Tripadvisor - spin-off von Expedia - 500 Beiträge pro Seite

eröffnet am 24.12.11 17:59:53 von
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24.12.11 17:59:53
Is the TripAdvisor Spin-Off a Lousy Destination?
By Louis Bedigian
Benzinga Staff Writer
December 21, 2011 2:59 PM

Expedia's popular travel website, TripAdvisor, is now trading on its own. Should investors care?

At the time of this writing, Google (NASDAQ: GOOG [FREE Stock Trend Analysis]) doesn't seem to care. A quick Google Finance search for TripAdvisor (NASDAQ: TRIP) brings up an old, out-of-date listing for some pink sheets corporation called TravelBuys, Inc. As you can see, investors are very excited for TravelBuys' potential:

Note the sarcasm.

There was some additional confusion when TripAdvisor was thought to be trading under the ticker TRIPV. But if you enter that ticker into Yahoo! (NASDAQ: YHOO) Finance now, you will be redirected to the proper page.

“This is a truly exciting time for TripAdvisor, and we are eager to continue to innovate on behalf of our users and grow the business as we enter this next chapter,” Stephen Kaufer , co-founder and CEO of TripAdvisor, said in a company release. “TripAdvisor's spin-off and membership in the S&P 500 both represent major company milestones, and is also a testament to our community and the value of user generated content.”

What has come of the stock since its debut this morning? Just as Zynga (NASDAQ: ZNGA) crashed and burned last Friday (and continues to decline on a daily basis), TripAdvisor fell from its roughly $30 debut at 9:30 a.m. to $28.79 at 10:13 a.m. Within the following 10 minutes, the stock inched back up past the $29 mark, then gradually fell back down to the $28 level, where the stock has mostly remained. Unless something drastic occurs, it is unlikely that TripAdvisor will be able to close at anything other than a loss. Whatever happens, you can be sure that Benzinga Pro will bring you the latest updates faster than any other newsfeed.

Expedia (NASDAQ: EXPE), on the other hand, is on the rise this afternoon. The company had a rough start to the year, going from $27.30 on January 14 to $25.16 on January 31. The stock continued to decline, dropping more than 20% during the second week of February. Expedia finally bottomed out on March 1, closing at $19.69. From then on, the stock rose pretty steadily, even during the volatile spring and summer months. But once August hit, Expedia was faced with another sharp decline, which was followed by a continuous, roller coaster-worthy cycle of ups and downs.

This is still a better outcome than the pain Expedia and its former parent company, IAC/InterActiveCorp (NASDAQ: IACI), endured after Expedia went public in 2005. At that time, both IACI and EXPE dropped, CNNMoney reported. At least in this scenario Expedia is doing well, even if TripAdvisor is not.

But you have to wonder: what does IAC hope to accomplish with its continued effort to spin-off corporations, which then go on to spin-off other corporations? Why not build up the best single entity and see where its stock can go?

Instead, these companies would prefer to build up the values of as many small entities as possible, which can trade for lower amounts individually than they would as one unit with IAC, which could make them more appealing to investors.

Still, I'm not sure IAC has made the right decision here. Is it a coincidence that the company chose to spin off Expedia after the stock took a serious hit in 2004? Up until that point, IAC was on the rise. It peaked in July 2003 at more than $161 per share. Twelve months later, the stock had lost roughly a third of its value. By August 2005, IAC had lost another two-thirds of its value. The stock continued to fall and dropped to a new low with the financial crisis in 2008. Since that time, IAC has only experienced a moderate recovery.

Similarly, Expedia was struggling to recover when the company announced that it would spin-off TripAdvisor. Is this one great big coincidence? Or is this what IAC and its former subsidiaries like to do – spin-off assets and start new publicly traded companies whenever times are tough?

Read more:…
29.12.11 10:11:52
December 6, 2011
Expedia, Inc. Stockholders Approve Spin-Off of TripAdvisor, Inc.
'EXPEV' and 'TRIPV' to Commence When-Issued Trading

BELLEVUE, Wash., Dec. 6, 2011 /PRNewswire/ -- Expedia, Inc. (NASDAQ: EXPE) announced today that its stockholders overwhelmingly approved the spin-off of TripAdvisor, Inc. and the related proposals submitted at Expedia's annual meeting of stockholders held earlier today, including the one-for-two reverse stock split proposal, the conversion of the outstanding shares of Expedia Series A preferred stock into the right to receive a fixed amount of cash pursuant to a merger, and various amendments to Expedia's certificate of incorporation. The approval included a favorable vote by more than a majority of the non-management shares. Expedia® expects the transaction to close on or about December 20, 2011, including implementation of a one-for-two reverse stock split of Expedia stock immediately prior to the spin-off.

In addition, the proposals submitted to stockholders with respect to the re-election of all members of the Expedia board of directors, ratification of the appointment of Expedia's independent auditor and the advisory vote on executive compensation were also approved, and stockholders recommended three years as the frequency with which advisory votes on executive compensation would be held. Expedia will file the final, certified vote results on a Current Report on Form 8-K when available.

The Nasdaq Global Market has advised Expedia that both TripAdvisor® common stock and Expedia common stock (on a post spin-off basis) will trade on a "when-issued" post-reverse stock split basis on Nasdaq under the symbols "TRIPV" and "EXPEV" respectively, from December 7, 2011 through the completion of the spin-off, which is currently expected to occur on or about December 20, 2011. During this period, Expedia common stock will continue regular way trading on Nasdaq under its existing symbol, "EXPE." On the first trading day after the spin-off is completed, which trading day is currently expected to be on or about December 21, 2011, regular way trading will commence for TripAdvisor under the symbol "TRIP" and will continue for EXPE under the symbol "EXPE."

Upon completion of the spin-off, Expedia will cease to have any ownership interest in TripAdvisor, and TripAdvisor will become an independent publicly traded company, with the stockholders of Expedia immediately prior to the spin-off holding all of the shares of TripAdvisor stock.

TripAdvisor, Inc. will be based in Newton, Massachusetts and Expedia, Inc. will remain headquartered in Bellevue, Washington.
30.12.11 10:40:49
Stücke sind heute eingebucht.
05.02.12 18:20:49
Ja halte ich auch für sehr interessant und bin da drin seit einigen Tagen.

Wer sich sonst auch für Internetaktien interessiert, kann sich gerne einmal den Blog anschauen. Da gibt es eine Liste aller Aktien aus dem Sektor und auch mehr Researchmaterial
2 Antworten
06.02.12 10:32:03
Antwort auf Beitrag Nr.: 42.702.314 von comiter am 05.02.12 18:20:49Schöne Liste;

über die von Dir genannten hinaus beobachte ich noch:

iProperty, Australien, Immoportal für Asien
wotif, Australien, Hotellzimmer last minute
REA Group, Australien, Immoportal
CTS Eventim, Deutschland, Internet-Tickets
Live Nation, USA, Internet-Tickets
Delticom, Deutschland, Reifenverkauf online
Petmeds Express, USA, Tierarzneimittel
SNAP Interactive, USA, facebook-App
Shanda Interactive, China, Portal
Shanda Games, China, Spiele
Activision, USA, World-of-Warcraft, Russland, Portal & Facebook-Investor, Frankreich, e-Commerce
Gameloft, Frankreich, Smartphone-Spiele
Hi-Media, Frankreich, eAdvertising
DeNA, Japan, Social-Media Games
Gree, Japan, Social-Media Games
Rakuten, Japan, e-commerce galore
Yandex, Russland, russisches Yahoo
Ariba, USA, purchasing eCommerce
DocCheck, Deutschland, Health-Portal
Coastal Contacts, Kanada, Kontaktlinsen
United Online, USA, Blumen und stayfriends
Naspers, Südafrika, Tencent-Aktionär und eigene e-commerce Aktivitäten
i:FAO, Deutschland, Reiselösungen
Travel Viva, Deutschland, Ticket-consolidator
SINA.Com, China, Portal
OPAP, Griechenland, Wettanbieter
TradeMe, Neuseland, e-Bay Klon
Wirecard, Deutschland, ePayment

...und aus dem Finanzsektor mit ähnlicher Businessmechanik:
Mutui Online
DAB Bank
Comdirect Bank

für die meisten Werte habe ich auch Threads angelegt...

Fände es gut, wenn wir uns mal öfter über den Weg liefen...
20.02.12 09:19:45
Antwort auf Beitrag Nr.: 42.702.314 von comiter am 05.02.12 18:20:49im Winterschlaf?
03.05.12 20:38:46
Weiß eigentlich jemand, warum sich der Gewinn im Vergleich zum Vorjahr so schlecht entwickelt hat?
15.11.12 23:41:38
Hallo zusammen,

ich bin neu im Forum und bei Tripadvisor seit Ende Juli 2012 investiert. Die Aktie kam gerade von 45$ und ich habe mir damals zum Preis von 36,00 $ einige Stücke ins Depot gelegt.

