Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Ibotta, Inc. (IBTA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Ibotta, Inc. (IBTA) Presents at Citi's 2026 Global TMT Conference Transcript
Ibotta, Inc. (IBTA) Presents at Citi's 2026 Global TMT Conference Transcript
Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript
Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript
Ibotta Q2 Earnings Call Highlights
Ibotta NYSE: IBTA reported second-quarter revenue growth that exceeded its guidance range, marking the company's first year-over-year increase in total revenue since the first quarter of 2025. Management attributed the improvement to stronger advertiser offer supply, expanded publisher relationships and changes to its sales organization.
Ibotta (IBTA) Tops Q2 Earnings and Revenue Estimates
Ibotta (IBTA) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.08 per share a year ago.
Ibotta: A Credible Network Pivot That Is Already Priced In
Ibotta, Inc. is rated Hold, with a $32 target, as the current valuation reflects both risks and upside from its business transition. The high-margin D2C app is in secular decline, with Q1 D2C revenue down 25% and margins contracting sharply. Growth in the lower-margin Ibotta Performance Network is not yet offsetting D2C losses, resulting in overall revenue and margin declines.
Ibotta Q1 Earnings Call Highlights
Ibotta NYSE: IBTA reported first-quarter results ahead of its prior guidance and said it still expects to return to year-over-year revenue growth in the third quarter of fiscal 2026, as the digital promotions company points to improving offer supply, growing third-party publisher activity and new partnerships with Uber and Giant Eagle.
Ibotta, Inc. (IBTA) Q1 2026 Earnings Call Transcript
Ibotta, Inc. (IBTA) Q1 2026 Earnings Call Transcript
Ibotta (IBTA) Reports Q1 Loss, Tops Revenue Estimates
Ibotta (IBTA) came out with a quarterly loss of $0.43 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to earnings of $0.02 per share a year ago.
Ibotta, Inc. (IBTA) Q4 2025 Earnings Call Transcript
Ibotta, Inc. (IBTA) Q4 2025 Earnings Call Transcript
Ibotta: Performance Worsens In Q3
Ibotta, Inc. faces operational headwinds, leading to a cautious outlook on the stock. IBTA's recent quarterly results showed a notable earnings per share beat, but revenues declined by about 15% year-over-year. Shares have dropped significantly over the past year, yet current operational challenges prevent a Buy recommendation for IBTA at this time.
Ibotta, Inc. (IBTA) Q3 2025 Earnings Call Transcript
Ibotta, Inc. ( IBTA ) Q3 2025 Earnings Call November 12, 2025 4:30 PM EST Company Participants Bryan Leach - Founder, President, CEO & Chairman Matthew Puckett - CFO & Interim Principal Accounting Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Nitin Bansal - BofA Securities, Research Division Andrew Boone - Citizens JMP Securities, LLC, Research Division Stefanos Crist - Needham & Company, LLC, Research Division Presentation Operator Greetings, and welcome to Ibotta Third Quarter 2025 Financial Results. [Operator Instructions] As a reminder, this event is being recorded.
