships with platforms like Instacart and Family Dollar. Despite a 15% decrease in redemptions per redeemer, the company maintained a positive outlook for Q2 2025, projecting revenue between $86.5 million and $92.5 million and an adjusted EBITDA margin of about 22%. The company emphasized its strategic focus on scaling its new CPID platform, which has shown promising results in pilot tests, with redemption revenue for one client expected to double and another client up 8x year-over-year.Revenue and Adjusted EBITDA Exceed Expectations
Ibotta delivered first quarter revenue of $84.6 million, up 3% year-over-year, and adjusted EBITDA of $14.7 million with a margin of 17%, both exceeding guidance by 3% and 22%, respectively.
Successful CPID Campaigns with Major CPG Clients
Ibotta reported successful campaigns with two major CPG clients, leading to a doubling and an 8x increase in redemption revenue year-over-year for these clients.
Expansion of Partnerships with Instacart and DoorDash
Ibotta expanded its network with the integration of Instacart and DoorDash, leading to attractive redemption rates and the inclusion of new categories like beer, wine, and spirits.
Growth in Total Redeemers
Total redeemers increased to 17.1 million, up 37% year-over-year, with growth driven by Instacart's launch and expansion with other partners like Walmart and Family Dollar.
Reduced Turnover in Sales Team
Turnover among sellers decreased significantly from Q4 2024 to Q1 2025, indicating improved sales team stability.
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 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% |
Aug 13, 2024 | $58.19 | $42.66 | -26.69% |
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, 2025, TBA Not Confirmed.
What is Ibotta, Inc. Class A (IBTA) earnings time?
Ibotta, Inc. Class A (IBTA) earnings time is at Aug 19, 2025, TBA Not 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 (Q2) is 0.19.