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TripAdvisor(TRIP) - 2025 Q2 - Earnings Call Presentation
2025-08-07 20:30
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]
TripAdvisor(TRIP) - 2025 Q1 - Earnings Call Presentation
2025-05-07 15:56
Q1 FY 2025 Investor Presentation May 2025 Tripadvisor 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 circ ...