eDreams ODIGEO's FY 2025 Key Takeaways

eDreams ODIGEO FY25: Record Performance and the Future of Subscription-Based Travel

Presented by CFO David

In this in-depth video presentation, CFO David of eDreams ODIGEO — Europe’s largest online travel company and a global leader in dynamic packages — walks viewers through the company’s record-breaking FY25 financial results, strategic achievements and long-term growth outlook. The presentation highlights the successful completion of their 3.5-year transformation plan, the exponential growth of their Prime subscription model, and robust profitability metrics, positioning eDreams ODIGEO at the forefront of travel tech innovation.

🔹 A Game-Changing Strategic Transformation

CFO David begins by outlining the completion of the 3.5-year strategic roadmap launched in 2021, a plan that has fundamentally reshaped the company’s business model. This strategy, which focused on transitioning from a transactional, flight-centric platform to a subscription-based, customer-centric business, with Prime at its core, has been a game-changer for eDreams ODIGEO. Not only did it ensure stronger recurring revenue streams, but it also differentiated eDreams from competitors, setting the stage for the company’s future growth and success.

By FY25, the company successfully achieved — and in some cases exceeded — its long-term targets well ahead of schedule, despite the challenges posed by the COVID-19 pandemic. eDreams now operates on a solid foundation, with predictable and profitable growth levers, making it one of the few online travel businesses to generate both scale and resilience, a testament to its adaptability and strategic planning.

🔹 Record Financial Performance

CFO David then breaks down the FY25 numbers, revealing a year of record revenues, profitability, and margins:

Revenues exceeded expectations, reaching €621 million, representing a 10% year-on-year increase.

Adjusted EBITDA came in at €128 million, marking a 23% increase vs FY24 and reaffirming the effectiveness of the subscription model.

Record net income, with improvements in both absolute terms and margins, reflects operational efficiency and customer loyalty.

Margins have expanded thanks to AutoDue, dynamic packaging, and AI-driven personalisation throughout the booking journey. These innovations have enhanced the customer experience while improving unit economics.

🔹 Prime: The Heart of the Growth Engine

A cornerstone of the presentation is the phenomenal performance of eDreams Prime, the world’s first travel subscription platform. The subscriber base grew to 6.1 million members in FY25, up from 5.3 million the prior year — a growth of over 15%.

Prime customers are more loyal, generate higher lifetime value (LTV), and book more frequently, contributing significantly to profitability. The current focus is on monetisation and retention, with opportunities in cross-selling, hotel add-ons, and dynamic packages. Prime functions as both a retention tool and a data ecosystem, enabling targeted marketing and intelligent product development.

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

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