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IBTA · Ibotta, Inc. · Earnings Call Transcripts & Audio

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$39.40 +0.13 (+0.33%) At close · Sep 30
Russell 2000 member Rebalance outlook locked
Market Cap
$951.34M
Shares
23.17M
Volume · Sep 30 162.28K Avg daily vol (3M) 226.85K

Ibotta, Inc. Earnings Call Transcripts

Quarterly earnings calls for Ibotta, Inc. (IBTA), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲42.7% $82.33M $9.30M '24 Q1 24-05-30 ▲13.6% $87.93M −$33.97M '24 Q2 24-08-13 ▲15.6% $98.62M $17.24M '24 Q3 24-11-13 ▼1.3% $98.38M $76.17M '24 Q4 25-02-26 ▲2.7% $84.57M $555,000 '25 Q1 25-05-14 ▼2.2% $86.03M $2.49M '25 Q2 25-08-13 ▼15.6% $83.26M $1.53M '25 Q3 25-11-12 ▼10% $88.53M −$1.00M '25 Q4 26-02-25 ▼2.5% $82.48M −$10.32M '26 Q1 26-05-06 LATEST ▲3.3% $88.91M −$1.23M '26 Q2 26-08-03
Conference
Investor event
2026-09-10
Ibotta, Inc. (IBTA) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-03
Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript
Confident tone Offer supply recovery and go-to-market execution New publisher wins and network expansion Direct-to-consumer (D2C) decline
Revenue
$88.91M
▲ 3.3% YoY
Diluted EPS
$-0.05
▼ 162.5% YoY
Gross margin
78.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-06-02
Ibotta, Inc. (IBTA) June 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Conference
Investor event
2026-05-13
Ibotta, Inc. (IBTA) May 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q1
2026-05-06
Ibotta, Inc. (IBTA) Q1 2026 Earnings Call Transcript
Confident tone Revenue and EBITDA Performance Publisher Network Expansion LiveLift Product and Adoption
Revenue
$82.48M
▼ 2.5% YoY
Diluted EPS
$-0.43
▼ 2250% YoY
Gross margin
76.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Ibotta, Inc. (IBTA) Q4 2025 Earnings Call Transcript
Confident tone LiveLift product expansion Core product strengthening Publisher expansion as AI priority
Revenue
$88.53M*
▼ 10% YoY
Gross margin
78.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-12
Ibotta, Inc. (IBTA) Q3 2025 Earnings Call Transcript
Positive tone LiveLift product launch 2026 outlook and seasonality Surcana third-party measurement partnership
Revenue
$83.26M
▼ 15.6% YoY
Diluted EPS
$0.05
▼ 90.2% YoY
Gross margin
79.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-13
Ibotta, Inc. (IBTA) Q2 2025 Earnings Call Transcript
Balanced tone Business transformation and new performance marketing model Third-party measurement and validation Sales team execution and account coverage
Revenue
$86.03M
▼ 2.2% YoY
Diluted EPS
$0.08
Gross margin
79.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-14
Ibotta, Inc. (IBTA) Q1 2025 Earnings Call Transcript
Confident tone CPID Performance Marketing Platform Retail Media & Publisher Network Pilot Client Results
Revenue
$84.57M
▲ 2.7% YoY
Diluted EPS
$0.02
▼ 93.9% YoY
Gross margin
79.8%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Ibotta, Inc. (IBTA) Q4 2024 Earnings Call Transcript
Cautious tone Offer supply shortfall Publisher network expansion (Instacart, DoorDash, Walmart) Q1 2025 guidance and seasonality
Revenue
$98.38M*
▼ 1.3% YoY
Gross margin
84.6%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-13
Ibotta, Inc. (IBTA) Q3 2024 Earnings Call Transcript
Confident tone Publisher rollouts (Schnucks, Instacart) Consumer reach and redemptions CPG brand client investment growth
Revenue
$98.62M
▲ 15.6% YoY
Diluted EPS
$0.51
▲ 64.5% YoY
Gross margin
87.7%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-13
Ibotta, Inc. (IBTA) Q2 2024 Earnings Call Transcript
Confident tone Financial performance and guidance New publisher wins and IPN expansion Redeemer growth and consumer reach
Revenue
$87.93M
▲ 13.6% YoY
Diluted EPS
$-1.32
▼ 327.6% YoY
Gross margin
86.0%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-30
Ibotta, Inc. (IBTA) Q1 2024 Earnings Call Transcript
Confident tone Ibotta Performance Network (IPN) and Walmart partnership General merchandise category expansion AI-driven promotional technology and data
Revenue
$82.33M
▲ 42.7% YoY
Diluted EPS
$0.33
Gross margin
87.2%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–13 of 13 earnings calls
Key facts CIK 1538379 CUSIP 451051106 13F (30d) 4 filings 4 filers Visit website Investor relations