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Side-by-side financial comparison of Inspirato Inc (ISPO) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
SHENANDOAH TELECOMMUNICATIONS CO is the larger business by last-quarter revenue ($91.6M vs $55.5M, roughly 1.6× Inspirato Inc). SHENANDOAH TELECOMMUNICATIONS CO runs the higher net margin — -5.9% vs -8.1%, a 2.3% gap on every dollar of revenue. On growth, SHENANDOAH TELECOMMUNICATIONS CO posted the faster year-over-year revenue change (7.2% vs -19.6%). Inspirato Inc produced more free cash flow last quarter ($-3.0M vs $-78.6M). Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% CAGR vs -11.4%).
Inspirato Inc is a luxury travel and hospitality subscription service provider catering primarily to high-net-worth consumers across North America. It offers curated premium villa rentals, exclusive resort access, customized trip planning, and corporate travel incentive solutions for enterprise clients.
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
ISPO vs SHEN — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.5M | $91.6M |
| Net Profit | $-4.5M | $-5.4M |
| Gross Margin | 31.4% | — |
| Operating Margin | -8.0% | -1.0% |
| Net Margin | -8.1% | -5.9% |
| Revenue YoY | -19.6% | 7.2% |
| Net Profit YoY | -204.4% | -95.8% |
| EPS (diluted) | $-0.36 | $-0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $91.6M | ||
| Q3 25 | $55.5M | $89.8M | ||
| Q2 25 | $63.1M | $88.6M | ||
| Q1 25 | $65.9M | $87.9M | ||
| Q4 24 | $63.1M | $85.4M | ||
| Q3 24 | $69.1M | $87.6M | ||
| Q2 24 | $67.4M | $85.8M | ||
| Q1 24 | $80.2M | $69.2M |
| Q4 25 | — | $-5.4M | ||
| Q3 25 | $-4.5M | $-9.4M | ||
| Q2 25 | $-5.3M | $-9.0M | ||
| Q1 25 | $1.6M | $-9.1M | ||
| Q4 24 | $-2.3M | $-2.7M | ||
| Q3 24 | $4.3M | $-5.3M | ||
| Q2 24 | $-8.7M | $-12.9M | ||
| Q1 24 | $1.3M | $214.7M |
| Q4 25 | — | — | ||
| Q3 25 | 31.4% | — | ||
| Q2 25 | 27.5% | — | ||
| Q1 25 | 38.8% | — | ||
| Q4 24 | 34.7% | — | ||
| Q3 24 | 71.5% | — | ||
| Q2 24 | 24.0% | — | ||
| Q1 24 | 39.5% | — |
| Q4 25 | — | -1.0% | ||
| Q3 25 | -8.0% | -8.0% | ||
| Q2 25 | -8.3% | -10.3% | ||
| Q1 25 | 2.5% | -6.9% | ||
| Q4 24 | -3.2% | -6.7% | ||
| Q3 24 | 9.8% | -4.8% | ||
| Q2 24 | -22.8% | -18.5% | ||
| Q1 24 | 3.0% | -4.0% |
| Q4 25 | — | -5.9% | ||
| Q3 25 | -8.1% | -10.5% | ||
| Q2 25 | -8.4% | -10.2% | ||
| Q1 25 | 2.5% | -10.4% | ||
| Q4 24 | -3.6% | -3.2% | ||
| Q3 24 | 6.3% | -6.0% | ||
| Q2 24 | -12.9% | -15.0% | ||
| Q1 24 | 1.6% | 310.0% |
| Q4 25 | — | $-0.13 | ||
| Q3 25 | $-0.36 | $-0.20 | ||
| Q2 25 | $-0.42 | $-0.19 | ||
| Q1 25 | $0.12 | $-0.19 | ||
| Q4 24 | $0.98 | $-0.34 | ||
| Q3 24 | $0.62 | $-0.13 | ||
| Q2 24 | $-2.33 | $-0.24 | ||
| Q1 24 | $-0.18 | $4.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $13.7M | $27.3M |
| Total DebtLower is stronger | — | $642.4M |
| Stockholders' EquityBook value | $-134.0M | $880.8M |
