The firm is entering the bookings commission market via its Instant Bookings initiative, which if successful will greatly expand the revenue opportunity.
Penetration levels are low and growing in the online travel advertising, emerging, and mobile markets. As the world’s largest travel meta-search company, the firm is well positioned for to benefit over the long term.
TripAdvisor is strengthening its network effect through both organic and inorganic initiatives. Read more
Competition from new entrants that already have large user traffic could meaningfully affect the firm’s growth outlook.
Both Priceline and Expedia have made recent acquisitions into the meta-search marketplace, and are having success at building meaningful scale of user-generated reviews.
China is the main growth driver for the online travel markets over the next decade, and Qunar and CTrip are growing revenue and user-generated reviews faster than TripAdvisor here. Read more
We think TripAdvisor's stewardship of shareholder capital is standard. President and CEO Stephen Kaufer co-founded the company in 2000 and has been instrumental in building TripAdvisor into the world's largest travel media company over the past 12 years. Read more
TripAdvisor is the world’s leading travel meta-search company. The website offers over 200 million reviews, and information on more than 2.4 million restaurants, 890 thousand Read more