NASDAQ$GRPN

Groupon Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Groupon reported Q4 2025 revenue of $132.7M and net income from continuing operations of $8.1M.

Q4 revenue rose 2% to $132.7 million with local revenue up 4%. Net income from continuing operations was $8.1 million ($0.17 diluted EPS) versus a loss a year ago. Adjusted EBITDA was $20.9 million; North America local billings grew 9%.

  • First full-year revenue and billings growth in a decade.
  • Q4 free cash flow $53.0M; cash $296.1M at year-end.
  • Active customers 16.2M (+5% YoY).
  • Management cites local marketplace momentum and platform velocity.

Headline financials

Total Revenue

$133M

Previous: $99.9M+32.8%
EPS (adj)

$0.17

Previous: -$1.20+114.2%
Active Customers

16.2M

Previous: 15.4M+5.2%
Units

10.0M

Previous: 10.3M-2.3%
Gross Billings

$446M

Previous: $430M+3.8%
Adjusted EBITDA

$20.9M

Previous: $18.7M+12.0%
Net Income

$8.08M

Previous: $28.5M-71.6%
Operating Income

$6.51M

Previous: $2.65M+145.4%
Gross Profit

$120M

Previous: $118M+1.5%

Revenue & EPS history

Groupon · Revenue · Quarterly

$133M

Q4 2025+32.8%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Groupon · $214M total across 3 segments · Q3 2021

  • Local
    $175M+29.7%
  • Goods
    $30.3M-81.2%
  • Travel
    $8.71M+10.4%

Forward guidance

Outlook detailed in earnings commentary on investor site (not numeric in press release).

Tailwinds

  • Positive Q4 profitability and FCF.
  • North America local billings +9%.

Headwinds

  • Marketing spend 37% of revenue in Q4.
  • International FX headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-3.0%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+3.9%

Avg return

30 days after

37%

23 / 62 earnings

Positive

+55.8%

Q2 2020

Best reaction

-39.9%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%+9.9%+3.8%
Q4 2025-4.2%-11.1%+2.4%
Q3 2025-5.0%+0.4%-6.1%
Q1 2025+42.6%+55.8%+94.0%
Q4 2024+43.1%+63.6%+95.0%
Q3 2024-29.8%-31.0%+0.8%
Q2 2024-22.2%-32.5%-18.9%
Q1 2024+20.9%+57.4%+32.2%
Q4 2023-21.0%-17.9%-42.9%
Q3 2023-36.6%-31.0%-18.7%
Q2 2023-7.9%+18.4%+45.9%
Q1 2023-9.3%-16.1%+42.2%
Q4 2022-19.8%-17.5%-26.5%
Q3 2022+26.9%+42.9%+3.0%
Q2 2022-2.0%-0.9%-15.2%
Q1 2022-16.7%-10.3%-0.5%
Q4 2021-12.8%-26.0%-16.2%
Q3 2021+14.6%+10.3%-15.5%
Q2 2021-14.6%-24.9%-36.6%
Q1 2021-2.0%-2.5%-10.1%
Q4 2020+12.6%+49.4%+23.5%
Q3 2020+4.2%+7.7%+61.5%
Q2 2020+55.8%+53.6%+99.8%
Q1 2020-11.0%-10.7%-26.9%
Q4 2019-39.9%-41.7%-80.2%
Q3 2019+4.5%+2.4%+1.0%
Q2 2019-9.0%-9.8%-28.0%
Q1 2019+3.1%+1.7%-0.8%
Q4 2018-6.1%-6.9%-9.6%
Q3 2018-8.0%-10.1%-4.9%
Q2 2018-3.4%-6.8%-9.9%
Q1 2018+7.0%+5.2%-3.1%
Q4 2017-12.1%-13.3%-11.5%
Q3 2017+10.5%+14.9%+18.0%
Q2 2017+10.1%+6.5%+14.5%
Q1 2017-14.3%-11.3%-24.3%
Q4 2016+22.5%+23.3%+7.9%
Q3 2016-22.9%-25.0%-22.7%
Q2 2016+24.6%+27.6%+37.6%
Q1 2016-21.5%
Q4 2015+28.4%
Q3 2015-22.5%
Q2 2015-8.3%
Q1 2015-10.2%
Q4 2014+5.1%
Q3 2014+26.3%
Q2 2014-12.1%
Q1 2014-22.6%
Q4 2013-19.9%
Q3 2013+1.0%
Q2 2013+21.8%
Q1 2013+15.6%
Q4 2012-18.4%
Q3 2011-31.4%
Q3 2012-26.6%
Q2 2011-29.5%
Q2 2012-25.9%
Q1 2011+11.2%
Q1 2012+22.9%
Q4 2009-13.7%
Q4 2010-13.7%
Q4 2011-13.7%
Q3 2010
Q2 2010
Q1 2010

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