Release Date: November 06, 2024
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights on the return to positive growth in Q4, particularly in the Americas and Europe? A: Robin Harries, CFO, stated that they are seeing positive growth in Q4, with the Americas back to positive and improvements in developed Europe, although still slightly negative. Non-Google performance marketing is positive, with Japan and Yahoo being strong markets, alongside investments in social channels.
Q: What caused the temporary unfavorable market conditions in the Americas during Q3, and have these conditions improved? A: Robin Harries explained that Q3 saw softer demand and viewership shifts due to major sports and political events, leading to reduced advertising effectiveness. Johannes Thomas, CEO, added that these shifts impacted TV advertising, prompting a tactical reduction in spend to improve adjusted EBITDA.
Q: With Jurgen Klopp as the brand ambassador, will marketing investments increase in Q4 and into 2025? A: Johannes Thomas confirmed plans for a similar impactful campaign as this year, leveraging AI to localize the campaign across different markets. The strategy aims to increase efficiency and effectiveness of TV spots, potentially enhancing campaign outcomes.
Q: What is driving increased booking conversion across all geographies, and what are the expectations for 2025 growth? A: Johannes Thomas highlighted continuous product improvements and brand marketing as key drivers of conversion rate increases. For 2025, Robin Harries expects revenue growth closer to 10%, driven by branded revenue growth and better performance marketing comparisons.
Q: How is Trivago expanding hotel coverage, and are there improvements in performance marketing as Google ad format changes are lapped? A: Johannes Thomas clarified that the expansion to 250,000 hotels is a content initiative using AI to highlight unique hotel features. He noted that Google ad formats have stabilized, and Trivago is opportunistically expanding participation in these formats.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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