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Inspirato (ISPO) investor relations material
Inspirato The Gateway Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The Gateway Conference 2025 summary3 Sep, 2025
Company overview and business model
Operates a luxury vacation club with 325 homes and 230 hotels across 170+ destinations, targeting affluent travelers seeking curated experiences.
Membership base of 11,000, with average member spend of $1,800 per night and projected 2024 revenue of $235–$255 million, approaching breakeven.
Revenue mix: 40% from residences, nearly as much from annual dues, 13% from hotels, and 10% from bespoke experiences.
Offers three membership tiers: Pass ($40,000/year unlimited unmonetized nights), Club ($15,000 join, $6,000/year, pay-as-you-go), and Invited ($195,000 for 10 years, early access to experiences).
Delivers high service quality, with a net promoter score above 70, exceeding Four Seasons.
Strategic transformation and operational efficiency
CEO implemented significant cost reductions, cutting overhead by over $40 million and achieving positive trailing twelve-month EBITDA by Q2.
Focus on operational efficiency and scalability, aiming to expand beyond the current membership model to a global luxury travel marketplace.
Plans to leverage digital marketing and a new online platform to reach millions of potential customers, moving beyond the analog, salesforce-driven approach.
New platform will allow non-members to book travel at a premium, with incentives to convert to membership.
Targeting rapid growth by opening the marketplace to global luxury travelers and expanding into adjacent verticals.
Reverse merger and future growth plans
Announced a reverse merger with BuyerLink, expected to close in the coming weeks, forming One Planet Platforms.
BuyerLink brings strong presence in automotive and home services marketplaces, 100 engineers, patented technology, and $30 million EBITDA.
Post-merger, combined entity will have over $350 million in revenue and more than $30 million in EBITDA.
Inspirato valued at a 20% premium to current market price; BuyerLink valued at $326 million in an all-stock deal.
The merger is expected to unlock shareholder value, enable rapid technology development, and provide multiple vectors for growth, including acquisitions and new vertical launches.
How will the new platform expand Inspirato's reach?
How does BuyerLink's EBITDA impact profitability?
How will One Planet Platforms expand into new markets?
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Next Inspirato earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Inspirato Incorporated operates as a subscription-based luxury travel service. It offers travel management services such as planning and coordinating itineraries, transportation, and accommodations, as well as tour package planning, logistics management, and experiential activities through its own dedicated full-service sales force. The company also provides concierge services and skier concierge services. Its customers include leisure travelers, corporations, small and mid-sized businesses, educational institutions, non-profit organizations and individuals.
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