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    Chris [Analyst] • Unknown

    Chris [Analyst]'s questions to Tripadvisor Inc (TRIP) leadership

    Chris [Analyst]'s questions to Tripadvisor Inc (TRIP) leadership • Q1 2025

    Question

    Chris, on behalf of John Colantuoni at Jefferies, inquired about the underlying take rate trend at Viator, its potential future direction, and the implications of a growing third-party channel mix on that take rate.

    Answer

    CFO Mike Noonan explained that Viator's underlying take rates have been stable in the mid-20s percent range, and the company does not expect or need them to go higher. He acknowledged that the growing third-party OTA mix carries a lower implied take rate, but this is factored into the overall stable rate. He stressed that this third-party business is highly incremental and very profitable from an EBITDA margin perspective.

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    Chris [Analyst]'s questions to Abacus Global Management Inc (ABL) leadership

    Chris [Analyst]'s questions to Abacus Global Management Inc (ABL) leadership • Q4 2024

    Question

    Chris, an analyst, inquired about the performance of direct channel advertising metrics, referencing a perceived pause in advertising around the election.

    Answer

    CEO Jay Jackson corrected that advertising was not paused but strategically shifted to non-swing states for better efficiency. He affirmed the campaign's continued success, noting it is accretive and positively impacts both direct consumer origination and inquiries from financial advisers.

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