Seitdem gab es schon viel Bewegung:

- Absturz auf 29,40 $ (-18% gegenüber meinem Einstandskurs)
- Veröffentlichung von sehr guten Quartalszahlen Anfang November
- Anstieg auf 36,60 $ Mitte November

Naja, ich gebe zu, ich war zwischenzeitlich schon etwas skeptisch.
Nun bin ich aber sehr zuversichtlich, dass demnächst die 40,00 $ anvisiert werden. TRIP ist einfach eine geile Seite und der Trend sieht aktuell sehr positiv aus...

Wäre schön, wenn es im Forum noch andere Investierte oder Interessierte gibt und man sich zukünftig hier ein bißchen über den (hoffentlich positiven) Kursverlauf von TRIP austauschen könnte... :-)
11.12.12 22:28:21
Aktie geht heute über die 40$ und schließt mit 40,91 $.
So kann es gerne weiter gehen... :-)
12.12.12 21:36:08
Janney Montgomery Scott Starts Stock Coverage on TripAdvisor (TRIP):

Janney Montgomery Scott assumed coverage on shares of TripAdvisor (NASDAQ: TRIP) in a report released on Wednesday. The firm issued a buy rating on the stock.

A number of other firms have also recently commented on TRIP. Analysts at Piper Jaffray reiterated an overweight rating on shares of TripAdvisor in a research note to investors on Tuesday. They now have a $45.00 price target on the stock. Separately, analysts at Deutsche Bank upgraded shares of TripAdvisor from a hold rating to a buy rating in a research note to investors on Monday. They now have a $50.00 price target on the stock, up previously from $37.00. Finally, analysts at Morgan Stanley upgraded shares of TripAdvisor to an overweight rating in a research note to investors on Thursday, December 6th.

TripAdvisor opened at 40.91 on Wednesday. TripAdvisor has a 1-year low of $23.99 and a 1-year high of $47.81. The company has a market cap of $5.823 billion and a price-to-earnings ratio of 31.49.

TripAdvisor last released its earnings data on Thursday, November 1st. The company reported $0.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.04. The company had revenue of $212.70 billion for the quarter, compared to the consensus estimate of $211.30 billion. TripAdvisor’s revenue was up 17.6% compared to the same quarter last year. On average, analysts predict that TripAdvisor will post $1.51 earnings per share for the current fiscal year.

TripAdvisor, Inc. (TripAdvisor) is an online travel research company, enabling users to plan and have a trip.
18.12.12 12:49:58
On December 11, 2012, Expedia, Inc. (Nasdaq: EXPE) Chairman and Senior Executive Barry Diller circulated the following email to Expedia, Inc. employees:

To: All Expedia Employees
From: Barry Diller

Re: Message from the Chairman

As many of you may have read of the sale of our family’s interest in TripAdvisor (Nasdaq: TRIP), and with questions of whether or not this is the first step in a general disposal of assets, I wanted to be quite clear that the answer to that question is ‘NO’.

This is the statement that I made about TripAdvisor:

“Ever since we acquired TripAdvisor in 2004 it’s been one of the smoothest and most trouble-free growth stories I’ve ever known,” said Barry Diller. “During that time it grew from a startup with $23 million in annual revenues to a $5 billion plus public company with a global brand that operates the world’s largest travel site. Its great progress has happened because of the superb talents of its co-founder and CEO, Steve Kaufer, and the team he leads. My only reason for resigning as Chairman and disposing of my interests is that I have more obligations than time and transferring control of TripAdvisor to Liberty (Nasdaq: LINTA) is something I’m very comfortable with -- Liberty has proven itself a fine steward and leader of its controlled businesses.”

Since the original sale by Microsoft ten years ago, I’ve been the Chairman of Expedia, through all it’s good times, and some less than good, and enjoyed it thoroughly. I’m very proud of the work you all do and the prospects for the future and plan to stay engaged as long as I’m sentient. I hope this clarifies, and I hope you all have a wonderful holiday and new year…

Barry Diller
1 Antwort
18.12.12 13:04:25
Antwort auf Beitrag Nr.: 43.939.205 von R-BgO am 18.12.12 12:49:58December 11, 2012

Liberty Interactive Corporation Acquires Voting Control of TripAdvisor, Inc.

Englewood, Colorado, December 11, 2012 – Liberty Interactive Corporation ("Liberty") (Nasdaq: LINTA, LINTB, LVNTA, LVNTB) and TripAdvisor, Inc. ("TripAdvisor") (Nasdaq: TRIP) announced today that Liberty has purchased a total of 4,799,848 shares of common stock of TripAdvisor from Barry Diller and The Diller-von Furstenberg Family Foundation at a price of $62.50 per share. As part of the transaction, Mr. Diller's right to control the vote of the shares of TripAdvisor's common stock and Class B common stock that are beneficially owned by Liberty has been terminated and Liberty now controls a majority voting stake in TripAdvisor. Giving effect to the transactions, Liberty owns and controls 18,159,752 shares of common stock and 12,799,999 shares of Class B common stock of TripAdvisor, representing approximately 22% of the equity and 57% of the total votes of all classes of TripAdvisor common stock. Liberty has attributed the shares of TripAdvisor common stock that it owns to its Liberty Ventures tracking stock group.

Concurrently with the transaction, Mr. Diller resigned as Chairman of the Board of Directors and as Senior Executive of TripAdvisor, but will continue serving as a director of TripAdvisor. TripAdvisor will make an announcement when the Board of Directors has elected a new Chairman of the Board of Directors.

"Ever since we acquired TripAdvisor in 2004 it's been one of the smoothest and most trouble-free growth stories I've ever known," said Barry Diller. "During that time it grew from a startup with $23 million in annual revenues to a $5 billion plus public company with a global brand that operates the world's largest travel site. Its great progress has happened because of the superb talents of its co-founder and CEO, Steve Kaufer, and the team he leads. My only reason for resigning as Chairman and disposing of my interests is that I have more obligations than time and transferring control of TripAdvisor to Liberty is something I'm very comfortable with – Liberty has proven itself a fine steward and leader of its controlled businesses."

"It has been a pleasure to work with Barry and we appreciate his outstanding leadership through the years. I thank him for his numerous contributions and look forward to his continued involvement with our Company as a member of our Board." said Steve Kaufer, co-founder and CEO of TripAdvisor. "Liberty has been an important stockholder of ours and we look forward to continuing this relationship in the future."

"We are pleased to take voting control of our longstanding stake in TripAdvisor," said Greg Maffei, Liberty President and CEO. "TripAdvisor is an established leader in the travel industry and our increased investment in the company is a strong addition to our portfolio."

About Liberty Interactive Corporation
Liberty Interactive Corporation operates and owns interests in a broad range of digital commerce businesses. Those interests are currently attributed to two tracking stock groups: Liberty Interactive Group and Liberty Ventures Group. The Liberty Interactive Group (Nasdaq: LINTA, LINTB) is primarily focused on digital commerce and consists of Liberty Interactive Corporation's subsidiaries,, Celebrate Interactive (including Evite and Liberty Advertising), CommerceHub, MotoSport, Provide Commerce, QVC, Right Start, and Liberty Interactive Corporation's interests in HSN and Lockerz. The Liberty Ventures Group (Nasdaq: LVNTA, LVNTB) consists of Liberty Interactive Corporation's non-consolidated assets, including interests in AOL, Expedia, Interval Leisure Group, Time Warner, Time Warner Cable, (Lending Tree), TripAdvisor and various green energy investments.
Liberty Interactive Corporation
Courtnee Ulrich, 720-875-5420
01.01.13 22:11:27
Kurs zum 31.12.2012: 41,92 $

Auf ein erfolgreiches Jahr 2013... :-)
07.01.13 23:34:15
TRIP schließt heute bei 45,12 $ und gibt am 13.2 Ergebnisse bekannt...

TripAdvisor to Announce Fourth Quarter and Full Year 2012 Financial Results on February 13, 2013

TripAdvisor, Inc. announced today that it will release its fourth quarter and full year 2012 financial results after market close on Wednesday, February 13, 2013. On that day, the company will hold a conference call and live webcast at 5 p.m. ET to review and discuss the company's business highlights and results for the fourth quarter and year ended December 31, 2012. In addition, the company may discuss business and financial developments and trends and other matters affecting the company, some of which may not have been previously disclosed. A recorded version of the webcast will be available shortly after the live call and will be accessible at for at least twelve months following the conference call.

Mal schauen, was wir da für Zahlen präsentiert bekommen.
22.01.13 18:35:32
Dieser Beitrag wurde von k.maerkert moderiert. Grund: auf eigenen Wunsch des Users
12.02.13 21:55:58
Forbes Earnings Preview:

Wall Street is optimistic about Tripadvisor Inc (TRIP), which is slated to report its fourth quarter results on Wednesday, February 13, 2013. Analysts project a profit of 23 cents a share, a rise from 16 cents per share a year ago.

