Groupon (GB:0R1H)
NASDAQ:0R1H
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
0.17Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a materially improved company profile with meaningful operational and financial progress (return to billings and revenue growth, positive free cash flow, healthier cash balance, product/platform momentum, clear AI strategy and governance). However, the company missed Q4 guidance and highlighted concentrated near-term headwinds in the enterprise channel and owned/organic marketing (SEO) that will take multiple quarters to remedy. Management provided concrete plans and guidance that assume moderate growth in 2026, balancing optimism about the product/AI-driven roadmap with realistic timing for channel recoveries.Company Guidance
Return to Growth and Strong Financial Position
Full-year 2025 global billings grew 7% to approximately $1.67 billion; first time in a decade returning to billings and revenue growth. Company delivered a second consecutive year of positive free cash flow and exited 2025 with approximately $296 million in cash.
Core Local Marketplace Expansion
Core local marketplace (~90% of billings) grew double digits for the full year in both North America and international (excluding Giftcloud), indicating durable demand in the company's primary segment.
Active Customer Growth
Global active customers reached 16.2 million, up more than 5% year-over-year; North America local active customers grew 12% year-over-year.
Product and Platform Momentum
Platform migration milestone: 50% of iOS North America users are on the new mobile app with early users showing stronger monetization per user. New website plus app rebuild delivering faster, higher-quality shipping from product & engineering. Expect full iOS NA migration by end of Q1 2026.
Customer Data & AI Readiness
Customer Data Platform (CDP) live in North America to drive personalized journeys; infrastructure work to make inventory discoverable and transactable by AI agents, targeting agent-initiated transactions by mid-2026.
Corporate AI Governance
Established a Board-level Artificial Intelligence Committee and appointed Amit Shah as an independent director to chair it — signaling governance and strategic commitment to AI.
2026 Guidance and Profitability Targets
Guidance for 2026: 3%–5% billings growth; 3%–5% revenue growth; adjusted EBITDA of $70M–$75M; and at least $60M in free cash flow. Management retains long-term ambition to accelerate global billings growth toward >20%.
International Execution and Early Wins
International markets reported strong performance; U.K. served as a pilot for the CDP and many countries have been migrated to the new web interface, with international sometimes outperforming North America in execution.
Improved Conversion and Brand Initiatives
Conversion rates improved across portals and geographies in Q4 due to better search/relevance, higher-quality offers, and more targeted paid acquisition. Launched brand campaign 'Turn Your Life On' in H2 Q4 with promising city-level responses.
GB:0R1H Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0R1H Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $11.45 | $11.34 | -0.98% |
Nov 06, 2025 | $19.23 | $17.77 | -7.56% |
Aug 06, 2025 | $31.48 | $36.40 | +15.63% |
May 07, 2025 | $17.09 | $23.37 | +36.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Groupon (GB:0R1H) report earnings?
Groupon (GB:0R1H) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Groupon (GB:0R1H) earnings time?
Groupon (GB:0R1H) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Groupon stock?
The P/E ratio of Groupon is N/A.
What is GB:0R1H EPS forecast?
GB:0R1H EPS forecast for the fiscal quarter 2026 (Q1) is -0.03.
