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

Aug 1, 2024 / CFO / receipt, needs a key / Sarah Glickman, CFO | earnings call 2024-08-01 | transcript 005c2b21-62c7-4018-88ef-b5314433228f | chars 17044-17131 | 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 / CFO / 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 / CFO / 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 / CFO / receipt, needs a key / Sarah Glickman, CFO | earnings call 2022-08-03 | transcript 15eb9d1b-3c91-405e-b5ad-28dc8285c89a | chars 11468-11739 | segment 11

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

Revenue X-TAC in Asia PAC grew 20% at constant currency, improving 25 points compared to Q1, largely driven by one large marketplace restarting campaigns, offset by weak travel, and the muted macro in Japan still impacting classifieds.

Aug 4, 2021 / CFO / receipt, needs a key / Sarah Glickman, CFO | earnings call 2021-08-04 | transcript 2b42e30d-6329-42b8-9646-b2c76d67e434 | chars 18155-18390 | segment 18

Travel remains challenging despite budgets increasing 360% year-over-year and is still down 73% versus Q2 2019.

Aug 4, 2021 / CFO / receipt, needs a key / Sarah Glickman, CFO | earnings call 2021-08-04 | transcript 2b42e30d-6329-42b8-9646-b2c76d67e434 | chars 16688-16799 | segment 16

Revenue tax quarter declined 16% to constant currency. We estimate the negative COVID-related impact was $33 million were about 15 negative points year-over-year impact, with 60% of this impact from travel, 30% from classifieds, and 10% from retail.

Oct 28, 2020 / CFO / receipt, needs a key / Sarah Glickman, CFO | earnings call 2020-10-28 | transcript 328a9e39-30e2-4de9-9dce-a125b7cf5936 | chars 27080-27329 | segment 26