earnings
confidence high
sentiment negative
materiality 0.80
Ibotta Q4 revenue falls 10% to $88.5M; full year net income drops 95% to $3.6M
Ibotta, Inc.
2025-FY EPS reported
$0.12
revenue$342,389,000
- 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.