Overview
* Inspirato ( ISPO ) Q2 net loss $5.3 mln, adjusted EBITDA beats expectations, per LSEG data
* Revenue declines 6.3% yr/yr, driven by lower subscription revenue and occupancy
* Co to merge with Buyerlink, enhancing digital platform and market reach
Outlook
* Inspirato ( ISPO ) does not plan to update standalone guidance due to pending merger
* Merger with Buyerlink expected to close in Q3 2025
Result Drivers
* PORTFOLIO OPTIMIZATION - Gross margin driven by portfolio optimization and efficient business model
* OPERATIONAL IMPROVEMENTS - Cash operating expenses declined by 27% year-over-year
* HIGHER ADR - Average daily rates increased 24% to $1,670, despite lower occupancy
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 Net -$5.30
Income mln
Q2 Beat -$300,00 -$1.80
Adjusted 0 mln (1
EBITDA Analyst)
Analyst Coverage
* The one available analyst rating on the shares is "hold"
* The average consensus recommendation for the leisure & recreation peer group is "buy."
Press Release:
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)