{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-011669","form_type":"8-K","ticker":"IBTA","cik":"0001538379","company_name":"Ibotta, Inc.","filed_at":"2026-02-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.373828+00:00","generated_at":"2026-05-16T00:16:40.015868+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 Q4 revenue falls 10% to $88.5M; full year net income drops 95% to $3.6M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-011669","json":"https://secwatch.observer/filing/0001628280-26-011669.json","markdown":"https://secwatch.observer/filing/0001628280-26-011669.md","text":"https://secwatch.observer/filing/0001628280-26-011669.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026011669/0001628280-26-011669-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1538379/000162828026011669/ibta-20260225.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T00:16:40.015868+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"}