{"filings":[{"id":609996,"accession_number":"0001628280-26-037740","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2026-05-22T20:22:25+00:00","items":["5.07"],"status":"ready","headline":"Ibotta appoints Jared Chomko as Principal Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jared Chomko, SVP of Accounting, appointed Principal Accounting Officer effective May 19, 2026.","CFO Matt Puckett steps down as Interim Principal Accounting Officer; Chomko continues reporting to Puckett.","No changes to Chomko's compensation; he joined Ibotta in 2021 and previously was Controller.","Shareholders elected Class II directors Amit Doshi and Larry Sonsini at the 2026 annual meeting.","Advisory say-on-pay approved (65.6M for, 190.9K against); one-year frequency adopted; KPMG ratified as auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93527,"accession_number":"0001628280-26-031279","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q1 revenue down 2% to $82.5M, net loss of $10.3M; Q2 guidance below prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $82.5M (-2% YoY); net loss $10.3M vs $0.6M net income in Q1 2025.","Adjusted EBITDA $8.7M (11% margin), down 41% from $14.7M (17% margin) last year.","Redeemers grew 15% to 19.7M; third-party redemptions up 15% to 70.7M.","Q2 2026 guidance: revenue $82-86M (midpoint -2% YoY), adj. EBITDA $9-12M.","Repurchased 1.9M shares for $44.7M; exclusive IPN partnerships with Uber and Giant Eagle."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":82483000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105221,"accession_number":"0001628280-26-016980","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ibotta expands share repurchase program by $100M to $400M total authorization","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board increased repurchase authorization by $100M, bringing total to $400M.","Prior authorization was $300M; program has no expiration date.","Repurchases may occur via open market or private transactions, subject to market conditions.","CEO cites confidence in long-term growth and commitment to disciplined capital allocation.","Company may use Rule 10b5-1 plans; no obligation to repurchase any specific amount."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105220,"accession_number":"0001628280-26-011669","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q4 revenue falls 10% to $88.5M; full year net income drops 95% to $3.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $88.5M (-10% YoY); full year $342.4M (-7% YoY); Q4 outcome exceeded guidance upper end.","Q4 net loss $1.0M vs $76.2M net income in Q4 2024; full year net income $3.6M vs $68.7M.","Q4 adjusted EBITDA $13.7M (15% margin) vs $27.8M (28% margin) YoY, down 51%.","Q4 redeemers up 19% to 20.4M; third-party publisher redemptions up 12% to 74.0M.","FY 2025 share repurchases 6.9M shares for $233.8M; Q1 2026 guide: rev $78-82M, Adj. EBITDA $6-8M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":342389000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121474,"accession_number":"0001628280-25-051611","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q3 revenue down 16% YoY to $83.3M; net income plunges 91%; guides Q4 below expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $83.3M, -16% YoY; net income $1.5M (-91% YoY); adjusted EBITDA $16.6M (-55% YoY).","Redemption revenue $72.1M, -15% YoY; total redeemers 18.2M (+19% YoY) on Instacart and DoorDash launches.","Q4 guidance: revenue $80-85M (midpoint -16% YoY), adjusted EBITDA $9-12M (margin ~13%).","Repurchased 1.4M shares for $38.7M at avg $26.73; announced Circana partnership and LiveLift launch.","Matt Puckett joined as CFO; sales team reorganized to industry-based model."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":253863000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121473,"accession_number":"0001628280-25-045137","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":[],"status":"ready","headline":"Ibotta appoints CFO Matt Puckett as interim principal accounting officer during medical leave","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective Oct 13, 2025, CFO Matt Puckett appointed Interim Principal Accounting Officer while Jared Chomko is on medical leave.","Jared Chomko remains an employee and will resume his role after leave; Puckett's compensation unchanged.","No family relationships or reportable transactions between Puckett and other officers or directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138146,"accession_number":"0001538379-25-000008","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q2 revenue down 2% YoY to $86M; net income $2.5M vs prior year loss; Q3 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $86.0M (-2% YoY); redemption revenue $73.2M (-1%); net income $2.5M (vs -$34.0M loss in Q2 2024).","Adjusted EBITDA $17.9M (21% margin), down 29% YoY; adj net income $14.9M (17% margin).","Q3 2025 guidance: revenue $79-84M (down ~17% at midpoint), Adj. EBITDA $9.5-13.5M (14% margin).","Repurchased 1.4M shares for $67.5M at avg $46.59; hired new CFO Matt Puckett after quarter-end.","Redeemers grew 27% YoY to 17.3M; DoorDash majority launch; sales re-org implemented."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":170603000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138145,"accession_number":"0001628280-25-039414","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ibotta appoints Matt Puckett as CFO effective August 25, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matt Puckett, former VF Corp CFO (NYSE: VFC), named CFO of Ibotta.","Start date August 25, 2025; replaces interim CFO Valarie Sheppard.","Base salary $550K, target annual bonus $450K, RSU award of $9M in stock.","Sheppard steps down as interim CFO but remains on Board as Lead Independent Director and Audit Chair."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155585,"accession_number":"0001628280-25-030291","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ibotta board approves additional $100M share repurchase authorization","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total repurchase authorization increased to $300M after $100M boost approved June 9, 2025.","Previous $100M increase approved March 11, 2025; original $100M program authorized August 22, 2024.","Program has no expiration date; repurchases may occur via open market or privately negotiated transactions.","Company not obligated to repurchase any specific amount; may use Rule 10b5-1 plans to facilitate repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155584,"accession_number":"0001628280-25-029094","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ibotta shareholders elect two directors and ratify auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Amanda Baldwin and Thomas Lehrman as Class I directors with approx. 