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    Unknown Analyst (on behalf of James Lee) • Mizuho

    Unknown Analyst (on behalf of James Lee)'s questions to Trivago NV (TRVG) leadership

    Unknown Analyst (on behalf of James Lee)'s questions to Trivago NV (TRVG) leadership • Q4 2024

    Question

    An analyst from Mizuho, on behalf of James Lee, asked if the company could share specific performance metrics for its branded channel, such as repeat customer rates or the organic traffic mix, to better understand the turnaround.

    Answer

    Executive Robin Harries responded that trivago does not disclose specific brand channel KPIs but internally tracks a wide range of metrics like direct response and brand awareness to optimize campaigns. Executive Johannes Thomas added that they view improving conversion rates as a strong proxy for user retention and pointed to the investor presentation for data indicating positive trends, which they see as a key driver of recent performance.

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    Unknown Analyst (on behalf of James Lee)'s questions to Tencent Music Entertainment Group (TME) leadership

    Unknown Analyst (on behalf of James Lee)'s questions to Tencent Music Entertainment Group (TME) leadership • Q3 2024

    Question

    An analyst from Mizuho requested more detail on the SVIP member profile, including the user split between QQ Music and Kugou, and asked management to rank the effectiveness of different SVIP drivers.

    Answer

    An executive stated that the 10 million SVIP members are split roughly evenly between QQ Music and Kugou. Rather than ranking drivers, the company focuses on providing a comprehensive suite of privileges, including premium audio, long-form content, and early album access. Future plans include adding more interactive features, physical perks, and exploring a family membership package.

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