View ValuationIbotta 将来の成長Future 基準チェック /16Ibotta利益と収益がそれぞれ年間43.3%と7.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に1.4% 41.2%なると予測されています。主要情報43.3%収益成長率41.16%EPS成長率Media 収益成長29.2%収益成長率7.8%将来の株主資本利益率1.36%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報お知らせ • Feb 26Ibotta, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ibotta, Inc. provided earnings guidance for the first quarter and full year of 2026. For the first quarter, the company expects revenue of $78 million - $82 million, a year-over-year decline of 5% at the midpoint. The company also provided a little more color on what they anticipate the shape of revenue for 2026 to look like. The company anticipates low single-digit sequential revenue growth in Second Quarter versus First Quarter and then to generate slight year-over-year revenue growth in Q3. They believe the anticipated improvement in revenue trajectory will primarily show up in redemption revenue, while ad and other revenues will remain under pressure. Part of the story here is that ad and other revenue continues to shrink as a percentage of total revenue, meaning the drag on the aggregate business should become smaller. In addition, within ad and other, the data business is expected to grow and become a larger percentage of that total.お知らせ • Nov 13Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter 2025Ibotta, Inc. provided earnings guidance for the Fourth quarter 2025. Revenue of $80 - $85 million, a year-over-year decrease of 16% at the midpoint.お知らせ • Aug 14Ibotta, Inc. Provides Earnings Guidance for the Third Quarter 2025Ibotta, Inc. provided earnings guidance for the third quarter 2025. For the quarter, the company expects revenue of $79.0 million - $85.0 million, a year-over-year decrease of 17% at the midpoint.お知らせ • May 15Ibotta, Inc. Provides Earnings Guidance for Second Quarter of 2025Ibotta, Inc. provides earnings guidance for second quarter of 2025. For the period, the company expects Revenue of $86.5 - $92.5 million, a year-over-year increase of 2% at the midpoint.お知らせ • Feb 28Ibotta, Inc. Provides Earnings Guidance for the First Quarter 2025Ibotta, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects revenue of $80 million to $84 million, a year-over-year increase of 0% at the midpoint.お知らせ • Nov 14Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ibotta, Inc. provided earnings guidance for the Fourth quarter of 2024. For the quarter, the company expects revenue of $100 - $106 million, a year-over-year increase of 4% at the midpoint on a non-GAAP basis excluding the breakage benefit during the fourth quarter of 2023.すべての更新を表示Recent updatesお知らせ • Apr 10Ibotta, Inc. to Report Q1, 2026 Results on May 06, 2026Ibotta, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 08Ibotta, Inc., Annual General Meeting, May 19, 2026Ibotta, Inc., Annual General Meeting, May 19, 2026.お知らせ • Feb 26Ibotta, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ibotta, Inc. provided earnings guidance for the first quarter and full year of 2026. For the first quarter, the company expects revenue of $78 million - $82 million, a year-over-year decline of 5% at the midpoint. The company also provided a little more color on what they anticipate the shape of revenue for 2026 to look like. The company anticipates low single-digit sequential revenue growth in Second Quarter versus First Quarter and then to generate slight year-over-year revenue growth in Q3. They believe the anticipated improvement in revenue trajectory will primarily show up in redemption revenue, while ad and other revenues will remain under pressure. Part of the story here is that ad and other revenue continues to shrink as a percentage of total revenue, meaning the drag on the aggregate business should become smaller. In addition, within ad and other, the data business is expected to grow and become a larger percentage of that total.お知らせ • Jan 29Ibotta, Inc. to Report Q4, 2025 Results on Feb 25, 2026Ibotta, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026お知らせ • Nov 13Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter 2025Ibotta, Inc. provided earnings guidance for the Fourth quarter 2025. Revenue of $80 - $85 million, a year-over-year decrease of 16% at the midpoint.お知らせ • Nov 04Ibotta, Inc. Launches LiveLift for CPG BrandsIbotta, Inc. announced LiveLift™?, a breakthrough tool designed to help Consumer Packaged Goods (CPG) brands maximize the profitability of their promotions. LiveLift allows brands to measure and optimize their campaigns while they are live, helping achieve profitable revenue growth. Multiple leading brands, including Liquid Death, Kimberly-Clark Corporation, and Hain Celestial took part in successful campaigns during the tool's pilot phase, and demonstrated LiveLift's ability to drive incremental sales lift, velocity and faster repurchase cycles. The unique capability demonstrates Ibotta's continued commitment to creating a gold standard of performance marketing for the CPG industry. Currently, Ibotta is piloting LiveLift with some of the world's leading CPG brands, and in the future plans to roll it out more broadly with features that allow for increasing frequency of campaign measurement and greater optimization capabilities. LiveLift comes on the heels of Ibotta's recently announced strategic partnership with Circana, LLC, a leading global advisor on the complexity of consumer behavior. Initial Circana Household Lift studies completed during the partnership proof-of-concept showed that Ibotta campaigns resulted in strong incremental sales that exceeded category benchmarks for other media investments. Today's announcement precedes CEO Bryan Leach's mainstage appearance on November 4 at Adweek's Brandweek event, a forum for brand leaders from all corners of the marketing ecosystem to connect, exchange ideas, andagine the future of branding. Leach will take the stage alongside Liquid Death's Vatere to dive into how data, measurement and optimization are transforming the shopping experience.