Q4 2025 TripAdvisor Inc Earnings Call [BACKUP]

[Analyst]: Thank you so much. I think, you know, for Viator, I think there was a push for a number of years, and if not from yourself, but generally, you know, across the segment, to make it progressively less episodic by maybe asking your users to use it, you know, in their home market. Is that proving to be more challenging, or is it just an awareness factor? Are you getting that activity picking up, currently? You know, because, you know, with folks thinking that maybe they should only open a Viator, only when they travel. Thanks.

[Analyst]: Thank you so much. I think, you know, for Viator, I think there was a push for a number of years, and if not from yourself, but generally, you know, across the segment, to make it progressively less episodic by maybe asking your users to use it, you know, in their home market. Is that proving to be more challenging, or is it just an awareness factor? Are you getting that activity picking up, currently? You know, because, you know, with folks thinking that maybe they should only open a Viator, only when they travel. Thanks.

[Company Representative] (Tripadvisor): Yeah, thanks. You know, we're definitely continuing our work to attract customers who are interested in experiences wherever they may be. Whether that's on a long-haul trip, a domestic short-haul trip closer to home, or even, you know, an experience that they want to have over a long weekend. Of course, our supply is the largest supply available anywhere, so we think managing that kind of demand is something that we know. And we are growing our client. We depend on, you know, really going after more local experiences, and that's something that as we continue to invest in supply, we can continue to add. I would say that our primary focus right now has been to enter new geos.

[Company Representative] (Tripadvisor): Yeah, thanks. You know, we're definitely continuing our work to attract customers who are interested in experiences wherever they may be. Whether that's on a long-haul trip, a domestic short-haul trip closer to home, or even, you know, an experience that they want to have over a long weekend. Of course, our supply is the largest supply available anywhere, so we think managing that kind of demand is something that we know. And we are growing our client. We depend on, you know, really going after more local experiences, and that's something that as we continue to invest in supply, we can continue to add. I would say that our primary focus right now has been to enter new geos.

[Company Representative] (Tripadvisor): But as we enter new categories and think about extending that supply, going deeper, perhaps into attractions, you know, maybe that local supplier who you rent a canoe from, to go down the river, with your kids. You know, that will be something that we continue. It's an area of future priority with that, but it's definitely something that we believe can deliver on, so there will be more there to discuss going forward.

[Company Representative] (Tripadvisor): But as we enter new categories and think about extending that supply, going deeper, perhaps into attractions, you know, maybe that local supplier who you rent a canoe from, to go down the river, with your kids. You know, that will be something that we continue. It's an area of future priority with that, but it's definitely something that we believe can deliver on, so there will be more there to discuss going forward.

[Analyst]: Thank you.

[Analyst]: Thank you.

It was a push for a number of years, if not from yourself, but generally across the.

Segment to make it progressively less episodic by maybe asking your users to use it in their home market. So.

That proving to be more challenging or is it just an awareness factor are you getting that activity picking up currently and.

Because with folks thinking that maybe they should only open a buyer tour only when they travel.

Yeah.

Yes. Thanks.

We're definitely continuing our work.

Okay.

Yeah.

Uh huh.

Long haul trip, a domestic short haul trip closer to home, where even an experience that they want to have over a long weekend.

And of course, if you look.

Our supply is the large buy available anywhere so we think that matters.

Yes.

Yes.

Okay.

Nothing that kind of demand.

What we can do that.

Hum.

We are growing our client it will depend on.

Okay.

Really going after more local experiences.

Yeah.

Yes.

And that's something that as we continue to invest in supply. We can see continued to add I would say that our primary focus right now has been to <unk>.

Okay.

Okay.

Right.

Okay.

Enter new Geos, but as we enter new categories and think about extending that supply.

Okay.

<unk>.

Okay.

Going deeper into attractions.

Okay.

Thanks.

That local supplier, who you rent a canoe from to go down the river with your kids that will be something we will continue to do.

Okay.

Okay.

Right.

Okay.

Absolutely.

So it's an area of future growth.

Sure.

The priority, what's driving hardest step what we would call that out but it is something that our plants can deliver so there will be more there to discuss going forward.

Good luck.

Definitely we believe.

Hum.

John.

Okay.