Ibotta Q3 revenue down 16% YoY to $83.3M; net income plunges 91%; guides Q4 below expectations

Ibotta, Inc.

2025-Q3 EPS reported $0.15 revenue$253,863,000

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.

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