Earnings Releases·Oct 27, 2026, 2:43 PM ET

Travelzoo — Third Quarter 2026 Earnings Summary

Consolidated revenue rose 3% year-over-year to $22.9 million, while the company shifted from a $0.5 million operating profit to a $2.6 million operating loss and a $2.0 million net loss.
Deferred revenue surged to $13.5 million from $8.7 million in 2025, driven by a 65% year-over-year increase in Club Members and the ratable recognition of membership fees.
Management anticipates future revenue growth and improved profitability as the membership base expands, though short-term net income fluctuations are expected due to accounting recognition timing.
The company repurchased 256,898 shares during the quarter and expects revenue from international licensees (Australia, Japan) to increase.