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Ibotta Inc (IBTA) Q3 2025 Earnings Call Highlights: Strategic Partnerships and AI Integration ... [Yahoo! Finance]

Ibotta, Inc. Class A (IBTA) 
Company Research Source: Yahoo! Finance
Redemption Revenue: $72.1 million, down 15% year over year. Third-Party Publisher Redemption Revenue: $49.3 million, down 4% year over year. Direct-to-Consumer Redemption Revenue: $22.8 million, down 31% year over year. Ad and Other Revenues: $11.2 million, down 21% year over year. Total Redeemers: 18.2 million, up 19% year over year. Redemptions per Redeemer: 4.6, down 28% year over year. Non-GAAP Gross Margin: 80%, down nearly 800 basis points year over year. Non-GAAP Operating Expenses: 61% of revenue, an increase of approximately 870 basis points year over year. Adjusted EBITDA: $16.6 million, representing a 20% margin. Adjusted Net Income: $16.3 million. Adjusted Diluted Net Income per Share: Cash and Cash Equivalents: $223.3 million at the end of the quarter. Share Repurchase: Approximately $38.7 million spent repurchasing 1.4 million shares. Q4 Revenue Guidance: $80 million to $85 million, representing a 16% decline at the midpoint. Q4 Adjusted EBIT Show less Read more
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