Tripadvisor 2014年移动用户占比接近50%

发布于: 修改于: 雪球转发:6回复:10喜欢:9
$TripAdvisor(TRIP)$ $Priceline(PCLN)$ $Expedia(EXPE)$ $HomeAway(AWAY)$

中午简单看了下,发几个运营指标,财务其实没啥特别的。

1. 酒店数字

TripAdvisor has nearly 200 million reviews and opinions on more than 4.4 million places to stay, places to eat and things to do – including more than 890,000 hotels and accommodations and approximately 650,000 vacation rentals, 2.4 million restaurants and 480,000 attractions in 145,000 destinations throughout the world.

Booking 500K+, $HomeAway(AWAY)$ 1M+, $Expedia(EXPE)$ 365K, 包含$艺龙(LONG)$ 155K,Trip 890K酒店,其中650K VR(不知道怎么翻译), Airbnb 800+

-Non-Hotel未来竞争也很激烈, 目前模式Trip和Homeaway竞争较为直接。

*本来我以为Priceline可以直接收购Homeaway,在Away和Expedia合作后变的很小了。

2. 移动设备访问占比接近50%,非常强, 亮瞎了

Traffic to our sites remains robust as Q3 monthly unique visitors was 315 million according to Google Analytics, up 20% year-over-year, and unique hotel shoppers grew 17% according to our log files. Nearly 50% of users visited TripAdvisor via tablet and phone, and we're continuing to see industry-leading uptake and engagement on mobile devices.

3. 转型OTA在继续试验中

TripAdvisor has six Instant Booking partners live and another 13 signed and pending implementation. TripAdvisor also launched an alpha version of Instant Booking on its TripConnect platform, which enables independent hoteliers to receive direct bookings through TripAdvisor. Further, TripAdvisor now powers user review collection on behalf of more than 200 travel brands, including more than 100 hotel brands and chains.

“即时预定”对中端酒店品牌连锁(例如Best Western)和小OTA比较有吸引力;中高端酒店目前都在致力建设自己的网站,留下直客,降低OTA依赖(例如万豪等)

4. 餐饮相关业务争夺白热化

$OpenTable(OPEN)$ $Yelp(YELP)$ $TripAdvisor(TRIP)$ 都在瞄准这个市场,孰优孰略还得观察下,这个业务我感觉Trip有优势。

TripAdvisor announced the launch of Instant Reservation feature for restaurants, which lets users select a restaurant and complete a reservation on TripAdvisor. Instant Reservation is currently available on the over 13,000 restaurants within the La Fourchette network spanning France, Spain, Switzerland, and Belgium.

5. Trip披露了大致不同地区的增速,大家可以感受下,可以对不同地区增速差异有个感觉,Expedia和Trip北美都在30+增速,这个很厉害。

亚洲和拉美通常增速时最快的。

For the third quarter of 2014, revenue from North America grew 35% year-over-year to $176 million, representing 50% of totalrevenue. Revenue from the Europe, Middle East and Africa region grew 43% year-over-year to $119 million, representing 34% oftotal revenue. Revenue from the Asia-Pacific region grew 30% year-over-year to $43 million, representing 12% of total revenue.Revenue from the Latin America region grew 78% year-over-year to $16 million, representing 5% of total revenue. International revenue was 53% of total revenue during the third quarter of 2014, flat from 53% in the third quarter of 2013.

6. 8月完成收购旅游目的地网站Viator,大致2亿美金

后续几家看完了继续补充了。

@从易 @孙波 @艾瑞王亚谦 @财说 @CANSLIM笑熬股市 @招财资本 @madliu

全部讨论

2014-11-07 14:39

预定行业学习

2014-11-05 22:59

2014-11-05 14:21

移动端数据表现不错。要是能再详细点就好了。

2014-11-05 13:18

$TripAdvisor(TRIP)$ 应该是像去哪儿一样搞TTS。移动端这么猛,搞起来的话很有潜力!

2014-11-05 13:16

2014-11-05 13:07

2014-11-05 13:01