==Ibotta (IBTA) reported earnings on Wed 13 Aug 25 (a/h)

 

Ibotta beats by $0.30, misses on revs; guides Q3 revs below consensus

• Reports Q2 (Jun) earnings of $0.49 per share, excluding non-recurring items, $0.30 better than the FactSet Consensus of $0.19; revenues fell 2.2% year/year to $86 mln vs the $90.59 mln FactSet Consensus.
• Total redemption revenue of $73.2 million, a decrease of 1% year-over-year.
• During the quarter, the IPN had 17.3 million redeemers, compared to 13.7 million redeemers in the second quarter of 2024, an increase of 27% year-over-year. The primary driver of year-over-year growth was the launch of Instacart during the fourth quarter of 2024, like-for-like growth at our existing publishers, and the partial launch of DoorDash.
• Co issues downside guidance for Q3, sees Q3 revs of $79.0-$85.0 mln vs. $101.80 mln FactSet Consensus. Adjusted EBITDA of $9.5 - $13.5 million, representing a margin of 14% at the midpoint.

Earnings this week : Aug 11 - 15, 25 (wk 33)

Monday (Aug 11)

• Morning: AAON B CEVA DOLE EE FNV GPRE KYMR LEGN MNDY OMI RDNT ROIV RUM TDS
• Afternoon: ACVA AMC BBAI CNNE CE CMP FLNC FWRD GETY GDOT HPK HI MAC MRCY MLNK OKLO PUBM RPAY XENE ZIP

Tuesday (Aug 12)

• Morning: CAH CRCL ETOR HUYA MSGS ONON PSFE SE SFD TTGT TME
• Afternoon: ABSI CAE CAI CAVA CRBU CRWV CUTS CXAI DERM DFDV DRRX EC ECG ECO EDIT ERAS FATE GBIO GRAL HRB HYLN IMOS INO INTA INTX KLC KYTX LAZR LCTX LITE MDAI NKTX PLBY PLSE PROK PROP PRTS PSQH REKR RGTI SKYX SLDB SLDE SLS SMWB SPRO SRFM TBPH TGEN VGZ WBTN ZVRA

Wednesday (Aug 13)

• Morning: ARCO EAT GLBE HBM LOAR MRX PFGC SPNS SSYS
• Afternoon: ALLO ARAY ASM BEAT BORR CAPR CDXS COHR CSCO DLO DLPN ELVN EQX IBTA JBIO LGVN NDLS RILY RNW RRGB SARO SDST SPIR SUPV TKC TNON TOI XOS XPON

Thursday (Aug 14)

• Morning: AAP AG AIT AMCR BIRK BRAG CAN CLBT DE GLNG JD MH NICE NTES PEW PLX PVLA TIC TPR VIPS WB ZK
• Afternoon: AMAT AMPG BLNE BTBT BTCM BZAI CBUS CELC CODX DEFT DFLI EVLV GAMB GLOB KULR NNE NU NUTX OMER ORGN QFIN QUBT SGML SIDU SNDK STRZ TMC VUZI

Friday (Aug 15) 

• Morning: FLO