{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-051611","form_type":"8-K","ticker":"IBTA","cik":"0001538379","company_name":"Ibotta, Inc.","filed_at":"2025-11-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.683859+00:00","generated_at":"2026-05-16T21:09:21.923568+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ibotta Q3 revenue down 16% YoY to $83.3M; net income plunges 91%; guides Q4 below expectations","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-051611","json":"https://secwatch.observer/filing/0001628280-25-051611.json","markdown":"https://secwatch.observer/filing/0001628280-25-051611.md","text":"https://secwatch.observer/filing/0001628280-25-051611.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025051611/0001628280-25-051611-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1538379/000162828025051611/ibta-20251112.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T21:09:21.923568+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}