Transcript
Transcript

Google Travel & the OTA Industry – 17 June 2019

  • Multi Asset
  • Consumer
  • North America

Specialist

Former Director, Engineering at Google LLC

Agenda

  • Operating environment for online travel agencies (OTAs) regarding implications of Google's increased focus
  • Strengths of Google's platform relative to TripAdvisor (NASDAQ: TRIP), Expedia (NASDAQ: EXPE), Booking Holdings (NASDAQ: BKNG), others
  • Expected shift in OTA customer acquisition costs, OTA take rates, OTA booking volumes, etc
  • Outlook for 2019 and beyond – growth runway & penetration headwinds

Questions

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