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Ibotta (IBTA) investor relations material
Ibotta Adweek’s Brandweek Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Adweek’s Brandweek Conference summary4 Nov, 2025
Key announcements and innovations
Launch of LiveLearn, the first performance marketing platform for CPG, enabling real-time ROI measurement of digital rewards and promotions.
The platform allows for campaign optimization during execution, not just post-campaign analysis.
Integration with third-party data providers like Circana for independent validation of incremental sales lift.
Emphasis on incrementality over traditional ROAS, focusing on cost per incremental dollar and true sales impact.
Use of AI and machine learning to test and optimize thousands of promotional hypotheses in real time.
Industry challenges and solutions
Difficulty in measuring real-time ROI for in-store promotions due to lack of immediate sales signals.
High cost and complexity of aggregating sales data across multiple retail and online channels.
Need for tools that can identify and target incremental buyers rather than existing loyal customers.
Importance of agile, ongoing campaign management versus traditional annual planning cycles.
Reliance on first-party data and clean rooms to track customer retention and cross-retailer behavior.
Performance marketing insights
Real-time incrementality testing enables more effective allocation of promotional spend.
Optimizing campaigns for incremental sales, not just overall sales, leads to better bottom-line results.
Most effective media channels currently include offsite retail media leveraging in-category data, especially CTV.
Promotions can reduce customer churn and increase buy rate, not just acquire new households.
Pilot results showed profitable incremental sales, shorter purchase cycles, and improved retention.
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Next Ibotta earnings date
Q3 202512 Nov, 2025
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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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