TripAdvisor’s Q2 2016 Earnings Preview
TripAdvisor’s witnessed a lackluster first quarter in 2016 and the trend is expected to continue in the second quarter. This is because of the expenditures undertaken by the company to improve the Instant Booking experience, other strategic investments, and changing its transactional model for vacation rentals. However, the company expects to pick up its performance towards the latter half of 2016.
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TripAdvisor’s Instant Booking is expected to give it a big competitive advantage in the future. The platform includes top global hotel chains and the world’s biggest OTA (in terms of revenues), Priceline. It also offers around a 20% lower price than the existing metasearch engines.
A recent report also suggests that its non-hotel business, including attractions, restaurant reservations, and vacation rentals, might grow by 118% between 2015 to 2018 to amount to a $500 million business. TripAdvisor has been pretty aggressive with the building up of its attractions, vacation rentals, and restaurant booking websites over the last couple of years. We currently expect TripAdvisor’s Subscription and Other business’s revenue (which is comprised of attraction, restaurant, and vacation rental bookings) to grow for the next five years at a CAGR of ~8% and the segment’s EBITDA to grow at a CAGR of almost 10%.
Have more questions about TripAdvisor? See the links below.
- What Is TripAdvisor’s Fundamental Value On The Basis Of Its Forecasted 2015 Results?
- Advertising Vs Subscription: What’s TripAdvisor’s Revenue and EBITDA Breakdown?
- How Has TripAdvisor’s Revenue And EBITDA Composition Changed Over 2012-2016E?
- TripAdvisor Year 2015 In Review
- Where Can TripAdvisor’s Growth Come From In The Next 5 Years?
- What Drove TripAdvisor’s Revenue And EBITDA Growth Over The Last Five Years?
- TripAdvisor Q1 2016 Earnings Preview
- How Is TripAdvisor Gearing Up For Competition In The Vacation Rental Space?
- How Can Instant Booking Stir Up The OTA Space And Be A Game Changer For TripAdvisor?
- TripAdvisor’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate
- Why Might TripAdvisor Be An Attractive Acquisition Target For Priceline?
- What Has Been The Immediate Impact Of The Brexit Decision On The Online Travel Companies?
- How Is TripAdvisor’s Non-Hotel Business Expected To Grow?
- What Might Be The Long-Term Impacts Of Brexit On The Online Travel Agencies?
- What Is The Significance Of TripAdvisor’s Upgraded Flight Search Platform?
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