Core Insights - More than half of Americans (57%) are preparing for winter travel, with 96% planning to travel as much or more than last winter according to Tripadvisor's Winter Travel Index [1][6] - New York City is the top domestic destination for US travelers, while Cancun is the leading international destination [2][5] - A growing number of travelers are using the winter holiday season as their main vacation period, with over one-quarter (28%) planning to visit three or more cities during their primary winter trip [3][4] Travel Trends - The majority of travelers (85%) are flexible in selecting their winter destination, indicating a desire to explore new places rather than just visiting family [4][6] - Travel spending remains strong, with 93% of respondents planning to spend the same or more than last year, and 53% intending to increase their budget [6][7] - Activities during trips are considered essential by 85% of travelers, reflecting a focus on experiences [6][7] Methodology - The data was gathered from a Tripadvisor Consumer Sentiment Survey involving over 4,850 consumers across six countries, conducted between September 06 - October 03, 2024 [7] - Behavioral data was sourced from first-party traffic data on the Tripadvisor platform for searches made by travelers in the U.S., U.K., and Japan [7]

Investors looking for stocks in the Internet - Commerce sector might want to consider either TripAdvisor (TRIP) or Coupang, Inc. (CPNG) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings est ...

I've been a Tripadvisor, Inc. (NASDAQ: TRIP ) shareholder since as far back as the pandemic lows, though have taken profits periodically while always believing in the long-term potential. While such a strategy (profit taking in slices) doesn't always turn out, it has proven fruitful25 years+ in the financial/investment industry. Former Senior Managing Editor here at Seeking Alpha; the tail end of an ~11 year stint working for SA. Prior to this, I worked as a Treasury Manager for a large commodities firm, wh ...

Editor's note: Seeking Alpha is proud to welcome Bet Size Matters as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am a seasoned value investor with a decade of experience focusing on small and mid-cap stocks. My investment strategy emphasizes deep analysis in the consumer discretionary and financial sectors, where I identify undervalued companies wi ...

TripAdvisor (TRIP) reported $532 million in revenue for the quarter ended September 2024, representing a year-over-year decline of 0.2%. EPS of $0.50 for the same period compares to $0.52 a year ago.The reported revenue represents a surprise of +1.05% over the Zacks Consensus Estimate of $526.47 million. With the consensus EPS estimate being $0.44, the EPS surprise was +13.64%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

TripAdvisor (TRIP) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.64%. A quarter ago, it was expected that this travel website operator would post earnings of $0.38 per share when it actually produced earnings of $0.39, delivering a surprise of 2.63%.Over the last four quarters, t ...

Financial Data and Key Metrics Changes - For Q3 2024, Tripadvisor reported consolidated revenue of $532 million, flat compared to the previous year, aligning with expectations due to anticipated headwinds in the legacy hotel meta offering, offset by growth in Viator and TheFork [7][38] - Adjusted EBITDA for the quarter was $122 million, representing 23% of revenue, which was higher than expected due to Brand Tripadvisor's contribution [38][39] - The company ended the quarter with nearly $1.1 billion in cash and cash equivalents, an increase of $45 million from December 31, 2023 [56] Business Line Data and Key Metrics Changes - Viator segment revenue grew 10% year-over-year to $270 million, with gross booking value (GBV) increasing 9% to approximately $1.1 billion [12][45] - Brand Tripadvisor's revenue was $255 million, a decline of 12% year-over-year, primarily due to a 17% drop in branded hotels revenue driven by hotel meta [18][39] - TheFork achieved revenue of $49 million, marking a 17% year-over-year growth, with adjusted EBITDA of $5 million, representing 10% of revenue [28][50] Market Data and Key Metrics Changes - The U.S. market showed the strongest performance, with monthly active users stabilizing and returning to growth year-to-date, achieving over 30% growth in direct channel users compared to 2023 [20][21] - The company noted a bifurcation in travel intent between higher and lower-income travelers, but overall leisure travel demand remains stable [36][116] Company Strategy and Development Direction - Tripadvisor aims to extend its leadership in the experiences market, which is expected to grow faster than the overall travel industry, leveraging its trusted brands and extensive supply [9][10] - The company is focusing on enhancing its mobile app, improving user experience, and optimizing conversion rates in hotel and experiences bookings [23][24] - Strategic investments are being prioritized for 2025, with a focus on experiences, app enhancements, and membership features to drive engagement and monetization [33][34][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of growth in leisure travel, despite some fluctuations in consumer behavior and economic conditions [36][116] - The company anticipates continued structural headwinds in its core meta business but is optimistic about growth opportunities in experiences and app bookings [125][126] - Tripadvisor is committed to balancing investment levels with expected growth, particularly in the experiences category, to enhance its financial profile [124][126] Other Important Information - The company is leveraging generative AI to improve customer experience and product recommendations, which is expected to drive higher conversion rates [17] - Tripadvisor is currently limited in its ability to repurchase shares due to ongoing considerations of various strategic alternatives [57][80] Q&A Session Summary Question: Can you expand on the drivers of Brand Tripadvisor's margin performance in Q3? - Management noted that outperformance was driven by several factors, including operational performance, normal quarterly accruals, and delayed market investments [65] Question: What are the early learnings from launching bookable hotel inventory in the app? - Early signs indicate that members prefer hotel booking over the meta product, with significantly higher click-through rates and conversion rates for repeat bookings [67][68] Question: How is the growth of online experiences being balanced with profitability at Viator? - Management acknowledged that while the experiences category is growing, Viator's growth rate is currently lower due to a focus on profitability and strategic marketing [73][75] Question: What are the expectations for advertising spend for Viator heading into next year? - The company plans to continue experimenting with diverse marketing strategies, including mid-funnel and social advertising, to acquire new and repeat users [92] Question: How is Tripadvisor addressing SEO headwinds and what are the plans for 2025? - Management emphasized ongoing optimization efforts for SEO and highlighted multiple growth paths for experiences, including geographic expansion and supply acquisition [111][113]

Tripadvisor Q3 FY 2024 Investor Presentation November 2024 Safe Harbor Statement Forward-Looking Statements. Our presentation today, including the slides contained herein, contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are not historical facts or guarantees of future performance and are based on management's assumptions and expectations, which are inherently subject to difficult to predict uncertainties, risks and changes in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35362 TRIPADVISOR, INC. (Exact name of registrant as specified in its charter) Delaware 80-0743202 (State or other jurisdiction of inc ...

Exhibit 99.1 Third Quarter 2024 Summary Tripadvisor Reports Third Quarter 2024 Financial Results NEEDHAM, MA, November 6, 2024 — Tripadvisor, Inc. (Nasdaq: TRIP) ("Tripadvisor" or the "Company") today announced financial results for the third quarter ended September 30, 2024. • Revenue of $532 million, flat year-over-year • Net income of $39 million, or $0.27 per share • Non-GAAP net income of $72 million, or $0.50 per share • Adjusted EBITDA of $122 million, or 23% of revenue "We are pleased with the Group ...