Looking beyond release of pent-up demand to globalization
–Release of pent-up demand remained strong
Reversing from a loss in 2023 1H, but investors may demand more
Results inline; AI demand remains strong and unmet
TSF & CPI Missed Expectations,Property Demand Weakened
Robust travel demand in FY24E
Pent-up demand boosts revenue recovery
US Popularity and Demand Report (Q3 2022)
New Titles - US Popularity and Demand Report (Q2 2022)
Travel demand remains resilient