お知らせ • Oct 22Ibotta, Inc. to Report Q3, 2025 Results on Nov 12, 2025Ibotta, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025お知らせ • Oct 16Ibotta, Inc. Announces Executive Changes, Effective October 13, 2025Ibotta, Inc. announced that effective October 13, 2025, the company's Board of Directors appointed Matt Puckett, the company's Chief Financial Officer to serve as its Interim Principal Accounting Officer while Jared Chomko is on a medical leave of absence and until such time as Mr. Chomko resumes his position as Principal Accounting Officer. Mr. Chomko remains an employee.お知らせ • Aug 14Ibotta, Inc. Provides Earnings Guidance for the Third Quarter 2025Ibotta, Inc. provided earnings guidance for the third quarter 2025. For the quarter, the company expects revenue of $79.0 million - $85.0 million, a year-over-year decrease of 17% at the midpoint.お知らせ • Aug 12Ibotta, Inc. Announces CFO ChangesIbotta, Inc. announced the appointment of industry leader, Matt Puckett, as its new Chief Financial Officer (CFO), effective August 25. Puckett will lead Ibotta's financial strategy and operations, and investor relations as the Company continues its commitment to innovation in performance marketing for CPGs. Most recently, Puckett served as CFO of VF Corporation. Over his 23-year tenure at VF, Matt held multiple operating CFO roles, including a four-year international assignment in Switzerland overseeing finance across Europe and Asia. As enterprise CFO, Matt led a large global finance team and oversaw investor relations, corporate finance, financial planning, and M&A. He has extensive expertise in stakeholder management, board and investor relations, and aligning financial strategy and capital allocation with business objectives. Prior to VF, Matt held finance leadership roles in the furniture industry. He earned his Bachelor of Science in Accounting from the University of Virginia at Wise. Puckett will replace Valarie Sheppard, who has served as Ibotta’s interim CFO since March 14, 2025. Sheppard will continue to serve on the Company’s board. Puckett's appointment follows Ibotta’s recent launch of the first-of-its-kind dynamic performance marketing campaigns with multiple leading CPG clients, allowing them to manage promotional spend based on measurable ROIs. The new offering is central to Ibotta's strategy to further enhance its IPN, which offers CPG brands and retailers a way to deliver digital promotions to over 200 million consumers through a single, convenient network.お知らせ • Jul 16Ibotta, Inc. to Report Q2, 2025 Results on Aug 13, 2025Ibotta, Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025お知らせ • Jun 12Ibotta, Inc. Announces Senior Vice Presidents AppointmentsIbotta, Inc. announced the strategic expansion of its senior sales leadership team with the appointments of David Parisi as Senior Vice President of Client Partnerships and Chris Boyd as Senior Vice President of Business Marketing. The key hires underscore Ibotta’s commitment to advancing its go-to-market strategy and establishing Ibotta as the first full-service performance marketing platform for the CPG industry. As SVP of Client Partnerships, Parisi will focus on the continued scaling of Ibotta’s Enterprise sales organization, including the company’s Food, BevAlc, Beauty & Personal Care, and Home & General Merchandise verticals. Most recently, he was the General Manager of Omnichannel and Partnerships at Fetch, where he led partnership teams across agency development and data partnerships, as well as multiple sales verticals. Prior to Fetch, he served as Head of U.S. Financial Services Partnerships at Twitter (now X), where for more than a decade he was in charge of building and leading teams focused on innovation and revenue growth. As SVP of Business Marketing, Boyd will spearhead the ongoing development and execution of marketing and sales enablement strategies aimed at promoting Ibotta’s business offerings, and significantly enhancing brand awareness among key customer audiences. Previously, he held senior marketing roles at Seekr AI and Twitter/X, where he successfully led go-to-market strategies and developed global business narratives.お知らせ • May 15Ibotta, Inc. Provides Earnings Guidance for Second Quarter of 2025Ibotta, Inc. provides earnings guidance for second quarter of 2025. For the period, the company expects Revenue of $86.5 - $92.5 million, a year-over-year increase of 2% at the midpoint.お知らせ • Apr 19Rosen Law Firm Files Securities Class Action Lawsuit Against Ibotta, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of Ibotta, Inc. securities pursuant and/or traceable to the registration statement and related prospectus issued in connection with Ibotta's April 18, 2024 initial public offering (the "IPO"). The lawsuit seeks to recover damages for Ibotta investors under the federal securities laws. According to the lawsuit, the Registration Statement contained false and/or misleading statements and/or failed to disclose the risks concerning Ibotta's contract with The Kroger Co. ("Kroger"). Kroger's contract was at-will, and Ibotta failed to warn investors that a large client could cancel their contract with Ibotta without warning. Despite providing a detailed explanation of the terms of Ibotta's contract with another large customer, there was not a single warning of the at-will nature of Kroger's contract. Rather than disclosing the very real risk of a major client walking away at any time, Ibotta provided boilerplate warnings concerning the importance of maintaining ongoing relationships with their clients. