Sign in

    Nafeesa Gupta • Bank of America

    Nafeesa Gupta's questions to Tripadvisor Inc (TRIP) leadership

    Nafeesa Gupta's questions to Tripadvisor Inc (TRIP) leadership • Q2 2025

    Question

    Nafeesa Gupta of Bank of America Securities questioned the booking mix for the Experiences segment across different points of sale and sought the rationale behind the expected Q4 revenue reacceleration for Viator, given difficult comparisons.

    Answer

    CFO Mike Noonan explained that the third-party (3P) channel is a growing, profitable, and incremental source of bookings, particularly from OTA partners outside core markets. President and CEO Matt Goldberg clarified that the Viator point of sale remains the largest revenue source. Regarding Q4, Noonan cited healthy forward booking trends, while Goldberg highlighted the anticipated performance uplift from deeper operational coordination between the Viator and TripAdvisor brands.

    Ask Fintool Equity Research AI

    Nafeesa Gupta's questions to Udemy Inc (UDMY) leadership

    Nafeesa Gupta's questions to Udemy Inc (UDMY) leadership • Q2 2025

    Question

    Nafeesa Gupta from Bank of America inquired if the positive momentum in the Consumer segment represented a true inflection point and asked about the outlook for sales and marketing leverage.

    Answer

    CEO Hugo Sarrazin described the consumer trend as a deliberate strategic shift to a subscription-first model, not just a change in user behavior. On leverage, CFO Sarah Blanchard cited the upmarket shift and higher LTV of subscriptions, while Sarrazin emphasized that new partnerships, like the one with Indeed, will create significant, long-term leverage in customer acquisition for both business segments.

    Ask Fintool Equity Research AI

    Nafeesa Gupta's questions to Udemy Inc (UDMY) leadership • Q1 2025

    Question

    Nafeesa Gupta from Bank of America inquired about the drivers of the consumer segment's softness, asking if it was specific to certain geographies and if the decline in revenue per user would continue.

    Answer

    CFO Sarah Blanchard attributed the consumer softness to two main factors: price sensitivity in North America and EMEA, and a continued geographical mix shift toward lower average selling price (ASP) regions. She indicated that these trends, particularly in North America, could persist in the near term.

    Ask Fintool Equity Research AI