trivago Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 15% revenue growth and improved profitability, driven by strong Americas and Europe performance, higher branded traffic, and product conversion. Outlook for double-digit revenue growth and higher EBITDA was reaffirmed, with a new share buyback and an antitrust claim against Google.
Fiscal Year 2025
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Q4 2025 saw 27% revenue growth and record profitability, driven by AI-powered product improvements, strong branded traffic, and successful brand marketing. 2026 guidance targets double-digit revenue growth and at least EUR 20 million Adjusted EBITDA, with a focus on optimizing existing markets and leveraging compounding brand effects.
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Q3 2025 saw 13% revenue growth and 18% higher adjusted EBITDA year-over-year, driven by branded traffic, AI-powered marketing, and product enhancements. Guidance for 2026 targets double-digit revenue growth and EUR 20 million adjusted EBITDA, with continued focus on brand and market optimization.
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Q2 2025 saw 17% revenue growth year-over-year, with double-digit gains across all segments and strong brand marketing driving results. The acquisition of Holisto and new AI features are expected to further boost growth, while FX headwinds and higher marketing spend impacted margins.
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Q1 2025 saw 22% revenue growth, strong segment performance, and improved conversion rates, prompting raised full-year guidance. The acquisition of Holisto and continued AI investments are expected to further boost growth and user experience.
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Management highlighted a return to revenue growth, improved operational efficiency, and ambitious plans for high single-digit revenue growth in 2024. Renewed brand marketing, AI-driven product enhancements, and the launch of Book and Go are expected to drive further gains.
Fiscal Year 2024
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Q4 2024 saw a return to revenue growth, with referral revenue up 5% and adjusted EBITDA of EUR 11.1 million. Strong brand marketing and AI-driven product enhancements fueled momentum, and at least high single-digit revenue growth is expected for 2025.
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Q3 2024 saw strong branded revenue growth in Developed Europe and Rest of World, offset by a 7% revenue decline and a net loss due to impairment charges. Positive Q4 trends and a return to growth are expected, with 2025 revenue growth targeted near 10% and continued investment in brand marketing.
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Q2 2024 saw a 5% revenue decline year-over-year, but branded revenue grew in all segments, offsetting performance marketing headwinds. Brand investments and a new Holisto partnership are expected to drive growth, with a return to positive revenue anticipated in H2 2024.