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eDreams ODIGEO S.A. (EDDRF) Analyst/Investor Day Transcript
2026-05-21 · via All Articles on Seeking Alpha

eDreams ODIGEO S.A. (EDDRF) Analyst/Investor Day May 20, 2026 7:00 AM EDT

Company Participants

David de la Roz - Director of Investor Relations
Dana Dunne - CEO & Executive Director
Carsten Bernhard - Chief Technology Officer

Presentation

David de la Roz
Director of Investor Relations

Good afternoon, everyone. I'm David de Roz, Head of Investor Relations. Over the past few months, we have engaged with many of you across global road shows and conference and one very interesting topic has dominated many of our conversations, the rise of Agentic AI. And so today's session is about our next phase of growth for eDO.

For over a decade, we have been building a specialized AI ecosystem that powers the world's largest travel subscription platform. We have invited you here today because we are at a unique inflection point. The recent developments in generative and Agentic AI don't just complement our business, they act as a force multiplier for our unique competitive advantages.

Today, we will show you how we are harnessing these technologies to accelerate our mission, scale our Prime membership and redefine the new era of travel.

I will now pass you to our CEO, Dana Dunne, who will take you through the agenda and first part of today's presentation.

Dana Dunne
CEO & Executive Director

Thank you, David. At eDO, we've always been pioneers. Leadership in any industry is defined by the ability to anticipate the path. At eDO, we didn't wait for the AI hype cycle to begin. We recognized more than a decade ago that the future of travel wouldn't be found in generic search results, but in intelligent personalized curation. We spent the last 10-plus years feeding our algorithms with the behaviors of billions of travelers to create an AI-driven engine that now operates with unrivaled predictive precision, serving as the intelligent backbone that optimizes every touch point