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- **11% Global Billings Growth**: Driven by 18% North America Local and 15% International Local (excl. Giftcloud) growth, with Chicago outperforming at nearly double the regional rate.
- **AI-Driven Efficiency**: Sales leads, deal creation, and customer service chatbots improve conversion rates and operational efficiency.
- **Travel Momentum**: Partnerships with large brands and alignment with 'Things to Do' category fuel summer growth.
- **Italian Tax Case Progress**: $15M settlement proposal awaits judicial approval, with a December court date.

**【CEO Summary Section】**
- Global billings grew 11% YoY, driven by 18% growth in North America Local and 15% in International Local (excl. Giftcloud). Chicago billings grew nearly double the North America rate, showcasing the success of focused sales resources allocation.
- Adjusted EBITDA of $18M and trailing 12-month free cash flow of $60M highlight profitability and cash generation.
- Technology improvements include a 13% YoY increase in deal page conversion rates and the launch of a new app with 10%-20% higher engagement among early adopters.
- Strategic priorities: accelerate top-line growth (>20% billings growth), improve EBITDA, and maintain strong cash flow.

**【CFO Financial Commentary】**
- Q3 2025 financials: Global billings up 11% YoY, Local category contributing 89% of billings.
- Trailing 12-month free cash flow of $60M reflects disciplined capital allocation.
- Italian tax case progress: Proposed $15M settlement awaits judicial approval, with a court date in December.

**【Q&A Highlights】**
- **Marketing & AI**: 
  - AI-driven sales leads and deal creation improve conversion rates; chatbots enhance customer service efficiency.
  - New brand campaigns in New York and Chicago aim to balance performance and brand advertising for long-term growth.
- **Travel Performance**: Success with large enterprise partnerships (e.g., hotels, outdoor activities) drove summer growth, aligning with the 'Things to Do' category's 7th consecutive quarter of double-digit growth.
- **Platform Modernization**: Full North American cutover of the new app planned for Q1 2026; KPIs include engagement metrics and readiness for personalized messaging via the Customer Data Platform (CDP).
- **Customer Journey Personalization**: CDP pilot in the U.K. enables category-specific targeting (e.g., oil change vs. water park experiences), with plans to expand to North America.
- **Italian Tax Case**: Progress toward resolution with a potential $15M settlement, reducing uncertainty for investors.

Groupon, Inc.(GRPN)-20251107-2025 Q3 Earnings call transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GRPN

GRPN fundamentals

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