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Below is Dolphin Research's transcript summary of $Trip.com(TCOM.US) FY25 Q4 earnings call. For our earnings take, please see 'Trip.com: After the regulatory crackdown, can it stay lean and premium?'I. Review of core financial metrics. II. Detailed call notes.2.1 Management's key messages. 1) Three priority areas for investment.Inbound travel is viewed as a structural growth engine for the platform and destination economies. CSR initiatives: long-term value creation requires ongoing reinvestment in the ecosystem...

TRIP.COM-S

Trip.com

TRIP ADR US+

Trip.com HK SDR 50to1

Alphabet - C

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TCOM (Trans): No update on regulatory issues

Financial Analysis

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In the early hours on Feb 26 in U.S. after-hours, under a regulatory overhang, $Trip.com(TCOM.US) released FY2025 Q4 results. Overall, the print was decent, with revenue growth beating prior guidance and re-accelerating.However, opex increased across the board, rising faster than revenue and dragging GAAP OP below expectations. Details follow:1) Strong, accelerating revenue growth. On revenue, total net revenue rose 21% YoY, marking a YTD high and a clear acceleration vs. last quarter. Growth across business lines was broadly ahead of prior guidance...

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TCOM: After the regulatory crackdown, can it remain a lean, high-quality play?

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The following are the minutes of the FY25Q3 earnings call for $Trip.com(TCOM.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Trip.com: Awaiting the Release of Overseas Profits.&#34; I. Review of Core Financial Information II. Detailed Content of the Earnings Call 2.1 Key Information from Executive Statements 1. Strong Market Demand: The global tourism industry is booming, with travel enthusiasm surging. Travel demand is skyrocketing, primarily driven by the robust vitality of domestic tourism in China and the steady recovery of outbound travel. Travelers are actively exploring new destinations, seeking authentic and in-depth cultural experiences...

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Pictet Emerging Markets Rising Ecos ETF

Ctrip (Minutes): Marketing expenses will continue to rise in the peak season of 4Q

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09988

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After the US stock market closed on November 18, $Trip.com(TCOM.US) announced its financial results for the third quarter of fiscal year 2025. The performance remained stable, with both revenue and profit slightly better than expected. Specifically: 1. Overall performance remained stable: In general, Trip.com Group's net revenue for this quarter was approximately RMB 18.3 billion (excluding business tax), representing a year-on-year increase of 15.4%. The growth rate slightly slowed down compared to the previous quarter but was still slightly higher than the market expectation of 14.5%, indicating stable growth. In terms of profit, the adjusted operating profit, after adding back stock-based compensation, was RMB 6.2 billion, a year-on-year increase of 13%, slightly higher than the company's guidance of RMB 5.8-5.9 billion...

MakeMyTrip

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Ctrip: Awaiting the Release of Overseas Profits

Trip.com 3Q25 Quick Interpretation: Overall, Trip.com's performance this quarter remains generally stable and better than market expectations. In terms of trends, growth remains steady, but due to relatively high expenses, profit growth still slightly lags behind revenue growth. Specifically: 1. Growth: Total revenue increased by 15.4% year-on-year to 18.34 billion, with a slight deceleration quarter-on-quarter, but still slightly better than expected. In detail, the hotel business, which accounts for the largest proportion, saw a quarter-on-quarter slowdown of about 3 percentage points, partially offset by a slight acceleration in the ticketing business. More meaningful sub-segment growth details need to be observed in the conference call discussions. 2. Gross Profit: Mainly due to the higher proportion of overseas business, which has a lower gross margin, the overall gross margin this quarter still contracted by about 0.7 percentage points year-on-year, resulting in a 14.5% year-on-year increase in gross profit, slightly lower than the revenue growth rate, but still better than Bloomberg's consensus expectations. 3. Expenses and Profit: Similarly, mainly due to the investment in overseas business, expenses this quarter also maintained relatively high growth (+16.7% yoy), exceeding the growth rates of revenue and gross profit. The main driver was a nearly 24% increase in marketing expenses. As a result, with a slight narrowing of the gross margin and expansion of expenses, adjusted operating profit grew by 13% year-on-year this quarter, still in a period of profit margin contraction. However, the trend shows that the extent of profit margin contraction has narrowed compared to the previous two quarters and is better than the company's previous guidance. $Trip.com(TCOM.US) $TRIP.COM-S(09961.HK)

On May 20th, Beijing time, after the US stock market closed, $Trip.com(TCOM.US) announced its Q1 financial report for the fiscal year 2025, with the following key points: 1. Overall, the net revenue for this quarter was 13.8 billion yuan (excluding business tax), a year-on-year increase of 16%, which was almost completely in line with market expectations. In terms of profit, the adjusted operating profit after adding back stock incentive expenses was 4.04 billion yuan, a year-on-year increase of only 7%, slightly exceeding expectations by less than 300 million. 2. From a business perspective, bookings for inbound tourism increased by over 100% year-on-year, and bookings for outbound travel's flight and hotel exceeded 120% of the same period in 2019...

Ctrip: Another increase in revenue without profit growth, even the top student is facing challenges?

