Ibotta Inc

IBTA

Equity

ISIN null / Valor 134027723

New York Stock Exchange, Inc (2025-11-21)

USD 22.28-2.24%

Ibotta Inc
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About company

Ibotta Inc., established in 2012, operates as a prominent performance marketing platform that specializes in providing digital promotions for brands. Through its Ibotta Performance Network (IPN), the company has revolutionized the way marketers engage with consumers, focusing on influencing purchasing decisions, shopping locations, and frequency. The IPN distinguishes itself by offering a pay-per-sale advertising model, ensuring that brands only incur costs when their advertising efforts directly lead to a sale. This model has facilitated Ibotta's collaboration with an extensive network of publishers to reach a consumer base of over 200 million. The company boasts partnerships with some of the world's largest retailers and brands, including Walmart, Family Dollar, and Dollar General, delivering thousands of digital offers to consumers and marking a significant shift in the landscape of performance marketing and digital promotions.

Summarized from source with an LLMView SourceSector: Technology

Revenue and Profitability

In the second quarter of 2025, Ibotta Inc reported total revenue of $86.0 million, marking a 2% year-over-year decline. Despite this decrease, the company generated a net income of $2.5 million, equivalent to 3% of revenue, and an adjusted EBITDA of $17.9 million, reflecting a 21% margin.

Growth in Redeemers

The company saw a significant increase in its redeemers, with 17.3 million users in Q2 2025 compared to 13.7 million in Q2 2024, a 27% year-over-year growth. This surge was primarily driven by the successful launch of Instacart and the partial rollout of DoorDash, alongside like-for-like growth at existing publishers.

Adjusted EBITDA and Cash Flow

Ibotta Inc delivered an adjusted EBITDA of $17.9 million for the quarter, maintaining a healthy margin of 21%. Additionally, the company generated $25.9 million in cash from operating activities and achieved a free cash flow of $18.9 million, underscoring strong financial stability.

Share Repurchase Program

The company repurchased 1.4 million shares for a total of $67.5 million at an average price of $46.59 per share, excluding broker commissions and excise tax. This initiative reflects Ibotta's commitment to enhancing shareholder value.

Business Developments

Ibotta welcomed Matt Puckett as the new CFO and made strategic additions to its Revenue leadership team, including new roles for SVP of Enterprise Sales and SVP of Business Marketing. The company also announced a sales re-organization and introduced a simplified sales motion to support its transition to performance marketing.

Summarized from source with an LLMView Source

Key figures

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Performance

92.8%1Y

86.6%3Y

86.6%5Y

Volatility