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Online Travel Agency Briefing: Highlights of Booking Holdings’ and Expedia Group’s 2018 Earnings

Online Travel Agency Briefing: Highlights of Booking Holdings’ and Expedia Group’s 2018 Earnings

March 2019

There's a reason we love earnings season: lot's of interesting new company data points.

The State of Online Travel Agencies 2018 Part II: Supply

The State of Online Travel Agencies 2018 Part II: Supply

August 2018

Many online travel agencies are no longer specialists in one product, instead aiming to become one-stop shops. The platform that a booking site can offer is a key part of its competitive moat and the contours of supply at Booking Holding and Expedia vary widely from each other.

The State of Online Travel Agencies 2018 Part I: Advertising

The State of Online Travel Agencies 2018 Part I: Advertising

June 2018

Online travel agencies remain essential to the travel industry as consolidators of and clearinghouses for advertising dollars throughout the space. We do not see OTAs being removed from this position easily, but challenges are growing by the day.

Amazon: Lessons, Threats and Opportunities for Travel

Amazon: Lessons, Threats and Opportunities for Travel

May 2018

Amazon likely has a role to play in the future of travel distribution, marketing, or devices — if not all three. Travel leaders need to prepare today, or risk being caught flat-footed tomorrow.

The 2016 Deep Dive Into Expedia’s Competitive Position In Travel

The 2016 Deep Dive Into Expedia’s Competitive Position In Travel

October 2016

Expedia has a lot going for it in the short to mid term but shifts in technology and consumer tastes have disrupted the travel space before, and will do so again. Dara and team will need to stay vigilant in addressing numerous vulnerabilities, especially as they go up against the big platforms including Google, Facebook, Amazon and others.