Groupon, Inc. (GRPN) Earnings Call Transcripts
Groupon, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, Groupon, Inc. reported revenue of $117 million, flat year-over-year and within guidance, but global billings declined 1% to $383 million, falling short of expectations. Adjusted EBITDA was $12.8 million, slightly below guidance, impacted by $2 million in severance costs from a 5% workforce reduction. Management maintained full-year guidance for revenue between $513 million and $523 million, signaling confidence in a recovery driven by AI initiatives and improved performance in local markets in the second half of the year.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $117 million (inline) |
| Global Billings | $383 million (miss) |
| Adjusted EBITDA | $12.8 million (miss) |
| Full Year Revenue Guidance | $513 million to $523 million (inline) |
| Q2 Revenue Guidance | $126 million to $128 million (inline) |
| Free Cash Flow Guidance | at least $60 million (inline) |
Guidance from management
Management affirmed full-year revenue guidance of $513 million to $523 million and adjusted EBITDA of $70 million to $75 million. For Q2, they expect revenue between $126 million and $128 million, indicating cautious optimism based on recent performance improvements.
What management said
We are significantly improving quality of content with AI. So actually, until now, I didn't hear about any single complaint. In several cases, I heard wow, this is unbelievable, when we took, I would say, mediocre pictures from merchant website, for example, and then reprocessed it and improved it with AI. So I actually see it as a positive thing for merchants because it is in their best interest to be represented in...
What analysts pressed on
Analysts expressed concerns regarding the impact of severe weather on merchant acquisition and the effectiveness of AI-driven outreach to small businesses. There were questions about the sustainability of international business performance and the potential for further headcount reductions affecting operational capacity.
Main topics on the call
- Revenue Performance — Groupon's revenue of $117 million was flat year-over-year, aligning with management's guidance. However, global billings of $383 million declined 1%, indicating challenges in the business. Management stated, 'Q1 fell sho...
- AI-Driven Initiatives — Management emphasized the importance of Project Foundry, aiming to transform Groupon into an AI-native company. CEO Dusan Senkypl noted, 'We are embedding AI agents into the core of every function,' which is expected to ...
- Headcount Reduction and Cost Management — Groupon executed a 5% headcount reduction in Q1, with plans for an additional 15% reduction under evaluation. This restructuring is part of a strategy to enhance operational speed rather than merely cut costs, as stated ...
- Guidance Affirmation — Management affirmed full-year guidance for revenue between $513 million and $523 million and adjusted EBITDA of $70 million to $75 million. For Q2, they expect revenue of $126 million to $128 million, indicating cautious...
Read the full Groupon, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Groupon, Inc.
Groupon, Inc. (GRPN) is a publicly listed company in the Broadline Retail industry, within the Consumer Discretionary sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 36 calls on record spanning February 19, 2020 to August 7, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 36 Groupon, Inc. earnings call transcripts on record, spanning February 19, 2020 to August 7, 2026. Based on this history, Groupon, Inc. reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GRPN
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Broadline Retail
- Calls on record
- 36
- First call
- February 19, 2020
- Most recent
- August 7, 2026
- Reporting cadence
- quarterly