# Ibotta, Inc.: overview

IBTA · NYSE · CIK 1538379 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/ibta.md) · [Financials](/companies/ibta/financials.md) · [Filings](/companies/ibta/filings.md) · [Insiders](/companies/ibta/insiders.md)

Latest reported revenue: [$88.9m](/filings/0001628280-26-052575.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 4, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-052575).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [98.6](/filings/0001628280-25-051720.md) | [98.4 d](/filings/0001628280-26-011838.md) | [84.6](/filings/0001628280-26-031458.md) | [86.0](/filings/0001628280-26-052575.md) | [83.3](/filings/0001628280-25-051720.md) | [88.5 d](/filings/0001628280-26-011838.md) | [82.5](/filings/0001628280-26-031458.md) | [88.9](/filings/0001628280-26-052575.md) |
| Gross margin | % | [87.7%](/filings/0001628280-25-051720.md) | [84.6% d](/filings/0001628280-26-011838.md) | [79.8%](/filings/0001628280-26-031458.md) | [79.2%](/filings/0001628280-26-052575.md) | [79.4%](/filings/0001628280-25-051720.md) | [78.7% d](/filings/0001628280-26-011838.md) | [76.4%](/filings/0001628280-26-031458.md) | [78.4%](/filings/0001628280-26-052575.md) |
| Operating margin | % | [21.0%](/filings/0001628280-25-051720.md) | [13.2% d](/filings/0001628280-26-011838.md) | [(3.3%)](/filings/0001628280-26-031458.md) | [1.4%](/filings/0001628280-26-052575.md) | [2.8%](/filings/0001628280-25-051720.md) | [(1.9%) d](/filings/0001628280-26-011838.md) | [(13.1%)](/filings/0001628280-26-031458.md) | [(2.1%)](/filings/0001628280-26-052575.md) |
| Net margin | % | [17.5%](/filings/0001628280-25-051720.md) | [77.4% d](/filings/0001628280-26-011838.md) | [0.7%](/filings/0001628280-26-052575.md) | [2.9%](/filings/0001628280-26-052575.md) | [1.8%](/filings/0001628280-25-051720.md) | [(1.1%) d](/filings/0001628280-26-011838.md) | [(12.5%)](/filings/0001628280-26-052575.md) | [(1.4%)](/filings/0001628280-26-052575.md) |
| Diluted EPS | $ per share | [0.51](/filings/0001628280-25-051720.md) | not reported | [0.02](/filings/0001628280-26-031458.md) | [0.08](/filings/0001628280-26-052575.md) | [0.05](/filings/0001628280-25-051720.md) | not reported | [(0.43)](/filings/0001628280-26-031458.md) | [(0.05)](/filings/0001628280-26-052575.md) |
| Free cash flow | $m | [39.2 d](/filings/0001628280-25-051720.md) | [21.8 d](/filings/0001628280-26-011838.md) | [18.0](/filings/0001628280-26-031458.md) | [22.2 d](/filings/0001628280-26-052575.md) | [14.5 d](/filings/0001628280-25-051720.md) | [20.3 d](/filings/0001628280-26-011838.md) | [27.3](/filings/0001628280-26-031458.md) | [12.4 d](/filings/0001628280-26-052575.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2022-12-31) | FY (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: |
| Revenue | $m | [211](/filings/0001628280-25-008240.md) | [320](/filings/0001628280-26-011838.md) | [367](/filings/0001628280-26-011838.md) | [342](/filings/0001628280-26-011838.md) |
| Gross margin | % | [78.1%](/filings/0001628280-25-008240.md) | [86.3%](/filings/0001628280-26-011838.md) | [86.4%](/filings/0001628280-26-011838.md) | [79.2%](/filings/0001628280-26-011838.md) |
| Operating margin | % | [(19.1%)](/filings/0001628280-25-008240.md) | [17.5%](/filings/0001628280-26-011838.md) | [7.6%](/filings/0001628280-26-011838.md) | [(0.2%)](/filings/0001628280-26-011838.md) |
| Net margin | % | [(26.0%)](/filings/0001628280-25-008240.md) | [11.9%](/filings/0001628280-26-011838.md) | [18.7%](/filings/0001628280-26-011838.md) | [1.0%](/filings/0001628280-26-011838.md) |
| Diluted EPS | $ per share | [(6.33)](/filings/0001628280-25-008240.md) | [1.42](/filings/0001628280-26-011838.md) | [2.56](/filings/0001628280-26-011838.md) | [0.12](/filings/0001628280-26-011838.md) |
| Free cash flow | $m | [(57.3)](/filings/0001628280-25-008240.md) | [22.2](/filings/0001628280-26-011838.md) | [115](/filings/0001628280-26-011838.md) | [75.0](/filings/0001628280-26-011838.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ibta/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-22 | [Daspit Marisa](/insiders/2017890.md) | CHIEF PEOPLE OFFICER, Officer | Sale (S) | 499 | $50.154 | $25.0k | [Form 4](/filings/0001628280-26-067069.md) |
| 2026-10-22 | [Swanson Luke Roy](/insiders/1873513.md) | CHIEF TECHNOLOGY OFFICER, Officer | Sale (S) | 3,484 | $49.9587 | $174.1k | [Form 4](/filings/0001628280-26-067065.md) |
| 2026-10-22 | [Swanson Luke Roy](/insiders/1873513.md) | CHIEF TECHNOLOGY OFFICER, Officer | Sale (S) | 3,695 | $49.9739 | $184.7k | [Form 4](/filings/0001628280-26-067065.md) |
| 2026-10-21 | [Daspit Marisa](/insiders/2017890.md) | CHIEF PEOPLE OFFICER, Officer | Sale (S) | 247 | $50.00 | $12.3k | [Form 4](/filings/0001628280-26-067069.md) |
| 2026-10-21 | [Swanson Luke Roy](/insiders/1873513.md) | CHIEF TECHNOLOGY OFFICER, Officer | Sale (S) | 9,075 | $49.9134 | $453.0k | [Form 4](/filings/0001628280-26-067065.md) |
| 2026-10-21 | [Swanson Luke Roy](/insiders/1873513.md) | CHIEF TECHNOLOGY OFFICER, Officer | Sale (S) | 8,764 | $49.9204 | $437.5k | [Form 4](/filings/0001628280-26-067065.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Koch, Inc.](/funds/2027344.md) | 2026-06-30 | $149.9m | 4,389,129 |  | Unchanged |
| [D. E. Shaw & Co., Inc.](/funds/1009207.md) | 2026-06-30 | $57.7m | 1,690,546 |  | Unchanged |
| [HSBC HOLDINGS PLC](/funds/873630.md) | 2026-06-30 | $35.7m | 1,016,521 |  | Added +7,234 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $32.0m | 937,170 |  | Reduced −25,474 |
| [CITIGROUP INC](/funds/831001.md) | 2026-06-30 | $22.0m | 644,972 |  | Added +4,289 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $18.1m | 528,841 |  | Added +9,541 |
| [NOTABLE CAPITAL MANAGEMENT, L.L.C.](/funds/2065606.md) | 2026-06-30 | $11.5m | 336,042 |  | Reduced −30,990 |
| [BNP PARIBAS FINANCIAL MARKETS](/funds/1166588.md) | 2026-06-30 | $11.4m | 333,106 |  | Added +5,933 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $9.5m | 277,664 |  | Reduced −18,899 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $9.3m | 272,487 |  | Reduced −12,018 |

