Brian Chesky, its boss, wants to offer more than just a bed to sleep on https://t.co/0EMsIYOSL2 ...

Core Insights - Travelzoo® has announced new Club Offers for its members in the U.S. and the UK, providing rigorously vetted travel deals [1][2] - The company reported a revenue of $22.2 million for the third quarter of 2025, reflecting a 10% year-over-year increase [5] Group 1: Club Offers - New offers include a Portugal vacation package for $499, which includes roundtrip flights, 4 nights at a well-reviewed hotel, and breakfast, saving over $340 [4] - A Bali trip for two is available for under $500, featuring 3 nights at a beachfront resort and 3 nights in Ubud, with savings of up to 57% [4] - A Hawaii winter getaway for $799 includes flights, hotels, and resort perks, with savings up to $360 [4] - Hotel stays across the U.S. are offered for $99 or less, saving Club Members up to 70% [4] - Spa treatments at over 500 locations are available at half price, with a $75 gift card valid for $150 worth of services [4] Group 2: Company Performance - Travelzoo reported a consolidated operating profit of $0.5 million for the third quarter of 2025 [5]

Core Insights - Travelzoo® (NASDAQ: TZOO) has announced new Club Offers for its members in the UK, emphasizing rigorously vetted and negotiated deals for travel enthusiasts [1][2] - The company reported a revenue of $22.2 million for Q3 2025, reflecting a 10% year-over-year increase, with a consolidated operating profit of $0.5 million [2][4] Offers Summary - A night at Riverside Manor in Yorkshire for £69, saving up to 61% compared to direct flexible rates, available until March [3] - A 3-night stay at a luxury hotel in Portugal's Douro Valley for £305 per person, saving up to 55%, includes dinner and various experiences [3] - A week in the French Alps for £499 per person, including flights and breakfast, saving up to 45% on the usual package price [3] - A 5-star holiday in the Spanish countryside for £399 per person, including car hire, saving 43% compared to independent booking [3] - A West End show and dinner package for £75 per person, featuring "Les Misérables" and a 2-course meal [3]

✈️ LATEST: Bookingdotcom founder Jeff Hoffman joins Web3 travel disruptor @staynexcom as Chairman.With blockchain, AI, and tokenized real-world assets, Staynex is reimagining the $11T travel industry around ownership, rewards & community-driven adventure.[Brought to you by @staynexcom] ...

Business Performance - IntrCity SmartBus revenue grew by 67% last year [1] - The company is targeting full profitability this year [1] Market Trend - Intercity travel is booming across India [1]

Glenn Fogel, Booking Holdings CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, state of travel, impact of AI, and more. ...

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Core Insights - Travelzoo reported a consolidated revenue of $22.2 million for Q3 2025, reflecting a 10% increase from $20.1 million in the same period last year [1][12]. - The company continues to invest heavily in acquiring new Club Members, which has impacted earnings per share (EPS) due to immediate expensing of marketing costs [2][11]. - Net income attributable to Travelzoo was $0.2 million, or $0.01 per share, down from $0.26 per share in the prior-year period [3][12]. Financial Performance - Consolidated revenue increased to $22.2 million, a 10% year-over-year growth, with constant currency revenue at $21.9 million, up 9% [1][12]. - Non-GAAP operating profit was reported at $1.1 million, excluding certain expenses [3][14]. - The North America segment revenue rose 11% year-over-year to $14.2 million, while the Europe segment revenue increased by 9% to $6.6 million [4][5]. Membership and Marketing Strategy - The company is focusing on acquiring more Club Members, expecting a payback and positive ROI within a quarter [2][11]. - Membership fees revenue is recognized ratably over a 12-month subscription period, contributing to fluctuations in reported net income [2][11]. - Travelzoo aims to enhance member benefits, including airport lounge access for delayed flights, to attract affluent and active travelers [4]. Segment Performance - Travelzoo North America reported an operating profit of $1.1 million, which is 8% of revenue, down from 25% in the prior-year period [4]. - The Europe segment experienced an operating loss of $640,000, attributed to the acquisition of more Club Members [5]. - Jack's Flight Club, in which Travelzoo holds a 60% interest, saw a revenue increase of 12% year-over-year to $1.4 million, with an 8% rise in premium subscribers [6]. Cash Flow and Balance Sheet - As of September 30, 2025, cash, cash equivalents, and restricted cash totaled $9.2 million, with cash flow from operations at ($0.4) million [10][20]. - Deferred revenue increased due to the ratable recognition of membership fees [10]. - The company repurchased 148,602 shares of its outstanding common stock during Q3 2025 [10]. Future Outlook - For Q4 2025, Travelzoo expects continued year-over-year revenue growth, with an acceleration in subsequent quarters as more Legacy Members transition to Club Members [11]. - The company anticipates substantial increases in profitability over time as recurring membership fees revenue is recognized [11].