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. If wish to serve as lead plaintiff, must move the Court no later than June 16, 2025.お知らせ • Apr 17Ibotta, Inc. to Report Q1, 2025 Results on May 14, 2025Ibotta, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025お知らせ • Mar 16Ibotta, Inc. Announces Chief Financial Officer ChangesIbotta, Inc. announced that Valarie Sheppard, seasoned industry leader and current Ibotta board member, will assume the position of interim Chief Financial Officer of the Company, effective immediately. This announcement follows the transition of the current Chief Financial Officer, Sunit Patel, who is leaving Ibotta to pursue an external opportunity in the telecom space and returning to his roots in that sector. Mr. Patel will stay engaged with the Company in an advisory role for at least one year post transition. At Procter & Gamble, Sheppard held the role of Treasurer and Controller and led corporate finance and accounting, global treasury and global business development for the organization. In addition to Ibotta, Sheppard also serves as a board member for McCormick & Company, and KDC-One, a privately held value-added supplier of household and personal care goods. Sheppard holds a Master of Science from Purdue University'sKrannert School of Management. Ibotta has engaged a nationally recognized search firm to identify a permanent Chief Financial Officer.お知らせ • Mar 15Ibotta, Inc. Announces Executive and Committee ChangesIbotta, Inc. announced Sunit Patel resigned as Principal Financial Officer of the company, effective March 14, 2025. Valarie Sheppard, a member of the Company's Board of Directors (the Board") will assume the position of the Company's Interim Chief Financial Officer, effective March 14, 2025. In her position as Interim Chief Financial Officer, Ms. Sheppard will act as the Company's Principal Financial Officer while a formal search process to identify and appoint a permanent Chief Financial Officer is conducted. In conjunction with assuming the role of Interim Chief Financial Officer, Ms. Sheppard will step down as the Company's Lead Independent Director, Chair of the Audit Committee, and a member of the Compensation Committee, but will remain a member of the Board. Ms. Sheppard, 61, has served on the Board since August 2021. She worked at Procter & Gamble (P&G") as Treasurer, Controller, and Executive Vice President Company Transition Leader from April 2019 until she retired from P&G in March 2021. Previously, she served as P&G's Senior Vice President, Treasurer, and Comptroller from October 2013 to April 2019, and in various other roles since July 1986. Ms. Sheppard led P&G's Corporate Finance, Accounting, and Treasury team, responsible for the external financial reporting, financial planning, global business development, and treasury operations for company businesses and operations in over 70 countries, with annual sales of more than $65 billion. She also led the global implementation of P&G's new organization design, P&G's most significant restructuring initiative in 25 years. She has been a board member of McCormick & Company, Inc. since June 2024 and KDC-One, a package design and manufacturing solutions provider, since April 2021. Ms. Sheppard holds a Bachelor's degree in Accounting and a Master's degree in Industrial Administration from Purdue University.お知らせ • Mar 13Ibotta, Inc., Annual General Meeting, May 28, 2025Ibotta, Inc., Annual General Meeting, May 28, 2025.お知らせ • Feb 28Ibotta, Inc. Provides Earnings Guidance for the First Quarter 2025Ibotta, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects revenue of $80 million to $84 million, a year-over-year increase of 0% at the midpoint.お知らせ • Feb 04Ibotta, Inc. to Report Q4, 2024 Results on Feb 26, 2025Ibotta, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025お知らせ • Dec 24Ibotta, Inc. Appoints Chris Riedy as Chief Revenue Officer, Effective January 13, 2025Ibotta, Inc. announced that Chris Riedy will join the company as Chief Revenue Officer (CRO), effective January 13, 2025. He will report to CEO and founder, Bryan Leach, and will join the company’s Senior Leadership Team. As CRO, Riedy will oversee all revenue-generating activities of the company. He will be focused on leading Ibotta’s Sales team, strengthening ties with Ibotta’s portfolio of premium brand partners, and continuing to establish Ibotta as the CPG ecosystem’s critical partner for driving measurable incremental sales at scale. Riedy brings over 25 years of experience in sales, business development, product and marketing to Ibotta. He joins the company from tvScientific, where he served as Chief Revenue Officer. Prior to tvScientific, Riedy held various leadership positions at X (formerly Twitter), including Vice President of Global Sales and Marketing, Vice President of Europe, Middle East and Africa (EMEA), and Managing Director of US Retail, Financial Services, Travel & Mobile + Inside Sales. Riedy holds a Bachelor of Arts degree from Denison University and a Master of Business Administration from Santa Clara University.