Ibotta (IBTA) Q2 FY26 earnings call

Ibotta delivered strong Q2 FY26 results, returning to year-over-year revenue growth ahead of schedule, driven by improved advertiser offer supply and enhanced go-to-market execution. The company expanded its publisher network with key additions like 7-Eleven, reinforcing its position across diverse retail channels. While direct-to-consumer metrics faced headwinds, management remains focused on leveraging its platform's scale and innovation to drive future growth and margin expansion.