| Total Assets | $228.3M | $1.9B |
| Debt / EquityLower = less leverage | — | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $27.3M | ||
| Q3 25 | $13.7M | $22.6M | ||
| Q2 25 | $16.7M | $29.1M | ||
| Q1 25 | $16.4M | $87.5M | ||
| Q4 24 | $21.8M | $46.3M | ||
| Q3 24 | $13.5M | $43.1M | ||
| Q2 24 | $18.8M | $43.8M | ||
| Q1 24 | $22.6M | $389.7M |
| Q4 25 | — | $642.4M | ||
| Q3 25 | — | $535.4M | ||
| Q2 25 | — | $513.1M | ||
| Q1 25 | — | $515.8M | ||
| Q4 24 | — | $418.0M | ||
| Q3 24 | — | $345.2M | ||
| Q2 24 | — | $297.4M | ||
| Q1 24 | — | $298.7M |
| Q4 25 | — | $880.8M | ||
| Q3 25 | $-134.0M | $892.7M | ||
| Q2 25 | $-129.7M | $902.0M | ||
| Q1 25 | $-125.2M | $910.5M | ||
| Q4 24 | $-129.9M | $918.6M | ||
| Q3 24 | $-134.6M | $925.4M | ||
| Q2 24 | $-35.2M | $933.1M | ||
| Q1 24 | $-27.5M | $871.6M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | $228.3M | $1.9B | ||
| Q2 25 | $252.6M | $1.8B | ||
| Q1 25 | $270.1M | $1.8B | ||
| Q4 24 | $273.9M | $1.7B | ||
| Q3 24 | $273.3M | $1.7B | ||
| Q2 24 | $301.7M | $1.7B | ||
| Q1 24 | $313.0M | $1.4B |
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.34× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-2.2M | $28.8M |
| Free Cash FlowOCF − Capex | $-3.0M | $-78.6M |
| FCF MarginFCF / Revenue | -5.4% | -85.8% |
| Capex IntensityCapex / Revenue | 1.4% | 117.2% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-31.2M | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $28.8M | ||
| Q3 25 | $-2.2M | $30.7M | ||
| Q2 25 | $1.1M | $20.9M | ||
| Q1 25 | $-6.6M | $20.5M | ||
| Q4 24 | $-15.8M | $20.6M | ||
| Q3 24 | $-13.7M | $24.3M | ||
| Q2 24 | $-1.8M | $2.5M | ||
| Q1 24 | $-7.2M | $15.2M |
| Q4 25 | — | $-78.6M | ||
| Q3 25 | $-3.0M | $-51.4M | ||
| Q2 25 | $468.0K | $-65.3M | ||
| Q1 25 | $-7.5M | $-62.7M | ||
| Q4 24 | $-21.2M | $-72.0M | ||
| Q3 24 | $-14.8M | $-51.3M | ||
| Q2 24 | $-3.7M | $-78.3M | ||
| Q1 24 | $-8.5M | $-54.9M |
| Q4 25 | — | -85.8% | ||
| Q3 25 | -5.4% | -57.2% | ||
| Q2 25 | 0.7% | -73.7% | ||
| Q1 25 | -11.4% | -71.3% | ||
| Q4 24 | -33.7% | -84.3% | ||
| Q3 24 | -21.5% | -58.5% | ||
| Q2 24 | -5.5% | -91.3% | ||
| Q1 24 | -10.6% | -79.3% |
| Q4 25 | — | 117.2% | ||
| Q3 25 | 1.4% | 91.4% | ||
| Q2 25 | 1.0% | 97.3% | ||
| Q1 25 | 1.3% | 94.7% | ||
| Q4 24 | 8.7% | 108.4% | ||
| Q3 24 | 1.6% | 86.2% | ||
| Q2 24 | 2.8% | 94.2% | ||
| Q1 24 | 1.6% | 101.2% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.09× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -3.16× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -5.70× | 0.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISPO
| Residence And Hotel Travel | $25.9M | 47% |
| Subscription | $19.4M | 35% |
| Experiences And Bespoke Travel | $8.0M | 14% |
| Rewards And Other Revenue | $2.3M | 4% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
