Trip.com Group Limited (NASDAQ:TCOM) Q1 2023 Earnings Conference Call June 7, 2023 8:00 PM ET Company Participants Michelle Qi - Senior Director, IR James Liang - Executive Chairman Jane Sun - CEO Cindy Wang - CFO Conference Call Participants Brian Gong - Citi Simon Cheung - Goldman Sachs Alex Poon - Morgan Stanley Wei Xiong - UBS Alex Yao - JPMorgan Wei Feng - Mizuho Thomas Chong - Jefferies Jiong Shao - Barclays John Choi - Daiwa Operator Hello and thank you for standing by. Welcome to Trip.com Group 2023 ...

公司财务状况 - 公司2018年至2022年间净收入分别为309.65亿元人民币、356.66亿元人民币、183.16亿元人民币、200.23亿元人民币和200.39亿元人民币/29.07亿美元[32] - 公司2018年至2022年间毛利分别为246.41亿元人民币、282.94亿元人民币、142.85亿元人民币、154.25亿元人民币和155.26亿元人民币/22.53亿美元[32] - 公司2018年至2022年间营业费用分别为22.036亿元人民币、23.254亿元人民币、15.708亿元人民币、16.836亿元人民币和15.438亿元人民币/2.238亿美元[32] - 公司截至2022年12月31日的现金及现金等价物为170亿元人民币/24.65亿美元，受限现金为14.87亿元人民币/2.16亿美元，短期投资为255.45亿元人民币/37.03亿美元[33] - 公司截至2022年12月31日的总资产为1916.91亿元人民币/277.93亿美元，总负债为786.72亿元人民币/114.07亿美元[33] 公司风险 - 公司面临的主要风险包括疫情、全球经济状况、业务增长管理、盈利能力、市场竞争等[48] - 旅行业的普遍下滑可能对公司业务和运营结果产生重大不利影响[49] - 公司存在与中国相关的法律和政策风险，可能会对业务产生重大不利影响[50] - 公司在中国经营受到中国政府的重大监管和干预，可能会导致业务变化和公司证券价值下降[50] - 全球大流行病（如COVID-19）可能会严重影响公司的业务、财务状况和运营结果[52] 公司战略 - 公司已经采取了新的产品，以捕捉新兴趋势，并积极利用直播功能来推广当地景点和活动[54] - 公司的业务可能会受到未来增长的挑战，或者如果无法有效执行战略[54] 公司监管和合规 - 公司需要遵守适用的数据保护法律和法规，加强信息安全，并解决由安全故障引起的问题[83] - 公司收集和处理用户的个人数据，需要遵守中国和欧盟等多个司法管辖区的隐私和数据保护法律和法规[87] - 公司面临中国网络安全法律的风险，可能需要承担额外的义务和成本[90] 公司股权和财务 - 公司高度依赖关键高管的持续努力，一旦失去其服务可能会严重影响业务[76] - 公司的股权激励成本会对净利润产生显著影响，需要关注股权激励费用的变化[93] - 公司长期投资的公允价值变动需要谨慎估计，存在一定的不确定性[94] 公司法律风险 - 公司在中国的租赁物业利益未按照中国法律要求进行注册，可能面临潜在罚款[134] - 公司在中国的业务可能会受到中国法律和法规的影响，如果公司缺乏适当的批准、许可证或未能遵守适用的法律或法规，可能会对业务、财务状况和运营结果产生重大不利影响[132] - 公司可能因为中国的监管规定而无法及时完成必要的政府注册或获得必要的政府批准[131]

Trip.com Group Limited (NASDAQ:TCOM) Q4 2022 Earnings Conference Call March 6, 2023 7:00 PM ET Company Participants Michelle Qi - Investor Relations James Liang - Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Chief Financial Officer Conference Call Participants Brian Gong - Citi Alex Poon - Morgan Stanley Jiong Shao - Barclays Alex Yao - JPMorgan James Lee - Mizuho Group Thomas Chong - Jefferies Simon Cheung - Goldman Sachs Wei Xiong - UBS Joyce Ju - Bank of America Tian Hou - T.H. Capi ...

Trip.com Group Limited (NASDAQ:TCOM) Q3 2022 Earnings Conference Call December 14, 2022 7:00 PM ET Company Participants Michelle Qi - Head, Investor Relations James Liang - Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Chief Financial Officer Conference Call Participants Alex Yao - JPMorgan Thomas Chong - Jefferies James Lee - Mizuho Group Jiong Shao - Barclays Alex Poon - Morgan Stanley Tian Hou - T.H. Capital Wei Xiong - UBS Brian Gong - Citi Yulin Zhong - Haitong International Operat ...

Trip.com Group Limited (NASDAQ:TCOM) Q1 2022 Earnings Conference Call June 27, 2022 8:00 PM ET Company Participants Michelle Qi - Investor Relations James Liang - Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Chief Financial Officer Conference Call Participants Alex Poon - Morgan Stanley Ronald Keung - Goldman Sachs Brian Gong - Citigroup Alex Yao - JPMorgan Thomas Chong - Jefferies Wei Xiong - UBS James Lee - Mizuho Tian Yao - Hartz Capital Operator Thank you for standing by and welcom ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to __________ OR ☐ SHELL COMPANY REPORT PURSU ...

Trip.com Group Limited (NASDAQ:TCOM) Q4 2021 Earnings Conference Call March 23, 2022 8:00 PM ET Company Participants Michelle Qi - Senior IR Director James Liang - Co-Founder & Executive Chairman Jane Sun - CEO Cindy Wang - CFO and EVP Conference Call Participants Alex Yao - JPMorgan Alex Poon - Morgan Stanley Ronald Keung - Goldman Sachs Thomas Chong - Jefferies James Lee - Mizuho Securities Brian Gong - Citigroup Tian Hou - TH Data Capital Operator Thank you all for standing by, and welcome to the ...

Trip.com Group Limited (NASDAQ:TCOM) Q3 2021 Earnings Conference Call December 15, 2021 7:00 PM ET Company Participants Michelle Qi - Head of Investor Relations James Liang - Co-Founder and Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Executive Vice President and Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies James Lee - Mizuho Securities Brian Gong - Citi Ronald Keung - Goldman Sachs Alex Yao - JPMorgan Operator Thank you for standing by and welcome to t ...

Trip.com Group Limited (NASDAQ:TCOM) Q2 2021 Earnings Conference Call September 23, 2021 8:00 PM ET CorporateParticipants Michelle Qi - Head of Investor Relations James Liang - Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Chief Financial Officer ConferenceCall Participants Ronald Keung - Goldman Sachs Alex Yao - JPMorgan Alex Poon - Morgan Stanley Thomas Chong - Jefferies Yulin Zhong - Haitong International Brian Gong - Citi Operator Thank you for standing by and welcome to the Trip.co ...

Trip.com Group Limited (NASDAQ:TCOM) Q1 2021 Earnings Conference Call May 18, 2021 8:00 PM ET Company Participants Michelle Qi - Senior Investor Relations Director James Liang - Executive Chairman Jane Sun - Chief Executive Officer Cindy Wang - Chief Financial Officer Conference Call Participants Alex Poon - Morgan Stanley Ronald Keung - Goldman Sachs Alex Yao - JPMorgan Thomas Chong - Jefferies James Lee - Mizuho Joyce Ju - Bank of America Tian Hou - TH Capital Brian Gong - Citi Operator Thank you for stan ...