Every 8-K that Ibotta, Inc. (IBTA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow IBTA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IBTA filings page.
Ibotta reported second quarter 2026 revenue of $88.9 million, up 3% year-over-year, with redemption revenue rising 10% to $80.2 million. The Ibotta Performance Network had 20.9 million redeemers, a 21% increase, and third-party publisher redemptions grew 27% to 74.4 million.
The company generated a small GAAP net loss of $1.2 million, or $(0.05) per diluted share, versus income a year earlier, but delivered non-GAAP net income of $11.7 million, a 13.2% margin, and adjusted EBITDA of $16.5 million, an 18.6% margin. Free cash flow was $8.1 million for the quarter, and cash from operations was $13.3 million.
Third-party publisher revenue increased 27% to $61.5 million, while direct-to-consumer revenue declined 27% to $27.4 million as ad and other revenue fell 32%. Ibotta repurchased 0.7 million shares for $23.0 million. New and expanding partnerships included Uber during the quarter and, after quarter-end, Giant Eagle and an exclusive CPG digital promotions partnership with 7-Eleven, 7NOW, and Speedway. For third quarter 2026, the company guides to revenue of $86–$90 million and adjusted EBITDA of $12–$14 million.
Ibotta, Inc. filed details on a management change and shareholder voting results. Effective May 19, 2026, the Board appointed Senior Vice President of Accounting Jared Chomko to resume serving as Principal Accounting Officer, with no change to his compensation, and CFO Matt Puckett ended his interim role.
The company also reported outcomes from its 2026 annual shareholder meeting. Shareholders elected two Class II directors, approved on an advisory basis executive compensation, chose an annual advisory vote on pay, and ratified KPMG LLP as independent registered public accounting firm for the 2026 fiscal year.
Ibotta, Inc. reported first quarter 2026 results with revenue of $82.5 million, down 2% year-over-year, and a net loss of $10.3 million, or a 13% net loss margin. Adjusted EBITDA was $8.7 million with an 11% margin, and non-GAAP net income was $6.0 million, a 50% decline from a year earlier.
The company generated $30.4 million of cash from operating activities and free cash flow of $23.3 million, while repurchasing 1.9 million shares for $44.7 million. Third-party publisher activity was strong, with 70.7 million redemptions and 19.7 million redeemers, each up 15% year-over-year, offset by declines in direct-to-consumer metrics. Management highlighted multi-year exclusive partnerships with Uber and Giant Eagle and guided second quarter 2026 revenue to $82–$86 million and adjusted EBITDA to $9–$12 million, implying a modest year-over-year revenue decline at the midpoint.
Ibotta, Inc. reported that its Board of Directors has increased the authorization under its existing share repurchase program by an additional $100 million of Class A common stock, effective immediately. This follows a prior authorization of $300 million approved beginning in August 2024.
The share repurchase program has no expiration date. Repurchases may occur over time through open market purchases or privately negotiated transactions, potentially including transactions made under Rule 10b-18 and Rule 10b5-1 plans. The company is not obligated to repurchase any specific amount and may suspend or terminate the program at its discretion, depending on price, market conditions, business needs, and alternative investment opportunities.
Ibotta, Inc. reported fourth quarter and full year 2025 results showing lower revenue and profitability but solid cash generation. Full year revenue was $342.4 million, down 7% year-over-year, while net income was $3.6 million, a 1% net margin. Adjusted EBITDA was $62.9 million with an 18% margin, down from 2024 as the company invested in product and sales reorganization.
The Ibotta Performance Network continued to expand, with average 2025 redeemers rising 24% to 18.2 million and third-party publisher redemptions up 12%. Cash from operating activities reached $95.3 million and free cash flow was $61.0 million. Ibotta also repurchased 6.9 million shares for $233.8 million. For first quarter 2026, the company guides revenue of $78–$82 million and Adjusted EBITDA of $6–$8 million, implying a 9% margin at the midpoint.
Ibotta, Inc. furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
Information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference except as expressly set forth by specific reference.
Ibotta, Inc. appointed Chief Financial Officer Matt Puckett as Interim Principal Accounting Officer effective October 13, 2025. He will serve in this role while Jared Chomko, the current Principal Accounting Officer, is on medical leave and until he resumes his position. Mr. Chomko remains an employee.
The company stated there are no changes to Mr. Puckett’s compensation related to this appointment. It also disclosed no family relationships with directors or executive officers, no appointment arrangements with any person, and no transactions reportable under Item 404(a) of Regulation S‑K.
Ibotta, Inc. filed a current report to share that it has released its financial results for the quarter ended June 30, 2025. The company announced these results in a press release dated August 13, 2025, which is included as Exhibit 99.1 to the report. The information about these quarterly results is furnished rather than filed, meaning it is provided for disclosure purposes under securities rules but is not incorporated into other registration statements or reports unless specifically referenced.
Ibotta announced the appointment of Matt Puckett as Chief Financial Officer, effective August 25, 2025. Mr. Puckett joins from VF Corporation where he served 23 years, including as enterprise CFO from June 2021 to July 2024, and held international finance responsibility in Switzerland for four years. His role will lead finance, corporate finance, financial planning, M&A and investor relations.
Under an offer letter, Mr. Puckett will receive a $550,000 annual base salary and a $450,000 target annual bonus that will be prorated and guaranteed for 2025. The company will recommend an RSU award valued at $9,000,000, with 25% vesting on the first quarterly vesting date after one year of service and no vesting prior to that date. Interim CFO Valarie Sheppard will step down from the interim CFO role on the Start Date and resume board and committee duties.