The latest call
FetchingIbotta, Inc. reported on November 2, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$57.59-0.9%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 3, 2026
Company outlook: revenue of $94M to $98M for Fiscal Q4 2026 — up 8.4% on a year earlier, slower than the 17.5% just reported
Just reported
From Ibotta, Inc.'s results release of November 2, 2026; its quarterly report has since been filed.
Actual
$97.8M
+17% y/y
+10% q/q
Guided
$88M
midpoint
Actual
-$0.15
Guided
—
No guide given
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $97.8M | $83.3M | +17.49% |
| Profit | -$3.5M | $1.5M | -328.51% |
| Profit per share | -$0.15 | $0.05 | -400.00% |
| Free Cash Flow | $21.5M | $14.5M | +48.28% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Ibotta, Inc. reported on November 2, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“We delivered accelerating revenue growth in the third quarter, with revenue up 17% and Adjusted EBITDA up 43% year-over-year, both exceeding our expectations,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
("I bought a...") Ibotta (NYSE: IBTA) is the leading provider of digital promotions for CPG brands, reaching over 200 million consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop – all while paying only when their campaigns directly result in a sale. American shoppers have earned over $3.1 billion through the IPN since 2012. Ibotta is headquartered in Denver, and has been listed as a top place to work by The Denver Post and Inc. Magazine.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Ibotta, Inc.’s Item 2.02 8-K filed November 2, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Actual
$4.7M
+100% y/y
Guided
—
No guide given
Q4 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.