Analysts are expecting earnings of $1.39 per share for the fiscal year. Analysts are projecting that revenue this quarter will remain flat at $167.1 million. For the year, revenue is expected to come in at $760.2 million.

Analysts generally think investors should stand pat on Tripadvisor, with 11 of 19 analysts rating it hold. Analyst sentiment has waned during the last three months
13.02.13 22:50:33
February 13, 2013 -- TripAdvisor, Inc. (NASDAQ: TRIP) today announced financial results for the fourth quarter and full year ended December 31, 2012.

· Fourth quarter 2012 revenue was $169.4 million, up 23% year-over-year; full year 2012 revenue increased to $763.0 million, up 20% year-over-year.

· Fourth quarter 2012 net income was $33.6 million, or $0.23 per diluted share, up 52% year-overyear; full year 2012 net income increased to $194.1 million, or $1.37 per diluted share, up 9% year-over-year.

· Fourth quarter 2012 non-GAAP net income was $41.3 million, or $0.29 per diluted share, up 26% year-over-year; full year 2012 non-GAAP net income increased to $218.7 million, or $1.54 per
diluted share, up 10% year-over-year.

· Fourth quarter 2012 Adjusted EBITDA was $64.3 million, or 38% of revenue, up 17% year-overyear; full year 2012 Adjusted EBITDA increased to $352.5 million, or 46% of revenue, up 9% yearover-

· Cash flow from operations for the fourth quarter was $71.1 million, or 42% of revenue, up 172% year-over-year; full year 2012 cash flow from operations increased to $239.1 million, or 31% of
revenue, up 10% year-over-year.

· Free cash flow for the fourth quarter increased 199% year-over-year to $62.4 million, or 37% of revenue; full year 2012 free cash flow was $209.8 million, or 27% of revenue, up 7% year-overyear.

· Effective February 12, 2013 Mr. Gregory B. Maffei, President, CEO and Director of Liberty Interactive Corporation, was elected Chairman of the Board and designated to serve on the
Executive Committee and Compensation Committee.

· Board of Directors authorizes up to $250 million of share repurchases.

“The fourth quarter capped an exciting year during which we reinforced our importance in the travelplanning
funnel. We deepened our social and personalization initiatives, grew our member and content base rapidly and innovated our product offerings, including introducing a new meta experience on
smartphones,” said Steve Kaufer, CEO of TripAdvisor. “In 2013, we want to build on that momentum and amplify our global brand, providing the best experience for every user, on every device, in every geography.”
07.03.13 22:26:29
TRIP überspringt heute die "magische Grenze" und schließt mit 50,59$. :-)
22.03.13 21:42:42
TripAdvisor snaps up Tiny Post, second company in less than 6 months

Online travel review and search company TripAdvisor Inc. (Nasdaq: TRIP) has acquired Tiny Post, the business behind an app that lets users write over photos and turn the images into mini stories.

Newton, Mass.-based TripAdvisor would not disclose financial details of the purchase, but did say employees from the Tiny Post team will move into TripAdvisor’s Palo Alto, Calif. office. Tiny Post was part of the 500 Startups accelerator program and was co-founded by Dick Brouwer and Melissa Miranda, former co-founders of ListCharming, and funded by Silicon Valley angels.

“The Tiny Post team have created a wonderful app that shows the possibilities of combining travel photos with social and mobile,” said Steve Kaufer, co-founder and CEO TripAdvisor, Inc. “We think Tiny Post is a great fit with our continued drive to provide engaging and sharable content and I am happy to welcome this strong team to TripAdvisor.”

In a recent call with analysts discussing its fourth quarter and 2012 results, Kaufer said rich user-generated content is the lifeblood of the business, and that its travel community is on pace to add more than 30 million contributions in 2013.

This is the second acquisition in less than six months for TripAdvisor. The company acquired Wanderfly a Brooklyn, N.Y.-based travel inspiration site in October 2012 and a year earlier, it bought Where I’ve Been LLC, a travel website and social platform company based in Chicago.

During a recent call with analysts, TripAdvisor CFO Julie Bradley said the company going to continue to buy as much traffic as it can.

“I buy traffic, I sell traffic. As long as we can do that profitably, we’re going to continue to buy as much as we can. Whereas out social spend has a longer gestation period, we’re looking - we’re buying marketable members that convert that contribute more content, that share more and when they convert, they convert at higher levels. We have a long horizon on that spend.”…
01.04.13 14:46:44
03.04.13 20:01:24
Am 7.Mai gibt es die Q1-Zahlen für 2013
13.04.13 02:35:08
TripAdvisor®, Inc. today announced it has acquired, a leading members-only private sale site for hotel bookings. The Jetsetter brand will continue to operate out of New York City and will be incorporated into Smarter Travel Media.

"Jetsetter is an outstanding brand and I am absolutely delighted to welcome the Jetsetter team to the TripAdvisor family," said Steve Kaufer , co-founder and CEO TripAdvisor, Inc. "With Jetsetter and our own SniqueAway brand, we now have two leading travel private sale sites under one roof. We are excited by the opportunities this provides to continually help drive amazing value for our travelers staying at some of the world's most highly-rated hotels."

"In a short span of time, Jetsetter has emerged as a premier player in the travel space, and we are proud of what the team has accomplished," said Michelle Peluso , CEO, Gilt. "There are strong synergies between Jetsetter and TripAdvisor and we are confident that having Jetsetter be part of the TripAdvisor group will further accelerate its growth."…
08.05.13 15:11:50
TripAdvisor Reports First Quarter 2013 Financial Results

TripAdvisor, Inc. the world's largest travel site*, today announced financial results for the first quarter ended March 31, 2013.

• Revenue for the first quarter increased to $229.9 million, up 36% quarter-over-quarter and up 25% year-over-year.

• Net income for the first quarter increased 86% quarter-over-quarter and increased 29% year-over-year to $62.3 million, or $0.43 per diluted share.

• Non-GAAP net income for the first quarter increased 77% quarter-over-quarter and 39% year-over-year to $73.1 million, or $0.50 per diluted share.

• Adjusted EBITDA for the first quarter increased 70% quarter-over-quarter and 30% year-over-year to $109.3 million, or 48% of revenue.

• Cash flow from operations for the first quarter increased 47% year-over-year to $43.7 million, or 19% of revenue; free cash flow for the first quarter increased 54% year-over-year to $34.4 million, or 15% of revenue.

“Our first quarter results are evidence that our underlying fundamentals are extremely healthy,” said Steve Kaufer, President and CEO of TripAdvisor. “Our traffic growth accelerated, and hotel shoppers, members and valuable content continue to grow at a rapid clip on a global basis. Integrating our new metasearch hotel pricing and availability engine has been a wonderful complement to our ongoing strides to make the site more engaging, personalized and social. We look forward to kicking off the busy summer travel season.”
09.05.13 17:31:53
Schon komisch. TRIP hat mit den Quartalszahlen die Analystenerwartungen übertroffen:

"Adjusted net income for the quarter was $73.07 million or $0.50 per share, compared to $52.53 million or $0.38 per share in prior-year period. On average, analysts polled by Thomson Reuters expected the company to report earnings of $0.46 per share for the quarter."

und trotzdem ging es erstmal 3$ runter... :look:

Naja, wollen mal nicht meckern.
Ein kleiner Rücksetzer hat noch niemandem geschadet.
Dafür haben die letzten Wochen zu viel Spaß gemacht. :lick:
24.05.13 18:20:21
Wie TRIP momentan performt ist wirklich geil.
Heute sind es 62 $ oder 47,50 €.
Auch wenn es weh tut:
Hab heute mal einen Stopp bei 46,00 € bis Ende Juni eingezogen.
Man muss auch mal Gewinne mitnehmen. :cry:
Bin allerdings auch nicht böse, wenn der erstmal nicht zum Tragen kommt... :D
06.06.13 20:11:13
Ok, heute war es soweit. :(
Verkauf zu 45,69 €.
Immerhin 60% Gewinn.
Naja, TRIP bleibt auf meiner Watchlist...
Man sieht sich im Leben immer zweimal. ;)
27.07.13 00:23:29
05.08.13 22:39:44
Wahnsinn, wie diese Aktie marschiert. Heute bei 78,04 $ ATH.
Und ich bin nicht mehr dabei... :(
29.10.13 17:11:31
22.02.14 10:57:12
TripAdvisor Posts Strong Growth As Meta-Display Headwinds Dissipate…

Auf meiner Watchlist, bei einen Rückgang wird eine Position aufgebaut, gutes und solides Long Invest. Die letzten Zahlen haben überzeugt - Reisen und Hotels, Restaurants und deren Suche und deren Bewertungen werden immer wichtiger für die Kunden. allerdings ist die Aktie nicht billig !
Charttechnisch seit Feb. positives Momentum.