お知らせ • Nov 14Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ibotta, Inc. provided earnings guidance for the Fourth quarter of 2024. For the quarter, the company expects revenue of $100 - $106 million, a year-over-year increase of 4% at the midpoint on a non-GAAP basis excluding the breakage benefit during the fourth quarter of 2023.お知らせ • Oct 16Ibotta, Inc. to Report Q3, 2024 Results on Nov 13, 2024Ibotta, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024Recent Insider Transactions • Sep 13Independent Director recently sold €1.5m worth of stockOn the 10th of September, Thomas Lehrman sold around 32k shares on-market at roughly €46.05 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.Recent Insider Transactions • Sep 08Independent Director recently sold €274k worth of stockOn the 3rd of September, Thomas Lehrman sold around 5k shares on-market at roughly €50.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Aug 23Ibotta, Inc. (NYSE:IBTA) announces an Equity Buyback for $100 million worth of its shares.Ibotta, Inc. (NYSE:IBTA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A Common Stock.Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: US$1.32 loss per share. Net loss: US$34.0m (flat on 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany.お知らせ • Jul 17Ibotta, Inc. to Report Q2, 2024 Results on Aug 13, 2024Ibotta, Inc. announced that they will report Q2, 2024 results After-Market on Aug 13, 2024Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €74.00, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 11x in the Media industry in Germany.Reported Earnings • Jun 04First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: US$1.00. Net income: US$9.30m (up US$9.30m from 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.お知らせ • May 08Ibotta, Inc. Appoints Stephen Bailey to Board of Directors and Shalin Patel as New Head of Investor RelationsIbotta, Inc. announced two recent appointments: as previously disclosed, Stephen Bailey, CEO and co-founder of ExecOnline, joined Ibotta’s Board of Directors when Ibotta completed its IPO, and Shalin Patel has joined to lead Investor Relations. Bailey joined the board in February 2024. Since 2012, he’s served as co-founder and CEO of ExecOnline, the pioneer of online B2B leadership development solutions, making world-class learning and coaching accessible to leaders at all levels. Prior to that, he served as CEO and Chief Product Officer of Frontier Strategy Group,a software and information services business. Bailey earned a J.D. from Yale Law School and a B.A. from Emory University. Prior to joining Ibotta, Patel was Technology Sector Head at Artisan Partners' Antero Peak Group. He has nearly 20 years of experience in the financial services industry having held senior investing roles at a number of firms including Clearfield Capital and The Carlyle Group. Patel received a Bachelor of Science in Economics from the Wharton School as well as a Bachelor of Applied Science from the School of Engineering and Applied Sciences at the University of Pennsylvania.お知らせ • May 03Ibotta, Inc. to Report Q1, 2024 Results on May 30, 2024Ibotta, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 30, 2024お知らせ • Apr 19Ibotta, Inc. has completed an IPO in the amount of $577.3416 million.Ibotta, Inc. has completed an IPO in the amount of $577.3416 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,560,700 Price\Range: $88 Transaction Features: Reserved Share Offering; Sponsor Backed Offering業績と収益の成長予測DB:OE6 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202842311N/AN/A512/31/2027376-1046N/A912/31/2026345-2131N/A93/31/2026340-769106N/A12/31/202534246195N/A9/30/2025352816489N/A6/30/20253689690107N/A3/31/202537060104116N/A12/31/202436769106116N/A9/30/202436911108118N/A6/30/202435526776N/A3/31/2024345523039N/A12/31/2023320381423N/A12/31/2022211-55-65-56N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: OE6今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: OE6今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: OE6今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: OE6の収益 ( 7.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: OE6の収益 ( 7.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OE6の 自己資本利益率 は、3年後には低くなると予測されています ( 1.4 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 12:38終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ibotta, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Nitin BansalBofA Global ResearchAndrew MarokCGS InternationalRonald JoseyCitigroup Inc10 その他のアナリストを表示
お知らせ • Feb 26Ibotta, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ibotta, Inc. provided earnings guidance for the first quarter and full year of 2026. For the first quarter, the company expects revenue of $78 million - $82 million, a year-over-year decline of 5% at the midpoint. The company also provided a little more color on what they anticipate the shape of revenue for 2026 to look like. The company anticipates low single-digit sequential revenue growth in Second Quarter versus First Quarter and then to generate slight year-over-year revenue growth in Q3. They believe the anticipated improvement in revenue trajectory will primarily show up in redemption revenue, while ad and other revenues will remain under pressure. Part of the story here is that ad and other revenue continues to shrink as a percentage of total revenue, meaning the drag on the aggregate business should become smaller. In addition, within ad and other, the data business is expected to grow and become a larger percentage of that total.
