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Travelzoo (TZOO) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-26 09:08
Group 1 - Travelzoo held its Q2 2025 earnings call on July 25, 2025, with key executives including Global CEO Holger Bartel and Chair Christina Ciocca [1][4] - The company emphasized that statements made during the call that are not historical facts are forward-looking and subject to risks that could cause actual results to differ materially [2][3] - An archived recording of the earnings call will be available on the company's Investor Relations website [3] Group 2 - Jeff Hoffman, the Financial Controller for North America, provided an overview at the beginning of the call [4]
Club Offers Released on July 25, 2025
Prnewswire· 2025-07-25 21:35
Company Overview - Travelzoo is a club for travel enthusiasts, reaching 30 million travelers globally [1] - Club Members receive offers that are personally reviewed by deal experts [1] Club Offers - Offers include a variety of travel packages with significant discounts, such as: - Switzerland by train for $1999–$2199, covering 8 nights with flights [2] - Mexico all-inclusive stay at Fairmont for $2699, offering 42% off [2] - Mont-Tremblant suite with breakfast and parking for $179–$219, with discounts of 38%–43% [2] - Trekking the Himalayas with guided tours and meals starting at $849, with savings of 45%–50% [2] - All-inclusive Punta Cana escape for $999, including flights from various Canadian cities [2] Partnerships and Relationships - Travelzoo collaborates with thousands of top travel suppliers, leveraging long-standing relationships to access exclusive deals [1]
Travelzoo Posts 13% Revenue Gain in Q2
The Motley Fool· 2025-07-24 07:41
Travelzoo (TZOO -8.69%), the internet media company specializing in travel deals and experiences, reported its second quarter 2025 financial results on July 23, 2025. The headline news was a 13% year-over-year increase in GAAP revenue to $23.9 million, outpacing analyst estimates of $23.3888 million (GAAP). However, GAAP earnings per share (EPS) declined sharply to $0.12, missing consensus expectations of $0.236 and falling from $0.23 a year ago. Travelzoo's results reflected robust top-line growth, but Nea ...
Travelzoo(TZOO) - 2025 Q2 - Quarterly Results
2025-07-23 18:33
Exhibit 99.1 Travelzoo 590 Madison Avenue 35th Floor New York, NY 10022 Investor Relations: ir@travelzoo.com FOR IMMEDIATE RELEASE Travelzoo Reports Second Quarter 2025 Results NEW YORK, July 23, 2025 — Travelzoo® (NASDAQ: TZOO): Travelzoo, the club for travel enthusiasts, today announced financial results for the second quarter ended June 30, 2025. Consolidated revenue was $23.9 million, up 13% from $21.1 million year-over-year. In constant currencies, revenue was $23.5 million, up 12% year-over-year. Trav ...
Travelzoo(TZOO) - 2025 Q2 - Earnings Call Transcript
2025-07-23 16:02
Travelzoo (TZOO) Q2 2025 Earnings Call July 23, 2025 11:00 AM ET Company ParticipantsJeff Hoffman - Controller - HotelsHolger Bartel - Global CEOChristina Ciocca - General Counsel & Head of Global FunctionTheodore O'Neill - CEOMichael Kupinski - Director of Research, Managing Director, Head of Technology ResearchPatrick Sholl - Vice PresidentConference Call ParticipantsEdward Woo - Director of Research & Senior AnalystOperatorGood morning, and welcome to the Travelzoo Second Quarter twenty twenty five Earni ...
