Former VP at Travelport Worldwide Ltd
- Outlook for volume recovery across home- vs away-market bookings, OTAs (online travel agencies), TMCs (travel management companies) and offline agencies
- Agent incentive levels including OTAs and TMCs, noting implications for GDSs (global distribution systems) COGS and margin profile
- Potential for NDC (New Distribution Capability) to introduce new competitors to travel distribution triopoly
- Competitive dynamics across Amadeus (MAD: AMS), Sabre (NASDAQ: SABR) and Travelport
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