お知らせ • Nov 13Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter 2025Ibotta, Inc. provided earnings guidance for the Fourth quarter 2025. Revenue of $80 - $85 million, a year-over-year decrease of 16% at the midpoint.
お知らせ • Aug 14Ibotta, Inc. Provides Earnings Guidance for the Third Quarter 2025Ibotta, Inc. provided earnings guidance for the third quarter 2025. For the quarter, the company expects revenue of $79.0 million - $85.0 million, a year-over-year decrease of 17% at the midpoint.
お知らせ • May 15Ibotta, Inc. Provides Earnings Guidance for Second Quarter of 2025Ibotta, Inc. provides earnings guidance for second quarter of 2025. For the period, the company expects Revenue of $86.5 - $92.5 million, a year-over-year increase of 2% at the midpoint.
お知らせ • Feb 28Ibotta, Inc. Provides Earnings Guidance for the First Quarter 2025Ibotta, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects revenue of $80 million to $84 million, a year-over-year increase of 0% at the midpoint.
お知らせ • Nov 14Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ibotta, Inc. provided earnings guidance for the Fourth quarter of 2024. For the quarter, the company expects revenue of $100 - $106 million, a year-over-year increase of 4% at the midpoint on a non-GAAP basis excluding the breakage benefit during the fourth quarter of 2023.
お知らせ • Apr 10Ibotta, Inc. to Report Q1, 2026 Results on May 06, 2026Ibotta, Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 08Ibotta, Inc., Annual General Meeting, May 19, 2026Ibotta, Inc., Annual General Meeting, May 19, 2026.
お知らせ • Feb 26Ibotta, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ibotta, Inc. provided earnings guidance for the first quarter and full year of 2026. For the first quarter, the company expects revenue of $78 million - $82 million, a year-over-year decline of 5% at the midpoint. The company also provided a little more color on what they anticipate the shape of revenue for 2026 to look like. The company anticipates low single-digit sequential revenue growth in Second Quarter versus First Quarter and then to generate slight year-over-year revenue growth in Q3. They believe the anticipated improvement in revenue trajectory will primarily show up in redemption revenue, while ad and other revenues will remain under pressure. Part of the story here is that ad and other revenue continues to shrink as a percentage of total revenue, meaning the drag on the aggregate business should become smaller. In addition, within ad and other, the data business is expected to grow and become a larger percentage of that total.
お知らせ • Jan 29Ibotta, Inc. to Report Q4, 2025 Results on Feb 25, 2026Ibotta, Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
お知らせ • Nov 13Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter 2025Ibotta, Inc. provided earnings guidance for the Fourth quarter 2025. Revenue of $80 - $85 million, a year-over-year decrease of 16% at the midpoint.