## Recent filings

[All 417 filings](/companies/ibta/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-09-24 | 16:33 ET | [8-K](/filings/0001628280-26-063400.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-063400 |
| 2026-08-04 | 16:12 ET | [10-Q](/filings/0001628280-26-052575.md) | Quarterly report, period 2026-06-30 | 0001628280-26-052575 |
| 2026-08-03 | 16:16 ET | [8-K](/filings/0001628280-26-051867.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-051867 |
| 2026-05-22 | 16:22 ET | [8-K](/filings/0001628280-26-037740.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results | 0001628280-26-037740 |
| 2026-05-06 | 17:18 ET | [10-Q](/filings/0001628280-26-031458.md) | Quarterly report, period 2026-03-31 | 0001628280-26-031458 |
| 2026-05-06 | 16:12 ET | [8-K](/filings/0001628280-26-031279.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-031279 |
| 2026-04-07 | 17:09 ET | [DEF 14A](/filings/0001628280-26-024105.md) | Proxy statement, period 2025-12-31 | 0001628280-26-024105 |
| 2026-04-02 | 19:30 ET | [SCHEDULE 13D](/filings/0001193125-26-140820.md) | Ownership report, active investor | 0001193125-26-140820 |
| 2026-03-12 | 20:26 ET | [8-K](/filings/0001628280-26-016980.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-016980 |
| 2026-02-26 | 17:38 ET | [10-K](/filings/0001628280-26-011838.md) | Annual report, period 2025-12-31 | 0001628280-26-011838 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-011838.md), filed Feb 26, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/248bebdf-1a5d-460d-b42f-149a5c0eae53)

## About the filer

- CIK: 1538379
- Tickers: IBTA
- Exchange: NYSE
- SIC code: 7310 Services-Advertising
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 16:39 ET. No prices; not investment advice.