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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 ...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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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We have taken a couple of cracks at understanding how Travelport’s planned IPO values the company. We are again fine-tuning our thoughts based on a bit more detailed information...
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