As we shared on recent earnings calls, the company will continue to explore accretive growth opportunities, including expanding our fleet and further diversifying our portfolio of land experience brands to capitalize on continued growth in the demand for adventure travel.

May 5, 2026 / receipt

I joined our sales team on a major market engagement trip to Australia and New Zealand a couple months ago, meeting with more than 60 travel partners and engaging with journalists and media. Early data suggests bookings from the region have accelerated meaningfully since the trip, with bookings up 44% in the six weeks post our visit compared to the same period prior to our trip.

Aug 3, 2026 / receipt, needs a key / Natalya Leahy, CEO | earnings call 2026-08-03 | transcript 04a5ad68-2976-4eb4-86b9-bc38f38e8743 | chars 6614-6995 | segment 6

As we've discussed on recent earnings calls, we continue to actively evaluate accreted growth opportunities, including expanding our fleet and further diversifying our portfolio of land experience brands to capitalize on the continued growth and demand for adventure travel.

Aug 3, 2026 / receipt, needs a key / Rick Goldberg, CFO | earnings call 2026-08-03 | transcript 04a5ad68-2976-4eb4-86b9-bc38f38e8743 | chars 15468-15742 | segment 16

You know, I think you guys seen any benefit from the Middle East hostilities, you know, as far as shifts in booking locations of maybe Travelers staying closer to home and doing Baja or Galapagos or something along those lines or any other kind of color you could give us there.

May 5, 2026 / receipt, needs a key / Ian Zafino, other | earnings call 2026-05-05 | transcript e611547c-b9e0-4db1-bfb5-6ae6ab56a74f | chars 25601-25879 | segment 26

Turning to our third pillar, accretive growth. We recently launched our partnership with Earthwatch, expanding into the citizen science travel segment and reinforcing our commitment to conservation and education. At the same time, we continue to evaluate opportunities across fleet and portfolio expansion.

May 5, 2026 / receipt, needs a key / Natalia Leahy, CEO | earnings call 2026-05-05 | transcript e611547c-b9e0-4db1-bfb5-6ae6ab56a74f | chars 7702-8008 | segment 7

As we shared on recent earnings calls, the company will continue to explore accretive growth opportunities, including expanding our fleet and further diversifying our portfolio of land experience brands to capitalize on continued growth in the demand for adventure travel.

May 5, 2026 / receipt, needs a key / Rick Goldberg, CFO | earnings call 2026-05-05 | transcript e611547c-b9e0-4db1-bfb5-6ae6ab56a74f | chars 13988-14260 | segment 14

Yeah. So, Eric, our focus to drive onboard revenue and pre- and post-trip experience continues to be one of the strategic focus areas. That is separate from our land companies' cross-sell efforts. Both are an important strategic driver of our performance. We continue to provide more experiences as guests when they travel literally to the ends of the world. They usually want to stay a couple days before and after their trip on board the ship. And we expanded our offerings of exceptional experiences. before and after the trip, but we also doubled down on communicating to guests and making it easier to book pre and post experiences, including most recently upgrading our web platform to be able to book pre and post experiences very easily as part of a booking flow. We also continue to partner with our land companies and use our global platform and a guest list to cross-promote our experiences.

May 5, 2026 / receipt, needs a key / Eric, other | earnings call 2026-05-05 | transcript e611547c-b9e0-4db1-bfb5-6ae6ab56a74f | chars 22878-23780 | segment 23

Our first pillar focuses on maximizing revenue generation through occupancy pricing and deployment optimization. I'm proud to update you on our progress across multiple initiatives in this area. Our relationships with Disney continues to expand our reach through broader distribution to broader audiences. contributing to strong performance across key channels. As an example, bookings from earmarked Disney travel agents increased 35% for the full year. Our onboard expedition sales program rollout resulted in nearly three times as many bookings in 2025 compared to 2024. Importantly, the percentage of guests booking within 30 days from a voyage has doubled since the launch of the program, leading to expanded booking course and higher repeat rate. Our outbound sales program gained significant traction with sales increasing 97% for the full year. We continue to see this as a high potential channel that is in its early stages. Our online bookings increased 52% year over year fueled by strong demand generation through our National Geographic Partnership, as well as significant enhancements to our web platform. Our extension revenues increased 45% for the year. We are pleased that we are seeing customers take full advantage of our full range of expedition offerings as they travel with us.

