Earnings summaries and quarterly performance for Ibotta.
Executive leadership at Ibotta.
Bryan Leach
Detailed
Chief Executive Officer
CEO
Amir El Tabib
Detailed
Chief Business Development Officer
Chris Riedy
Detailed
Chief Revenue Officer
David Shapiro
Detailed
Chief Legal Officer and Corporate Secretary
Luke Swanson
Detailed
Chief Technology Officer
Marisa Daspit
Detailed
Chief People Officer
Matt Puckett
Detailed
Chief Financial Officer
Richard Donahue
Detailed
Chief Marketing Officer
Board of directors at Ibotta.
Research analysts who have asked questions during Ibotta earnings calls.
Andrew Boone
JMP Securities
4 questions for IBTA
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Bernard McTernan
Needham & Company
4 questions for IBTA
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Eric Sheridan
Goldman Sachs
4 questions for IBTA
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Ronald Josey
Citigroup Inc.
4 questions for IBTA
Also covers: ABNB, ACVA, AMZN +18 more
Andrew Marok
Raymond James Financial
3 questions for IBTA
Also covers: BMBL, DSP, DV +10 more
Christopher Kuntarich
UBS
3 questions for IBTA
Also covers: APP, COMP, DSP +6 more
Curtis Nagle
Bank of America
3 questions for IBTA
Also covers: ACVA, BMBL, CHWY +12 more
Mark Mahaney
Evercore ISI
3 questions for IBTA
Also covers: ABNB, AMZN, BKNG +22 more
Kenneth Gawrelski
Wells Fargo & Company
2 questions for IBTA
Also covers: ABNB, BKNG, CART +12 more
Andrew Merrick
Raymond James Financial, Inc.
1 question for IBTA
Chris Kontarc
UBS Group AG
1 question for IBTA
Ken Groszky
Wells Fargo & Company
1 question for IBTA
Recent press releases and 8-K filings for IBTA.
Ibotta's CRO Discusses Live Lift Performance Marketing Strategy
IBTA
Management Change
New Projects/Investments
Revenue Acceleration/Inflection
- Ibotta's Chief Revenue Officer, Chris Riedy, who joined in 2025, is spearheading a strategic shift towards performance marketing with the new "Live Lift" product, leveraging partnerships with Walmart, Instacart, and DoorDash.
- The "Live Lift" offering provides CPG clients with effective measurement of incremental sales and the ability to optimize campaigns in-flight, moving beyond traditional promotional models.
- Ibotta has seen strong initial success, with 83% of initial Live Lift pilot participants reactivating, and is validating results through third-party partnerships like Circana and ABCS.
- The company's sales strategy emphasizes deep penetration and expansion within large CPG accounts by engaging key stakeholders across the organization, rather than solely increasing the number of clients.
- Live Lift is positioned as complementary to retail media solutions, with a pay-for-performance model that integrates offers into broader marketing efforts, even amidst a challenging macro environment.
Nov 18, 2025, 11:00 PM
Ibotta CRO Discusses Live Lift Product and Evolving Sales Strategy
IBTA
Product Launch
New Projects/Investments
Demand Weakening
- Ibotta's Chief Revenue Officer, Chris Riedy, who joined in 2025, highlighted the company's evolution beyond a consumer coupon app, emphasizing its partnerships with Walmart, Instacart, and DoorDash and its focus on performance marketing for CPGs.
- Riedy discussed Ibotta's new Live Lift product, which provides CPG marketers with enhanced measurement solutions to track incremental sales and optimize campaigns, differing from standard offerings by focusing on the cost per incremental dollar of revenue.
- Ibotta is shifting its sales strategy to engage with C-suite executives and business unit owners within CPG organizations, rather than solely relying on center of excellence roles, to drive incremental revenue growth.
- The company has seen success with its Live Lift pilots, with 83% of the initial batch reactivating, and is working with third-party validators like Circana and ABCS to prove the efficacy of its incremental sales results.
- Despite a challenging macro environment for CPG clients, Ibotta aims to be a critical value driver by delivering incremental profitable sales results, with Live Lift and standard offerings being complementary solutions.
Nov 18, 2025, 11:00 PM
Ibotta CRO Discusses Live Lift Product and Sales Strategy
IBTA
Product Launch
New Projects/Investments
Demand Weakening
- Chris Riedy, Ibotta's Chief Revenue Officer, joined in 2025 to lead revenue-generating departments, including sales and account management.
- Ibotta's new Live Lift product aims to provide CPG clients with enhanced measurement of incremental sales and campaign optimization, differentiating it from their standard offering.
- The company is shifting its sales strategy to multi-thread through CPG organizations, targeting C-suite and business unit owners to drive profitable growth.
- 83% of initial Live Lift pilot participants have reactivated, with Ibotta focusing on deeper penetration within its top enterprise customers rather than solely increasing client numbers.
- Ibotta views its offerings as complementary to retail media solutions, with a pricing model tied to product sales, which is seen as advantageous in the current challenging macro environment for CPG clients.
Nov 18, 2025, 11:00 PM
Ibotta Announces Q3 2025 Financial Results and Q4 2025 Outlook
IBTA
Earnings
Guidance Update
Demand Weakening
- Ibotta reported Q3 2025 revenue of $83.3 million and Adjusted EBITDA of $16.6 million.
- Revenue experienced a 16% year-over-year decline in Q3 2025, with Adjusted EBITDA margin decreasing to 20% from 37% in Q3 2024.
- The company provided Q4 2025 guidance, projecting revenue between $80.0 million and $85.0 million and Adjusted EBITDA between $9.0 million and $12.0 million.
