The earnings call reflects a strong performance in terms of billings growth, cash flow, and strategic initiatives like refinancing and AI traffic development. However, there are some concerns, notably with the Italian market challenges and discrepancies between billings and revenue growth. Overall, the sentiment leans positively due to the outweighing highlights of growth and strategic positioning.

Company Guidance

During Groupon's second quarter 2025 financial results conference call, CEO Dusan Senkypl highlighted a strong quarter of accelerating growth with global billings increasing by 12% year-over-year. The growth was driven by a 20% rise in North America Local Billings and a 15% increase in International Local Billings, excluding Italy and Giftcloud. Groupon's core local category, excluding these regions, grew 19% and now accounts for nearly 90% of total billings. The company reported a positive free cash flow of $25 million and announced a proactive refinancing move that simplifies its capital structure. Reflecting strong business momentum, Groupon raised its full-year billings growth guidance to 7-9%, up from the previous 3-5%. The company's hyperlocal strategy showed robust results, with North America Things To Do achieving double-digit growth for the sixth consecutive quarter. Leadership changes were also announced, with Jiri Ponrt becoming Chief Operating Officer and Rana Kashyap stepping into the Chief Financial Officer role.

Strong Global Billings Growth

Global Billings grew 12% year-over-year, with North America Local Billings up 20% and International Local Billings, excluding Italy and Giftcloud, up 15% year-over-year.

Positive Free Cash Flow

Generated strong positive free cash flow of $25 million, demonstrating ability to drive profitable growth while investing in the platform and team.

Successful Refinancing

Announced a proactive refinancing that simplifies capital structure and eliminates constraints, enabling a more offensive market strategy.

North America Enterprise Brands Performance

North America enterprise brands had a strong quarter with 26 brands generating over $1 million in quarterly billings, representing 53% year-over-year growth.

Leadership Changes

Announced leadership changes with Jiri Ponrt as the new Chief Operating Officer and Rana Kashyap as the new Chief Financial Officer, reflecting commitment to internal leadership development.

AI-Driven Traffic Growth

AI-generated traffic is growing strongly from a low base, with very strong double-digit growth every month.

Raising Full Year Billings Guidance

Raised full year billings guidance from 3%-5% to 7%-9% growth due to strong business momentum.

Groupon (GRPN) Earnings, Revenues Date & History

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GRPN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.01 / -	0.33	―	―	―
Aug 06, 2025	2025 (Q2)	>-0.01 / 0.46	-0.02	2400.00% (+0.48)	―
May 07, 2025	2025 (Q1)	-0.12 / 0.17	0.06	183.33% (+0.11)	―
Mar 11, 2025	2024 (Q4)	-0.04 / -1.20	0.3	-500.00% (-1.50)
Nov 12, 2024	2024 (Q3)	-0.02 / 0.33	-1.078	130.61% (+1.41)
Jul 30, 2024	2024 (Q2)	0.06 / -0.02	-0.1	80.00% (+0.08)
May 09, 2024	2024 (Q1)	-0.05 / 0.06	-0.65	109.23% (+0.71)
Mar 15, 2024	2023 (Q4)	0.12 / 0.30	-0.38	178.95% (+0.68)
Nov 09, 2023	2023 (Q3)	0.12 / -1.08	-0.68	-58.53% (-0.40)
Aug 09, 2023	2023 (Q2)	-0.18 / -0.10	-0.34	70.59% (+0.24)

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

GRPN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$30.67	$36.89	+20.28%
May 07, 2025	$16.98	$24.21	+42.58%
Mar 11, 2025	$9.77	$13.98	+43.09%
Nov 12, 2024	$11.32	$8.26	-27.03%

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.