secwatch.observer — SEC 8-K summary
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Issuer:     Ibotta, Inc. (IBTA)
CIK:        0001538379
Form:       8-K
Filed at:   2026-08-03T20:16:38+00:00
Accession:  0001628280-26-051867
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1538379/000162828026051867/0001628280-26-051867-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1538379/000162828026051867/ibta-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051867

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