Generally, when the masses – including the market’s heavy hitters – decide to bet against a security, it’s best to avoid it. However, the unique nuances involved with shorting a company opens the door for the contrarian trade. To be sure, so-called short-squeeze stocks to buy are incredibly risky. Yet at the same time, they also present significant upside potential.When you go long a company, you’re obviously hoping that you can buy low and sell high. However, when you short an enterprise, you’re aiming to ...

Mondee Holdings, Inc. (NASDAQ:MOND) 19th Annual Needham Technology, Media, & Consumer Conference May 16, 2024 3:45 PM ET Corporate Participants Orestes Fintiklis - Executive Vice Chairman Conference Call Participants Bernie McTernan - Needham & Company [Transcript provided to Seeking Alpha by the Company] Bernie McTernan Great. Good afternoon, everyone. Thanks so much for joining. My name is Bernie McTernan. I’m the Internet Analyst here at Needham & Company. And my pleasure to introduce Mondee. Mondee is a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39943 MONDEE HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 88-3292448 (State or other ...

财务数据和关键指标变化 - 公司Q1 2024总预订额为7.08亿美元,同比增长6% [37] - 公司Q1 2024净收入为5800万美元,同比增长16%,主要得益于总预订额增长和毛利率提升 [38] - 公司Q1 2024毛利率(take rate)为8.2%,同比增长10%,主要得益于高毛利业务如酒店和套餐的占比提升 [38] - 公司Q1 2024调整后EBITDA为510万美元,同比增长27%,EBITDA率从8%提升至8.7% [39][40] - 公司Q1 2024实现正自由现金流13.8百万美元,同比大幅改善2570万美元 [43][44] 各条业务线数据和关键指标变化 - 公司航空业务收入占比从去年同期的74%下降至49%,而酒店、套餐等非航空业务占比从26%提升至51% [25][26] - 套餐业务收入占比从去年同期的15%提升至28%,酒店业务占比从9%提升至13% [26] - 金融科技和其他业务(包括SaaS、保险、地面交通等)占比合计11% [26] 各个市场数据和关键指标变化 - 亚太地区国际旅游消费持续强劲,公司在该地区的强势地位有望持续受益 [17][18] - 中东地区受到地区冲突影响,但公司在该地区的部分细分市场仍保持强劲增长 [80][81] - 拉丁美洲市场保持良好态势,公司在该地区的业务表现也较为出色 [79] 公司战略和发展方向及行业竞争 - 公司持续专注于提升盈利能力、扩大旅游市场规模和保持技术领先地位 [12][13][14][15] - 公司通过提升交易量、提高毛利率和优化成本等措施来提升盈利能力 [13] - 公司持续拓展地理覆盖范围和产品线,非航空业务占比不断提升,有利于提高毛利率 [14][24][25][26][27][28] - 公司持续投入AI技术创新,以提升平台能力和用户体验,保持行业领先地位 [15][57][58][59][60][61] - 公司在行业供给端面临的挑战(如航空公司和酒店供给不足、成本上升等)中获得优势,凭借其AI驱动的全渠道模式受益 [17][18][19][20] - 公司把握新兴消费趋势(如灵感旅行、工作与休闲融合等),利用AI技术为新客群提供个性化服务 [21][22][23][28] 管理层对经营环境和未来前景的评论 - 公司对2024年的财务表现保持乐观,预计全年净收入将增长14%至250-260百万美元,调整后EBITDA将增长67%至30-35百万美元 [46][47] - 公司认为当前宏观环境和行业趋势有利于公司发展,包括国际旅游需求持续增长、供给端挑战为公司带来机遇等 [17][18][19][20][21][22][23] - 公司将继续专注于提升盈利能力、扩大市场份额和保持技术领先地位,并通过内部AI应用进一步优化成本和提升收入 [12][13][14][15][57][58][59][60][61] 问答环节重要的提问和回答 问题1 **Nick Jones 提问** 公司交易量增长带动总预订额增长,但单笔交易收入有所下降,未来这一趋势如何演变? [50][51] **James Dullum 回答** 这主要由三方面因素导致:1)短程国际航线交易量增加,单笔交易金额较低;2)酒店和套餐等高毛利业务占比提升,单笔交易金额较低;3)整体航空票价有所下降 [52][53][54][55] 问题2 **Darren Aftahi 提问** 公司如何利用机器学习优化营销投放,目标回报期是多长? [65] **Prasad Gundumogula 回答** 公司利用机器学习优化两个方面:1)收益管理,通过分析数据动态调整价格和促销;2)营销绩效分析,实时优化营销投放 [68][69] 问题3 **Mike Grondahl 提问** 公司各地区业务表现如何,哪些地区表现较好或较弱? [78] **James Dullum 回答** 亚太地区和拉美市场表现较好,中东地区受地缘政治影响有所波动,但整体公司各地区需求依然较为旺盛 [79][80][81]

Investor Presentation May 2024 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by words such as: “believe,” “can”, “"may,” “expects,” “intends,” “potential,” “plans,” “will” and similar references to future periods. Examples of forward-looking statements includ ...

Mondee Reports First Quarter 2024 Results - Q1 24 Net Revenues of $58M, up 16% from prior-year quarter, on Gross Bookings of $708M - Q1 24 Adjusted EBITDA of $5.1M, up 27% from the prior-year quarter - Q1 24 Take Rate of 8.2%, up 10% from the prior-year quarter - Raises 2024 Net Revenues Guidance AUSTIN, Texas - Mondee Holdings, Inc. (Nasdaq: MOND) (“Mondee” or the “Company”), a leading travel marketplace and artificial intelligence (AI) technology company, today announced financial results for the three- m ...

- Q1 24 Net Revenues of $58M, up 16% from prior-year quarter, on Gross Bookings of $708M- Q1 24 Adjusted EBITDA of $5.1M, up 27% from the prior-year quarter- Q1 24 Take Rate of 8.2%, up 10% from the prior-year quarter- Raises 2024 Net Revenues Guidance AUSTIN, Texas, May 10, 2024 (GLOBE NEWSWIRE) -- Mondee Holdings, Inc. (NASDAQ:MOND) ("Mondee" or the "Company"), a leading travel marketplace and artificial intelligence (AI) technology company, today announced financial results for the three-month period end ...

AUSTIN, Texas, April 30, 2024 (GLOBE NEWSWIRE) -- Mondee Holdings, Inc. (NASDAQ:MOND) ("Mondee" or the "Company"), a leading artificial intelligence (AI) travel technology company and marketplace with a portfolio of global platforms in the leisure and corporate travel sectors, announced that it will report first quarter 2024 financial results for the period ended March 31, 2024, on Friday, May 10, 2024 via an earnings release and accompanying webcast. The Company will host the live audio webcast at 5:30 a.m ...

AUSTIN, Texas, April 30, 2024 (GLOBE NEWSWIRE) -- Mondee Holdings, Inc. (Nasdaq: MOND) (“Mondee” or the “Company”), a leading artificial intelligence (AI) travel technology company and marketplace with a portfolio of global platforms in the leisure and corporate travel sectors, announced that it will report first quarter 2024 financial results for the period ended March 31, 2024, on Friday, May 10, 2024 via an earnings release and accompanying webcast. The Company will host the live audio webcast at 5:30 a. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39943 MONDEE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 88-3292448 State or other jurisdiction of (I.R.S. Em ...