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TripAdvisor Inc (TRIP)
NASDAQ:TRIP
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
0.14Same Quarter Last Year
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a clear strategic shift toward Experiences with strong growth, improving unit economics, sizeable GBV scale, and meaningful margin and supply improvements. The Fork is a fast-growing, higher-margin dining marketplace being evaluated for strategic alternatives. The company generated solid cash flow and returned capital via buybacks. Offsetting these positives are sizable, ongoing declines and structural headwinds in the Hotels and Other legacy businesses, elevated near-term marketing spend that depressed Q4 EBITDA, and guidance that anticipates Q1 revenue weakness and continued year-over-year declines in legacy segments. Overall, the company presented momentum and strategic clarity around its growth marketplace businesses together with prudent capital management, while acknowledging near-term margin and legacy-revenue pressures.Company Guidance
Record Full-Year Revenue
Tripadvisor reported record 2025 revenue of $1,900,000,000, representing 3% full-year growth versus prior year.
Experiences Segment Growth and Scale
Experiences revenue grew 10% in 2025 to $924,000,000. Q4 bookings rose 18% and Q4 GBV grew 16 to about $980,000,000. Full-year GBV exceeded $4.7 billion and is approaching $5.0 billion.
Experiences Profitability Progress
Experiences delivered full-year adjusted EBITDA of $91,000,000 (10% margin), and the company expects Experiences to be >50% of group revenue and ~40% of adjusted EBITDA in 2026.
The Fork Strong Growth and Margin Expansion
The Fork revenue grew 22% for the year to $221,000,000 (17% constant currency). Q4 revenue was $57,000,000, up 18% (9% constant currency). Full-year adjusted EBITDA was $21,000,000 (9% margin), an improvement of over 600 basis points year over year.
Consolidated Profitability and Cash Generation
Full-year consolidated adjusted EBITDA was $319,000,000 (17% of revenue). Operating cash flow for the year was $245,000,000 and free cash flow was $163,000,000. Cash & equivalents at year-end were approximately $1,000,000,000.
Product and AI Momentum
Launched an AI-native MVP in Q4 that showed early outperformance on engagement and conversion versus prior on-site AI efforts. Viator app integration with ChatGPT and increasing traffic from LLMs with higher revenue per visitor were highlighted.
Supply and Quality Expansion
Core-market supply expanded to more than 425,000 products from 70,000 suppliers; quality scores above 4.5 stars rose approximately 20% year over year. Direct channels and repeat bookers are growing fastest.
Capital Return and Share Count Reduction
Repurchased 3.3 million shares in Q4 for $50,000,000 and 6.1 million shares in the year for ~$90,000,000 (average price $14.72). Share count reduced by ~21% since 2024; $110,000,000 remaining in buyback authorization.
TRIP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TRIP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $12.16 | $10.32 | -15.13% |
Nov 06, 2025 | $15.43 | $15.42 | -0.06% |
Aug 07, 2025 | $16.09 | $17.97 | +11.68% |
May 07, 2025 | $12.76 | $14.36 | +12.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TripAdvisor Inc (TRIP) report earnings?
TripAdvisor Inc (TRIP) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is TripAdvisor Inc (TRIP) earnings time?
TripAdvisor Inc (TRIP) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TRIP EPS forecast?
TRIP EPS forecast for the fiscal quarter 2026 (Q1) is -0.05.
