Platform Aeronaut
Subscribe
Sign in
Home
Rideshare & Delivery
SBC & Dilution
Travel & Leisure
AI
Gaming
About
Travel & Leisure
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
•
Thomas Reiner
3
Share this post
Travel & Leisure Q4 Earnings Quotes
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
8
Share this post
Airline Loyalty Program Economics & Enterprise Value
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
3
Share this post
Travel & Leisure Q3 Earnings Quotes
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
1
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
•
Thomas Reiner
2
Share this post
Travel Demand Reaction to War & Terrorism
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
2
Share this post
JSX: Challenger or Regulatory Ambiguity?
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
3
Share this post
Q3 Global Travel & Leisure Trends
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
4
Share this post
Travel & Leisure Demand: Peaking or Not?
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
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
•
Thomas Reiner
7
Share this post
Impact of AI/LLMs on Travel Distribution
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
1
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
•
Thomas Reiner
1
Share this post
State of the Leisure Recovery: Feb 2023
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
Tech Dilution Role Model: BKNG
Easy to point out whose SBC is a disaster, who is the positive example?
Jan 19, 2023
•
Thomas Reiner
6
Share this post
Tech Dilution Role Model: BKNG
www.platformaeronaut.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts