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Online Travel
Even if Uber-Expedia was the right deal — and that was dubious — it was the wrong time.
Dennis Schaal | 6 days ago
Uber officials tamped down speculation that it is hungry for a big travel acquisition.
Dennis Schaal | 2 weeks ago
Slow growth and not much merger and acquisition activity. Welcome to online travel's not "terribly exciting" period, according to BTIG.
Dennis Schaal | 1 month ago
Travel Technology
If Sabre sells its hospitality unit this time around, it can use some of the proceeds to pay off debt, and then refocus on its core airline and travel agency business.
Dennis Schaal | 2 months ago
Experiences
Spending on tours and activities may hit $300 billion by 2025. Expect to see more consolidation pressures, growth in demographic targeting, adoption of AI, and attempts to react to climate change.
Jesse Chase-Lubitz | 2 months ago
Could Trivago be looking to supplement its traditional metasearch revenue with that generated by a hotel booking site? Or is it just interested in Holisto's tech?
Dennis Schaal | 4 months ago
There will be a lot of moving pieces over the next few months if indeed a sale of Tripadvisor gets done.
Dennis Schaal | 7 months ago
Business Travel
As in the planned American Express Global Business Travel Group merger with CWT, many marriages have in-law issues.
Dennis Schaal | 8 months ago
Even Tripadvisor would agree that the sum of its parts is likely worth more the whole. That's what a potential buyer is likely thinking.
If you work for an online travel agency and suggested it open brick-and-mortar stores to bring customers online, you would get very quizzical looks, at the least. Let's see if it works in Argentina and Brazil for Despegar/Decolar.
Dennis Schaal | 9 months ago
