Education
About Us
Working with TipRanks
Follow Us
trivago NV (TRVG)
NASDAQ:TRVG
Earnings Data
Report Date
May 04, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.02Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial progress story: robust revenue growth (27% Q4, 19% full year), improving unit economics and conversion driven by AI and product improvements, expanding member revenue, Book & Go and CPA traction, and a healthy balance sheet with no long-term debt. Offsetting risks include materially higher operating and brand marketing spend that reduced ROAS, ~5% FX headwinds, tougher comps in early-2026, and some regional demand shifts. Management reiterated double-digit revenue guidance and a target of at least EUR 20M adjusted EBITDA for 2026, signaling confidence in continued profitable growth while dialing brand spend growth down over time.Company Guidance
Strong Top-Line Growth
Q4 2025 total revenue of EUR 120.0M, up 27% year-over-year; full-year 2025 total revenue up 19% year-over-year.
Improved Profitability
Full-year adjusted EBITDA of EUR 15.8M and full-year net income of EUR 11.2M; Q4 2025 adjusted EBITDA of EUR 11.3M and Q4 net income of EUR 14.5M. Company targets at least EUR 20M adjusted EBITDA for 2026 and ~10% adjusted EBITDA margin in the coming years.
Conversion and Product Momentum
Conversion improved materially (conversion up 37% versus 2023) driven by AI features and high-velocity testing; AI Smart Search and AI-driven review summaries broadly adopted.
Member and Booking Funnel Gains
Logged-in members now generate more than 25% of Referral revenue (a 93% increase in Q4 2025 vs Q4 2023). Referral revenue via trivago Book & Go increased 137% in Q4 2025 vs Q4 2023.
Referral Revenue Growth by Region
Referral revenue grew year-over-year in Q4 across segments: Americas +20%, Rest of World +16%, Developed Europe +15%.
Marketplace and Partner Adoption
Transaction-based CPA model adopted by more than 140 partners and now processes over 25% of Referral revenue, helping smaller partners compete and improving partner economics.
Healthy Balance Sheet
Cash and cash equivalents of EUR 130.9M and no long-term debt as of December 31, 2025.
Positive 2026 Outlook
Company expects double-digit total revenue growth in 2026 and at least EUR 20M adjusted EBITDA; management signals continued brand investment but with a degressive pace and stable headcount leveraging AI.
TRVG 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
TRVG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $2.91 | $2.95 | +1.37% |
Nov 04, 2025 | $3.02 | $3.05 | +0.99% |
Aug 06, 2025 | $4.84 | $3.50 | -27.69% |
Apr 30, 2025 | $3.85 | $4.16 | +8.05% |
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 trivago NV (TRVG) report earnings?
trivago NV (TRVG) is schdueled to report earning on May 04, 2026, TBA (Confirmed).
What is trivago NV (TRVG) earnings time?
trivago NV (TRVG) earnings time is at May 04, 2026, TBA (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 TRVG EPS forecast?
TRVG EPS forecast for the fiscal quarter 2026 (Q1) is -0.06.