Travelzoo(TZOO) - 2025 Q2 - Earnings Call Transcript
2025-07-23 16:00
Financial Data and Key Metrics Changes - Travelzoo's consolidated Q2 revenue was $23.9 million, up 13% from the prior year, and $23.5 million in constant currencies, up 12% from the prior year [5] - Operating income decreased to $2.1 million, or 9% of revenue, down from $4 million in the prior year [5] - Non-GAAP operating profit for Q2 2025 was $2.4 million, or 10% of revenue, compared to $4.8 million in the prior year [12] Business Line Data and Key Metrics Changes - Revenue from Jack's Flight Club increased by 33% [21] - Advertising and commerce revenue was $20.9 million for Q2 2025, while membership fees increased to $3 million [9] - Membership fees are expected to account for about 25% of revenue next year [9] Market Data and Key Metrics Changes - Member acquisition costs increased from $28 in Q1 to $38 in Q2 [6] - The company reported a favorable return on investment (ROI) on member acquisition in the UK, leading to increased investments in that market [8] Company Strategy and Development Direction - The company aims to grow the number of paying members and accelerate revenue growth by converting legacy members and adding new club members [22] - Travelzoo plans to leverage its global reach and strong relationships with travel suppliers to negotiate more exclusive offers for club members [16] - The company is also focused on developing Travelzoo Meta and enhancing Jack's Flight Club's profitable subscription revenue [22] Management's Comments on Operating Environment and Future Outlook - Management expects revenue growth to continue in Q3 2025 and accelerate in subsequent quarters as membership fees revenue is recognized ratably over the subscription period [13] - The management noted that while there may be fluctuations in reported net income, profitability is expected to substantially increase over time [13] - The current travel industry environment is characterized by lower demand, but this allows the company to create strong offers for members [55] Other Important Information - As of June 30, 2025, consolidated cash and cash equivalents were $11.2 million, and cash flow from operations was $1.3 million [13] - The company repurchased 172,088 shares during the quarter [13] Q&A Session Summary Question: Understanding profitability dynamics going forward - Management explained that profitability will improve as revenue from acquired members increases while acquisition costs will not be incurred for those members in future quarters [24][25] Question: Pace of club offers - Management indicated that there are several new club offers released weekly, although not every offer is announced via press release [26] Question: Addressing cost of revenues - Management noted that increased costs were due to purchasing distressed inventory, which allowed for strong club offers [30] Question: Expectations for the second half of the year - Management suggested that ongoing opportunities in the travel industry may lead to continued favorable dynamics in marketing spend [33] Question: European strategy and member acquisition - Management clarified that member acquisition was strong in both North America and Europe, with significant success in the UK [36] Question: Premium subscription level prospects - Management is not currently considering a premium subscription level but will evaluate the membership fee for potential increases in 2026 [40] Question: Subscriber retention efforts - Management indicated that reliable data on renewal rates will be available starting in 2026 [50] Question: Travel industry trends - Management observed that there is currently no significant difference in travel demand between North America and Europe, with prices for flights and hotels coming down [55]
Travelzoo(TZOO) - 2025 Q2 - Earnings Call Presentation
2025-07-23 15:00
Second Quarter 2025 Performance July 23, 2025 Important Notice to Investors Please read this management presentation together with the Company's press release issued earlier today announcing the Company's second quarter 2025 financial results and in conjunction with the Company's recent Annual Report and Quarterly Reports as filed with the Securities and Exchange Commission (SEC). Certain statements contained in this presentation that are not historical facts may be forward looking statements within the mea ...
Travelzoo (TZOO) Q2 Earnings Lag Estimates
ZACKS· 2025-07-23 13:36
Travelzoo (TZOO) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -47.83%. A quarter ago, it was expected that this global media commerce company would post earnings of $0.25 per share when it actually produced earnings of $0.25, delivering no surprise. While Travelzoo has underperfo ...
Travelzoo Reports Second Quarter 2025 Results
Prnewswire· 2025-07-23 11:30
NEW YORK, July 23, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO): Revenue of $23.9 million, up 13% year-over-year Consolidated operating profit of $2.1 million Non-GAAP consolidated operating profit of $2.4 million Cash flow from operations of $1.3 million Earnings per share (EPS) of $0.12Travelzoo, the club for travel enthusiasts, today announced financial results for the second quarter ended June 30, 2025. Consolidated revenue was $23.9 million, up 13% from $21.1 million year-over-year. In constant curre ...
Travelzoo Q2 2025 Earnings Conference Call on July 23 at 11:00 AM ET
Prnewswire· 2025-07-21 17:24
Travelzoo, the club for travel enthusiasts, will host a conference call to discuss the Company's financial results for the second quarter ended June 30, 2025. Travelzoo will issue a press release reporting its results before the market opens on July 23, 2025.HOW: A live webcast of Travelzoo's Q2 2025 earnings conference call can be accessed at http://ir.travelzoo.com/events-presentations. The webcast will be archived within 2 hours of the end of the call and will be available through the same link. ...