)
Groupon (GRPN) investor relations material
Groupon Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership and transformation
Leadership team has deep entrepreneurial and private equity experience, focusing on building and turning around companies with a hands-on approach and long-term vision.
The company was in a distressed state before current management, requiring a full-scale transformation and operational overhaul.
Emphasis on building a high-performance, AI-native culture, attracting top talent from leading tech companies and fostering rapid internal growth.
Management prioritizes agility, learning, and empowering employees to drive innovation and operational excellence.
Leadership is committed to transparency and open communication with shareholders and employees.
Strategic vision and AI integration
The company is building an AI-powered operating system (Project Foundry) to unify data, accelerate decision-making, and enhance execution.
AI is central to transforming the business, enabling rapid product development, personalized customer experiences, and operational efficiency.
The platform is being opened to AI builders and third parties, aiming to become the infrastructure for deals and experiences in an AI-driven future.
Focus on readiness for emerging AI interfaces, such as chatbots and personal assistants, to ensure relevance across future digital channels.
The company aims to be the gateway for small businesses to access AI-driven marketing and customer acquisition tools.
Marketplace model and value proposition
Operates a two-sided marketplace, supporting merchants with customer acquisition, yield management, and operational tools.
Strives to be a trusted partner for consumers, offering curated local experiences at unbeatable value.
Investments in connectivity and bookability have driven strong growth in key categories like Things to Do.
The company is addressing inconsistencies across cities and categories by tailoring solutions to local needs.
Unique deals and a differentiated value proposition for small businesses are seen as key competitive advantages in an AI-driven landscape.
- Revenue and billings grew, while higher marketing spend pressured profit.GRPN
Q3 2026 - Board backs nine director nominees and all three other annual-meeting proposals.GRPN
Proxy Filing - Eight director elections, auditor ratification, and advisory say-on-pay vote were on the ballot.GRPN
Proxy Filing - AI-driven transformation and value-focused strategy aim to boost growth and customer loyalty.GRPN
Investor update - Q2 2026 revenue was $124.7M, net loss $1.5M, and AI-driven restructuring is underway.GRPN
Q2 2026 - Flat revenue, net loss, and AI-driven transformation define Q1 2026, with share buybacks ongoing.GRPN
Q1 2026 - Board recommends approval of all proposals, including director elections and officer exculpation.GRPN
Proxy filing - Returned to billings and revenue growth, with Q4 net income and strong cash flow in 2025.GRPN
Q4 2025 - Billings and revenue grew, but a large debt loss led to a net loss despite EBITDA gains.GRPN
Q3 2025
Next Groupon earnings date
Next Groupon earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
Frequently asked questions
Coupons and Vouchers
Groupon is an American Company that sells coupons and vouchers for things such as activities, travel, apparel, and services in various countries. These deals are available for a limited time and cover various categories, including restaurants, retail, health and beauty services, and more. The company is active in well over 500 different cities and locations across the world, with a primary focus on North America, Europe, and parts of Asia. Groupon is headquartered in Chicago, Illinois and its shares are listed on the Nasdaq.
Windy City Coupons
Groupon was founded in 2008, and started as a side project of a company called The Point, a website for collective action. Initially, it focused on local deals in the Chicago area and the company’s first deal on sale was a buy one get one free coupon at a local pizza restaurant. Groupon quickly gaining popularity in its hometown for its unique approach to e-commerce, as well as by offering appealing goods and services at heavily discounted prices. The success in Chicago led to rapid expansion into other US cities and eventually global markets. Today, the company is well-established and has millions of users spread out across the world.
The Platform
Groupon provides an online marketplace that connects consumers with local businesses by offering a range of discounted goods and services. These include deals on restaurants, retail products, travel experiences, leisure activities, beauty services, and more. Customers access deals through Groupon's platform, purchasing items and experiences, or in some cases vouchers that can be redeemed at businesses for the service or product at a reduced price. The company’s model aims to benefit all three parties: consumers save money on products and services, businesses gain exposure and potential new customers, and Groupon makes money facilitating the connection.
Commissions
Groupon generates revenue primarily by acting as an intermediary between customers and businesses, in a similar fashion to how Amazon and eBay make money off its platforms. When a customer purchases a deal, Groupon collects a portion of the sale. This commission is a primary source of their income, and Groupon charges for marketing and selling the businesses' offers on its platform. The exact percentage varies, but it allows Groupon to profit from each voucher sold, while the remaining revenue goes to the merchant offering the deal. Groupons platform is relatively.
)