secwatch.observer — SEC 8-K summary
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Issuer:     Ibotta, Inc. (IBTA)
CIK:        0001538379
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001628280-26-011669
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ibotta Q4 revenue falls 10% to $88.5M; full year net income drops 95% to $3.6M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1538379/000162828026011669/0001628280-26-011669-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1538379/000162828026011669/ibta-20260225.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-011669

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer