While there is notable revenue and membership growth alongside exclusive offers driving interest, the decline in operating profit, negative cash flow, and increased member acquisition costs present significant challenges. The advertising revenue concerns, particularly in the U.K., also add to the hurdles they face.
Company Guidance
During the Travelzoo Third Quarter 2025 Earnings Call, the company provided guidance indicating that they expect year-over-year revenue growth to continue into Q4 2025, with an anticipated acceleration in subsequent quarters. This growth is driven by the recognition of membership fees over a 12-month subscription period, alongside the acquisition of new members and the conversion of Legacy Members to Club Members. The company emphasized that while short-term fluctuations in reported net income are possible due to immediate expensing of marketing costs, they expect long-term profitability to substantially increase as recurring membership fee revenue is recognized. Travelzoo's strategy includes investing in member acquisition, which has shown a favorable return on investment, contributing to a 135% year-to-date growth in Club Members. Additionally, the company anticipates membership fees to account for about 25% of total revenue next year, highlighting the shift towards a more predictable revenue stream. The management remains optimistic about further growth opportunities, despite short-term impacts on GAAP operating margins and EPS due to increased marketing expenses.
Revenue Growth
Travelzoo's consolidated Q3 2025 revenue was $22.2 million, up 10% from the prior year. In constant currencies, revenue was $21.9 million, up 9% from the prior year.
Member Growth
The strategy is fueling member growth at a rate of 135% year-to-date. Revenue from membership fees increased to $3.6 million. Membership fees are expected to account for about 25% of revenue next year.
Jack's Flight Club Performance
Jack's Flight Club revenue increased 12% year-over-year, and the number of premium subscribers increased 8%.
Exclusive Offers
Travelzoo has provided exclusive offers such as an all-inclusive Caribbean vacation for $399, including flights, and a stay at a 4-star hotel in Rome for EUR 99 for 2 nights.
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
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
Oct 28, 2025
$10.04
$8.31
-17.23%
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%
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 (TZOO) report earnings?
Travelzoo (TZOO) is schdueled to report earning on Mar 04, 2026, Before Open (Confirmed).
What is Travelzoo (TZOO) earnings time?
Travelzoo (TZOO) earnings time is at Mar 04, 2026, 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.