The earnings call presented a mixed outlook. While there were significant achievements in revenue growth and member acquisition, these were offset by decreased operating profit and the negative impact of marketing expenses on EPS. The company's strategy to invest in marketing for future growth shows potential for increased profitability, but current financial measures reflect a cautious balance between investment and immediate returns.

Company Guidance -

Q3 2025

During the Travelzoo Second Quarter 2025 Earnings Call, the company reported a consolidated Q2 revenue of $23.9 million, representing a 13% year-over-year increase. In constant currencies, revenue was $23.5 million, up 12% from the prior year. Despite this growth, operating profit decreased to $2.1 million, or 9% of revenue, from $4 million the previous year due to increased investment in member growth. The average acquisition cost for a full paying Club Member rose from $28 in Q1 to $38 in Q2. However, this cost is offset by the immediate payback from the $40 annual membership fee and $18 in revenue generated from transactions per member. Membership fee revenue increased to $3 million, and Jack's Flight Club revenue grew by 33%. The company's GAAP operating margin was 9% for Q2 2025, with a non-GAAP operating profit of $2.4 million, or 10% of revenue. Cash flow from operations was $1.3 million, with cash, cash equivalents, and restricted cash totaling $11.2 million. Looking ahead, Travelzoo anticipates continued year-over-year revenue growth, with membership fees expected to significantly contribute to revenue.

Revenue Growth

Consolidated Q2 revenue was $23.9 million, up 13% from the prior year. In constant currencies, revenue was $23.5 million, up 12% from the prior year.

Jack's Flight Club Performance

Jack's Flight Club revenue increased by 33%. The number of premium subscribers increased by 15%, driven by investments in growth and an increase in the membership fee price.

Membership Fee Revenue Increase

Revenue from membership fees increased to $3 million. It is expected to account for about 25% of revenue next year.

Immediate Payback on Member Acquisition

Average acquisition cost for a full paying Club Member was $28 in Q1 and $38 in Q2, with immediate revenue generation from membership fees and transactions.

Potential for Future Profitability

Expectations for revenue growth to accelerate in future quarters as membership fees are recognized over the subscription period, with profitability expected to substantially increase over time.

Travelzoo (TZOO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TZOO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.19 / -	0.26	―	―	―
Jul 23, 2025	2025 (Q2)	0.24 / 0.12	0.23	-47.83% (-0.11)
Apr 29, 2025	2025 (Q1)	0.25 / 0.25	0.31	-19.35% (-0.06)
Feb 25, 2025	2024 (Q4)	0.31 / 0.26	0.24	8.33% (+0.02)
Oct 23, 2024	2024 (Q3)	0.19 / 0.26	0.16	62.50% (+0.10)
Jul 25, 2024	2024 (Q2)	0.22 / 0.23	0.17	35.29% (+0.06)
Apr 24, 2024	2024 (Q1)	0.29 / 0.31	0.23	34.78% (+0.08)
Feb 28, 2024	2023 (Q4)	0.22 / 0.24	0.2	20.00% (+0.04)
Oct 24, 2023	2023 (Q3)	0.10 / 0.16	0.06	166.67% (+0.10)
Jul 27, 2023	2023 (Q2)	0.20 / 0.17	0.08	112.50% (+0.09)

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

TZOO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$13.70	$12.55	-8.39%
Apr 29, 2025	$12.52	$16.12	+28.75%
Feb 25, 2025	$16.98	$14.07	-17.14%
Oct 23, 2024	$12.93	$14.60	+12.92%

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 Travelzoo Inc (TZOO) report earnings?

Travelzoo Inc (TZOO) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Travelzoo Inc (TZOO) earnings time?

Travelzoo Inc (TZOO) earnings time is at Oct 22, 2025, 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 TZOO EPS forecast?

TZOO EPS forecast for the fiscal quarter 2025 (Q3) is 0.19.

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