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Dec 31, 2025
Groupon Q4 2025 Earnings Report
Groupon Q4 2025 Earnings Report
Key Takeaways
Groupon achieved a return to revenue growth for the first time in a decade, driven by strong performance in the North America Local segment. The company reported a net income from continuing operations for the quarter and maintained positive free cash flow, exiting the year with a significant cash build.
Returned to year-over-year revenue and billings growth for the first time in 10 years.
North America Local revenue grew 4% year-over-year, while Local Billings in the region rose 9%.
Active customers reached 16.2 million, representing a 5% increase compared to the prior year.
Achieved positive net income from continuing operations of $8.1 million in Q4 compared to a loss in the prior year period.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expressed confidence in the company's multi-year transformation and momentum in the core local category, though specific quantitative Q1 targets were deferred to the investor commentary.
Positive Outlook
- Momentum in core local category billings and revenue.
- Significantly improved platform velocity.
- Positive operating cash flow and healthy cash balance of $296M.
- Growth in active customer base for consecutive quarters.
- Successful SG&A reduction of 10% year-over-year.
Challenges Ahead
- International local revenue down 4% on an FX-neutral basis.
- Global Goods revenue continues to decline significantly.
- Marketing expense increased as a percentage of revenue to 37%.
- International unit sales decreased 5% year-over-year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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