TripAdvisor(US:TRIP) ZACKS·2025-05-07 14:36Core Insights - TripAdvisor reported revenue of $398 million for the quarter ended March 2025, reflecting a year-over-year increase of 0.8% and an EPS of $0.14, up from $0.12 in the same quarter last year, with a revenue surprise of +2.31% over estimates [1] Revenue Breakdown - Revenue from the brand Tripadvisor was $219.40 million, slightly above the average estimate of $213.61 million, but down 8.6% year-over-year [4] - Viator generated $155.80 million, exceeding the estimated $155.43 million, marking a 10.5% increase compared to the previous year [4] - Intersegment eliminations reported at -$23.40 million, better than the estimated -$26.79 million, showing a 13.3% improvement year-over-year [4] - TheFork's revenue was $46.40 million, slightly above the estimate of $46.04 million, with a year-over-year increase of 13.2% [4] - Tripadvisor-branded hotels generated $148 million, surpassing the estimate of $135.20 million, but down 6.9% from the previous year [4] - Media and advertising revenue was $30.80 million, below the estimate of $33.66 million, reflecting a 6.7% decline year-over-year [4] - Experiences and dining revenue was $30.50 million, missing the estimate of $33.92 million, down 15.3% from the year-ago quarter [4] - Other revenue was $10.10 million, below the estimate of $10.73 million, representing a 15.8% decline year-over-year [4] Adjusted EBITDA Performance - Adjusted EBITDA for the brand Tripadvisor was $64.90 million, significantly higher than the estimated $49.62 million [4] - TheFork reported an adjusted EBITDA of -$3.50 million, better than the estimate of -$4.46 million [4] - Viator's adjusted EBITDA was -$17.60 million, also better than the estimated -$21.90 million [4] Stock Performance - TripAdvisor shares have returned +19.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3]