skift conference call: expedia under new leadership · 2019. 9. 4. · expedia inc. gross bookings...
TRANSCRIPT
Skift Conference Call:
Expedia Under New LeadershipThursday, September 7 at 1pm EST
The Newly Appointed
Mark OkerstromNew: Expedia President and Chief Executive Officer
Formerly: Executive Vice President of Operations and Chief Financial Officer
Alan PickerillNew: Executive Vice President andChief Financial Officer
Formerly: Senior Vice President of Investor Relations and Treasurer
Strong Bench Among Expedia Inc. Brands
Aman Bhutani: Brand Expedia Group President
John Kim: HomeAway President
Rob Greyber: Egencia President
Johan Svanstrom:Hotels.com andExpedia Affiliate Network President
When Expedia StruggledExpedia Inc. Gross Bookings and Room Night Growth, 2010-2014
Source: Financial reports
Priceline Group Gross Bookings and Room Night Growth, 2010-2014
Online Travel Agency Acquisitions 2015-2016
Source: Security and Exchange Commission filings and published reports
Priceline continues to dominate the industry
A Deeper look at how U.S. online travel agencies measure up
Priceline's Bet on the Agency Model
HitWise Online Travel Agency Share Trends
Hitwise does not track smaller OTAs that do not have enough traffic volume to be statistically significant. With Expedia and Priceline likely controlling over 90% of the OTA market, the data gives a clear picture of market share of the brand agnostic user. The loyal app user booking on a Booking.com app would not be counted, but it is likely each brand has a share of loyal app users comparable to the share of website bookers.
Expedia revenue breakdown
Expedia Ebitda Breakdown