93.9% support each.","Ratified KPMG LLP as independent auditor for FY2025: 78.8M for, 79K against, 124K abstain.","No broker non-votes on auditor ratification; 3.4M broker non-votes on director election.","Quorum achieved with 21.1M of 29.5M outstanding shares represented at meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155583,"accession_number":"0001628280-25-025501","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q1 revenue up 3% to $84.6M, net income plunges 94% to $0.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Redemption revenue $73.4M (+8% YoY); total redemptions 82.8M (+16% YoY) driven by Instacart and Walmart growth.","Adjusted EBITDA $14.7M (17% margin) vs $22.7M (28% margin) last year; adjusted diluted EPS $0.36 vs $0.54.","Repurchased 1.8M shares for $72.7M at avg $39.47/share; 17.1M redeemers (+37% YoY).","Launched multi-year partnership with DoorDash; offers live for most customers post-quarter.","Q2 2025 guidance: revenue $86.5-$92.5M, Adjusted EBITDA $17-$22M (22% margin at midpoint)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":84574000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174071,"accession_number":"0001628280-25-015663","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K/A","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ibotta discloses compensation terms for interim CFO Valarie Sheppard","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Annual salary of $930,000 paid bi-weekly at $35,769.23.","New Hire RSUs worth $1,377,271.06 vesting in 6 equal monthly installments.","Additional $200,000 RSU annual award for board service at 2025 annual meeting.","Sheppard expected to remain on board after permanent CFO appointed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174075,"accession_number":"0001628280-25-012726","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ibotta CFO Sunit Patel resigns; board member Valarie Sheppard appointed Interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sunit Patel resigns as CFO effective March 14, 2025; will stay through March 28 and advise for at least one year.","Valarie Sheppard, Ibotta board member since 2021, appointed Interim CFO; steps down as Lead Independent Director and Audit Chair.","Patel leaves for an external opportunity in the telecom sector; search for a permanent CFO has begun.","Sheppard previously served as Treasurer and Controller at Procter & Gamble, with extensive financial leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174074,"accession_number":"0001628280-25-012157","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Ibotta increases share repurchase authorization by $100M to total $200M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $100M increase to existing buyback program, bringing total authorization to $200M.","Program has no expiration date; repurchases may be made through open market or private transactions.","Company may employ Rule 10b5-1 plans; no obligation to purchase any specific amount."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174073,"accession_number":"0001628280-25-012011","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ibotta sets 2025 annual meeting for May 28, its first since IPO","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting to be held on May 28, 2025.","This is Ibotta's first stockholder meeting since becoming a public company.","No other business or proposals disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174072,"accession_number":"0001628280-25-008154","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta reports FY2024 revenue up 15% to $367.3M; Q4 net income surges 309% to $76.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024 revenue $367.3M (+15% YoY); non-GAAP revenue growth 20%; net income $68.7M (+80% YoY).","Q4 revenue $98.4M (-1% YoY); net income $76.2M (driven by tax benefit); Adjusted EBITDA $27.8M (28% margin).","Total redeemers 17.2M in Q4 (+27% YoY) led by Instacart launch; redemptions 94.6M (+1% YoY).","Q1 2025 guidance: revenue $80-84M (flat YoY midpoint); Adj. EBITDA $10-14M (15% margin).","Board authorized $31.2M share repurchases in FY2024; announced DoorDash partnership post year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":2.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":367254000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191029,"accession_number":"0001628280-24-050670","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["1.01","1.02","2.03"],"status":"ready","headline":"Ibotta enters $100M revolving credit facility, terminates SVB agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $100M revolving credit facility matures December 5, 2029; optional $100M incremental commitments.","No borrowings at closing; proceeds for general corporate purposes.","Facility secured by all assets; variable interest at SOFR or base rate plus margin (1.75%-2.25%).","Terminated existing SVB Third Amended and Restated Loan and Security Agreement dated November 2021.","Commitment fee of 0.30%-0.40% on undrawn amounts payable quarterly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191028,"accession_number":"0001628280-24-047610","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q3 revenue $98.6M (+16% YoY), net income $17.2M; 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no obligation to repurchase any specific amount.","Repurchases may be made through open market or private transactions; Rule 10b5-1 plans permitted.","Company may suspend or terminate the program at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":835311040.4333335,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207507,"accession_number":"0001628280-24-037134","cik":1538379,"company_name":"Ibotta, Inc.","ticker":"IBTA","form_type":"8-K/A","filed_at":"2024-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ibotta Q2 revenue $87.9M (+14% YoY); net loss $34M, Adj EBITDA $25.3M; guides Q3 rev $91-96M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $87.9M (+14% YoY); 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