Financial Performance - Q3 2025 revenue grew by 13% year-over-year[15], with referral revenues increasing by 14% in the Americas, 12% in Rest of World, and 9% in Developed Europe[15] - Adjusted EBITDA improved by 18% in Q3 2025[15] - Total revenue for Q3 2025 was €165.6 million, compared to €146.1 million in Q3 2024[17] - Year-to-date total revenue increased to €429.0 million in 2025 from €366.1 million in 2024[17] - Adjusted EBITDA for Q3 2025 was €16.0 million, up from €13.6 million in Q3 2024[18] - Net income for Q3 2025 was €11.0 million, compared to a loss of €15.4 million in Q3 2024[19] - The company is targeting at least €20 million of adjusted EBITDA for 2026[15] Strategic Initiatives and Outlook - The company expects mid-teens revenue growth and at least €10 million of adjusted EBITDA for full-year 2025[15] - The company completed the acquisition of Holisto Ltd on July 31, 2025, renaming it trivago DEALS Ltd[47] - The company's LTM (Last Twelve Months) total revenue as of Q3 2025 is €524 million, a 14% increase[30]

Core Insights - Trip.com Group Limited will announce its financial results for the three months ended September 30, 2025, on November 17, 2025, after market close [1] - A conference call will be held by the management team at 7:00 PM U.S. Eastern Time on the same day to discuss the results [2] - Participants must pre-register for the conference call to receive access details [3] Company Overview - Trip.com Group Limited is a leading global one-stop travel platform, offering a comprehensive suite of travel products and services [4] - The company operates under various brands, including Ctrip, Qunar, Trip.com, and Skyscanner, and aims to provide cost-effective travel bookings and support [4] - Founded in 1999, the company was listed on Nasdaq in 2003 and on HKEX in 2021, with a mission to pursue the perfect trip for a better world [4]

Core Insights - Tripadvisor Group is planning to merge its Tripadvisor and Viator businesses due to pressure from activist investors to consider selling the entire company or its other division, TheFork [1][3] - The merger is expected to result in significant layoffs among the engineering staff [2] - Tripadvisor's revenue for Q2 was reported at $529 million, reflecting a 7% year-over-year increase [3][4] Business Strategy - CEO Matt Goldberg emphasized the company's disciplined investment decisions and the shift towards higher growth opportunities in travel [5] - Tripadvisor has been exploring potential acquisition interests since February 2024, with discussions authorized by its board [5] - The company is set to release its Q3 financial results on November 6 [6] Partnerships and Technology - Tripadvisor partnered with AI startup Perplexity to enhance its travel resources with advanced search capabilities [6] - The company was named an external data and intelligence partner for Microsoft Azure AI Agent Service, integrating its extensive reviews and contributions into Azure's AI capabilities [7]

Group 1 - Tripadvisor Inc (TRIP) plans to merge its core brand with its Viator business, indicating a strategic shift in its operations [2] - The merger is expected to lead to "substantial" layoffs within the company's engineering staff, reflecting cost-cutting measures [2] - The company is under pressure from activist investors, including Starboard and UK-based Palliser Capital, to consider significant changes [2]

Core Viewpoint - TripAdvisor Inc (NASDAQ:TRIP) stock has experienced a pullback from its 52-week high of $20.16, but a potential short-term bounce is anticipated as the stock trades at $14.68, a level that has historically provided support [1] Group 1: Stock Performance - The stock is currently down 4.7% from its recent high, but it has maintained a level that has kept losses in check during October [1] - The stock has interacted with a historically bullish trendline, indicating potential upward movement [1] Group 2: Technical Indicators - The equity is within 0.75 of the 320-day moving average's 20-day average true range (ATR), having remained above this level 80% of the time in the last two weeks and 80% of the last 42 trading sessions [2] - Historical data shows that similar signals have led to a 75% chance of the stock being higher one month later, with an average gain of 15.9% [2] Group 3: Short Interest - Short interest in TripAdvisor represents 21.9% of the stock's available float, indicating significant potential for short covering to drive the stock price up [4] - It would take nearly 10 days to cover the short interest at the average trading pace, suggesting a potential catalyst for price movement [4]

Core Viewpoint - ScanSource, Inc. is set to report its first-quarter fiscal 2026 results on November 6, with revenue estimates indicating a slight growth of 1.2% year-over-year and earnings per share expected to improve by 8% from the previous year [1]. Financial Estimates - The Zacks Consensus Estimate for revenues in the upcoming quarter is $784.85 million, reflecting a 1.2% increase from the same quarter last year [1]. - The consensus estimate for quarterly earnings is 91 cents per share, suggesting an 8% improvement compared to the year-ago quarter [1]. - The estimates for earnings and revenues have remained unchanged over the past 60 days [1]. Earnings Surprise History - ScanSource has beaten the Zacks Consensus Estimates in three of the last four quarters, with an average earnings surprise of 7.10% [2][3]. - The earnings surprise percentages for the last four quarters were 12.09%, 11.69%, -4.49%, and 9.09% respectively [3]. Segment Performance - The Specialty Technology Solutions segment is expected to report sales of $752 million, indicating stable performance compared to the previous year [7]. - The Intelisys & Advisory segment's sales are estimated at $24.4 million, representing a 5% increase from $23.3 million in the same quarter last year [9]. - The company anticipates modest revenue growth in the first half of fiscal 2026, with expectations for a stronger performance in the second half [9]. Cost Management - ScanSource has implemented cost reduction and restructuring programs, projected to yield approximately $10.5 million in annualized savings in selling, general, and administrative expenses [10]. - These ongoing cost-saving measures are expected to contribute positively to earnings for the quarter [11]. Stock Performance - Year-to-date, ScanSource's shares have declined by 10.9%, contrasting with a 0.2% growth in the industry [12].

