Ibotta outlines Q1 2026 revenue guidance of $78M-$82M with LiveLift driving transformation

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• Broad-based sequential progress in year-over-year redemption revenue trends throughout Q4, with LiveLift revenue better than projected and SNAP program contributing incremental revenue

  80% confidence

• LiveLift is a TAM expander with ability to provide ongoing, actionable metrics

  80% confidence

• LiveLift allows clients to see projected incremental sales and cost per incremental dollar at various intervals during campaigns, enabling better optimization

  80% confidence

• Average campaign size in LiveLift from companies piloting it is substantially larger than average campaign size in core Ibotta offering from same companies

  80% confidence

• Third-party redeemers grew by almost 3.5 million in Q4, with about one-third from existing publishers

  80% confidence

• Third-party redeemer growth attributed to new publisher partnerships and innovations in in-store and online awareness

  80% confidence

• There's real emphasis on value among clients and Ibotta is well positioned in terms of the macro environment

  80% confidence

• Stock-based compensation expense expected to be approximately $10 million higher than 2025

  80% confidence

• Q4 revenue and adjusted EBITDA are both above the top end of the guidance range, representing an improvement in year-over-year revenue trends compared to Q3

  80% confidence

• Outperformance attributed to improved execution, core product strengthening, and expansion of LiveLift

  80% confidence

• More offers, better quality offers, and longer duration on network drive more redemptions per redeemer

  80% confidence

• LiveLift is the most sophisticated capability and represents where the industry is heading

  80% confidence

• Clients can purchase sales lift studies just as they would for other forms of digital media through partnerships with Circana and ABCS Insights

  80% confidence

• Q1 2026 adjusted EBITDA expected in range of $6 million to $8 million, representing about 9% adjusted EBITDA margin at midpoint

  80% confidence

• Q4 revenue and adjusted EBITDA were 7% and 31% above the midpoint of Q3 guidance respectively

  80% confidence

• Companies added additional budget to same brands and added additional brands into the program

  80% confidence

• Low single-digit sequential revenue growth expected in Q2 versus Q1, and slight year-over-year revenue growth expected in Q3

  80% confidence

• Q1 2026 revenue expected in range of $78 million to $82 million, representing 5% year-over-year decline at midpoint

  80% confidence