IBTA · Ibotta reported Q3 2026 revenue of $97.8M (+17% YoY), exceeding the…
Ibotta, Inc. · 8-K filed Nov 2, 2026 at 16:15 ET
At the news
BULLISHIMPACT 7/108-K filed Nov 2, 2026 at 16:15 ET
Ibotta reported Q3 2026 revenue of $97.8M (+17% YoY), exceeding the $88.6M consensus, and non-GAAP EPS of $0.62, beating the $0.44 consensus. The company guided Q4 2026 revenue of $94-98M (8% YoY growth at the midpoint), marking a return to growth after prior declines. Adjusted EBITDA rose 43% YoY to $23.8M, with margin expanding to 24.3%.
- Q3 2026 revenue of $97.8M, up 17% YoY from $83.3M, above the $88.6M consensus
- Non-GAAP diluted EPS of $0.62, up 11% YoY from $0.56, above the $0.44 consensus
- Total redemption revenue of $88.5M, up 23% YoY; third-party publisher redemption revenue up 43% to $70.7M
- Adjusted EBITDA of $23.8M, up 43% YoY, with margin of 24.3% vs 20.0% a year ago