Unser Pivot-Punkt liegt bei 88.7.
Unsere Meinung: solange die Unterstützung bei 88.7 hält, ist die Aufwärtstendenz intakt.
Alternatives Szenario: ein Fall unter 88.7 würde einen weiteren Rückgang auf 77.5 auslösen
Analyse: der RSI liegt über 70. Das kann bedeuten, dass sich die Aktie entweder in einem anhaltenden Aufwärtstrend befindet oder dass sie überkauft ist und deshalb korrigieren wird (in diesem Fall auf bearishe Divergenzen achten). Der MACD liegt über der Signallinie und ist positiv. Die Konfiguration ist positiv. Es wird darauf hingewiesen, dass die Volumina seit einigen Tagen ansteigen.


Anregungen herzlich willkommen.

18.09.14 16:55:09
keine Gewinndynamik dieses Jahr....
06.11.14 15:44:23
Ja Margen gehen runter und dafür eigentlich immer noch zu teuer, bei 40 USD würde ich wieder einsteigen. Hier noch eine Analyse zu Tripadvisor:
15.02.15 16:46:26
...aber die Jahreszahlen haben der Börse gefallen: Kurs von 60 auf 72 euro
24.03.16 15:05:20
Ja finde die Umstellung auf Instant Buchung auch gut, aber wie weit das bei der Profitabilität was ausmacht. Derzeit mir noch zu teuer aber ist auf der Watchliste:

28.04.16 18:29:26
07.06.16 13:55:28
fände ich interessant:

Is a Priceline Acquisition of TripAdvisor Becoming More Feasible?
Rani Molla and Tara Lachapelle, Bloomberg - Jun 06, 2016 6:00 pm…

Priceline Group is a huge internet company that continues to grow, is immensely profitable and usually over-delivers on its forecasts. Yet cutthroat competition in the online travel industry has left its stock looking dull lately.

The $64 billion behemoth and its fiercest rival, $16 billion Expedia, have been going head to head for the best assets, as newer vacation-rental entrants like HomeAway and Airbnb — valued at almost $26 billion in its latest funding round — take some market share. Most of the big takeover candidates have already been bought up: Kayak and are owned by Priceline, which has also been investing in businesses abroad such as China’s, while Travelocity, Orbitz and HomeAway have all sold to Expedia. In fact, the September completion of the Orbitz deal allowed Expedia to reclaim the No. 1 position in online bookings.

Priceline sought to broaden its reach in 2014 by acquiring OpenTable, a restaurant-booking service rather than a travel site. But as you can see in the chart below, that pricey $2.4 billion acquisition has had little impact on Priceline shares. They’ve risen about 7 percent since the deal closed, compared with a 36 percent surge in Expedia’s stock over the span.

It hasn’t helped that France, a major travel destination, was the target of terrorist attacks in November, and that China’s smog is turning off tourists. But to boot, Priceline’s CEO resigned in April after the company learned that he had an inappropriate relationship with an employee. And last week, the head of the unit also quit for a job outside of the travel industry. Jeffrey Boyd, Priceline’s chairman who was previously CEO from 2002 to 2013, is running the company while the board searches for a permanent CEO replacement.

On the one hand, Boyd may not want to make any big changes ahead of new management coming in. However, no one knows the company better than he does and there’s a deal opportunity he might not want to miss — or let Expedia get a hold of. That would be TripAdvisor.

Valued at $10 billion, TripAdvisor (ticker symbol TRIP) is the industry’s last major publicly traded target in the U.S. The business was actually spun off from Expedia in 2011 because it had been growing far faster than Expedia’s main operations. But now, the trend is moving back toward consolidation and scale — and no doubt both Priceline and Expedia have had their eye on TripAdvisor. Investors in this space need something to get excited about, and recent weakness in TripAdvisor’s shares (mostly due to the aforementioned industry headwinds) means it may be a good time to pounce.

Expedia and TripAdvisor are still somewhat connected. Billionaires John Malone and Barry Diller control Expedia, while Malone’s business partner Greg Maffei effectively controls TripAdvisor through the Liberty TripAdvisor tracking stock, which was created in 2014 — a move that some thought signaled Malone and Maffei were opening the door to some sort of deal. That said, the ownership structure does make an acquisition of TripAdvisor a bit more complex than a typical M&A transaction.

Furthermore, even though TripAdvisor’s shares (and the tracking stock) have dropped 20 percent this year, a takeover still wouldn’t be cheap. The company is valued at 34 times its trailing 12-month Ebitda, a slightly higher multiple than Kayak fetched in its sale to Priceline. And with a takeover premium, a TripAdvisor acquisition would be nearing the steep 45 times Ebitda that Priceline paid for OpenTable. But in return, a buyer — be it Priceline or Expedia — could gain precious market share and expand its global footprint:

Whether Malone, Maffei and Boyd would work out a deal is just speculation at this point. But Priceline could use some excitement, perhaps in the form of a TRIP.
1 Antwort
19.06.16 18:51:46
Antwort auf Beitrag Nr.: 52.559.426 von R-BgO am 07.06.16 13:55:28…
30.06.16 15:37:52
26.08.16 13:08:05
TripAdvisor Acquires Citymaps in Quest to Offer Best-In-Class Tourism Mapping Features for Travelers

NEEDHAM, Mass., Aug. 24, 2016 (GLOBE NEWSWIRE) --

Travel planning and booking site TripAdvisor® ( today announced that it has acquired New York-based Citymaps (, a social mapping platform that enables tourists to discover countless hidden gems and hot spots, near and far, all around the world. The website and app make it easy for consumers to find points of interest, navigate urban destinations and share favorite locations with friends.

"The Citymaps team understands how people experience their day through a maps lens," said Adam Medros, senior vice president, global product, TripAdvisor. "We are excited to welcome the team to the TripAdvisor family of brands to help TripAdvisor ensure its mapping features best address the needs of its users who are increasingly accessing the site on mobile devices."

"Over the past several years, we have built a popular mapping app that delivers socially-powered inspiration and exploration for travelers," said Elliot Cohen, CEO and co-founder of Citymaps. "Given our shared focus on helping travelers plan and experience a great trip, we look forward to working with the TripAdvisor team."

The importance of online mapping technology is increasingly significant in consumer usage for everyday situations, including tourism. In 2015, TripAdvisor's "TripBarometer Connected Traveler Report" revealed that 81 percent of U.S. travelers use maps on their smartphones to find their way around¹.

TripAdvisor's existing mapping features currently help consumers find, book and experience the best things destinations have to offer and receive millions of views per day.

Citymaps will continue to be run as a standalone business. Terms of the acquisition will not be disclosed.
28.08.16 12:03:18
22.10.16 10:27:41
Didi and TripAdvisor China talk the full service ecosystem talk
Oct 21.2016

In the wider scheme of things, TripAdvisor doing something with 100 hotels wouldn’t blip the radar.

Unless those hotels are in China, and TripAdvisor is doing something with Didi, China’s biggest taxi app, and the partnership is positioned as “building a full service ecosystem of services for travelers not only to research, plan and manage what they want to do but also to easily incorporate mobility solutions into their travel plans.”

The actuality is a bit more prosaic than the PR.

TripAdvisor (China) will build dedicated Didi “stations” at 100 hotels where there is a demand from guests to get to local tourist attractions.

Whether these stations are a branded kiosks in reception or an employee dressed up as the TripAdvisor owl to orchestrate traffic outside the hotels remains to be seen.

But the partnership, however vague or tenuous at this nascent stage, could, in theory, develop into something significant. Particularly as Uber China, which Didi took over in August, launched “Uber + Travel”, an initiative which aimed to “connect travellers with the travel services they need before, during and after their journey.”

Currently we have nothing more than an interesting offline tie-up between two massive brands, and a lot needs to happen before a “full-service ecosystem of services for travellers” starring Didi and TripAdvisor becomes a reality.

Still, every paradigm shift and game-changer has to start somewhere.
21.12.16 10:53:33
TripAdvisor has been struggling but it is a testament to its continued power as a marketing vehicle that Expedia Inc. felt compelled to participate in TripAdvisor Instant Booking even though Expedia controls its own TripAdvisor wannabe. It’s called Trivago. A newly anointed public company, Trivago’s growth could one day be an Expedia hedge against TripAdvisor’s clout, although Trivago isn’t there yet.
— Dennis Schaal…

More than a year after Expedia Inc. CEO Dara Khosrowshahi complained that rival’s agreement to participate in TripAdvisor Instant Booking appeared to have exclusivity provisions, Expedia is finally getting in on the action as a TripAdvisor booking partner, as well.