Feb 26, 2026 / receipt, needs a key / Natalia Leahy, CEO | earnings call 2026-02-26 | transcript 1be50457-c8cd-4ef4-bb4e-1a47f1ed4fe4 | chars 4990-6290 | segment 5

I just returned from London, where our team hosted a series of travel advisors and journalists. We are very encouraged by the progress in the UK market and the momentum we've been building.

Feb 26, 2026 / receipt, needs a key / Natalia Leahy, CEO | earnings call 2026-02-26 | transcript 1be50457-c8cd-4ef4-bb4e-1a47f1ed4fe4 | chars 6291-6480 | segment 6

As Natalia shared earlier, and in light of our robust balance sheet, The company is actively exploring accretive growth opportunities, including expanding our fleet and further diversifying our portfolio of land experience brands to capitalize on continued growth in the demand for adventure travel.

Aug 4, 2025 / receipt, needs a key / Rick Goldberg, CFO | earnings call 2025-08-04 | transcript fb11a5b2-4369-4caa-8172-a9048707b6c8 | chars 14312-14611 | segment 14

One is, yes, we continue to see expanded demand in our product and general experiential travel, both across our expedition segment as well as land segment. So we continue to look for growth opportunities.

Aug 4, 2025 / receipt, needs a key / CEO, CEO | earnings call 2025-08-04 | transcript fb11a5b2-4369-4caa-8172-a9048707b6c8 | chars 24437-24641 | segment 24

Therefore, you just have seen last week we did a press release on our newly expanded explorers and training program which is targeted to serve younger travelers and through again providing very enriching educational experience it's not a kids club it's really a educational program that is very much on our brand and have frankly been developing over a year we just expanding and naming it so what we are seeing is is an increase in multi-generation travel for sure In some of our popular destinations, especially during the holidays time, like summer in Iceland and Galapagos, we are seeing almost quarter of our travelers 16 years and below.

Aug 4, 2025 / receipt, needs a key / CEO, CEO | earnings call 2025-08-04 | transcript fb11a5b2-4369-4caa-8172-a9048707b6c8 | chars 23053-23696 | segment 23

International expansion continues to be a focus for us, and I just returned from the UK, where we hosted a brand introduction event on board the National Geographic Endurance, one of the most advanced and luxurious purpose-built expedition ships in the world. The UK represents a very attractive market for us given its fast-growing adventure travel segment and large addressable market.

May 6, 2025 / receipt, needs a key / Natalia Leahy, CEO | earnings call 2025-05-06 | transcript 7e630610-f9c0-461e-9d26-0cdf8d6a70e3 | chars 5848-6235 | segment 5

Ability to market / sell globally immediately, pathway to global exclusivity

ir_statement / Sep 17, 2026 / receipt

Ability to market / sell river cruise under co-brand, pathway to global exclusivity

ir_statement / Sep 17, 2026 / receipt

Cross-sell to Disney Cruise Line and Disney Vacation Club Guests

ir_statement / Sep 17, 2026 / receipt

Expanded Sales & Marketing with Disney

ir_statement / Sep 17, 2026 / receipt

Inclusion in Disney Travel Trade portfolio

ir_statement / Sep 17, 2026 / receipt

ROBUST ANNUAL MARKETING COMMITMENT

ir_statement / Sep 17, 2026 / receipt

Develop a strategic plan to build and grow product, including international focus

ir_statement / Sep 17, 2026 / receipt

Establish modern, lockstep strategies and tactical plans in marketing, sales and communications

ir_statement / Sep 17, 2026 / receipt

Acquires Off the Beaten Path, Duvine Cycling Co., and Classic Journeys

ir_statement / Sep 17, 2026 / receipt

Expanded sales and marketing opportunities across all global markets

ir_statement / Sep 17, 2026 / receipt

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company_statement / Sep 16, 2026 / receipt

Revenue & Inventory Manager | {"ats": "lever", "city": "New York", "state": "NY", "job_id": "ad62b823-afd6-4f3f-b227-d023530a4cb0", "remote": false, "category": "sales_expansion", "function": "sales",

company_statement / Sep 11, 2026 / receipt