Edreams Odigeo SA Ordinary Shares

eDreams ODIGEO reported cash EBITDA of EUR 23m in Q1 (‑41% year‑on‑year) and at the same time confirmed its full‑year guidance. Prime members rose to 8.1m and make up the bulk of recurring margins, while the transaction‑based business was deliberately reduced. Management attributes the margin pressure to front‑loaded investments in new markets and products and expects a cash EBITDA trough in Q3 with a recovery in Q4. The stock fell about 14% in early trading after the results as investors weighed the short‑term margin impact against long‑term subscription growth. » Mere på de.investing.com

eDreams ODIGEO reported adjusted EBITDA of €172.3 million for the fourth quarter of 2026, up 29%, as well as a net result of €52.2 million and 8 million Prime members. Despite the strong figures, the share fell on 28 May 2026 by around 26% to €5.06. Management emphasizes the transformation to a subscription-based model and expansion into rail and hotel markets, but investors are concerned about instalment payment models, potential cash-flow effects and growth uncertainties among non-Prime customers. » Mere på de.investing.com

eDreams ODIGEO is expanding its Prime subscription in South Africa and has operated the service there for more than a year with an NPS of 62. South Africa is the first market on the African continent and part of the goal to reach over 13 million Prime subscribers by 2030; worldwide Prime currently has more than 7.8 million members. The company reports annual revenue of $803.6 million, a gross profit margin of 85% and a P/E ratio of 4.71; market capitalization is about $390 million, and the stock fell 59% in the previous year. » Mere på de.investing.com