TripAdvisor and Expedia Inc. announced Tuesday that certain Expedia Inc. brands — possibly,, or others — would be available to participate in the TripAdvisor booking feature on its U.S. desktop site as they begin to test the feature together.

TripAdvisor has been struggling to transition from metasearch, or click-based revenue only, to a combination of clicks plus booking and commission revenue, and the company’s stock has been trading near 52-week lows as it tries to get consumers used to the changes. Consumers can book the hotel on TripAdvisor and the partner, whether it be, or now, processes the transaction and is responsible for customer service.

In this way, TripAdvisor doesn’t lose credit for bookings when consumers navigate to partner sites and disappear along the way.

TripAdvisor’s revenue per hotel shopper has been decelerating because of the switch to Instant Booking and the proliferation of usage on mobile devices, where conversion of lookers into bookers tends to lag desktop conversion.

Among TripAdvisor, Expedia and the Priceline Group, TripAdvisor is the biggest winner in drawing Expedia into the booking fold. The agreement makes TripAdvisor’s Instant Booking more competitive as and Expedia, along with hotels and other online travel agencies, may battle by property or geography to be TripAdvisor’s booking partner at any given moment.


While advertisers bid for placements in TripAdvisor’s metasearch auction, Instant Booking is more of a hybrid, big players such as the Priceline Group, Expedia Inc. and possibly brands such as Marriott and Hilton can negotiate commission rates and share commitments with the auction.

So part of the Instant Booking auction would be reserved for such a partner, and the rest would be open for bidding.

In addition to generating a more competitive Instant Booking commission structure through the addition of Expedia as a booking partner, TripAdvisor presumably would be able to improve consumer conversion because in some markets Expedia or some of its sister brands might have rates that other partners don’t. More choice and comprehensiveness tend to produce positive behavior from consumers.

PiperJaffray states it expects TripAdvisor’s revenue per hotel shopper to improve because of the agreement.

Speaking during TripAdvisor’s third quarter earnings call November 9, CEO Kaufer said: “I do believe the more partners that we have globally on the platform enables us to offer, if the partner has better pricing some of the time, then allows us to offer better pricing to our travelers. When we have better pricing, we have a higher conversion rate. So in that sense, a partner the size of Expedia is likely to have better pricing some of the time. So that would help our conversion rate and therefore help us financially.”

In an announcement statement today, another TripAdvisor official put it differently: “Adding Expedia to the Instant Booking platform nicely complements TripAdvisor’s existing hotel inventory and helps users shop for a great deal on a hotel,” said Robin Ingle, TripAdvisor’s senior vice president for global sales.

It should be noted that Expedia already participates heavily in TripAdvisor metasearch, paying for clicks when TripAdvisor users comparison-shop for hotels and link off to Expedia.

With the new agreement Expedia would be both a TripAdvisor metasearch advertiser and a booking partner. Expedia had reported in recent quarters that as TripAdvisor ramped up its booking features without Expedia as a participant, Expedia’s metrics in TripAdvisor were positive but growing less advantageous.

“With this new agreement, we are interested to see how we can drive additional customer acquisition given the product and customer experience enhancements Instant Booking has made,” said Aaron Price, Expedia Inc.’s senior vice president of global marketing.

So Expedia should gain some advantage from participating in TripAdvisor Instant Booking.

The Priceline Group, including its, Agoda, and brands, are the losers in this new agreement between TripAdvisor and Expedia — but only marginally. The Priceline Group has the resources to keep a heavy presence in TripAdvisor Instant Booking and even if Expedia gains ground in TripAdvisor Instant Booking to the detriment of the Priceline-owned brands, the Priceline Group’s business is so large that TripAdvisor Instant Booking isn’t material to its results.

Chain hotels and independents likely aren’t welcoming Expedia’s entry into TripAdvisor Instant Booking, either, because it adds another strong competitor that they’ll have to deal with as online travel agencies and the hospitality industry confront one another in TripAdvisor.

“In addition to showing increased industry support for IB, the inclusion of Expedia inventory will add more suppliers per hotel, which should result in more competition for the IB booking path and result in a higher potential for IB to match or beat the lowest price offered on other sites,” wrote Michael Olsen of Piper Jaffray in an investor note after the announcement. “The roll-out of Instant Book (IB) has clearly not been seamless for the company (or investors), but the trajectory of IB is improving and we continue to believe it will lead to higher hotel long-term economics for the company (TripAdvisor.”

It is interesting that Expedia’s initial tests as a TripAdvisor Instant Booking participant begin in the U.S. and on desktop. TripAdvisor isn’t stating whether Expedia would participate in Instant Booking in markets outside the U.S.

Since introducing Instant Booking in the U.S. on mobile devices in June 2014, the booking feature has been the most successful in the U.S. as other geographies were added later. Desktop has been the strongest device and converts the best — and this is where Expedia will begin.
23.12.16 10:29:39
How the shift from reviews to Facebook recommendations might shape travel buying in 2017
Dec 22.2016…

It’s no surprise that online reviews are an important part of the travel buying process. 95% of consumers read reviews before booking a trip – with leisure travellers checking out six to 20 reviews before booking, and business travellers looking at five.

NB: This is a viewpoint from Kevin Mullaney, head of digital at Flagship Consulting.

Review browsing is well ingrained in the travel shopping psyche – and we are pretty sophisticated at it.
79% of us are put off by a five-star sweep, wanting to see an ‘honest’ reflection of the good, bad and ugly.

When making travel decisions we put a huge amount of time and faith in the opinions of strangers, relying on collective sentiment to justify our choices.

However, the review sampling that dominates our online holiday research rarely takes personal preference into consideration; reviews don’t bend to our demographic profile, hobbies or life-stage, and this can lead to misleading information.

For example, a traveller might be looking to book a resort hotel and, in the process of their research, come across a scathing review decrying the atmosphere and terrible experience. This review may have been the result of a young couple on a romantic holiday being driven crazy by a mob of pool-bound children.

For another childless couple seeking a quiet escape this is ideal intel.

For the parents of fun-seeking kids who would love a fun pool to play in, this review is inappropriate and misleading.

Although 69% of us trust travel review sites to help form our opinions, brands have changed tactics in order to claw back control of how they are represented by the public, and to focus again on direct bookings.

They have achieved this by focusing on the online customer experience and needs of individual travellers, investing in user- generated content which is dynamically served on-site to showcase the glowing experiences of ‘people like me’.

Through advanced customer profiling, multi-channel targeting and website tracking, brands are now able to develop a complex picture of potential customers, learning more about their interests, needs and preferences with every single click and interaction.

As this unique profile builds, bespoke deals lure travellers back to a landing page containing video and testimonials from these ‘people like me’, which is powerfully combined with a ‘limited time’ call to action to purchase a similar break.

As a result the travel industry has evolved beyond purely managing their reputation online to actively harnessing the power of reviews and UGC to deliver a more personalised, conversion driven experience.
The final frontier for the travel industry, however, is proving the ROI on word of mouth (WOM) and referral marketing, which drives direct bookings like no other channel.

84% of us trust family and friends above all else.

Traditionally these endorsements have happened as we chat away face-to-face with our nearest and dearest.

However, increasingly this is happening on social media – with 90% of us being influenced socially in some way before deciding on a trip.

So it’s no surprise that Facebook, in its perpetual quest to capture our attention and personal preferences, is formalising the process of gathering advice from our friends with the release of its new recommendations feature.

Currently active in the USA, and soon to hit news feeds across the globe, travel buyers will be able to ask their friends (as they do already) about where to go, stay, eat and what to do when planning a trip.
Facebook automatically detects the question and will prompt users to label it as a request, creating an eye-catching post which alerts friends that advice is being sought.

And as the recommendations pour in from friends, Facebook automatically identifies the recommended hotel, destination or attraction and plots them on a map so users can see what is on offer.

Feeling much more loved and informed, individuals can click on each of the business previews listed, sending them directly through to the brand’s Facebook page where there should be a click to buy, book, call or reserve button.

This sleek and incredibly intuitive interface saves users a huge amount of time, as they can quickly review trusted recommendations all in one place, with the ability to buy in just a few clicks.

And what is good for buyers is equally beneficial for travel brands. Any destination, attraction, venue, restaurant or business looking to grow tourist footfall can now rely on the genuine experiences and advocacy of customers to drive direct bookings from Facebook.
09.01.17 13:50:04
Hilton’s decision to enroll in TripAdvisor Instant Booking while the chain is dedicating huge resources into convincing consumers to book direct on Hilton sites is an admission that it needs third-party distributors. TripAdvisor is a favored partner for the moment because it’s cheaper than Expedia and the Priceline Group for the chain.
— Dennis Schaal

Hilton has been a holdout, along with InterContinental Hotels Group, in jumping into TripAdvisor’s booking program Instant Booking, but is now on board with its 13 brands.

