Tripadvisor, Inc. (TRIP) Q3 2024 Earnings Call Transcript Summary
Tripadvisor, Inc. (TRIP) Q3 2024 Earnings Call Transcript Summary
Brand Tripadvisor experienced a 12% revenue decline to $255 million, primarily from legacy hotel meta offerings.The following is a summary of the Tripadvisor, Inc. (TRIP) Q3 2024 Earnings Call Transcript:
以下是貓途鷹公司（TRIP）2024年第三季度業績會實錄摘要：
Financial Performance:
財務表現:
Tripadvisor reported Q3 2024 revenue of $532 million, remaining flat year-over-year.
Adjusted EBITDA was $122 million, indicating profitability across all segments.
Brand Tripadvisor experienced a 12% revenue decline to $255 million, primarily from legacy hotel meta offerings.
貓途鷹報告2024年第三季度營業收入爲$53200萬，與去年持平。
調整後的EBITDA爲$12200萬，顯示所有板塊都盈利。
貓途鷹品牌經歷了12%的營業收入下降，主要來源於傳統酒店元搜索產品。金額爲$25500萬。
Business Progress:
業務進展：
Experiences revenue grew with Viator reporting a 10% increase to $270 million and GBV growth of 9%.
TheFork revenue accelerated to $49 million, a 17% year-over-year increase, marking its best financial performance on record.
Investment in app development and AI integration to enhance user experience and drive conversion rates.
體驗業務收入增長，Viator報告增長了10%，達到$27000萬，GBV增長了9%。
TheFork的營業收入加速增長至$4900萬，同比增長17%，創下其有史以來的最佳財務表現。
投資於應用程序開發和人工智能整合，以增強用戶體驗並推動轉化率。
Opportunities:
機會：
Expansion in the experiences market leveraging Tripadvisor's trusted brands and extensive data.
Geographical expansion, particularly in international markets, to capitalize on existing demand.
Strategic partnerships like those with Vodafone and Mastercard to introduce new diners to TheFork and offer premium restaurant experiences.
在體驗市場擴張，利用貓途鷹信任的品牌和廣泛數據。
地理擴張，特別是在國際市場上，以利用現有需求。
與沃達豐和萬事達等戰略合作伙伴建立合作關係，將新餐廳引入TheFork並提供優質餐廳體驗。
Risks:
風險：
Legacy hotel meta offerings continue to face headwinds, with a 12% decline in Brand Tripadvisor revenue.
Viator faces increased competition in the US experiences market from large competitors aiming to scale.
傳統酒店元搜索產品繼續面臨阻力，貓途鷹品牌營收下降了12%。
Viator在美國體驗市場面臨日益激烈的競爭，大型競爭對手旨在擴大規模。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
