Trivago (TRVG)
NASDAQ:TRVG
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a net-positive operational and strategic picture: strong top-line momentum (15% revenue growth), meaningful product improvements (58% conversion lift since Q1 2023), stronger marketplace diversification, a robust balance sheet (EUR 136.1M cash, zero long-term debt) and an upgraded adjusted EBITDA outlook (EUR ~25M) alongside a EUR 20M buyback. Offsetting these positives are current losses (net loss EUR 7.3M; adjusted EBITDA loss EUR 4.5M), increased operating expenses, regional pressure in Rest of World due to FX and geopolitical issues, and ongoing multiyear legal uncertainty related to Google. Overall, the company reinforced confidence in durable growth and path to profitability while acknowledging near-term cost and regional headwinds.Company Guidance
Top-line Growth
Total revenue of EUR 142.9 million in Q1 2026, up 15% year-over-year and marking the fifth consecutive quarter of double-digit growth.
Regional Revenue Strength
Referral revenue growth: Americas +17% YoY and Developed Europe +14% YoY, both materially exceeding expectations.
Improved Conversion and Product Momentum
Product conversion rate increased 58% since Q1 2023, cited as a driver of better unit economics and marketing efficiency.
Logged-in Member Contribution
Logged-in/locked-in members now drive more than 30% of referral revenue (before intercompany eliminations), supporting retention and owned-channel monetization.
Trivago Book & Go Rapid Scaling
Referral revenue via Trivago Book & Go up 530% since Q1 2023; the funnel doubled its share year-over-year and is now a top-5 player in the marketplace.
Marketplace Rebalancing
Share of referral revenue from 'all other' advertisers grew from 20% in Q1 2023 to 35% in Q1 2026, aided by CPA model, second-price auction and Property Details Page roll-out.
ROAS and Marketing Efficiency
Global ROAS improved from 118.1% in Q1 2025 to 121% in Q1 2026; Americas ROAS rose from 102.7% to 116.1% YoY.
Stronger Balance Sheet and Capital Return
Cash and cash equivalents of EUR 136.1 million with zero long-term debt as of March 31, 2026; announced share buyback program up to EUR 20 million.
Upgraded Profitability Outlook
Raised full-year adjusted EBITDA guidance to around EUR 25 million (up from at least EUR 20 million) and reiterated double-digit total revenue growth; longer-term target ~10% adjusted EBITDA margin.
Product & AI Investments
Launched Nova Vista desktop architecture, AI-synthesized 'top 10' badges, expanded explicit preference settings and elevated AI agenda with key C-level hires to accelerate AI-driven scale.
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 |
|---|---|---|---|
May 05, 2026 | $2.88 | $3.19 | +10.76% |
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% |
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 (TRVG) report earnings?
Trivago (TRVG) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is Trivago (TRVG) earnings time?
Trivago (TRVG) earnings time is at Aug 12, 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 (Q2) is -0.04.