TRVG
trivago N.V.2.9300
+0.0100+0.34%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A clarifies guidance, details ROAS dip
Q&A largely reaffirmed the scripted growth story and 2026 double-digit total revenue guidance, but clarified they'll report only total revenue henceforth to avoid distortions from Holisto consolidation and Book & Go traction in Referral metrics. Management explained Q4's ROAS decline stemmed from opportunistic LatAm pushes amid flipped seasonality and new brand channels like streaming. Travel trends looked stable: ADRs up in most regions, length of stay rising, though U.S. outbound softened. They dismissed mega-events impacts and deprioritized Holisto white-labeling, focusing Book & Go on platform conversion. Investors will watch brand efficiency as spend growth slows. Confident tone intact.
Key Stats
Market Cap
206.68MP/E (TTM)
-Basic EPS (TTM)
0.00Dividend Yield
0%IPO
Website
Employees
Sector
Industry
ABNB
Airbnb, Inc.
132.01+0.20
BKNG
Booking Holdings Inc. Common St
5436.93-20.77
EXPE
Expedia Group, Inc.
285.02+1.57
NUTR
Nusatrip Incorporated
9.00+0.00
TBLA
Taboola.com Ltd.
3.95+0.05
TCOM
Trip.com Group Limited
70.89-0.50
TRIP
TripAdvisor, Inc.
14.95+0.02
TZOO
Travelzoo
7.46-0.10
WEBJF
WEBJET LTD
0.93+0.00
YTRA
Yatra Online, Inc.
1.76-0.15