Is it a sign of weakness for the major chain?

The two companies, Hilton and TripAdvisor, announced today that Hilton’s brands, ranging from Embassy Suites to Hilton Garden Inn and Waldorf Astoria, would be joining the program early this year.

With Instant Booking, TripAdvisor and partners share the customer. The booking takes place on TripAdvisor sites or in its apps but Hilton gets branding on TripAdvisor, and handles the transaction and customer service.

For Hilton, TripAdvisor Instant Booking is a way to attract incremental bookings at commission costs that are lower than it has to pay to online travel agencies such as Expedia and the Priceline Group.

Hilton’s decision to sign-on to TripAdvisor immediately raises the question as to whether this signifies weakness in the hotel chain’s direct-booking campaign, which revolves around its “Stop Clicking Around” messaging. Consumers can get lower rates if they join HiltonHonors and book on

TripAdvisor launched Instant Booking well over two years ago and although brands, including Marriott, Starwood, Best Western, Wyndham, Hyatt, Accor and La Quinta have all enlisted, Hilton and InterContinental Hotels Group have been notable exceptions.


So Hilton’s decision to sign on immediately raises the question as to whether this signifies weakness in its direct-booking campaign, which revolves around “Stop Clicking Around” messaging.

Michael Olson, senior research analyst at financial services firm PiperJaffray, wouldn’t comment on Hilton in particular, but believes the major chains’ direct-booking campaigns aren’t achieving their hoped-for goals.

“We believe the efforts of the hotel chains to drive more direct traffic have not been met with great success and the fact that nine out of the top 10 hotel chains are now on Instant Book is another sign that this is the case,” Olson tells Skift. “Each hotel chain and OTA (online travel agency) that participates on Instant Book provides TripAdvisor with incremental inventory and more entities competing for the Instant Book slot.”


Danny Hughes, senior vice president and commercial director at Hilton, took a slightly veiled shot at distribution through online travel agencies in the TripAdvisor Instant Booking announcement.

“At Hilton, we’re always reimagining the experience for our guests and looking for new ways to make travel easier,” Hughes said. “We are committed to working with booking partners, like TripAdvisor, who respect our desire to develop direct relationships with our guests, present our hotels in a fair and equitable manner, and increase the value of both our brands.”

The clear implication is that online travel agencies such as Expedia have no such commitments. Expedia has reduced Hilton’s exposure on Expedia sites because of Hilton’s direct-booking campaign.


Hilton’s decision to join TripAdvisor Instant Booking doesn’t necessarily mean that the chain’s direct-booking campaign is in the tank.

It could just mean that Hilton has crunched the numbers and determined that its return on investment overall will be enhanced by joining this TripAdvisor booking program. Perhaps TripAdvisor made Hilton an offer it was hard-pressed to refuse or that Hilton will adjust its exposure in other channels to make its distribution strategy more efficient.

We should learn more about the context of Hilton joining TripAdvisor Instant Booking when the chain reports its full year 2016 and fourth quarter financial results in the next few weeks.


Enlisting Hilton means TripAdvisor gets more comprehensive with access to Hilton’s 789,000 rooms across 104 countries. Hilton, of course, was already a TripAdvisor marketing partner but now it will let TripAdvisor users book Hilton rooms on TripAdvisor as an alternative to linking to Hilton sites.

The Hilton-TripAdvisor Instant Booking announcement comes as TripAdvisor has started implementing Expedia as a booking partner over the last few weeks. The Priceline Group’s online travel agencies are also major partners.

TripAdvisor has made tremendous headway in signing up a majority of the important hotel chains and online travel agencies that it needed to enroll in Instant Booking. Now it just has to prove that consumers indeed can be convinced to book on TripAdvisor instead of just looking to it for user reviews.
18.01.17 16:12:29
also von TRIP sind sie fasziniert...:
While investors and observers are rightfully focused on how TripAdvisor’s transition to a hotel booking site will work out, the company has some meaningful hedges in the form of vacation rentals, tours and activities, and restaurants. Collecting monthly and annual fees is a very material part of the overall business and will likely become even more so.
— Dennis Schaal…

The global restaurant business is getting professionalized and wired-up in terms of its digital acumen and TripAdvisor is making a big move to further monetize its 4.2 million restaurant listings by launching a subscription service with added features for dining establishments.

In so doing, TripAdvisor is taking a shot at what Yelp and Google, among others, are doing in their own efforts to wrangle advertising dollars out of restaurateurs. TripAdvisor already attracts plenty of restaurant advertising, which plays off free listings and 100 million reviews, but its latest foray, as distinguished from Yelp’s and Google’s, goes beyond a pay-per click business model and offers restaurants extra services for a monthly or annual fee.

TripAdvisor’s new restaurant subscriptions business, which was soft-launched in the U.S. and Spain in the Fall but now goes global, supplements the dining reservation services provided by TripAdvisor’s The Fork and the Priceline Group’s OpenTable.

At the same time, as reported 10 days ago, TripAdvisor added a new tier to its fee-based hotel Business Listings, launched in 2010, called TripAdvisor Business Advantage. The new service, with fees that are property-specific and based on volumes and market, is aimed at independent hotels.


Although there are differences between the features and tools in the new subscription services for restaurants and hotels, both enable subscribers to pin the establishment’s favorite customer review of relatively recent vintage below the listing, and offer analytics about customers and trends.

Business Advantage for hotels, available for an additional fee beyond the current annual charge, also enables properties to add a cover photo to their listing and gives added prominence on TripAdvisor to other management-provided photos.

Restaurants will also soon get the ability to publish dynamic “storyboards” on TripAdvisor, a feature that could be especially useful on mobile, according to TripAdvisor officials.


Heather Leisman, vice president of industry marketing at TripAdvisor, says changing consumer behavior drove TripAdvisor to further monetize its restaurant listings, which will still be available for free, and also informs differences between the new subscription features for restaurants and hotels.

“Restaurants snuck up on us,” Leisman says, as TripAdvisor saw engagement on its sites from both locals and travelers.

Leisman says many consumers who search restaurants on TripAdvisor are ready to select an establishment or make a reservation so its subscription services have to foster rapid engagement and differentiation.

“It has to happen in a much faster time in restaurants [compared with hotels],” she says. “On the mobile side, it is even more important.”

That’s why the introduction of storyboards, which TripAdvisor characterizes as “a dynamic visual presentation that showcases a restaurant’s best features and delivers a powerful first impression,” will be coming soon, the company states.

These features that TripAdvisor is rolling out globally don’t necessarily have much to do directly to do with TripAdvisor’s quest to become a hotel booking site because the company engages users at a variety of entry points, whether it is hotel or restaurant listings, destinations pages or metasearch.

TripAdvisor has the ability to capture consumers at various junctures in their trip-planning and travel processes, from research to during-the-trip experience sharing, Leisman says.


The various features in the new subscription services, as rolled out so far, aren’t game-changing but appear as incremental changes — and they seem especially suited to mobile.

These include pinned reviews and cover photos for hotel listings that emphasize what management wants to show consumers as a first impression in the restaurant or hotels’ appearance on TripAdvisor. These might provide improved marketing capabilities for restaurants and hotels but it is hard to see how these services improve anything for TripAdvisor’s consumers.

Examples of restaurants that are new subscribers include Burger Shot Beer in Manhattan, Agust Gastrobar in Barcelona, and Fork and Flask at Nage in Rehoboth Beach, Delaware in the U.S.

Hotel subscribers of the Business Advantage service range from Hotel Las Americas Torre del Mar in Cartagena, Colombia to Hotel Weber Ambassador Capri in Capri, Italy, and Amertha Bali Villas in Indonesia.


Subscriptions are already a big business for TripAdvisor. In its financial results, TripAdvisor lumps TripAdvisor-branded display advertising with subscriptions and together they are a $200 million annual business. In the third quarter of 2016, this business line accounted for $73 million in revenue, or around 17.3 percent of the company’s total revenue.

That $73 million in the third quarter isn’t far behind TripAdvisor’s non-hotel category, including restaurant advertising and reservations (but not subscriptions), vacation rentals, and tours and activities. TripAdvisor’s LaFourchette, or The Fork, currently has about 38,000 bookable restaurants in 12 countries, mostly in Europe. TripAdvisor also uses OpenTable for restaurant reservations and this gives TripAdvisor a lot more coverage.

TripAdvisor officials say its restaurant business, which counts 4.2 million listings and some 100 million reviews, is bigger than Yelp’s overall.

With the addition of restaurant subscriptions, plus a premium service for hotel subscriptions, you can expect TripAdvisor’s subscription business to grow. How much remains to be seen.

