Every material Form 8-K Ibotta, Inc. has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ibotta reported third-quarter 2026 revenue of $97.8 million, up 17% year over year, and adjusted EBITDA of $23.8 million, up 43%. The company still posted a GAAP net loss of $3.5 million, compared with net income of $1.5 million a year earlier, and it issued fourth-quarter 2026 revenue guidance of $94 million to $98 million.
Q3 2026 revenue was $97.8 million, up 17% from $83.3 million in Q3 2025; total redemption revenue rose 23% to $88.5 million.
GAAP net loss was $3.5 million, or $(0.15) per diluted share, versus net income of $1.5 million, or $0.05 per diluted share, in Q3 2025.
Adjusted EBITDA was $23.8 million, a 24.3% margin, compared with $16.6 million and a 20.0% margin a year earlier.
Q4 2026 outlook calls for revenue of $94 million to $98 million, about 8% year-over-year growth at the midpoint, and adjusted EBITDA of $15 million to $17 million.
Ibotta, Inc. appointed Tony Weisman as a Class I director effective September 22, 2026, and also named him to the Audit Committee. The same day, director Thomas Lehrman resigned from the Board and all its committees, effective immediately. The company said it is not aware of any disagreement with Lehrman that led to his resignation.
Tony Weisman's initial term runs until the company's 2028 annual meeting of shareholders.
Weisman joined the Audit Committee as of September 22, 2026.
Thomas Lehrman resigned from the Board and all committees, effective September 22, 2026.
The press release describes Weisman as a former Dunkin' U.S. chief marketing officer and former CEO of Digitas North America.
Ibotta reported second quarter 2026 results for the period ended June 30, 2026. Revenue rose 3% year over year to $88.9 million and exceeded the upper end of its guidance range, but the company posted a GAAP net loss of $1.2 million, compared with net income of $2.5 million a year earlier. Adjusted EBITDA fell 7% to $16.5 million, and the company guided third quarter 2026 revenue to $86 million to $90 million.
Total revenue of $88.9 million, up 3% year over year; third-party publisher redemption revenue rose 27% to $61.5 million.
GAAP net loss of $1.2 million, or $0.05 per diluted share, versus net income of $2.5 million in the second quarter of 2025.
Adjusted EBITDA of $16.5 million, down 7% year over year, with an 18.6% margin.
Third quarter 2026 outlook: revenue of $86 million to $90 million and adjusted EBITDA of $12 million to $14 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ibotta, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →