AA/AMR and Sabre Holdings extend their deal "well into 2012" until the legal claims are resolved
August 30, 2011
American Airlines: US investigating GDSs on antitrust issues | www.tnooz.com
AMR’s American Airlines and Global Distribution System (GDS) company Sabre Holdings have been entangled in a contractual and legal battle that was to have originally come to a head in the Texas District courts on September 1st. It has now been extended “well into 2012”. In addition to the Texas courts, the battle also extends to the Department of Justice.
Moody downgrades Travelport Debt
August 17, 2011
Moody's lowers Travelport's CFR to Caa1; outlook remains negative | www.moodys.com
Moody's has lowered the corporate family rating (CFR) and probability of default rating (PDR) of Travelport LLC (Travelport) to Caa1 from B3. Approx USD $3.2b in rated debt instruments affected The senior secured, senior unsecured and the subordinated instrument ratings have also been lowered to B1 from Ba3, to Caa2 from Caa1, and to Caa3 from Caa2, respectively. The outlook remains negative.
Airline cutbacks are projected - GDS and OTAs need a backup plan
August 16, 2011
Airlines risk deeper cuts amid US wealth destruction | distribution-solutionz.blogspot.com
Bloomberg reports that U.S. airlines may have to cut back on flying as the slowing economy erodes their ability to boost fares while they struggle with higher costs for jet fuel. This translates into cutbacks in frequency and capacity.Add to this the airlines' propensity to push for direct distribution to consumers, cutting out the higher yield GDS-driven travel agency/travel management company channel, and you have a recipe for financial disaster.
Spotlight on Travel Technology : Concur Technologies - on the acquisition trail
August 2, 2011
Spotlight on Technology: Concur Technologies | distribution-solutionz.blogspot.com
In the big scheme of the travel ecosystem, corporate travel represents about 25% of all of the 2 billion trips taken and there is a player in Redmond, WA that intends to touch as many of those trips as possible - and it is NOT Microsoft. Today we are going to shift gears to corporate travel technology and take a look at Concur Technologies, founded in 1993. Concur is based in Redmond, WA and has over 1,200 full time employees.
The Hospitality Brand Game - Direct Distribution by the Hotel Industry
July 28, 2011
The Hospitality Brand Game | distribution-solutionz.blogspot.com
Yesterday I posted the June Compete stats for the airline industry and Tuesday, posted the same for the online players. While this is easy for those industries, for the hotel industry, not so much.Sure, we can start by looking at the top level brand picture for each of the publicly traded hotel companies, but it doesn't tell the whole picture, due to what I call the "hospitality brand game".The analysis is for Marriott, Wyndham Worldwide, Intercontinental Hotels, Starwood and Hyatt Hotels.
June stats released by Compete - Expedia still leads the OTA
July 27, 2011
Wednesday, July 27, 2011 June OTA stats released by Compete | distribution-solutionz.blogspot.com
Today Compete released its June 2011 normalized metrics for unique visitors to the wide range of websites tracked by the organization. My blog shows the results for the top Online Travel Agencies (OTAs).
Solutionz adds Travel Industry Stock Portfolio to our blog
July 26, 2011
Travel Industry Portfolio Added to Distribution Solutionz | distribution-solutionz.blogspot.com
Those that have been following my analysis on GLG will know that the travel industry is like its own ecosystem - deeply intertwined.For that reason, we have added the Travel Industry Stock Portfolio to our blog site, and will soon add it to our web site.
AA CEO's Statement of the Obvious in the airline's dispute with the GDS
July 25, 2011
AA CHIEF ACKNOWLEDGES 'ENORMOUS RISK' IN GDS BATTLE | www.travelmarketreport.com
While ABC's nightly news counts down to the breakdown in government talks over our multi-trillion dollar debt, a countdown of another variety is also ticking away. On August 31st, Sabre and American Airlines' contract for the distribution of AA's inventory to the online and offline travel agency community expires. As of this writing, that leaves 36 days, 3 hours, 15 minutes and 07 seconds for American and Sabre to come to terms.
AMR American Airlines Stock may reach an all time low
July 22, 2011
AMR on Yahoo! Finance | finance.yahoo.com
The stock trading chart for AMR, the parent of American Airlines, looks like the downward trek from the summit of Mount Everest. It last traded at $4.36, with today's rates bouncing between $4.26 and $4.59. The 52 week high is $8.98. This past week American announced the largest aircraft order in history with Boeing and Airbus. Next week, a dangerous game of chicken with Sabre will play out, with AA threatening to pull out of the US' largest global distribution system company's displays.
Delta Airlines $100 million investment in its website - Brilliance or folly?
July 13, 2011
5Q Interview with Richard Anderson (Delta CEO) | www.thetransnational.travel
In reference to "Richard Anderson, Delta Air Lines (5Q Interview)" I published my blog today which was entitled:To Delta Airlines: I would have built the website for $80 million.....As a follow on to my earlier article last week about doing the math on distribution costs, I can't resist commenting on Delta spending $100 million on its website, or roughly $1 per passenger boarded, based on 2010 performance).
Apple brings textbooks to iPad -- Finally
January 20, 2012
PayPal loses a key player in mobile device payments to Yahoo
January 10, 2012
More details and insights about the planned Sears Holdings store closings
January 4, 2012
Thoughts on GM Volt's recent "rapid thermal expansion" incident
December 6, 2011
Green Mountain Coffee Roasters could get burnt
November 14, 2011