Leisman concedes that the analytics feature that TripAdvisor provided to hotel subscribers in the past didn’t necessarily meet their needs. The analytics and data for hotel subscribers couldn’t be downloaded, were static and and was “like hooking them up to a firehose and expecting them to be able to drink,” she says.

The enhanced analytics suite that comes with the premium hotel subscription is more dynamic and includes “trending data,” Leisman says.

TripAdvisor is making the argument to restaurant and hotel marketers that scale begets scale when using TripAdvisor’s services.

“In simple terms, a network effect occurs when a product or a service becomes more beneficial to its users as more people use it. In other words, it is a virtuous circle of growth: supply drives demand, which creates more supply and so on, and all the while the product or service becomes increasingly beneficial and integral to the lives of its users,” TripAdvisor states.

These new subscription services for restaurants and hotels are geared toward smaller companies, many of whom are often cash-strapped and don’t have big marketing budgets. They’ll have to determine whether they have the bandwidth and find the services useful enough to hop on board.
1 Antwort
18.01.17 16:32:48
Antwort auf Beitrag Nr.: 54.110.693 von R-BgO am 18.01.17 16:12:29…
16.02.17 14:24:09
Q4 war nur noch 'ne schwarze Null...
Skift hat natürlich auch wieder was zu schnacken:…

TripAdvisor became the largest travel site in the world based on its high-profile in free search results. But Google has become a hyper-monetized marketplace and TripAdvisor’s competitors have the resources to grossly outspending it in digital marketing.
— Dennis Schaal

TripAdvisor hasn’t yet been able to create enough consumer awareness that it is a one-stop shop for planning and booking a hotel so it is considering returning to TV advertising this year after skipping it in 2016, the company stated.

The user review and hotel search and booking site reported what many would consider to be disappointing fourth quarter and full-year 2016 earnings Wednesday with revenue and GAAP net income declining 2 percent and 67 percent, respectively, in the fourth quarter, and 1 percent and 39 percent for the entire year.

“While such volatility was largely expected, we saw a dampened back-half recovery and we were perhaps too optimistic about how quickly our product changes would raise awareness of TripAdvisor as a great place to book,” the company stated in prepared remarks released with its earnings report.

There are also additional headwinds from big-spending competitors such as the Priceline Group and Expedia Inc. — and also probably Google’s efforts to hyper-monetize search results, downgrading companies like TripAdvisor with previously strong search engine optimization.

“All the while, our competition has not been standing still and we continue to be significantly outspent on marketing,” TripAdvisor stated. “This competitive dynamic has been compounded as revenue per hotel shopper headwinds from instant booking slowed 2016 Hotel segment direct marketing expenses to single-digit growth year-on-year.”


TripAdvisor fully rolled out Instant Booking, which enables consumers to book hotels on the site without having to link off to a partner, in the United States in August 2015. It has been struggling to recover its click-based and transaction revenue growth per hotel shopper since the introduction of Instant Booking in early 2015.

In the fourth quarter of 2016, that transaction and click-based revenue improved sequentially to negative 7 percent, up from negative 12 percent in the third quarter. So the clicks and transaction revenue trended upwards but was still in the red.

TripAdvisor states it is encouraged by the improvements it is seeing and is investing in technology as well as digital marketing.

TripAdvisor advertised on TV in 2015 and found that it had ample awareness of the brand in some of the markets, including the U.S., where the commercials ran so it decided to sit out 2016 while it worked on Instant Booking.

But that absence on TV could change quickly.

“… We are also evaluating a multi-year brand marketing investment, including a return to TV advertising,” TripAdvisor stated. “At a high-level, we believe a brand marketing investment would enable us to reach a broad audience and could help to accelerate the user perception shift to TripAdvisor as a place to price compare and book. Size, scope, timing, and ROI of such investment are currently under consideration. We will provide our updated thoughts on this investment in due course.”


TripAdvisor, citing ComScore studies, believes that it plays a role in 40 percent to 50 percent of hotel transactions — globally. But it isn’t making money on many of the transactions it sways so that is one of the reasons why TripAdvisor launched Instant Booking, which it sees as “a multi-billion dollar opportunity.”

TripAdvisor, which attracted nearly 390 million unique visitors per month last Summer, sees improvements in its operations, including hotel-shopper growth that accelerated sequentially to 8 percent, from 3 percent, in the fourth quarter.

The company put the best face on its struggles, stating, “Coming out of 2016, we believe we are turning a corner.” It plans to focus on revenue growth over profits in 2017, and projects that revenue growth will be in the double digits while adjusted EBITDA will be flat to lower.


While TripAdvisor struggled in Instant Booking for hotels, its non-hotel revenue, including attractions, restaurants and vacation rentals, increased 49 percent to $64 million in the fourth quarter. For the full year, non-hotel revenue, which amounts to 20 percent of TripAdvisor’s total revenue, rose 27 percent to 290 million.

Focused on growing inventory and its addressable market, the non-hotel segment isn’t profitable, having lost $28 million in 2016 versus a loss of $6 million the previous year.

Interestingly, beyond hotels, TripAdvisor sees attractions as its largest growth opportunity — larger than vacation rentals.
1 Antwort
10.03.17 09:10:20
Antwort auf Beitrag Nr.: 54.336.727 von R-BgO am 16.02.17 14:24:09
Gedanken vom Wettbewerb:…

Maffei denkt,
-jemand könnte TRIP kaufen
-Amazon, Alibaba & Co könnten Travel entern

Tans denkt,
-IB ist was Schweres
24.04.17 10:27:48
08.05.17 09:23:01
TripAdvisor hasn’t abandoned letting customers book on TripAdvisor but it has dramatically downplayed the feature in favor of the more lucrative metasearch option. With Trivago and Google making gains in a hyper-competitive sector, TripAdvisor couldn’t stick with a strategy that wasn’t working.
— Dennis Schaal…

TripAdvisor indeed appears to be downplaying hotel booking on its own sites, giving more preference to metasearch links to partners in a dramatic reversal of its initial strategy for its so-called Instant Booking feature.

Skift picked up on the feature change April 27 when I reviewed a small sample of 30 TripAdvisor hotel results in New York City and found that all of my results highlighted metasearch links, not the book on TripAdvisor option, in the primary View Deal box, and a TripAdvisor spokesman said the Instant Booking option would mostly be given primacy in cases where it is the lowest rate or for hotels that the customer has previously booked on TripAdvisor.

The presentation of booking on TripAdvisor versus links to partners could thus vary depending who is doing the searching.

We wrote last month: “On TripAdvisor today, it appears that changes in its hotel search algorithms have moved the site away from an earlier approach when it seemed to be giving preference at times to its own Instant Booking, or Book on TripAdvisor, feature over metasearch and its links to partners,”

But, in a research note May 4, Kevin Kopelman and Emily DiNovo of Cowen and Co. put the changes into context, characterizing them as a “dramatic rollback of Instant Booking” that would boost TripAdvisor’s revenue $50 million to $100 million annually because TripAdvisor metasearch has the conversion advantage over Instant Booking.

The Cowen and Co. analysts also found that the rollback of TripAdvisor Instant Booking on mobile is even more dramatic than on desktop.

“Instead of Instant Booking, TripAdvisor has reverted to its more traditional meta-search price comparison ads that re-direct hotel shoppers to its partners’ sites — usually Priceline and Expedia brands (i.e. a return to a Trivago-like business model),” the Cowen and Co. note said.

“We estimate the changes could drive [approximatley $50-100M annualized benefit to TripAdvisor revenue, adding approximately 5 percent to total revenue growth and approximately 10 percent to growth in the flagship meta/IB revenue line, most of which would drop to EBITDA (earnings before interest, taxes, depreciation and amortization).”


From an investor standpoint, the TripAdvisor strategy change and potential revenue boost must be tempered by the fact that the company could shortly be announcing that it will be returning to TV advertising, a maneuver that would cut into profits — in the short term.

TripAdvisor’s earnings announcement is slated for Tuesday night after market hours. Cowen and Co. estimates that there is a 60 percent chance that TripAdvisor could announce a TV branding campaign that would cost more than $200 million through the end of 2018. There is also a chance that TripAdvisor could reveal its intent to mount a smaller campaign or none at all, for now.


In a search for a new business identity, TripAdvisor management has apparently decided that it doesn’t want the company primarily to become a hotel- booking site, per se. Instead, it will tilt toward metasearch for now.

If consumers prefer booking on TripAdvisor, then based on their past behavior on TripAdvisor they will see this option most prominently. If they prefer to navigate to third-party sites for booking, then those are the options that TripAdvisor will highlight.

Two years ago, Kayak CEO Steve Hafner was out-front warning TripAdvisor that facilitated bookings like Instant Booking aren’t such a big deal and that TripAdvisor would eventually scale back its aggressive effort. As TripAdvisor has struggled getting revenue per hotel shopper back into a positive growth trajectory following the rollout of Instant Booking, Hafner’s prognosticating appears to be borne out — so far.

