Tripadvisor, Inc. (TRIP) Presents At Goldman Sachs Communacopia + Technology Conference (Transcript)
Group 1 - The primary theme from Q2 earnings is the significant progress in shifting the business mix towards marketplace operations, with Viator and TheFork now accounting for nearly 60% of total revenue [2] - Over the past two years, these marketplace businesses have transitioned from a loss-making position to contributing nearly 25% of the company's profit over the last 12 months [3] - The experiences segment is highlighted as the most promising area within the travel industry, with expectations for meaningful double-digit growth and EBITDA expansion [3] Group 2 - The company expresses optimism regarding the performance of TheFork, indicating a positive trajectory in its development [3]