お知らせ • Nov 04Ibotta, Inc. Launches LiveLift for CPG BrandsIbotta, Inc. announced LiveLift™?, a breakthrough tool designed to help Consumer Packaged Goods (CPG) brands maximize the profitability of their promotions. LiveLift allows brands to measure and optimize their campaigns while they are live, helping achieve profitable revenue growth. Multiple leading brands, including Liquid Death, Kimberly-Clark Corporation, and Hain Celestial took part in successful campaigns during the tool's pilot phase, and demonstrated LiveLift's ability to drive incremental sales lift, velocity and faster repurchase cycles. The unique capability demonstrates Ibotta's continued commitment to creating a gold standard of performance marketing for the CPG industry. Currently, Ibotta is piloting LiveLift with some of the world's leading CPG brands, and in the future plans to roll it out more broadly with features that allow for increasing frequency of campaign measurement and greater optimization capabilities. LiveLift comes on the heels of Ibotta's recently announced strategic partnership with Circana, LLC, a leading global advisor on the complexity of consumer behavior. Initial Circana Household Lift studies completed during the partnership proof-of-concept showed that Ibotta campaigns resulted in strong incremental sales that exceeded category benchmarks for other media investments. Today's announcement precedes CEO Bryan Leach's mainstage appearance on November 4 at Adweek's Brandweek event, a forum for brand leaders from all corners of the marketing ecosystem to connect, exchange ideas, andagine the future of branding. Leach will take the stage alongside Liquid Death's Vatere to dive into how data, measurement and optimization are transforming the shopping experience.
お知らせ • Oct 22Ibotta, Inc. to Report Q3, 2025 Results on Nov 12, 2025Ibotta, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
お知らせ • Oct 16Ibotta, Inc. Announces Executive Changes, Effective October 13, 2025Ibotta, Inc. announced that effective October 13, 2025, the company's Board of Directors appointed Matt Puckett, the company's Chief Financial Officer to serve as its Interim Principal Accounting Officer while Jared Chomko is on a medical leave of absence and until such time as Mr. Chomko resumes his position as Principal Accounting Officer. Mr. Chomko remains an employee.
お知らせ • Aug 14Ibotta, Inc. Provides Earnings Guidance for the Third Quarter 2025Ibotta, Inc. provided earnings guidance for the third quarter 2025. For the quarter, the company expects revenue of $79.0 million - $85.0 million, a year-over-year decrease of 17% at the midpoint.
お知らせ • Aug 12Ibotta, Inc. Announces CFO ChangesIbotta, Inc. announced the appointment of industry leader, Matt Puckett, as its new Chief Financial Officer (CFO), effective August 25. Puckett will lead Ibotta's financial strategy and operations, and investor relations as the Company continues its commitment to innovation in performance marketing for CPGs. Most recently, Puckett served as CFO of VF Corporation. Over his 23-year tenure at VF, Matt held multiple operating CFO roles, including a four-year international assignment in Switzerland overseeing finance across Europe and Asia. As enterprise CFO, Matt led a large global finance team and oversaw investor relations, corporate finance, financial planning, and M&A. He has extensive expertise in stakeholder management, board and investor relations, and aligning financial strategy and capital allocation with business objectives. Prior to VF, Matt held finance leadership roles in the furniture industry. He earned his Bachelor of Science in Accounting from the University of Virginia at Wise. Puckett will replace Valarie Sheppard, who has served as Ibotta’s interim CFO since March 14, 2025. Sheppard will continue to serve on the Company’s board. Puckett's appointment follows Ibotta’s recent launch of the first-of-its-kind dynamic performance marketing campaigns with multiple leading CPG clients, allowing them to manage promotional spend based on measurable ROIs. The new offering is central to Ibotta's strategy to further enhance its IPN, which offers CPG brands and retailers a way to deliver digital promotions to over 200 million consumers through a single, convenient network.
お知らせ • Jul 16Ibotta, Inc. to Report Q2, 2025 Results on Aug 13, 2025Ibotta, Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
お知らせ • Jun 12Ibotta, Inc. Announces Senior Vice Presidents AppointmentsIbotta, Inc. announced the strategic expansion of its senior sales leadership team with the appointments of David Parisi as Senior Vice President of Client Partnerships and Chris Boyd as Senior Vice President of Business Marketing. The key hires underscore Ibotta’s commitment to advancing its go-to-market strategy and establishing Ibotta as the first full-service performance marketing platform for the CPG industry. As SVP of Client Partnerships, Parisi will focus on the continued scaling of Ibotta’s Enterprise sales organization, including the company’s Food, BevAlc, Beauty & Personal Care, and Home & General Merchandise verticals. Most recently, he was the General Manager of Omnichannel and Partnerships at Fetch, where he led partnership teams across agency development and data partnerships, as well as multiple sales verticals. Prior to Fetch, he served as Head of U.S. Financial Services Partnerships at Twitter (now X), where for more than a decade he was in charge of building and leading teams focused on innovation and revenue growth. As SVP of Business Marketing, Boyd will spearhead the ongoing development and execution of marketing and sales enablement strategies aimed at promoting Ibotta’s business offerings, and significantly enhancing brand awareness among key customer audiences. Previously, he held senior marketing roles at Seekr AI and Twitter/X, where he successfully led go-to-market strategies and developed global business narratives.
