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Dec 31, 2025
Travelzoo Q4 2025 Earnings Report
Estimated Revenue:$22.5M
+4.3% YoY
Estimated EPS:$0.1
60.6% YoY
Key Takeaways
In Q4 2025, Travelzoo increased revenue by 9% year-over-year to $22.5 million. Operating income was $0.6 million, while net loss attributable to Travelzoo was $19,000, reflecting higher marketing investments and membership acquisition costs.
Revenue grew 9% year-over-year to $22.5 million, or 7% in constant currency.
Operating income was $0.6 million; non-GAAP operating income was $0.9 million.
Net loss attributable to Travelzoo was $19,000, or $0.00 per share.
Cash flow from operations was $1.5 million, and no shares were repurchased during the quarter.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 2026 and beyond, Travelzoo expects continued year-over-year revenue growth, driven by membership expansion and recurring membership fee revenue, while short-term net income fluctuations remain possible due to marketing investments.
Positive Outlook
- Expected continued year-over-year revenue growth in Q1 2026.
- Recurring membership fees to support future profitability.
- Ongoing conversion of Legacy Members to Club Members.
- Opportunity to increase marketing where ROI is attractive.
- Licensing revenue expected to increase over time.
Challenges Ahead
- Short-term fluctuations in reported net income possible.
- Marketing costs expensed immediately, impacting near-term earnings.
- Membership revenue recognized ratably over 12 months, reducing short-term EPS impact.
- Europe segment reported operating loss in Q4 2025.
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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