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Ibotta (IBTA) investor relations material
Ibotta Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Leadership and strategic direction
New sales leadership brought in to drive revenue growth and performance marketing focus.
Emphasis on building relationships across client organizations, especially at the C-suite and brand/category levels.
Shift in sales resource allocation toward largest CPG clients for greater impact.
Methodical, systematic approach to scaling pilots and learning from early campaigns.
Focus on becoming a durable partner by delivering measurable value, not just a vendor.
Product innovation and performance marketing
Introduction of Live Lift, a performance marketing solution focused on incremental sales measurement.
Live Lift enables real-time campaign optimization and cost-per-incremental-dollar analysis.
Enhanced measurement capabilities, including third-party validation from Circana and ABCS.
Live Lift and standard offerings are positioned as complementary, not mutually exclusive.
Product allows for rapid campaign activation, reducing traditional long lead times.
Sales process and client engagement
Sales cycle is evolving from long, pre-planned cycles to more agile, always-on opportunities.
High pilot-to-commercial conversion rate, with 83% of initial pilots reactivating.
Customization in early pilots is being streamlined through improved sales support and infrastructure.
Penetration within targeted enterprise clients prioritized over expanding total client count in early years.
Success measured by landing pilots and expanding within client organizations.
How Live Lift changes client engagement?
Live Lift vs. retail media: Delineate offerings.
How to shorten Live Lift sales/data cycles?
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Next Ibotta earnings date
Q4 202527 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
Ibotta Inc. is a technology company that specializes in mobile shopping apps that provide users with cash back on their purchases. The company partners with various retailers, brands, and online platforms to offer rebates on groceries, clothing, electronics, and other consumer goods. Ibotta's platform allows users to earn cash rewards by submitting receipts, linking loyalty accounts, or shopping through its app or browser extension. The company also offers a variety of promotional deals and bonuses to enhance user savings. Ibotta Inc. serves a wide range of sectors, including retail, consumer goods, and e-commerce. The company is headquartered in Denver, Colorado, and its shares are listed on the NYSE.
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