お知らせ • May 15Ibotta, Inc. Provides Earnings Guidance for Second Quarter of 2025Ibotta, Inc. provides earnings guidance for second quarter of 2025. For the period, the company expects Revenue of $86.5 - $92.5 million, a year-over-year increase of 2% at the midpoint.
お知らせ • Apr 19Rosen Law Firm Files Securities Class Action Lawsuit Against Ibotta, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of Ibotta, Inc. securities pursuant and/or traceable to the registration statement and related prospectus issued in connection with Ibotta's April 18, 2024 initial public offering (the "IPO"). The lawsuit seeks to recover damages for Ibotta investors under the federal securities laws. According to the lawsuit, the Registration Statement contained false and/or misleading statements and/or failed to disclose the risks concerning Ibotta's contract with The Kroger Co. ("Kroger"). Kroger's contract was at-will, and Ibotta failed to warn investors that a large client could cancel their contract with Ibotta without warning. Despite providing a detailed explanation of the terms of Ibotta's contract with another large customer, there was not a single warning of the at-will nature of Kroger's contract. Rather than disclosing the very real risk of a major client walking away at any time, Ibotta provided boilerplate warnings concerning the importance of maintaining ongoing relationships with their clients. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. If wish to serve as lead plaintiff, must move the Court no later than June 16, 2025.
お知らせ • Apr 17Ibotta, Inc. to Report Q1, 2025 Results on May 14, 2025Ibotta, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025
お知らせ • Mar 16Ibotta, Inc. Announces Chief Financial Officer ChangesIbotta, Inc. announced that Valarie Sheppard, seasoned industry leader and current Ibotta board member, will assume the position of interim Chief Financial Officer of the Company, effective immediately. This announcement follows the transition of the current Chief Financial Officer, Sunit Patel, who is leaving Ibotta to pursue an external opportunity in the telecom space and returning to his roots in that sector. Mr. Patel will stay engaged with the Company in an advisory role for at least one year post transition. At Procter & Gamble, Sheppard held the role of Treasurer and Controller and led corporate finance and accounting, global treasury and global business development for the organization. In addition to Ibotta, Sheppard also serves as a board member for McCormick & Company, and KDC-One, a privately held value-added supplier of household and personal care goods. Sheppard holds a Master of Science from Purdue University'sKrannert School of Management. Ibotta has engaged a nationally recognized search firm to identify a permanent Chief Financial Officer.
お知らせ • Mar 15Ibotta, Inc. Announces Executive and Committee ChangesIbotta, Inc. announced Sunit Patel resigned as Principal Financial Officer of the company, effective March 14, 2025. Valarie Sheppard, a member of the Company's Board of Directors (the Board") will assume the position of the Company's Interim Chief Financial Officer, effective March 14, 2025. In her position as Interim Chief Financial Officer, Ms. Sheppard will act as the Company's Principal Financial Officer while a formal search process to identify and appoint a permanent Chief Financial Officer is conducted. In conjunction with assuming the role of Interim Chief Financial Officer, Ms. Sheppard will step down as the Company's Lead Independent Director, Chair of the Audit Committee, and a member of the Compensation Committee, but will remain a member of the Board. Ms. Sheppard, 61, has served on the Board since August 2021. She worked at Procter & Gamble (P&G") as Treasurer, Controller, and Executive Vice President Company Transition Leader from April 2019 until she retired from P&G in March 2021. Previously, she served as P&G's Senior Vice President, Treasurer, and Comptroller from October 2013 to April 2019, and in various other roles since July 1986. Ms. Sheppard led P&G's Corporate Finance, Accounting, and Treasury team, responsible for the external financial reporting, financial planning, global business development, and treasury operations for company businesses and operations in over 70 countries, with annual sales of more than $65 billion. She also led the global implementation of P&G's new organization design, P&G's most significant restructuring initiative in 25 years. She has been a board member of McCormick & Company, Inc. since June 2024 and KDC-One, a package design and manufacturing solutions provider, since April 2021. Ms. Sheppard holds a Bachelor's degree in Accounting and a Master's degree in Industrial Administration from Purdue University.
お知らせ • Mar 13Ibotta, Inc., Annual General Meeting, May 28, 2025Ibotta, Inc., Annual General Meeting, May 28, 2025.
