NYSE$IBTA

Ibotta Inc · Q3 2025 earnings

Q3 2025 earnings ·

Briefing

IBTA reported Q3 2025 revenue of $83.3M, net income of $9.3M.

For Q3 2025, IBTA reported Revenue was $83.3M, net income was $9.3M. The filing discusses operating performance, liquidity, and outlook in MD&A.

  • Revenue $83.3M for Q3 2025.
  • Net income $9.3M.
  • MD&A covers R&D, cash runway, and sector-specific risks.

Headline financials

Total Revenue

$83.3M

Previous: $98.6M-15.6%
EPS

$0.05

Previous: $0.51-90.2%
Capital Expenditures

-$12.8M

Previous: -$655K-1849.3%
Free Cash Flow

-$11.2M

Previous: $16.6M-167.7%
Net Income

$1.53M

Previous: $17.2M-91.1%
Operating Income

$2.37M

Previous: $20.7M-88.6%
Gross Profit

$66.1M

Previous: $86.4M-23.5%

Revenue & EPS history

Ibotta Inc · Revenue · Quarterly

$83.3M

Q3 2025-15.6%vs Q3 2024
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

The 10-Q discusses operating priorities, liquidity, and risks; formal multi-year guidance varies by issuer.

Tailwinds

  • Management outlines strategic priorities and capital allocation.
  • Segment or product commentary supports the investment narrative.

Headwinds

  • Macro, rates, or input costs may affect margins.
  • One-time items can affect quarter-over-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+4.5%

Avg return

Earnings day

-9.0%

Avg return

5 days after

-8.9%

Avg return

30 days after

75%

6 / 8 earnings

Positive

+28.5%

Q4 2025

Best reaction

-2.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-10.5%-11.4%
Q4 2025+28.5%+25.1%+41.4%
Q3 2025+5.3%-22.1%-31.2%
Q2 2025+3.0%-20.5%-19.1%
Q1 2025+0.3%+9.5%-16.6%
Q3 2024-2.1%-14.6%-3.7%
Q2 2024+2.4%-18.2%-1.1%
Q1 2024-1.7%-20.2%-29.5%

Discussion

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