IBTA
Ibotta, Inc.
Overview
Ibotta operates a digital promotions network that connects consumer packaged goods brands with consumers through retail partners and a direct-to-consumer mobile app.
Ibotta, Inc is a Technology company operating in Software - Application with a $714.8M market cap.
IBTA missed consensus EPS by 0.6% in Q1 FY2026, reported May 27, 2026.
9 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-069 Q&A exchanges
- Q4 FY2025Earnings2026-02-2514 Q&A exchanges
- Q3 FY2025Earnings2025-11-1210 Q&A exchanges
- Q2 FY2025Earnings2025-08-139 Q&A exchanges
- Q1 FY2025Earnings2025-05-1420 Q&A exchanges
- Q4 FY2024Earnings2025-02-2618 Q&A exchanges
- Q3 FY2024Earnings2024-11-1322 Q&A exchanges
- Q2 FY2024Earnings2024-08-1314 Q&A exchanges
- Q1 FY2024Earnings2024-05-3011 Q&A exchanges
History
Earnings history
- Q1 FY20262026-05-27EPS$0.24 vs $0.62-61.3%Rev$82.5M vs ——EODHD
- Q4 FY20252026-02-24EPS$0.29 vs $0.99-70.7%Rev$88.5M vs ——EODHD
- Q3 FY20252025-11-11EPS$0.56 vs $0.34+64.7%Rev$83.3M vs ——EODHD
- Q2 FY20252025-08-12EPS$0.49 vs $0.57-14.0%Rev$86.0M vs ——EODHD
- Q1 FY20252025-05-13EPS$0.36 vs $0.39-7.7%Rev$84.6M vs ——EODHD
- Q4 FY20242025-02-25EPS$2.27 vs $0.44+100.0%Rev$98.4M vs ——EODHD
- Q3 FY20242024-11-12EPS$0.94 vs $0.69+36.2%Rev$98.6M vs ——EODHD
- Q2 FY20242024-08-12EPS$-1.32 vs $-0.85-55.3%Rev$87.9M vs ——EODHD
- Q1 FY20242024-05-29EPS$0.33 vs $0.330.0%Rev$82.3M vs ——EODHD
- Q4 FY20232024-02-27EPS$0.67 vs $0.00—Rev$99.7M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-05-27 | $0.24 | $0.62 | -61.3% | $82.5M | — | — | EODHD |
| Q4 FY2025 | 2026-02-24 | $0.29 | $0.99 | -70.7% | $88.5M | — | — | EODHD |
| Q3 FY2025 | 2025-11-11 | $0.56 | $0.34 | +64.7% | $83.3M | — | — | EODHD |
| Q2 FY2025 | 2025-08-12 | $0.49 | $0.57 | -14.0% | $86.0M | — | — | EODHD |
| Q1 FY2025 | 2025-05-13 | $0.36 | $0.39 | -7.7% | $84.6M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $2.27 | $0.44 | +100.0% | $98.4M | — | — | EODHD |
| Q3 FY2024 | 2024-11-12 | $0.94 | $0.69 | +36.2% | $98.6M | — | — | EODHD |
| Q2 FY2024 | 2024-08-12 | $-1.32 | $-0.85 | -55.3% | $87.9M | — | — | EODHD |
| Q1 FY2024 | 2024-05-29 | $0.33 | $0.33 | 0.0% | $82.3M | — | — | EODHD |
| Q4 FY2023 | 2024-02-27 | $0.67 | $0.00 | — | $99.7M | — | — | EODHD |
Source: EODHD. IBTA reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks IBTA's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 9/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.22 | $2.02 | +10.0% | -0.5% | -0.5% |
| Q4 FY2026 | $2.20 | $2.06 | +6.7% | +1.8% | +3.5% |
| Q3 FY2026 | $2.06 | $2.00 | +3.0% | +1.3% | +4.2% |
| Q2 FY2026 | $1.99 | $1.92 | +3.4% | -7.6% | -9.3% |
| Q1 FY2025 | $2.21 | $1.98 | +11.7% | -7.6% | -4.7% |
| Q4 FY2025 | $2.08 | $2.05 | +1.7% | -6.9% | -4.7% |
| Q3 FY2025 | $2.20 | $2.12 | +3.9% | -3.6% | -6.0% |
| Q2 FY2025 | $2.16 | $2.00 | +7.9% | -0.9% | -0.6% |
| Q1 FY2024 | $2.32 | $2.17 | +6.9% | -1.8% | 0.0% |
| Q4 FY2024 | $2.12 | $2.17 | -2.4% | +2.4% | +5.2% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Bryan LeachCEO9 mo9 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Matthew H PuckettCFO9 mo3 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- David T ShapiroCHIEF LEGAL OFFICER9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Christopher J RiedyChief Revenue Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last call held guidance Q3 FY2026
- Luke Roy SwansonCHIEF TECHNOLOGY OFFICER9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Marisa DaspitCHIEF PEOPLE OFFICER9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for IBTA.
$ curl https://api.spokenalpha.com/v1/companies/IBTAFAQ
Frequently asked about IBTA
Where can I find Ibotta, Inc.'s (IBTA) earnings call transcripts?
Spoken Alpha indexes IBTA's earnings call transcripts at https://spokenalpha.com/companies/IBTA. Each call links to attributed speakers and parsed analyst Q&A. Ibotta, Inc.'s own investor relations page is at https://investors.ibotta.com/.
When was Ibotta, Inc.'s most recent earnings call?
Ibotta, Inc. (IBTA) held its most recent earnings call on 2026-05-06, covering fiscal Q1 2026.
What sector is IBTA in?
Ibotta, Inc. (IBTA) operates in the Technology sector (Software - Application industry).