Filing Flows › Ibotta (IBTA) › Guidance history
Ibotta (IBTA) guidance history: what it guided and what it reported
Ibotta gave guidance in 3 earnings releases on file since May 6, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +8.5% against the guided midpoint.
Revenue
Met or beat 2 of 2 periods (2 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $94.0M–$98.0M (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | $86.0M–$90.0M (Aug 3, 2026) | $97.8M | above the range | +11.2% |
| Q2 2026 | $82.0M–$86.0M (May 6, 2026) | $88.9M | above the range | +5.8% |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $15.0M–$17.0M (Nov 2, 2026) | — | to be reported | — |
| Q3 2026 | $12.0M–$14.0M (Aug 3, 2026) | — | — | — |
| Q2 2026 | $9.0M–$12.0M (May 6, 2026) | — | — | — |
The latest quarter
Ibotta, Q3 2026: revenue $97.8M (+18% year over year), operating margin 4.8%, net loss $3.5M, operating cash flow $22.0M. The chart follows the revenue to costs, profit and cash.
Questions
Does Ibotta beat its guidance?
Ibotta gave guidance in 3 earnings releases on file since May 6, 2026. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +8.5% against the guided midpoint.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.