Ibotta, Inc. (IBTA) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Ibotta, Inc. (NYSE:IBTA ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 10:50 AM EDT Company Participants Bryan Leach - Founder, President, CEO & Chairman Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey MD and Co-Head of Tech & Communications And now we're officially live. [indiscernible] your voice.
Ibotta, Inc. (IBTA) Q2 2025 Earnings Call Transcript
Ibotta, Inc. (NYSE:IBTA ) Q2 2025 Earnings Conference Call August 13, 2025 4:30 PM ET Company Participants Bryan W. Leach - Founder, President, CEO & Chairman Valarie L.
Ibotta (IBTA) Q2 Earnings and Revenues Lag Estimates
Ibotta (IBTA) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to a loss of $1.32 per share a year ago.
Ibotta, Inc. (IBTA) Q1 2025 Earnings Call Transcript
Ibotta, Inc. (NYSE:IBTA ) Q1 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Shalin Patel – Investor Relations Bryan Leach – Founder and Chief Executive Officer Valarie Sheppard – Interim Chief Financial Officer Conference Call Participants Eric Sheridan – Goldman Sachs Ron Josey – Citi Curtis Nagle – Bank of America Ken Gawrelski – Wells Fargo Mark Mahaney – Evercore Chris Kuntarich – UBS Andrew Boone – Citizens Bank Bernie McTernan – Needham Andrew Marok – Raymond James Shalin Patel Good afternoon, and welcome to Ibotta's Q1 2025 Earnings Conference Call. With us today are Bryan Leach, Founder and CEO; and Valarie Sheppard, Interim CFO.
Ibotta (IBTA) Surpasses Q1 Earnings and Revenue Estimates
Ibotta (IBTA) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.54 per share a year ago.
Why Ibotta Stock Soared in March 2025
Shares of mobile cash-back shopping service provider Ibotta (IBTA -0.07%) rose 26.4% in March, according to data from S&P Global Market Intelligence. The stock entered March on a low note, following a disappointing earnings report at the end of February.
Ibotta Stock: Why the Buyback Looks Like a Bullish Bet
There is a hidden way that companies can reward shareholders, and no, it's not dividends. This method actually works much better.
Ibotta Is Rethinking Its Competitiveness After Hitting A Speed Bump
Ibotta faces challenges with revenue down 1% YOY and redemptions lagging despite a 27% growth in redeemers, causing stock price decline. Management struggles to attract larger CPG budgets due to measurement issues, prompting a shift to a new framework, CPID, and a self-serve campaign manager. Concerns arise from the recent CFO retirement and significant ownership by Koch Industries, which may lead to privatization at low valuations.
Short Seller Says Ibotta Is A 'Broken Business' Bound For Lower Share Prices
Short seller The Bear Cave has taken a swipe at Ibotta Inc IBTA in a new report highlighting slowing growth and collapsing customer and employee relationships.
Ibotta, Inc. (IBTA) Q4 2024 Earnings Call Transcript
Ibotta, Inc. (NYSE:IBTA ) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Shalin Patel – Vice President, Investor Relations Bryan Leach – Founder and Chief Executive Officer Sunit Patel – Chief Financial Officer Conference Call Participants Andrew Marok – Raymond James Andrew Boone – JMP Securities Eric Sheridan – Goldman Sachs Ron Josey – Citi Chris Kuntarich – UBS Curt Nagle – Bank of America Bernie McTernan – Needham Shalin Patel Good afternoon, and welcome to Ibotta's Q4 2024 Earnings Conference Call. With us today are Bryan Leach, Founder and CEO; and Sunit Patel, CFO.
Ibotta: Scaling Growth With Strong Retailer Partnerships
I give a buy rating for Ibotta Inc. (IBTA), am an especially bullish about its strategic pivot to 3P partnerships. IBTA's IPN offers performance-based digital marketing for CPG brands, leveraging cashback incentives and promotional offers through D2C and third party (3P) segments. The 3P model expands IBTA's audience and revenue potential, reduces customer acquisition costs, and enhances gross profit margins, with Walmart (WMT) as a key growth anchor.
Ibotta: A Story Worth Keeping An Eye On
The stock of coupon platform operator Ibotta has bounced back some 20% since reporting better than expected Q3 results in mid-November. Ibotta, Inc. also announced a $100 million share buyback in August, reflecting confidence in its strong balance sheet and growth potential beyond the grocery vertical. The company seems to have solid long-term sales growth prospects and good free cash flow. An analysis around this Busted IPO follows in the paragraphs below.
