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Travelzoo Inc (TZOO)
NASDAQ:TZOO
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call communicated a strategic shift toward aggressive, ROI-driven investment in paid Club Member acquisition that is driving meaningful top-line growth (9% revenue growth, 180% membership growth YTD) and a larger share of recurring membership revenue, while materially compressing near-term profitability (GAAP and non-GAAP operating profits declined ~88% and ~83%, respectively). Management emphasized the economics of member acquisition (quick payback, Q4 CPA $34 vs $40 membership fee in the U.S.), healthy cash ($10.8M) and upcoming product launches (Travelzoo META Q2 2026), but flagged short-term volatility in advertising & commerce, one-time G&A items, and uncertainty around renewal/churn timing for the new member cohort.Company Guidance
Consolidated Revenue Growth
Q4 consolidated revenue was $22.5M, up 9% year-over-year (7% in constant currencies, $22.1M). Advertising & commerce revenue was $18.3M and membership fees grew to $4.1M.
Rapid Membership Growth
Club Member growth rate of 180% year-to-date; new Club Members split roughly 50/50 between legacy members and those new to Travelzoo.
Attractive Member Acquisition Economics
Average acquisition cost per full-paying Club Member: Q1 $28, Q2 $38, Q3 $40, Q4 $34 (Q3→Q4 decline of ~15%). Q4 payback dynamics: U.S. members pay $40 annual fee up front plus ~$10 in same-quarter transaction revenue, delivering a quick payback.
Growing Recurring Revenue Mix
Membership fees reached $4.1M in Q4 and management expects membership fees to account for ~25% of revenue in the current year, increasing the share of stable, recurring revenue.
Positive Cash and Operating Cash Flow
Consolidated cash, cash equivalents and restricted cash as of Dec 31, 2025 were $10.8M. Cash flow from operations in Q4 was positive at $1.5M.
Product and Benefit Launches
Planned first Travelzoo META experiences expected in Q2 2026; launched complimentary worldwide airport lounge access and a 24/7 Travel Enthusiast Hotline in partnership with Allianz; new curated offerings (e.g., Culinary Journeys) and exclusive club offers for members.
TZOO 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
TZOO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $5.67 | $5.05 | -10.93% |
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% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Travelzoo Inc (TZOO) earnings time?
Travelzoo Inc (TZOO) earnings time is at Apr 29, 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.
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 2026 (Q1) is 0.16.