Tripadvisor released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 382.4M (forecast USD 384.69M), actual EPS USD -0.2807 (forecast USD -0.2742)

Tripadvisor to release FY2026 Q1 earnings on May 7 Pre-Market EST, forecast revenue USD 384.54 M, EPS USD -0.2788

Bank of America Upgrades TripAdvisor's Stock Rating and Price Target

Tripadvisor Reports Underwhelming Q4 2025 Earnings; Hotel Revenue Slumps

Starboard Value Plans to Push TripAdvisor Board Reorganization

Wedbush Downgrades TripAdvisor's Target Price to $12

Tripadvisor released FY2025 Annual Earnings on February 12 Pre-Market EST, forecast revenue USD 1.892 B, forecast EPS USD 0.4709

Tripadvisor released FY2025 Q4 earnings on February 12 Pre-Market EST, actual revenue USD 411 M (forecast USD 412.66 M), actual EPS USD -0.3275 (forecast USD -0.1341)

Tripadvisor to Release FY2025 Q4 Earnings on February 12, Pre-Market EST; Forecast Revenue USD 412.72 M, EPS USD -0.1341

Trip.com Group and TripAdvisor China Launch 2026 Global Influencer China Tourism Program

Tripadvisor President Sells Company Stock

TripAdvisor CFO to Attend UBS Global Technology Conference

Wells Fargo and Mizuho Maintain Hold Ratings on TripAdvisor, Bernstein Maintains Buy Rating

Mizuho Raises TripAdvisor's Rating to Neutral and Raises Price Target

TRIP Company Aims for $200 Million in Annual Revenue by 2026

TripAdvisor Reports Q3 Earnings and Revenue Beat Estimates, Stock Rises

Tripadvisor released FY2025 9 Months earnings on November 6 Pre-Market (EST), actual revenue USD 1.48 B, actual EPS USD 0.63

Tripadvisor released FY2025 Q3 earnings on November 6 Pre-Market EST, actual revenue USD 553 M (forecast USD 562.59 M), actual EPS USD 0.43 (forecast USD 0.3344)

TripAdvisor Plans Global Layoffs, Expected to Save $85 Million Annually

TripAdvisor Q3 Earnings Miss Estimates

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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Tripadvisor, Inc. (TRIP.US) Q1 2026 Earnings Conference Call

Tripadvisor, Inc. (TRIP.US) Q2 2025 Earnings Conference Call

Tripadvisor, Inc. (TRIP.US) Q1 2025 Earnings Conference Call

Tripadvisor, Inc. (TRIP.US) Fourth Quarter 2024 Earnings Conference Call

Tripadvisor, Inc. (TRIP.US) Q3 2024 Earnings Conference Call

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TripAdvisor (NASDAQ:TRIP) reported its quarterly earnings, posting an EPS of ($0.11), missing estimates of ($0.03). Revenue was $382.40 million, below the expected $384.69 million, marking a 4% year-over-year decline. The company experienced a net margin of 2.12% and a return on equity of 10.67%. Despite challenges from geopolitical events affecting growth, TripAdvisor's experiences strategy showed promise with over 20% conversion growth. Analysts have mixed ratings, with target prices ranging from $10.00 to $25.00, reflecting a consensus rating of "Reduce" and a target price of $14.51.

Market Beat

Invesco Leisure & ENT ETF

AdvisorShares Hotel ETF

TripAdvisor (NASDAQ:TRIP) Announces Earnings Results

Earnings Watch

Tripadvisor | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 382.4 M

Tripadvisor, Inc. Earnings Press Release Available on Company's Investor Relations Site | TRIP Stock News

Tripadvisor, Inc. Earnings Press Release Available on Company's Investor Relations Site | TRIP Stock News

TripAdvisor (NASDAQ:TRIP) is set to release its Q1 2026 earnings on May 7, with analysts expecting earnings of ($0.01) per share and revenue of $386.55 million. The company previously reported a $0.04 EPS, missing estimates. TripAdvisor's stock opened at $11.18, with a market cap of $1.28 billion. Recent positive sentiment surrounds the announcement of the 2026 Travelers' Choice Awards, which may boost traffic and advertiser interest. Institutional investors have increased their stakes in the company, with 98.99% of shares held by them.

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TripAdvisor (TRIP) to Release Quarterly Earnings on Thursday

AWAY

Tripadvisor Announces 2026 Travelers' Choice Awards: Best of the Best Things to Do, Recognizing the World's Most Loved Travel Experiences and Attractions | TRIP Stock News

ETFMG Travel Tech ETF

Tripadvisor Announces 2026 Travelers' Choice Awards: Best of the Best Things to Do, Recognizing the World's Most Loved Travel Experiences and Attractions | TRIP Stock News

Tripadvisor(TRIP.US)

New Summer Program from Corona Invites the World to Experience “This Is Living” | BUD Stock News

TripAdvisor (NASDAQ:TRIP) Announces Earnings Results

Tripadvisor | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 382.4 M

Tripadvisor, Inc. Earnings Press Release Available on Company's Investor Relations Site | TRIP Stock News

TripAdvisor (TRIP) to Release Quarterly Earnings on Thursday

Tripadvisor Announces 2026 Travelers' Choice Awards: Best of the Best Things to Do, Recognizing the World's Most Loved Travel Experiences and Attractions | TRIP Stock News