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ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
After a history of false starts with Tellme, Alexa, and Siri, will ChatGPT Advanced Voice Mode unlock the holy grail: booking a flight?
Oct 3, 2024
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Thomas Reiner
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ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
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Is the Consumer Weak or Not? Anecdotes from Companies
Color from Uber, Lyft, Doordash, the airlines, and other leisure names on consumer health
Aug 7, 2024
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Thomas Reiner
5
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Is the Consumer Weak or Not? Anecdotes from Companies
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Travel & Leisure Q4 Earnings Quotes
Interesting quotes and anecdotes from Q4 2023 travel and leisure company earnings calls. Consumer demand is still healthy but we've definitely…
Feb 23, 2024
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Thomas Reiner
3
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Travel & Leisure Q4 Earnings Quotes
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Airline Loyalty Program Economics & Enterprise Value
Post-covid the ballpark valuation of airline loyalty programs now composes a majority of the Enterprise Value for the big US carriers.
Feb 2, 2024
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Thomas Reiner
16
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Airline Loyalty Program Economics & Enterprise Value
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Travel & Leisure Q3 Earnings Quotes
Interesting quotes and anecdotes from Q3 2023 travel and leisure company earnings calls. Lots of interesting commentary on volatility and the impact…
Nov 3, 2023
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Thomas Reiner
3
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Travel & Leisure Q3 Earnings Quotes
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Travel Demand Reaction to War & Terrorism
In the wake of the terror attacks and subsequent war in Israel and Gaza this is a deep dive on the impact to travel demand as well as historical…
Oct 27, 2023
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Thomas Reiner
2
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Travel Demand Reaction to War & Terrorism
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JSX: Challenger or Regulatory Ambiguity?
JetsuiteX (JSX) has been the subject of heightened scrutiny over whether they're a true challenger to the traditional airline model or just exploiting…
Oct 10, 2023
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Thomas Reiner
2
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JSX: Challenger or Regulatory Ambiguity?
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Q3 Global Travel & Leisure Trends
Macro trends and valuation charts for the global travel complex. Despite demand fully recovered and margins at all-time highs, multiples are below both…
Sep 27, 2023
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Thomas Reiner
2
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Q3 Global Travel & Leisure Trends
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Travel & Leisure Demand: Peaking or Not?
Quotes and overview from Q2 earnings calls on demand into Q3 and 2024 show continued strength from peak summer travel but can that strength continue…
Jul 27, 2023
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Thomas Reiner
4
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Travel & Leisure Demand: Peaking or Not?
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Impact of AI/LLMs on Travel Distribution
Will AI and LLMs disrupt travel distribution? Can OTAs and the GDS like Sabre survive the coming onslaught or will some of them emerge as dominant…
Jun 11, 2023
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Thomas Reiner
11
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Impact of AI/LLMs on Travel Distribution
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State of the Leisure Recovery: Feb 2023
A quick look at airlines, OTAs, ridesharing, cruise lines, and rental cars and where they are vs 2019 post-pandemic
Jan 30, 2023
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Thomas Reiner
1
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State of the Leisure Recovery: Feb 2023
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Tech Dilution Role Model: BKNG
Easy to point out whose SBC is a disaster, who is the positive example?
Jan 19, 2023
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Thomas Reiner
6
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Tech Dilution Role Model: BKNG
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