earnings
confidence high
sentiment negative
materiality 0.80
Ibotta Q1 revenue down 2% to $82.5M, net loss of $10.3M; Q2 guidance below prior year
Ibotta, Inc.
2026-Q1 EPS reported
-$0.43
revenue$82,483,000
- Revenue $82.5M (-2% YoY); net loss $10.3M vs $0.6M net income in Q1 2025.
- Adjusted EBITDA $8.7M (11% margin), down 41% from $14.7M (17% margin) last year.
- Redeemers grew 15% to 19.7M; third-party redemptions up 15% to 70.7M.
- Q2 2026 guidance: revenue $82-86M (midpoint -2% YoY), adj. EBITDA $9-12M.
- Repurchased 1.9M shares for $44.7M; exclusive IPN partnerships with Uber and Giant Eagle.