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AI brief of an SEC Form 8-K · Ibotta, Inc. (IBTA)

Ibotta Q3 revenue rises 17% to $97.8 million; net loss of $3.5 million

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyIbotta, Inc. (IBTA)
Form8-K, current report
Filed with the SECNov 2, 2026, 4:15 PM ET
Accession number0001628280-26-068884

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 November 02, 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.