earnings
confidence high
sentiment neutral
materiality 0.70
Ibotta Q2 revenue $88.9M beats guidance; net loss $1.2M, adj EBITDA $16.5M; Q3 rev guidance $86-90M
Ibotta, Inc.
- Revenue $88.9M (+3% YoY) exceeded upper end of guidance; redemption revenue $80.2M (+10% YoY).
- Net loss $1.2M vs net income $2.5M in Q2 2025; adjusted EBITDA $16.5M (18.6% margin) vs $17.9M (20.8% margin) prior year.
- IPN redeemers 20.9M (+21% YoY); third-party publisher redemptions 74.4M (+27% YoY).
- Q3 2026 guidance: revenue $86-90M (midpoint +6% YoY), adjusted EBITDA $12-14M.
- Business highlights: Uber offers launched; exclusive partnership with 7-Eleven for CPG digital promotions across 11,500+ stores.