The vast majority of that increase in the guidance is in commercial services due to the increase in travel demand, right? We saw that come through as the TSA came in a couple points higher than we anticipated in the first quarter as we take that out. the remainder of the year, you know, I think that raises our full year outlook on TSA throughput by about a point and a half to two points, somewhere in that area.

May 2, 2024 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2024-05-02 | transcript fa4e10a4-bd08-4feb-b39f-f2cf2b590445 | chars 19836-20250 | segment 19

The primary influencing factor to raise guidance after the first quarter was strong travel outlook from the major airlines.

May 2, 2024 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2024-05-02 | transcript fa4e10a4-bd08-4feb-b39f-f2cf2b590445 | chars 16129-16252 | segment 16

RAC tolling revenue increased 23% or about $12 million over the same period last year driven by robust travel demand and increased rental volume.

Feb 29, 2024 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2024-02-29 | transcript 62c74acc-db19-48db-aa71-993a1a981439 | chars 17975-18120 | segment 17

Rental car tolling revenue increased 18% over the same period last year, driven by robust travel volume and increased product adoption.

May 4, 2023 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2023-05-04 | transcript a5ea3d36-794c-417f-8ab9-0d97201953bc | chars 12590-12725 | segment 12

RAC tolling increased 9% over the same period last year, driven by robust travel volume, increased product adoption, and a slightly smaller impact in Florida from Hurricane Ian than we originally anticipated.

Mar 1, 2023 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2023-03-01 | transcript e6919094-0419-4a52-b595-ffd0f4fc8337 | chars 14281-14489 | segment 14

Our guidance implies modest sequential growth in comparing the second half of the year to the first six months. This is consistent with historical trends. as we typically experience strong tolling revenue in the third quarter driven by summer travel demand and a sequential reduction in the fourth quarter.

Aug 3, 2022 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2022-08-03 | transcript c95696fd-a9aa-4476-a10c-2c4fe624339f | chars 14864-15170 | segment 14

The improvement was driven by continued strong demand for travel, particularly in the U.S., and the resulting increase in demand for rental cars.

Aug 3, 2022 / CFO / receipt, needs a key / Craig Conte, CFO | earnings call 2022-08-03 | transcript c95696fd-a9aa-4476-a10c-2c4fe624339f | chars 8270-8415 | segment 8