The earnings call highlighted strong revenue growth and successful member acquisition strategies, particularly in Jack's Flight Club. However, these achievements were overshadowed by decreased operating profits and higher marketing costs impacting EPS. While there are promising strategies for future growth, the current financial impact of these strategies has led to mixed results.

Company Guidance

During the Travelzoo Second Quarter 2025 Earnings Call, the company reported a 13% increase in consolidated Q2 revenue to $23.9 million, or 12% in constant currencies. However, operating profit decreased to $2.1 million, down from $4 million in the prior year, due to increased investment in member growth. The average acquisition cost for a new Club Member rose from $28 in Q1 to $38 in Q2, but immediate payback was achieved with a $40 membership fee and $18 in transaction revenue per member. Revenue from membership fees grew to $3 million, and Jack's Flight Club revenue increased by 33%. The company expects membership fees to constitute about 25% of future revenue and anticipates substantial profitability growth as these fees are recognized. Operating margins were impacted by high member acquisition costs, but the company plans to continue investing in member growth due to favorable return on investment, particularly in the U.K. Travelzoo's cash position was $11.2 million as of June 30, 2025, with cash flow from operations at $1.3 million. Looking forward, Travelzoo anticipates continued revenue growth and profitability improvement in subsequent quarters as recurring membership fees are realized.

Revenue Growth

Travelzoo's 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%, and the number of premium subscribers increased 15% year-over-year.

Successful Member Acquisition Strategy

Average acquisition cost for a full paying Club Member was $28 in Q1 and $38 in Q2, with an immediate payback from new members' fees.

Advertising and Commerce Revenue

Advertising and commerce revenue was $20.9 million for Q2 2025. Revenue from membership fees increased to $3 million.

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)	0.15 / -	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 0.15.

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