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Ibotta, Inc. Class A (IBTA)
NYSE:IBTA
RESEARCH TOOLSreports
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.54Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -44.52%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Neutral
While Ibotta is making strategic moves with new measurement frameworks and partnerships, they faced significant challenges with revenue shortfalls and offer supply issues, leading to a weaker outlook for the near term.Company Guidance
In the recent earnings call, Ibotta provided guidance for Q1 2025, highlighting a softer-than-expected outlook. They reported Q4 2024 revenue of $98.4 million and adjusted EBITDA of $27.8 million, which were 4% and 13% below the guidance range, respectively. The company attributed the shortfall to a lack of sufficient offer supply impacting redemption revenue, with total redemptions per redeemer down 20% year-over-year. They anticipate Q1 2025 revenue to be between $80 million and $84 million, with an adjusted EBITDA margin of about 15%. Despite challenges, Ibotta is optimistic about long-term growth, focusing on improving sales execution, expanding offer supply, and enhancing measurement tools such as the cost per incremental dollar (CPID) framework. Additionally, the company saw healthy redeemer growth, particularly in third-party publishers, and expects gradual revenue growth improvement throughout 2025.New Measurement Framework Initiative
Ibotta has introduced a new framework for measuring incremental sales lift, enabling clients to track cost per incremental dollar (CPID) and optimize campaigns for profitable revenue growth.
Partnerships with Major CPG Companies
Ibotta successfully piloted their new measurement framework with two major food and beverage companies, leading to greenlit campaigns that are significantly larger in budget compared to previous years.
Launch of Alcoholic Beverage Offers
Ibotta introduced alcoholic beverage offers on Instacart, which is expected to attract greater investment from beer, wine, and spirits companies.
DoorDash Partnership
Ibotta announced that DoorDash would be going live on their network, expanding their publisher network and potential redeemer base.
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IBTA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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IBTA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $63.09 | $34.01 | -46.09% |
| Nov 13, 2024 | $74.93 | $65.55 | -12.52% |
| Aug 13, 2024 | $58.19 | $42.66 | -26.69% |
| May 30, 2024 | $104.80 | $97.13 | -7.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ibotta, Inc. Class A (IBTA) report earnings?
Ibotta, Inc. Class A (IBTA) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Ibotta, Inc. Class A (IBTA) earnings time?
Ibotta, Inc. Class A (IBTA) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IBTA EPS forecast?
IBTA EPS forecast for the fiscal quarter 2025 (Q1) is 0.02.
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