Ibotta, Inc. (IBTA) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.659 Good afternoon, and welcome to Ibotta's Q4 2025 earnings conference call. 00:00:05.659 -- 00:00:11.507 With us today are Brian Leach, founder and CEO, and Matt Puckett, CFO. 00:00:11.507 -- 00:00:16.153 Today's press release and this call may contain forward-looking statements. 00:00:16.153 -- 00:00:20.339 Forward-looking statements include statements about our future operating results, our 00:00:20.339 -- 00:00:23.043 guidance for Q1 2026, 00:00:23.043 -- 00:00:28.330 our ability to grow our revenue, factors contributing to our potential revenue growth, 00:00:28.330 -- 00:00:33.357 and the capabilities of our offerings and technology, all of which are subject 00:00:33.357 -- 00:00:37.243 to inherent risks, uncertainties, and changes. 00:00:37.243 -- 00:00:42.350 These statements reflect our current expectations and are based on the information currently 00:00:42.350 -- 00:00:47.397 available to us, and our actual results could differ materially. 00:00:47.397 -- 00:00:53.272 For more information, please refer to the risk factors in our recent SEC filings. 00:00:53.272 -- 00:00:58.467 In addition, our discussion today will include references to certain supplemental non-GAAP 00:00:58.467 -- 00:01:03.542 financial measures and should be considered in addition to and not as a substitute 00:01:03.542 -- 00:01:06.012 for our GAAP results. 00:01:06.012 -- 00:01:07.494 Reconciliations 00:01:07.494 -- 00:01:12.141 to the most comparable gap measures are available in today's earnings press release and 00:01:12.141 -- 00:01:13.803 our 10K, 00:01:13.803 -- 00:01:18.908 which are available on our investor relations website at investors.ibata.com. 00:01:20.152 -- 00:01:25.540 Also, during the call today, we'll be referring to the slide deck post...