Ibotta Q2 revenue rises 3% to $88.9 million; net loss of $1.2 million
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 03, 2026.
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.