Ibotta, Inc. (IBTA) — SEC Filings
Ibotta, Inc. (IBTA) — 33 SEC filings. Latest: 10-Q (Nov 13, 2025). Includes 16 8-K, 6 10-Q, 3 SC 13G.
View Ibotta, Inc. on SEC EDGAR
Overview
Ibotta, Inc. (IBTA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 13, 2025: Ibotta, Inc. (IBTA) reported a significant decline in revenue and net income for the three and nine months ended September 30, 2025, compared to the prior year. Revenue decreased by 15.78% to $83.26 million for the three months ended September 30, 2025, from $98.62 million in the same period of 2024
Sentiment Summary
Across 33 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 30 neutral. The dominant filing sentiment for Ibotta, Inc. is neutral.
Filing Type Overview
Ibotta, Inc. (IBTA) has filed 6 10-Q, 16 8-K, 1 DEF 14A, 1 8-K/A, 1 10-K, 3 SC 13G, 2 SC 13G/A, 2 S-1/A, 1 S-1 with the SEC between Mar 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (33)
Risk Profile
Risk Assessment: Of IBTA's 27 recent filings, 1 were flagged as high-risk, 9 as medium-risk, and 17 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $83.26M |
| Net Income | $1.53M |
| Cash Position | $223.30M |
| Total Assets | $569.43M |
Key Executives
- David M. K. Chen
- Sarah E. Jones
- Jonathan L. Miller
- Hamas
- Israel
- Russia
- Ukraine
- David M. Dorman
- Jonathan D. Seiffer
- Bryan Leach
Industry Context
Ibotta operates in the digital advertising and consumer rewards space, a highly competitive market driven by user acquisition and engagement. Key trends include the increasing demand for personalized offers, the shift towards mobile-first experiences, and the ongoing consolidation of players. Companies like Ibotta face pressure to demonstrate clear ROI for advertisers while providing compelling value to consumers to maintain market share.
Top Tags
sec-filing (5) · financial-reporting (4) · financials (4) · 8-K (3) · 8-k (3) · 10-Q (3) · IPO (3) · Registration Statement (3) · Ibotta (3) · Digital Promotions (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Revenue (Q3 2025) | $83.26M | 15.78% decrease from $98.62M in Q3 2024 |
| Net Income (Q3 2025) | $1.53M | 91.13% decrease from $17.24M in Q3 2024 |
| Revenue (9 months 2025) | $253.86M | 5.58% decrease from $268.87M in 9 months 2024 |
| Net Income (9 months 2025) | $4.58M | Swing from a net loss of $7.43M in 9 months 2024 |
| Cash and Cash Equivalents (Sep 30, 2025) | $223.30M | 36.1% decrease from $349.28M at Dec 31, 2024 |
| Treasury Stock Purchases (9 months 2025) | $178.18M | Significant capital outflow for share repurchases |
| Treasury Shares (Sep 30, 2025) | 5,255,935 | Increased from 518,683 shares at Dec 31, 2024 |
| Additions to Property and Equipment (9 months 2025) | $12.77M | Significant increase from $0.66M in 9 months 2024 |
| Capitalized Software Development Costs (9 months 2025) | $10.36M | Increased from $7.00M in 9 months 2024 |
| Net Cash Provided by Operating Activities (9 months 2025) | $67.47M | Decrease from $93.93M in 9 months 2024 |
| Net income for Q2 2025 | $2.49M | Significant improvement from a $33.97 million net loss in Q2 2024. |
| Net income for six months ended June 30, 2025 | $3.05M | Reversed a $24.67 million net loss in the prior year period. |
| Revenue for Q2 2025 | $86.03M | Decreased by 2.16% from $87.93 million in Q2 2024. |
| Revenue for six months ended June 30, 2025 | $170.60M | Stable compared to $170.25 million in the prior year period. |
| Sales and marketing expenses for Q2 2025 | $28.81M | Decreased by 42.41% from $50.02 million in Q2 2024. |
Frequently Asked Questions
What are the latest SEC filings for Ibotta, Inc. (IBTA)?
Ibotta, Inc. has 33 recent SEC filings from Mar 2024 to Nov 2025, including 16 8-K, 6 10-Q, 3 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of IBTA filings?
Across 33 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 30 neutral. The dominant sentiment is neutral.
Where can I find Ibotta, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Ibotta, Inc. (IBTA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Ibotta, Inc.?
Key financial highlights from Ibotta, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for IBTA?
The investment thesis for IBTA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Ibotta, Inc.?
Key executives identified across Ibotta, Inc.'s filings include David M. K. Chen, Sarah E. Jones, Jonathan L. Miller, Hamas, Israel and 5 others.
What are the main risk factors for Ibotta, Inc. stock?
Of IBTA's 27 assessed filings, 1 were flagged high-risk, 9 medium-risk, and 17 low-risk.
What are recent predictions and forward guidance from Ibotta, Inc.?
Forward guidance and predictions for Ibotta, Inc. are extracted from SEC filings as they are enriched.