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July OTA Ticket Volumes a Bit Better-than-Expected, But Still Lagging Industry Trend
Jake Fuller 08/20/2010 We have worried that with increasingly difficult summer 2009 comparisons, the online travel agencies (OTAs) would experience a decline in 3Q domestic airline ticket transaction ...
Expedia Pushes Further Into Vacation Rental Via TripAdvisor-Holiday Lettings Deal
Jake Fuller 06/28/2010 On June 24, Expedia’s TripAdvisor announced the acquisition of Holiday Lettings, which is reportedly the largest independent U.K. vacation rental site. While we do not know how ...
Continued Erosion in Domestic OTA Ticket Transaction Volume
Jake Fuller 06/18/2010 Domestic ticket transaction volume for the OTAs continues to slow, with data for May actually showing the first decrease since February 2009. Based on the trend through May, we ...
What is up at Priceline?
Jake Fuller 05/11/2010 Priceline reported exceptional growth in 1Q and exceeded the published consensus estimates, so why the massive sell-off? This has been a momentum stock, with investors expecting...
Thoughts on the Impact of a Google-ITA Combo
Jake Fuller 04/22/2010 A number of press reports are indicating that Google may be in talks to acquire ITA Software. ITA provides air search tools and would presumably lead to a significantly improved...
Survey Shows Rate Declines Narrowing
Jake Fuller 04/07/2010 Our survey of domestic room rate quotes for Starwood and Marriott shows narrowing declines for April. With leisure rate trends improving, corporate demand firming and overall in...
First Take on Amadeus IPO Plans
Jake Fuller 03/24/2010 Amadeus is pushing ahead with plans for a first half 2010 IPO, despite Travelport’s recent failed IPO effort. Amadeus may be in a better position than Travelport, however, as it...
OTA Transaction Volume Remains Strong
Jake Fuller 03/23/2010 Despite soft domestic site traffic trends in February, we continue to see strong growth in transaction volume trends. Declining February traffic sparked concern that we might be...
Air Continues to be a Key Source of OTA Growth
Jake Fuller 02/26/2010 The OTAs showed dramatic acceleration in 4Q bookings growth, driven in no small part by a sharp uptick in airline bookings. We will have a lot more on that topic in our 3/3/10 w...
More Good News on the Occupancy Tax Front
Jake Fuller 02/02/2010 Following several losses in occupancy tax cases last year, we have seen three wins since December. The tax risk has weighed on leading hotel merchant Expedia, but the favorable ... |
 
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