- Non-GAAP gross profit percentage for Q3 2025 was 80%, an 8 percentage point decrease compared to 88% in Q3 2024.
Nov 12, 2025, 9:30 PM
Ibotta Reports Q3 2025 Results, Introduces LiveLift, and Provides Q4 Guidance
IBTA
Earnings
Guidance Update
Product Launch
- Ibotta reported Q3 2025 revenue of $83.3 million, a 16% decline year-over-year, and adjusted EBITDA of $16.6 million, representing a 20% margin.
- The company issued Q4 2025 revenue guidance of $80-$85 million and adjusted EBITDA guidance of $9-$12 million.
- Strategic initiatives include a partnership with Circana for independent lift studies and the launch of LiveLift on November 3, an enhanced solution for campaign measurement and optimization.
- In Q3 2025, Ibotta repurchased approximately 1.4 million shares for $38.7 million at an average price of $26.73, with $89.9 million remaining under authorization.
- The company highlighted ongoing challenges from the macro environment, including depressed organic sales growth for CPG companies and low consumer sentiment, impacting client promotional spending.
Nov 12, 2025, 9:30 PM
Ibotta Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook
IBTA
Earnings
Guidance Update
Share Buyback
- Ibotta reported Q3 2025 revenue of $83.3 million, a 16% year-over-year decline, with net income of $1.5 million and adjusted EBITDA of $16.6 million.
- The company generated $10.6 million in free cash flow and repurchased 1.4 million shares for $38.7 million during Q3 2025.
- Ibotta provided Q4 2025 guidance for revenue between $80 million and $85 million and adjusted EBITDA between $9 million and $12 million.
- Key business highlights included a strategic partnership with Circana, the launch of LiveLift™, and the appointment of Matt Puckett as CFO.
Nov 12, 2025, 9:15 PM
Ibotta Reports Third Quarter 2025 Financial Results and Provides Q4 2025 Outlook
IBTA
Earnings
Guidance Update
Share Buyback
- Ibotta (IBTA) reported third quarter 2025 revenue of $83.3 million, a 16% year-over-year decline, with net income of $1.5 million and adjusted EBITDA of $16.6 million.
- The company generated $10.6 million in free cash flow and saw its redeemers increase by 19% year-over-year to 18.2 million in Q3 2025.
- For the fourth quarter 2025, Ibotta anticipates revenue between $80 million and $85 million and adjusted EBITDA between $9 million and $12 million.
- During the quarter, Ibotta repurchased 1.4 million shares for $38.7 million and announced a strategic partnership with Circana and the launch of LiveLift™.
Nov 12, 2025, 9:10 PM
Ibotta Launches LiveLearn Performance Marketing Platform
IBTA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ibotta has launched LiveLearn, a new performance marketing platform for the consumer packaged goods (CPG) industry, designed to measure the return on investment (ROI) of digital rewards and optimize campaigns in real-time.
- The platform aims to address the challenge of measuring incremental sales in the physical world, enabling brands to target promotions to new buyers and avoid subsidizing existing customers.
- During a six-month pilot, CPG brand Liquid Death reported achieving profitable incremental sales and a reduced sales cycle by utilizing Ibotta's LiveLearn platform.
- Ibotta is partnering with Circana to provide third-party validation through lift studies, ensuring credible and independent measurement of the platform's effectiveness.
Nov 4, 2025, 3:20 PM
Ibotta discusses strategic evolution and sales transformation at conference
IBTA
New Projects/Investments
Revenue Acceleration/Inflection
Management Change
- Ibotta has evolved its business model from a mobile application with 50 million downloads to the Ibotta Performance Network, which now reaches over 200 million shoppers through partnerships with retailers like Walmart, Dollar General, DoorDash, Family Dollar, and Instacart.
- The company is undergoing a strategic transition to become a solutions provider, focusing on delivering profitable revenue growth for manufacturers by engaging directly with business leaders such as CMOs and CEOs.
- Ibotta's sales organization has been restructured into a two-channel system (enterprise and emerging sales teams) to manage accounts more effectively, supported by a new sales operations function and integrated B2B marketing.
- The company emphasizes a customer-obsessed approach and considers third-party validation critical for building advertiser confidence and influencing budget allocation, actively working with third parties to prove value.
- Ibotta views its solution as complementary to retail media networks, helping brands enhance their presence and drive purchases, with a significant focus on the $200 billion CPG market opportunity.
Sep 11, 2025, 4:30 PM
Ibotta Discusses Strategic Evolution and Sales Transformation at Goldman Sachs Conference
IBTA
New Projects/Investments
Revenue Acceleration/Inflection
- Ibotta has evolved its business from a mobile application to the Ibotta Performance Network (IPN), which now reaches over 200 million shoppers through partnerships with major retailers including Walmart, Dollar General, DoorDash, Family Dollar, and Instacart.
- The company is undergoing a strategic transition to become a solutions provider for manufacturers, aiming to demonstrate that its offers drive profitable revenue growth rather than just being promotional tactics, and is engaging with higher-level business leaders (CMO, CEO) to achieve this.
- To support this strategic shift, Ibotta has implemented significant changes within its sales organization, including moving to a two-channel system (enterprise and emerging teams), reducing account loads, augmenting staff with performance marketing experience, and integrating B2B marketing and sales operations.
- Ibotta views its offerings as complementary to retail media networks, explaining that while RMNs drive discovery and awareness, Ibotta adds value in the consideration phase, for example, by augmenting sponsored search results with Walmart Cash offers.
Sep 11, 2025, 4:30 PM
Quarterly earnings call transcripts for Ibotta.
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