ABNB
Travel Services · Consumer Cyclical
Analyst
UBS
Analyst
Mizuho
Equibles does not estimate personal net worth.
Lloyd Walmsley is recorded as Analyst at UBS and Analyst at Mizuho. Lloyd Walmsley has spoken on 17 earnings calls and 1 other investor event across 9 companies, most recently for TripAdvisor, Inc. on August 6, 2026. Those appearances were for Airbnb, Inc. (ABNB), Booking Holdings Inc. (BKNG), DoorDash, Inc. (DASH), TripAdvisor, Inc. (TRIP), Zillow Group, Inc. (ZG) and 4 other companies. The companies whose calls Lloyd Walmsley spoke on are classified in the Consumer Cyclical, Communication Services and Technology sectors.
“Can you give us an update on where your exposure is today to SEO at this point, maybe by segment or point of sale so we get a sense of the, you know, I guess the forward risk.”
“First, just the hotel commentary sounds super encouraging. Maybe you can give us a sense of maybe anecdotes on markets where you're seeing particular conversion rate improvement or areas where you're comprising a meaningful portion of hotels, bookings.”
“I guess, can you kind of speak to your feature and, like, product velocity?”
“I wanted to just get your sense of, you know, anything that surprised you the most or where do you see the most opportunity, you know, as you dive into a new business was the first one.”
“I guess first, correct me if I'm wrong, but I don't think you all have called out SEO pressure before. And so the question there is sort of, do you think this is a shift to AI search or more just a function of pressure on sort of organic visibility in favor of SEM.”
UBS
Analyst
Source not stated
Mizuho
Analyst
Source not stated
ABNB
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
DASH
Internet Retail · Consumer Cyclical
TRIP
Travel Services · Consumer Cyclical
Internet Content & Information · Communication Services
EXPE
Travel Services · Consumer Cyclical
SNAP
Internet Content & Information · Communication Services
Internet Content & Information · Communication Services