TRAVELZOO (TZOO) Form 8-K — Oct 27, 2026
Travelzoo reported Q3 2026 revenue of $22.9 million, up 3% year-over-year, but swung to a consolidated operating loss of $2.6 million and a net loss of $(0.20) per share versus a $0.01 per-share profit a year ago. The loss reflects sharply higher marketing spend (up to $5.8 million in the quarter) to grow Club Members, which rose 65% year-over-year, with membership fees recognized ratably over 12 months while acquisition costs are expensed immediately. Management guided to continued revenue growth in Q4 2026 and said profitability should improve in 2027 as recurring membership revenue builds, while warning that short-term reported net income will fluctuate.
Key figures
- Revenue
- 22910000
- Guidance
- For Q4 2026, the Company expects year-over-year revenue growth and revenue growth in subsequent quarters; profitability expected to increase over time as recurring membership fees are recognized, with short-term fluctuations in reported net income likely.
- Revenue Yoy
- 3%
- Cash Position
- 8844000
- Europe revenue
- 6917000
- Deferred revenue
- 13523000
- North America revenue
- 14801000
- Club Member growth yoy
- 65%
- Shares repurchased q3
- 256898
- Jacks Flight Club revenue
- 1165000
- Cash flow from operations
- 1800000
- Jacks Flight Club revenue yoy
- -15%
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