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Stock impact report

Ibotta (IBTA) Q4 2025 Earnings Call Transcript [Yahoo! Finance]

Ibotta, Inc. Class A (IBTA) 
Company Research Source: Yahoo! Finance
Image source: The Motley Fool. DATE Wednesday, Feb. 25, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President & Chief Executive Officer — Bryan Leach Chief Financial Officer — Matt Puckett Need a quote from a Motley Fool analyst? Email pr@fool.com Full Conference Call Transcript Bryan Leach: Good afternoon, everyone. Thank you for joining our discussion of fourth quarter results. We are pleased to report fourth quarter revenue and adjusted EBITDA that are both above the top end of the guidance range we provided on our third quarter earnings call. This represents an improvement in year-over-year revenue trends when compared to the third quarter. Based on the trends we saw in our business in the second half of Q4 and quarter-to-date, we are also guiding to first quarter 2026 results that are above our previous expectations. There were three main drivers of our fourth quarter outperformance: improved execution, the strengthening of our core product, and the continued expansio Show less Read more
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