公司概况 - Mondee是一家价值30亿美元的旅行市场和旅行科技公司，同时也是一个人工智能平台[6] - Mondee在2022年7月上市，市值从10亿到13亿美元，现在市值不到2亿美元[76] 财务数据 - Mondee去年实现了20亿美元的总收入，约合1.59亿美元的净收入和1100万美元的EBITDA[10] - Mondee的收入占比率从疫情前的4%增长到去年的7.4%，今年达到9%[20] - Mondee的EBITDA预计从2020年到2023年将翻倍，增长可持续[60] - Mondee有大约1.6亿美元的债务，净债务约1.1亿至1.2亿美元，相当于未来EBITDA的3到4倍[82] 业务发展 - Mondee计划在未来几年将收入占比率提高到两位数[23] - Mondee通过不断增加产品种类和拓展客户群体来实现业务增长[24] - Mondee目前拥有65,000名旅行专家，其中约有30,000名是专业旅行代理[31] - Mondee的AI平台名为Abhi，提供全自动的AI旅行助手服务[33] - Abhi可以根据用户的喜好定制行程，并帮助用户预订航班和酒店[36] 技术优势 - Mondee是一家AI旅行公司，拥有私人LLM技术和大量数据[51] - Mondee的AI技术基于数据结构和应用，具有独特优势[52] - Mondee拥有独特的数据结构，通过人类旅行顾问与旅行者互动来训练AI模型[53] 市场竞争 - Mondee的高进入壁垒包括与航空公司和酒店的合作关系、庞大的技术投入和庞大的客户群体[71] - Mondee的竞争优势和高进入壁垒使得其他竞争对手难以复制其成功模式[74] 股价表现 - 股价下跌主要是由于对Mondee的投机，与公司的基本面、增长和盈利能力无关[80] - 公司的表现并非导致股价下跌，而是受到多个因素影响，包括利率环境、投资者对离散支出的担忧和对公司的投机[77] - 公司相信能够成功进行债务再融资，即使不能，也有历史上多次延期的先例[84] - 公司预计2023年EBITDA将翻倍，但这是基于街头共识，尚未公布具体数据[86]

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 September 30, 2023 ☐ 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 othe ...

Mondee Holdings, Inc. (NASDAQ:MOND) Q3 2023 Earnings Conference Call November 14, 2023 8:30 AM ET Company Participants Jeff Houston - Senior Vice President Prasad Gundumogula - Founder, Chairman & Chief Executive Officer Jim Dullum - Chief Operating Officer Orestes Fintiklis - Executive Vice President Jesus Portillo - Chief Financial Officer Conference Call Participants Darren Aftahi - ROTH MKM Brett Knoblauch - Cantor Fitzgerald Mike Grondahl - Northland Securities Operator Good day, and welcome to the Mon ...

Mondee Investor Presentation November 2023 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 state ...

MONDEE > Investor Presentation August 2023 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) | --- ...

Mondee Holdings, Inc. (NASDAQ:MOND) Q2 2023 Earnings Conference Call August 15, 2023 8:30 AM ET Company Participants Jeff Houston ??? Senior Vice President Prasad Gundumogula ??? Founder, Chairman and Chief Executive Officer Jesus Portillo ??? Chief Financial Officer Orestes Fintiklis ??? Vice Chairman, Chief Strategy and Business Development Officer Jim Dullum ??? Chief Operating Officer Conference Call Participants Darren Aftahi ??? ROTH MKM Nick Jones ??? JMP Securities Brett Knoblauch ??? Cantor Fitzger ...

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 June 30, 2023 ☐ 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 jur ...

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, 2023 ☐ 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 ju ...

MONDEE > THE FUTURE OF TRAVEL, NOW Investor Presentation May 2023 Safe Harbor Statement (Under the Private Securities Litigation Reform Act of 1995) This presentation contains "forward-looking statements" within the meaning of federal securities law. 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 forwardlooking statements include, among others, statements we make ...

Mondee Holdings, Inc. (NASDAQ:MOND) Q1 2023 Earnings Conference Call May 15, 2023 8:30 AM ET Company Participants Jeff Houston - Senior Vice President, Investor & Public Relations Prasad Gundumogula - Founder, Chairman, Chief Executive Officer Jesus Portillo - Chief Financial Officer Orestes Fintiklis - Vice Chairman and Chief Corporate Strategy and Business Development Officer Jim Dullum - Chief Operating Officer Conference Call Participants Darren Aftahi - Roth MKM Tom White - D.A. Davidson Mike Grondahl ...