Sabre – Airline IT Segment Durability & Distribution Recovery Trends

  • Public Equity
  • TMT
  • North America


Former EVP at Sabre Corp (Sabre GLBL Inc)


  • Outlook for airline IT spend growth and application mix given recent high-profile IT failures
  • Price per passenger evolution and additional modules’ attach rate
  • Pipeline for transformative PSS (passenger service system) projects vs smaller incremental upsells, plus discussing PB (price-to-book value) rates
  • Competitive dynamics and durability of Amadeus’ (MAD: AMS) lead in the sector
  • Synergies between Sabre's (NASDAQ: SABR) distribution and IT segments and potential to separate business units


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