Core Insights - Expedia Group (EXPE) is set to report its third-quarter 2025 results on November 6, with expected revenues of $4.3 billion, reflecting a 5.9% year-over-year increase [1][10] - The consensus estimate for earnings is $7.21 per share, indicating a 17.62% increase from the previous year [1][10] - EXPE has surpassed earnings estimates in three of the last four quarters, with an average surprise of 3.4% [2] Revenue and Booking Projections - Management anticipates third-quarter gross bookings to grow by 5% to 7% and revenues to increase by 4% to 6%, although there are warnings of slower growth in the fourth quarter due to challenging year-over-year comparisons [3] - The company noted a softening in U.S. travel market conditions during the second quarter, but observed an uptick in overall travel demand since July, which is expected to positively impact third-quarter bookings and revenue, particularly in the domestic market [4] Dividend and Financial Guidance - In August, Expedia's board declared a quarterly cash dividend of 40 cents per share, payable on September 18, 2025, reflecting management's confidence in the company's cash generation capabilities [5] - Following strong performance in the first half of the year and improved travel demand trends, the company raised its full-year guidance, expecting gross bookings and revenue growth of 3% to 5% with an adjusted EBITDA margin expansion of one percentage point [6] Earnings Expectations - The current Earnings ESP for EXPE is +8.44%, and it holds a Zacks Rank of 3, indicating a potential for an earnings beat [8][10]

BARCELONA, Spain--(BUSINESS WIRE)--eDreams ODIGEO, the world's leading travel subscription company and one of Europe's largest e-commerce firms, today publishes its "Year in Travel†report which highlights the aspirations of American travelers for 2026 as well as the destinations that generated the most interest and bookings in 2025. Top 3 booked destinations in 2025 by the Americans: Las Vegas, Orlando and Fort Lauderdale. Top 3 growth destinations in 2025 (compared to 2024) by the Americans:. ...

Core Insights - Aurora Mobile Limited has partnered with Beijing Tuniu International Travel Service to integrate its JPush intelligent push notification solution into Tuniu's applications, aiming to enhance user engagement and travel experience [1][2]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [8]. Industry Context - The online travel industry in China is rapidly evolving, with real-time content delivery and optimized user experience becoming critical competitive advantages for platforms like Tuniu [2]. Partnership Details - The integration of JPush will allow Tuniu to improve the efficiency of information delivery, ensuring timely updates on itineraries and special offers, which traditional methods often fail to provide [2][4]. - JPush supports multiple operating systems and messaging channels, ensuring consistent and prompt notifications for users across various devices [3]. Technological Advantages - JPush intelligently selects the best delivery channel for critical updates and employs mechanisms to ensure reliable delivery even in poor connectivity scenarios [4]. - The system can handle high concurrency, ensuring timely updates for hundreds of millions of users [4]. User Engagement Strategy - Tuniu can leverage user behavior data to create hyper-targeted content, enhancing the relevance of communications and improving conversion rates [5][6]. - This personalized messaging approach transforms the user experience from passive searching to proactive service, fostering brand loyalty [6]. Impact on Business Operations - The partnership enhances Tuniu's core user interaction experience, boosts user engagement and retention, and improves marketing efficiency [7].

Core Viewpoint - Aurora Mobile Limited has partnered with Beijing Tuniu International Travel Service Co., Ltd. to integrate its JPush intelligent push notification solution into Tuniu's applications, aiming to enhance user engagement and improve travel experiences through advanced technology [1][2]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [8]. Industry Context - The online travel industry in China is rapidly evolving, with real-time content delivery and optimized user experiences becoming critical competitive advantages for platforms like Tuniu [2]. Partnership Details - The partnership will leverage JPush to improve the efficiency of information delivery, addressing the limitations of traditional push notification methods [2][7]. - JPush supports multiple operating systems and messaging channels, ensuring consistent and timely notifications for users across various devices [3]. Technological Advantages - JPush intelligently selects optimal delivery channels and employs persistent connectivity to ensure reliable message delivery, even in challenging conditions [4]. - The system can handle high concurrency scenarios, ensuring timely updates for hundreds of millions of users [4]. User Engagement Strategy - Tuniu can utilize JPush's advanced user segmentation and tagging capabilities to send hyper-targeted content based on user behavior data, enhancing personalization [5]. - This approach shifts the user experience from passive searching to proactive service, significantly increasing campaign conversion and click-through rates [6]. Impact on User Relationship - The integration of JPush fosters a stronger sense of belonging and brand loyalty among users, transforming Tuniu into an intelligent travel companion rather than just a booking platform [6][7].