Core Insights - The article discusses the experiences of Dustin Moskovitz, co-founder of Facebook and former CEO of Asana, highlighting his reluctance to take on the CEO role and the challenges he faced during his tenure [1][10]. Group 1: Career Background - Dustin Moskovitz co-founded Facebook in February 2004 while studying economics at Harvard University, alongside Mark Zuckerberg and others [3]. - Initially, Facebook was designed as an online directory for Harvard students, later expanding to a broader audience as user growth surged [4][5]. - Moskovitz served as CTO and VP of Engineering at Facebook, focusing on technical architecture and team building [6]. Group 2: Transition to Asana - After leaving Facebook, Moskovitz co-founded Asana, a software company aimed at improving work efficiency and collaboration, retaining about 8% of Facebook shares, which made him a billionaire [7]. - Asana went public in 2020 with a market valuation of approximately $5.5 billion [7]. Group 3: CEO Experience - Moskovitz expressed that he never intended to be a CEO and found the role exhausting, stating he felt pushed into it over time [9][10]. - He described himself as an introvert who struggled with the demands of managing a rapidly growing company, often feeling like he was merely reacting to crises rather than building the company [9]. - After 13 years as CEO, he stepped down to become Chairman, retaining 53% of the company's shares while no longer participating in daily management [10][11]. Group 4: Broader Perspectives on the CEO Role - Other CEOs, like Steve Kaufer of TripAdvisor and Emad Mostaque of Stability AI, have also expressed dissatisfaction with the CEO role, indicating a common sentiment among leaders in high-pressure environments [12]. - Elon Musk has similarly articulated his aversion to the CEO position, preferring to focus on product and technology rather than management responsibilities [13].

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Internet industry in North America** and discusses the performance of various internet companies as they approach earnings per share (EPS) announcements [1][2]. Market Performance - Internet stocks rose by **3%** last week, outperforming the S&P 500 (SPX) and Nasdaq 100 (NDX), which increased by **2%** each [1][2]. - Notable performers included: - **GOOGL**: +7% - **PINS**: +7% - **ABNB**: +7% - **APP**: +5% - **RBLX**: +5% - **Z** (Zillow Pro): +5% - Conversely, **AMZN** and **META** saw declines of **2%** and **2%**, respectively [1][2]. Valuation Metrics - The forward price-to-earnings (P/E) ratios for major companies are as follows: - **AMZN**: 26x - **GOOGL**: 24x - **META**: 21x - These figures represent changes of **-12%**, **+25%**, and **-9%** compared to the trailing twelve months (TTM) average [1][2]. Company-Specific Insights - **GOOGL** and **META** are highlighted for their significant market capitalizations of **$3,089,753 million** and **$1,842,472 million**, respectively [6]. - **AMZN** has a market cap of **$2,302,110 million**, but its stock performance has been negative recently, with a **-1.5%** change over the past week [6]. Sector Analysis - The **Digital Ads** sector saw mixed performance: - **GOOGL**: +7.1% - **META**: +1.6% - **SNAP**: -1.7% - **PINS**: +6.5% [6]. - The **E-Commerce** sector experienced an overall decline of **-1.4%**, with **AMZN** and **CHWY** both showing negative performance [6]. Investment Outlook - The overall industry view is considered **attractive**, indicating potential investment opportunities in the internet sector [2]. Additional Insights - The report includes detailed financial metrics for various companies, including EV/Revenue, EV/GP, and EV/EBITDA ratios, which provide insights into their financial health and market positioning [5]. - The **Travel** sector, represented by companies like **ABNB** and **BKNG**, shows a market-cap weighted average performance of **1.1%** [6]. Conclusion - The conference call provides a comprehensive overview of the current state of the internet industry, highlighting key performers, valuation metrics, and sector-specific insights, which can guide investment decisions moving forward [1][2][5].