We actually won some really good new clients there, and they just have been slow to stop for obvious reasons. So we are taking a prudent approach on travel, assuming that we won't see the growth profile that we had anticipated.

May 6, 2026 / receipt, needs a key / Sarah, other | earnings call 2026-05-06 | transcript 00ce400d-2db3-48f0-b0ce-894f84bf80d9 | chars 33283-33510 | segment 33

We continue to gain market share and travel, up 28% in the second quarter, driven by continued momentum in EMEA and in the Americas.

Jul 30, 2025 / receipt, needs a key / Michael Komasinski, CEO | earnings call 2025-07-30 | transcript ae2ff9e1-5f9d-4671-98a8-09fb9094d723 | chars 11570-11702 | segment 11

Travel remains our fastest-growing vertical, up 31%, followed by classified and retail.

Aug 1, 2024 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2024-08-01 | transcript 005c2b21-62c7-4018-88ef-b5314433228f | chars 17044-17131 | segment 17

Travel remained robust and we saw improving retail and classified trends compared to last quarter.

May 2, 2024 / receipt, needs a key / Sarah Gitman, CFO | earnings call 2024-05-02 | transcript 4167c5fe-36f1-453b-9552-61f238069a90 | chars 17355-17453 | segment 17

That being said, our retail vertical improved sequentially and our travel vertical continues to perform well, up 35% year-over-year in Q3 and above 100% on a two-year stack basis.

Nov 2, 2023 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2023-11-02 | transcript 840448b6-f3e2-45e7-a940-850f34442c2c | chars 17811-17990 | segment 18

Our travel vertical is performing well, up 36% in Q2 and 111% on a two-year stack basis. The optimization of campaign performance with strong ROAS using our deep learning algorithms and advanced vector database technology unlocked more budgets as we progressed through the quarter.

Aug 2, 2023 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2023-08-02 | transcript 1d8268ed-4d29-48cd-940c-09c3964a1f8e | chars 16507-16788 | segment 17

Our API partner program continues to expand with our EMEA rollout, and the addition of channel advisors as an API partner in the U.S. In marketing solutions, we continue to benefit from the travel recovery and traction and upselling and cross-selling of existing clients.

Aug 3, 2022 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2022-08-03 | transcript 15eb9d1b-3c91-405e-b5ad-28dc8285c89a | chars 11468-11739 | segment 11

And then in terms of travel, we've seen that all our major clients have relaunched. That's recent news. That's like within the last month. We're seeing 95% up year on year, but that's also very low base. We feel confident on travel, but it's just the beginning.

Feb 9, 2022 / receipt, needs a key / Sarah, other | earnings call 2022-02-09 | transcript 8e9d3d2b-5348-441b-a48a-4704c09e17cd | chars 52247-52508 | segment 52

We continue to see momentum in the Americas with Revenue XTAC up 18% at constant currency, driven by acceleration in our retail media business with both large brands and top US retailers, strong performance with strategic and core retail customers, and new business and travel.

Nov 3, 2021 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2021-11-03 | transcript f9ee0a74-501d-4aee-8b58-87b9341e9142 | chars 16386-16663 | segment 16

EMEA performance, with revenue XTAC growing 8% at constant currency, reflects mixed performance by country and verticals. We continue to see strong traction from retail customers notably in Germany, and in retail media, especially in France, partially offset by lower spend from one large Europe-wide travel customer.

Nov 3, 2021 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2021-11-03 | transcript f9ee0a74-501d-4aee-8b58-87b9341e9142 | chars 17083-17400 | segment 17

Our Q3 spend with travel clients is slightly increasing, and we are signing new business, particularly in the U.S.

Nov 3, 2021 / receipt, needs a key / Sarah Glickman, CFO | earnings call 2021-11-03 | transcript f9ee0a74-501d-4aee-8b58-87b9341e9142 | chars 16208-16322 | segment 16

Our guidance therefore anticipates a strong holiday season and continued strength in retail with growth in travel and consumer electronics.

Nov 3, 2021 / receipt, needs a key / Megan, other | earnings call 2021-11-03 | transcript f9ee0a74-501d-4aee-8b58-87b9341e9142 | chars 23161-23300 | segment 23