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    Asha Georgieva • Infinity Research

    Asha Georgieva's questions to Viking Holdings Ltd (VIK) leadership

    Asha Georgieva's questions to Viking Holdings Ltd (VIK) leadership • Q1 2025

    Question

    Asha Georgieva of Infinity Research noted that her firm's data showed a slight sequential pricing dip in recent weeks and asked if this was due to seasonality or macro factors. She also inquired about typical booking seasonality, such as a potential uptick in the fall.

    Answer

    EVP of Finance Linh Banh could not verify the external data but asserted that Viking's internal data shows pricing remains strong, citing an increase in the 2025 River rate advantage since the last call. President and CFO Leah Talactac added that while Wave Season is key, Viking markets and sells throughout the year, sometimes opening seasons early to capture demand, indicating a more continuous sales cycle.

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    Asha Georgieva's questions to Viking Holdings Ltd (VIK) leadership • Q1 2025

    Question

    Asha Georgieva from Infinity Research noted that her firm's data indicated a slight sequential pricing decline in recent weeks and asked if this was attributable to seasonality or macroeconomic factors. She also inquired about the typical booking cadence and whether a fall uptick was expected.

    Answer

    EVP of Finance Linh Banh could not verify the external data but countered that Viking's internal data shows pricing remains strong, citing that River rate growth for 2025 improved from +5% to +7% since the last update. President and CFO Leah Talactac added that while Wave Season is key, their direct marketing efforts continue throughout the year, and they sometimes open seasons early to capture demand, smoothing the booking curve.

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