Earnings Releases·Nov 2, 2026, 4:15 PM ET

Ibotta — Third Quarter 2026 Earnings Summary

Total revenue rose 17% year-over-year to $97.8 million, while adjusted EBITDA surged 43% to $23.8 million (24.3% margin), though the company reported a net loss of $3.5 million compared to prior-year net income.
Fourth quarter 2026 guidance projects revenue of $94–$98 million (implying 8% YoY growth) and adjusted EBITDA of $15–$17 million (implying 16.7% margin).
Strategic expansion included new digital promotion launches with 7-Eleven, Speedway, and Festival Foods, driving a 30% year-over-year increase in total redeemers to 23.6 million.
Capital return activity included $14.4 million in share repurchases during the quarter, bringing nine-month total buybacks to $84.7 million.