---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-051867"
form_type: "8-K"
ticker: "IBTA"
cik: "0001538379"
company_name: "Ibotta, Inc."
filed_at: "2026-08-03T20:16:38+00:00"
generated_at: "2026-08-03T20:18:09.452710+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Ibotta Q2 revenue $88.9M beats guidance; net loss $1.2M, adj EBITDA $16.5M; Q3 rev guidance $86-90M

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-051867
- form_type: 8-K
- ticker: IBTA
- cik: 0001538379
- company_name: Ibotta, Inc.
- filed_at: 2026-08-03T20:16:38+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1538379/000162828026051867/0001628280-26-051867-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1538379/000162828026051867/ibta-20260803.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-051867
- JSON: https://secwatch.observer/filing/0001628280-26-051867.json
- Plain text: https://secwatch.observer/filing/0001628280-26-051867.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.