Tripadvisor is at an inflection point, as Viator and TheFork overtake its legacy hotel meta-search business in growth and value. Viator leads the global experiences segment, and TheFork dominates European restaurant reservations, both boasting strong network-effect moats and faster growth. Current valuation appears to ignore the value of Viator and TheFork, offering a potential 2x–3x return if management executes the strategic pivot successfully.
Tripadvisor, Inc. ( TRIP ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Angela White - Vice President of Investor Relations Matthew Goldberg - President, CEO & Director Mike Noonan - Chief Financial Officer Conference Call Participants Richard Clarke - Sanford C. Bernstein & Co., LLC.
TripAdvisor (TRIP) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.5 per share a year ago.
The Tripadvisor Group reportedly plans to merge two of its three businesses, Tripadvisor and Viator, amid activist investors' pressure to consider selling either the entire company or its other division, TheFork. The business combination will lead to “substantial” layoffs among its engineering staff, Seeking Alpha reported Tuesday (Nov.
Though TripAdvisor Inc (NASDAQ:TRIP) stock has pulled back from its Sept.
Investors interested in Internet - Commerce stocks are likely familiar with TripAdvisor (TRIP) and eBay (EBAY). But which of these two companies is the best option for those looking for undervalued stocks?
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The market has every right to be disappointed in Brand TripAdvisor's performance, but I see it consolidating on a low single-digit decline rate. Viator and TheFork are both fantastic, profitable assets that are leading in underpenetrated verticals. Starboard Value building a 9% stake, along with the dual-class share structure, puts TripAdvisor at the crossroads.
Despite macroeconomic volatility, Tripadvisor maintains a resilient and well-diversified business model to ensure consistent and solid revenue streams. Its balance sheet is still robust, which assures us of its ability to sustain its operating capacity and borrowing repayments. The stock appears underpriced for its valuation, especially if we consider the sharp price downtrend.
While the top- and bottom-line numbers for TripAdvisor (TRIP) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tripadvisor, Inc. (NASDAQ:TRIP ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Angela White - Vice President of Investor Relations Matthew Goldberg - President, CEO & Director Michael Noonan - Chief Financial Officer Conference Call Participants Nafeesa Gupta - BofA Securities, Research Division Richard J. Clarke - Sanford C.