“The increase in working capital for the three months ended March 31, 2026 when compared to the same period in 2025, was primarily driven by changes related to the timing of collection of cash from customers, the timing of vendor payments and deferred merchant…”10-Q · May 7, 2026 ↗
Tripadvisor, Inc.
TRIP
Market read
Tripadvisor, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- TRIP's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if TRIP's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- TRIP's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Net margin changed +1.8 percentage points in the latest annual period.
- Credit and interest rates has repeated favorable evidence across 4 filings.
- Data center and AI demand has repeated favorable evidence across 4 filings.
- Foreign exchange has repeated favorable evidence across 4 filings.
- Macroeconomic conditions has repeated favorable evidence across 4 filings.
- Tariffs and trade policy has repeated favorable evidence across 4 filings.
- Demand and volume has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- EV/sales is 79% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
8.82Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“2025 (in millions) Technology $ 25.0 $ 22.7 10 % % of revenue 6.5 % 5.7 % Technology costs increased $2.3 million during the three months ended March 31, 2026 when compared to the same period in 2025, primarily due to increased licensing and data center costs.”10-Q · May 7, 2026 ↗
“Three months ended March 31, 2026 2025 (in millions) Interest income $ 7.9 $ 10.0 29 Interest income decreased $2.1 million during the three months ended March 31, 2026 when compared to the same period in 2025, primarily due to a decrease in interest rates re…”10-Q · May 7, 2026 ↗
“Three months ended March 31, 2026 2025 (in millions) Other income (expense), net $ 1.4 $ (3.1 ) Other income, net, increased during the three months ended March 31, 2026 when compared to the same period in 2025, primarily due to net foreign exchange gains inc…”10-Q · May 7, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.6× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for TRIP. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for TRIP. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind TRIP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
EXPEExpedia Group, Inc.competitorMay 8, 2026 ▾
“Competitive entrants such as “metasearch” companies, including Kayak.com (owned by Booking Holdings), trivago (in which Expedia Group owns a majority interest) as well as TripAdvisor, introduced differentiated features, pricing and content compared with the l…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TRIP is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TRIP; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.