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Strategies & Market Trends : The New Economy and its Winners

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From: Bill Harmond	5/7/2014 11:35:20 AM
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Deutsche Bank: TripAdvisor Lloyd Walmsley: We continue to see TRIP increasing its audience size, user engagement, and share of the travel pie. The 1Q results and guidance hike show the company taking a more aggressive stance, rolling out Instant Booking in smartphone, preparing it for tablet and PC, expanding monetization into the restaurant reservation space and stepping up marketing in both TV and SEM. We see TRIP as less dependent on OTAs than many believe. The 1Q results/guide was right in line with our preview, with strong pricing boding well for 2Q and beyond more than 1Q itself given tough shopper comps. We increase estimates and reiterate our Buy rating on TRIP shares.

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