お知らせ • Feb 28Ibotta, Inc. Provides Earnings Guidance for the First Quarter 2025Ibotta, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects revenue of $80 million to $84 million, a year-over-year increase of 0% at the midpoint.
お知らせ • Feb 04Ibotta, Inc. to Report Q4, 2024 Results on Feb 26, 2025Ibotta, Inc. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025
お知らせ • Dec 24Ibotta, Inc. Appoints Chris Riedy as Chief Revenue Officer, Effective January 13, 2025Ibotta, Inc. announced that Chris Riedy will join the company as Chief Revenue Officer (CRO), effective January 13, 2025. He will report to CEO and founder, Bryan Leach, and will join the company’s Senior Leadership Team. As CRO, Riedy will oversee all revenue-generating activities of the company. He will be focused on leading Ibotta’s Sales team, strengthening ties with Ibotta’s portfolio of premium brand partners, and continuing to establish Ibotta as the CPG ecosystem’s critical partner for driving measurable incremental sales at scale. Riedy brings over 25 years of experience in sales, business development, product and marketing to Ibotta. He joins the company from tvScientific, where he served as Chief Revenue Officer. Prior to tvScientific, Riedy held various leadership positions at X (formerly Twitter), including Vice President of Global Sales and Marketing, Vice President of Europe, Middle East and Africa (EMEA), and Managing Director of US Retail, Financial Services, Travel & Mobile + Inside Sales. Riedy holds a Bachelor of Arts degree from Denison University and a Master of Business Administration from Santa Clara University.
お知らせ • Nov 14Ibotta, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ibotta, Inc. provided earnings guidance for the Fourth quarter of 2024. For the quarter, the company expects revenue of $100 - $106 million, a year-over-year increase of 4% at the midpoint on a non-GAAP basis excluding the breakage benefit during the fourth quarter of 2023.
お知らせ • Oct 16Ibotta, Inc. to Report Q3, 2024 Results on Nov 13, 2024Ibotta, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024
Recent Insider Transactions • Sep 13Independent Director recently sold €1.5m worth of stockOn the 10th of September, Thomas Lehrman sold around 32k shares on-market at roughly €46.05 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 08Independent Director recently sold €274k worth of stockOn the 3rd of September, Thomas Lehrman sold around 5k shares on-market at roughly €50.97 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Aug 23Ibotta, Inc. (NYSE:IBTA) announces an Equity Buyback for $100 million worth of its shares.Ibotta, Inc. (NYSE:IBTA) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A Common Stock.
Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: US$1.32 loss per share. Net loss: US$34.0m (flat on 2Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany.
お知らせ • Jul 17Ibotta, Inc. to Report Q2, 2024 Results on Aug 13, 2024Ibotta, Inc. announced that they will report Q2, 2024 results After-Market on Aug 13, 2024
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €74.00, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 11x in the Media industry in Germany.
Reported Earnings • Jun 04First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: US$1.00. Net income: US$9.30m (up US$9.30m from 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.
お知らせ • May 08Ibotta, Inc. Appoints Stephen Bailey to Board of Directors and Shalin Patel as New Head of Investor RelationsIbotta, Inc. announced two recent appointments: as previously disclosed, Stephen Bailey, CEO and co-founder of ExecOnline, joined Ibotta’s Board of Directors when Ibotta completed its IPO, and Shalin Patel has joined to lead Investor Relations. Bailey joined the board in February 2024. Since 2012, he’s served as co-founder and CEO of ExecOnline, the pioneer of online B2B leadership development solutions, making world-class learning and coaching accessible to leaders at all levels. Prior to that, he served as CEO and Chief Product Officer of Frontier Strategy Group,a software and information services business. Bailey earned a J.D. from Yale Law School and a B.A. from Emory University. Prior to joining Ibotta, Patel was Technology Sector Head at Artisan Partners' Antero Peak Group. He has nearly 20 years of experience in the financial services industry having held senior investing roles at a number of firms including Clearfield Capital and The Carlyle Group. Patel received a Bachelor of Science in Economics from the Wharton School as well as a Bachelor of Applied Science from the School of Engineering and Applied Sciences at the University of Pennsylvania.
お知らせ • May 03Ibotta, Inc. to Report Q1, 2024 Results on May 30, 2024Ibotta, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 30, 2024
お知らせ • Apr 19Ibotta, Inc. has completed an IPO in the amount of $577.3416 million.Ibotta, Inc. has completed an IPO in the amount of $577.3416 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,560,700 Price\Range: $88 Transaction Features: Reserved Share Offering; Sponsor Backed Offering