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    Jeremy Liu

    Research Analyst at UBS Group AG

    Jeremy Liu is an Executive Director and Equity Research Analyst at UBS Group AG, specializing in the consumer technology and internet sectors. He has provided coverage on companies such as Alibaba, JD.com, Meituan, and Pinduoduo, and has been recognized by platforms like TipRanks for maintaining a success rate above 60% and delivering positive normalized returns over several years. Liu began his financial research career in the 2010s, with previous experience at Citigroup as a research analyst before joining UBS in 2017. He holds FINRA Series 7 and 63 licenses and has received industry recognition for his insightful analyses and accurate market calls.

    Jeremy Liu's questions to trivago (TRVG) leadership

    Jeremy Liu's questions to trivago (TRVG) leadership • Q3 2024

    Question

    Jeremy Liu, on for Stephen Ju, questioned the drivers behind the increased booking conversion across all geographies and asked about the potential for further improvement. He also sought to understand the basis for the company's confidence in returning to growth in 2025, asking if it was due to an improving backdrop or the impact of brand advertising.

    Answer

    Executive Johannes Thomas attributed the conversion lift to continuous product improvements from hundreds of quarterly tests and more efficient brand marketing driving higher-quality traffic. Executive Robin Harries stated that the 2025 growth outlook, targeted at high single-digits, is underpinned by two factors: continued positive momentum from branded revenue growth and more favorable year-over-year comparisons in performance marketing, as Q1 2024 was heavily impacted by Google's ad format changes.

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