Financial Performance - Tripadvisor achieved 11% year-over-year revenue growth in Q2 2025, driven by reinvestment of cost savings in top-line growth initiatives[9] - The Last Twelve Months (LTM) ending Q2 2025 revenue was $882 million for Brand Tripadvisor, $920 million for Viator, and $198 million for TheFork[12] - LTM Adjusted EBITDA ending Q2 2025 was $65 million (7% margin) for Brand Tripadvisor, $270 million (29% margin) for Viator, and $11 million (6% margin) for TheFork[12] - The company's liquidity position as of June 30, 2025, was $1708 million, including $341 million from a term loan, offset by $411 million for stock repurchase[25, 27] Segment Highlights - Viator's Total Gross Booking Value (GBV) has a Compound Annual Growth Rate (CAGR) of approximately 23% from 2019 to 2024, reaching over $4 billion in FY2024[39, 42] - Brand Tripadvisor has approximately 300 million monthly unique users and over 100 million active members with over 1 billion reviews and opinions[53] - TheFork operates in 11 countries with over 55,000 bookable restaurants, with over 75% of bookings made via mobile app and from repeat diners[64] Strategic Focus - Tripadvisor is focused on an engagement-led strategy through product delivery, shifting from a legacy model to scaling engagement-led growth opportunities[9] - Brand Tripadvisor is focusing on engagement and delivering world-class guidance products to fuel diverse monetization paths[66] - Viator is reinforcing its leadership position in experiences by investing in awareness, enhanced products, and repeat bookings to capture more market share[66] - TheFork aims to drive profitable revenue growth by delivering value to both diners and restaurants as the leader in the European dining market[66]

Financial Performance - Tripadvisor Group's LTM Q1 2025 revenue was $929 million, with 10% year-over-year growth[13] - Viator's LTM Q1 2025 revenue was $855 million, showing a 12% year-over-year growth[13] - TheFork's LTM Q1 2025 revenue reached $186 million, reflecting a 16% year-over-year growth[13] - Consolidated Adjusted EBITDA for Q1 2025 was $44 million[69] - The company's liquidity position as of March 31, 2025, was $1,651 million[28] Segment Highlights - Brand Tripadvisor has approximately 300 million monthly unique users and over 100 million active members[43] - Viator's FY2024 Gross Booking Value (GBV) exceeded $4 billion[55] - Viator offers approximately 400,000 bookable experiences[55] - TheFork operates in 11 countries and features over 55,000 bookable restaurants[66] Strategic Focus - The company is progressing with an engagement-led strategy through product delivery, balancing scale, growth, profitability, and market share[11]