Trip.com’s shares rose 3.5% after earnings, indicating investors viewed the quarter favorably despite a more challenging travel environment. The strongest signals were continued international momentum, including high-double-digit inbound revenue growth and more than 50% growth on its international OTA platform.
- Second-quarter group net revenue totaled RMB 15.7 billion.
- Inbound travel revenue increased at a high-double-digit year-over-year rate, supported by demand from APAC, Europe and the Americas.
- Revenue on the international OTA platform increased more than 50% year over year, driven by higher transaction value and favorable mix.
- Management highlighted pressure from elevated fuel prices and airfares, with longer-haul demand affected and travel shifting toward shorter-haul destinations.
- AI-assisted orders through TripGenie increased approximately 400% year over year; nearly 60% of interactions were booking related.
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