Latest Articles
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How Is TripAdvisor’s Top Line Trending?
TripAdvisor is currently growing its Instant Booking platform which is the main driver for its hotel segment, and it is aggressively investing in its non-hotel business as well. The Instant Booking platform now includes eight of the top ten globa...
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Reasons Behind Our 12% Downward Revision Of TripAdvisor’s Stock Price
We recently downgraded our stock price estimate for TripAdvisor by around 12% post the company’s Q2 2016 results . TripAdvisor’s continued investments across its platforms, as well as strategic acquisitions, is keeping the company...
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TripAdvisor’s Q2 2016 Results Remain Subdued But The Company Is Eyeing Long Term Growth
In line with expectations, TripAdvisor’s lackluster performance continued in the second quarter. The investments across its hotels, non-hotels, and most notably the Instant Booking platform kept the growth constrained in the first half of 2...
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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, oth...
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What Is The Significance Of TripAdvisor’s Upgraded Flight Search Platform?
TripAdvisor has recently upgraded its flight metasearch option with the launch of a new airline review platform, an enhanced flights search service, and the beta launch of “flyscore” — a 1 to 10 rating system for every flight based on...
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What Might Be The Long-Term Impacts Of Brexit On The Online Travel Agencies?
A while back we explored the possible short-term implications of Brexit on the online travel companies. We observed that other than the stock market’s knee jerk reactions and the possibility of the pound losing value, travel might not be ma...
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How Is TripAdvisor’s Non-Hotel Business Expected To Grow?
A recent report from Piper Jaffray suggests that TripAdvisor’s non-hotel business might not be getting the attention it deserves. The report suggests that the non-hotel business, including attractions, restaurant reservations, and vacation ...
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What Has Been The Immediate Impact Of The Brexit Decision On The Online Travel Companies?
Stock Price Declines Since June 23rd, stocks of all the major online travel agencies (OTAs) have declined significantly. TripAdvisor and Expedia stocks have both dipped by almost 10%, whereas Priceline stock had fallen by ~14%. The main reaso...
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Why Might TripAdvisor Be An Attractive Acquisition Target For Priceline?
Priceline and Expedia have always been fierce rivals when it comes to gaining a bigger portion of the online travel market. These two OTAs with market capitalization of ~66 billion and $16 billion, respectively, have acquired most of the heavywei...
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What Percentage of TripAdvisor’s Stock Price Can Be Attributed To Growth?
In this analysis, we quantify the percentage of TripAdvisor’s stock that can be attributed to growth. We know that a stock’s valuation can be highly influenced by future expectations of earnings growth. However, in theory, if a company sees no g...
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How Does TripAdvisor’s Financial State Currently Look?
From the above analysis we can conclude that TripAdvisor is in a sound financial state. TripAdvisor’s cash asset ratio is over 1, suggesting that the company will be able to pay off most of its near term obligations by using just it...
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TripAdvisor’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate
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...
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How Can Instant Booking Stir Up The OTA Space And Be A Game Changer For TripAdvisor?
Instant Booking is emerging as the biggest strength for TripAdvisor. According to a Piper Jaffray report, TripAdvisor’s penetration improved significantly in several regions over a three month period as shown below: Source: Skift It is...
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How Did The Bottom Lines Fare Over The Last 5 Years For The Top Online Travel Companies ?
Have more questions on Priceline? See the links below. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? How Has Priceline’s Revenue And EBITDA Composition Changed Over 2012-2016E? ...
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How Is TripAdvisor Gearing Up For Competition In The Vacation Rental Space?
The vacation rental market is witnessing a lot of interest from the top OTAs recently. After Expedia’s acquisition of HomeAway last year, TripAdvisor has acquired London-based vacation rental service HouseTrip in April 2016. The other prope...
