trivago N.V. · NASDAQ:TRVG
trivago — Q3 2025 Earnings Presentation
19 slides from trivago's earnings presentation, Nov 4, 2025
Slide 1: Turning the Tide
Turnin the Tide Investor Presentation Q3 2025 4 November 2025
Slide 2: Disclaimer
Disclaimer All of the information herein has been prepared by trivago N.V. ("the Company”) solely for use in this presentation. The information contained in this presentation has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no re
Slide 3: trivago at a glance
trivago at a glance High unaided brand awareness in key travel markets worldwide! go Netherlands Sweden UK' France: cea Portugal a J Spain EVEN) Mexico Brazil Australia trivago (NASDAQ:TRVG) is a global hotel search and price comparison platform. Our Mission: When price-savvy travelers are searching
Slide 4: Q3 2025 Highlights
Q3 2025 Highlights With +13% year over year revenue growth, we delivered the third quarter of double-digit Financial growth. Performance Q3 2025 We are excited about the quality of our growth, led by strong double-digit branded revenue growth, Performance We maintained high product testing velocity,
Slide 5: Q3 2025 Financials — Exceeded bottom-line and top-line expectations
Q3 2025 Financials — Exceeded bottom-line and top-line expectations. HE 2024 © 2025 YoY Total Revenue (€mm) ROAS!' (%) Adjusted EBITDA? (€mm) Net Income (€mm) 16.0 11.0 13.6 429.0 (3.3) SeG7I 134% 134% 45 126% 124% (15.4) (0.9) (28.8) Q3 YTD Q3 YTD 165.6 146.1 % of Total Revenue % of Total Revenue 9
Slide 6: Revenue growth in Q3 confirms strong momentum
Revenue growth in Q3 confirms strong momentum. Total Revenue - quarterly, EURm Total Revenue dynamics year-over-year 22% 17% 165.6 187.9 13% 146.1 Og 124.4 1244 3% 111.0 ets a7 (ts mg (13%) (14%)(14%) Q'23 Q2'23 -Q3'23. «A423. QN'24. «224. A324. A424. A125) 225 Q3'25 aa& aa & & aaa an oOo =a Ss nN o
Slide 7: We see significant growth potential. Our business is well-diversified
We see significant growth potential. Our business is well-diversified, with opportunities across the globe. Q3 2025 (LTM') Total Revenue - annually, EURm Referral Revenue per Segment 1,035 915 839 754 493 485 461 361 | 249 MM americas 2015 2016 2017 2018 2019 | 2020 2021 2022 2023 2024 2025 Il Devel
Slide 8: Unlocking value: Building on strong fundamentals, profitable growth momentum
Unlocking value: Building on strong fundamentals, profitable growth momentum and a low EV/Revenue multiple. TRVG share price Market cap: $213.0M $6.00 4 Last close: eee SCIONS $3.02 $5.00 4 Cash and Cash Equivalents: €106.3M $4.00 + $3.00 4 $2.00 + Total Revenue $1.00 4 Q3 2025 (LTM): €524M (+14%) $
Slide 9: Differentiated Member Proposition
Differentiated Member Proposition Substantial conversion improvement
Slide 10: As we progress on our strategic initiatives, our brand investments and product enhancements
As we progress on our strategic initiatives, our brand investments and product enhancements have delivered a strong momentum. Marketing Elevating our trivago brand across the globe Hotel Search Enhancing our Core Hotel Search Experience Partnerships Empowering our Partners to realize their full pote
Slide 11: We are determined to deliver highly effective brand marketing campaigns
We are determined to deliver highly effective brand marketing campaigns to drive marketing efficiency. Featuring Jiirgen Klopp Alternative Actor Unlocking Creative Insights We relentlessly test and measure the impact of our brand campaigns. With our ad featuring Jiirgen Klopp, our aim was to learn m
Slide 12: Sentiment Ratings
Hote! Search: We introduced sentiment guest rating to improve our review section and support decision making of travelers. Lagoon Beach Hotel & Spa + We have introduced a new esos rete . . + pajuenatng Sp Testes, Wel-Eqlped Fines enter sentiment guest rating, enabling Bj 9 Cope Tou, 6 km to city cen
Slide 13: Share with others
Hotel Search: We have released a collaborative list sharing feature to foster collaborative trip planning and enhance social engagement. Grivago <Back @ Personal infor @ Account security © Favourites Your next stay UK Christmas BD Recently viewed Q Search preferences LQ Notifications UK Christmas 5
Slide 14: Deal Direct
Partnerships: We are further expanding our trivago Book & Go coverage as well as our transaction-based model. Ibis Barcelona Plaza Glories 22@ Jem Hotel ‘+. On-site restaurant and bar, Fitness center access 9 1.1 miles to Sagrada Familia @D very good (2956 ratings) & trivago Bock & Go+Festured ceeee
Slide 15: trivago DEALS
Grivago DEALS Finding a great hotel deal made easy Save up to 40% on hotel stays This week's hotel deals under €200 Hotel Cult Frankfurt City ©@ vers 004114066) Frankie. Beokhacom €98 €163 4 Nov - 5 Nov per night Breakfast inclu. v Free canceliai Expecia 7 Nov - 8 Nov Check deal > SQ trips Hotel sit
Slide 16: For more detailed insights on trivago and our strategy, please visit our Investor Relations website
For more detailed insights on trivago and our strategy, please visit our Investor Relations website at ir.trivago.com. Reached the turning point and set the stage for 2025 topline growth Strong double-digit revenue growth of 22% driven by strategic brand marketing investments and product enhancement
Slide 17: Appendix
Appendix
Slide 18: Adjusted EBITDA
Adjusted EBITDA in millions, EUR Three Months Ended Nine Months Ended Twelve Months Ended September 30, 2025 September 30, 2024 September 30, 2025 September 30, 2024 September 30, 2025' December 31, 2024 Net income/(loss) 11.0 -15.4 -3.3 -28.8 1.8 -23.7 Loss from equity method investments -0.5 -0.9
Slide 19: IR contacts
IR contacts: [email protected] 19