The downplaying of TripAdvisor Instant Booking — and it’s still an option for TripAdvisor customers — is likely a positive for Expedia, which is a TripAdvisor Instant Booking partner but has been prohibited from all-out participation because of apparent provisions in the Instant Booking agreement.

TripAdvisor’s strategy is evolving — as it should — and these changes are obviously not the end of the story. TripAdvisor management is likely to have much more to say about some of these issues when the company releases its first quarter earnings statement Tuesday afternoon and officials speak to analysts Wednesday.
04.08.17 13:37:59…

Online food delivery services have increased people’s appetite for eating in, including in hotel rooms, and hoteliers have little choice but to swallow the trend.

The trend’s popularity is represented at TripAdvisor, which in May integrated Grubhub’s restaurant network in the U.S. and Canada into TripAdvisor’s website, mobile Web and app, and most recently expanded the meal-delivery service globally with London-based Deliveroo.

TripAdvisor’s newest partner claims a roster of some 20,000 restaurants and 30,000 delivery riders in 140 cities across 12 countries, including the UK, Ireland, France, Germany, Spain, Italy, Belgium, the Netherlands, United Arab Emirates, Singapore, Hong Kong, and Australia.

With a familiar source like TripAdvisor, travelers may be further encouraged to dine in while previously they might have hesitated because of not knowing the local restaurants or who’s best at delivering food in the market. In Singapore, for instance, aside from Deliveroo, there’s Foodpanda, UberEATS, Food Matters or What To Eat, to name a few.
10.08.17 11:58:47…

TripAdvisor is still a must-have marketing channel for online travel agency and hotel advertisers. But if the Priceline Group and Expedia tilt their spend more toward other marketing vehicles, there aren’t a lot of other players with the marketing resources they have to make TripAdvisor whole.
— Dennis Schaal

... company on Tuesday said that in July, which is the start of the third quarter, TripAdvisor saw softer cost-per-click pricing in its hotel auction. In other words, online travel agencies or hotels seeking to place their links and rates in TripAdvisor’s hotel pages and higher in the listings weren’t bidding as much as they had in the past.



The softness in pricing, which TripAdvisor characterized as a recent “trend,” is certainly something to watch. That’s because over the last three years, TripAdvisor’s largest advertising partners were Expedia and Priceline, and the two partners/competitors contributed 46 percent of TripAdvisor’s total revenue each year.

If Expedia, which owns TripAdvisor rival Trivago, and Priceline start shifting significant marketing spend away from TripAdvisor’s hotel auctions, and this contributes to less-competitive bidding, then that could portend a nagging problem for TripAdvisor. They could perhaps spend more with Trivago, Google, Facebook or Kayak, for example.


Asked whether the softness was TripAdvisor-specific or might be related to wider trends, CEO Steven Kaufer said the company doesn’t have insights into individual companies’ marketing-spend decisions, adding that he doesn’t believe the wrinkle was purely a TripAdvisor phenomenon.

He said TripAdvisor saw the softness in cost-per-click bidding globally — so not in one specific market or region — and that it wasn’t a consistent trend among a broad swath of clients. Kaufer said it is very possible that the weaker bidding might reverse itself.
07.11.17 21:08:45
Es scheint nur eine Frage der Zeit bis hier die Übernahme kommt. Eine solche Firma für 4 Mrd. USD zu kaufen könnte für diverse Käufer spannend sein.
07.11.17 21:26:59
Es scheint nur eine Frage der Zeit bis hier die Übernahme kommt. Eine solche Firma für 4 Mrd. USD zu kaufen könnte für diverse Käufer spannend sein.
20.11.17 20:24:28
ich denke das es zu einer Übernahme/Beteiligung durch Alibaba kommen wird.
03.05.18 22:56:36
16.07.18 22:12:53
TripAdvisor Bolsters Foray into Food with Additional Eatigo Investment…
26.08.18 11:49:08
23.09.18 18:02:11
TripAdvisor: Ein Drittel aller Bewertungen Fakes?…
07.11.18 08:34:46
03.09.19 13:24:20
der ewige Potentialkönig
verdient neuerdings sogar mal Geld...
TripAdvisor | 34,63 €
28.04.20 17:20:40
TripAdvisor expected to slash staff as the coronavirus stalls travel…
TripAdvisor | 18,77 $
09.11.20 22:30:53
Glück mus man haben
Ich habe diese an deutschen Börsen nur wenig gehandelten Aktien am 22.10. mal in mein Depot genommen, da sie stark zurück gekommen waren und ich hoffte, dass die Reisetätigkeiten weltweit doch wieder zunehmen werden.

Bis gestern hat sich die Aktie kaum bewegt und die Umsätze an den Börsen in USA/D waren extrem gering.

Heute nun auf einen Schlag über 20 % plus - und DAS nur weil die Q3-Zahlen leicht besser ausgefallen sind und weil mehrere Pharmafirmen / Biotechs angekündigt haben zur Jahreswende ein Impfstoff zur allgemeinen Anwendung auf den Markt zu bringen was zwar nur indirekt mit den Reisetätigkeiten zu tun hat --- doch wenn man gegen Corona geimpft ist, kann man wieder unbeschwerter auch in Corona-Gebiete reisen.

Die Aktie kam mal von 85 € und liegt jetzt unter 21 €. Ich glaube zwar, dass solch ein Kursanstieg von über 20 % an einem Tag einen Rücksetzer nach sich zieht, aber mittelfristig sollten weit höhere Kurse drin sein.
TripAdvisor | 20,59 €
22.02.21 22:17:02
Die Depression bei Tripadvisor ist endgültig überwqunden
Einstrieg bei 16,65 € und nun über 100 % im Plus. Damit hatte ich nicht gerechnet, sonst wäre ich mit einer größeren Aktienanzahl eingestiegen.

Und der Einstieg vo ein paar Tagen (Idee von Actienbörse - Bernecker) in American Airlicnes hat sich heute auch gut gemahct mit fast 10 % plus.

Es war nicht ganz ungefährlich, aber hat sich ausgezahlt auf total herunter gekommene Aktien zu setzen und zu hoffen, dass der Reiseverkehr wieder aufgenommen wird und diese Aktien davon profitieren.
TripAdvisor | 36,70 €
23.02.21 07:35:32
Antwort auf Beitrag Nr.: 67.146.207 von Pebbles am 22.02.21 22:17:02
Zitat von Pebbles: Einstrieg bei 16,65 € und nun über 100 % im Plus. Damit hatte ich nicht gerechnet, sonst wäre ich mit einer größeren Aktienanzahl eingestiegen.

Und der Einstieg vo ein paar Tagen (Idee von Actienbörse - Bernecker) in American Airlicnes hat sich heute auch gut gemahct mit fast 10 % plus.

Es war nicht ganz ungefährlich, aber hat sich ausgezahlt auf total herunter gekommene Aktien zu setzen und zu hoffen, dass der Reiseverkehr wieder aufgenommen wird und diese Aktien davon profitieren.

Sieht bei mir genauso aus. Hatte mich schon letzten Jahr im Herbst mit bestraften Unternehmern eingedeckt. Natürlich mit Geld der Corona-Gewinner. Kann gerne so weitergehen.
TripAdvisor | 44,71 $
24.02.21 10:13:02
Es geht mir fast zu schnell mit dem Kursanstieg
Zwar sind bis zum Alltime-Hoch noch ca. 100 %, aber solche steilen Kursanstiege schreien förmlich nach einer Korrektur.

Vielleich kann ich dann noch ein paar dazu kaufen - aber übermütig sollte man auch nicht werden.
TripAdvisor | 40,00 €
1 Antwort
25.02.21 16:53:41
Na, wer sagt es denn
Endlich kommt die fällige und notwendige Korrektur. Wenn es am Freitag weiter nachgibt, denke ich daran eine kleine weitere Position zu kaufen.
TripAdvisor | 46,41 $
26.02.21 18:28:57
Antwort auf Beitrag Nr.: 67.172.385 von Pebbles am 24.02.21 10:13:02
Das wird wohl wieder nichts mit "nachkaufen"
An solch einen Tag bereits über 14 % Kurszuwachs.

Zitat von Pebbles: Zwar sind bis zum Alltime-Hoch noch ca. 100 %, aber solche steilen Kursanstiege schreien förmlich nach einer Korrektur.

Vielleich kann ich dann noch ein paar dazu kaufen - aber übermütig sollte man auch nicht werden.
TripAdvisor | 48,06 $
01.06.21 13:07:55
Söllners Hot Stock Report

Herr Söllner ist der Meinung, man könnte mal wieder...

Wie seht ihr die Lage? :look:
TripAdvisor | 36,70 €
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Tripadvisor - spin-off von Expedia