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    Priceline.com - Asset light + cashflow stark - 500 Beiträge pro Seite

    eröffnet am 30.01.10 11:28:30 von
    neuester Beitrag 28.02.20 09:50:49 von
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      Avatar
      schrieb am 30.01.10 11:28:30
      Beitrag Nr. 1 ()
      26.01.2010 14:46
      Priceline.com To Webcast 4th Quarter 2009 Financial Results On February 17

      NORWALK, Conn., Jan. 26 /PRNewswire-FirstCall/ -- Priceline.com® announced today that it intends to hold a conference call to discuss its 4th quarter and full-year 2009 financial results on February 17, 2010, at 4:30 p.m. ET. The event will be webcast live and the audio will be available for seven days thereafter at http://www.priceline.com/ in the Investor Relations Section.
      Avatar
      schrieb am 04.03.10 16:32:20
      Beitrag Nr. 2 ()
      On Thursday March 4, 2010, 10:16 am

      NORWALK, Conn. (AP) -- Priceline.com Inc. said Thursday that it plans a private offering of up to $500 million convertible senior notes due 2015.

      The online travel company plans to use the offering's net proceeds to buy back up to $100 million of its outstanding shares in privately negotiated, off-market transactions. Funds may also be used for general corporate purposes such as buybacks, acquisitions or to repay outstanding debt.

      Priceline.com expects to give initial buyers a 30-day option to purchase up to an additional $75 million notes to cover any overallotments.

      The company's board also approved the repurchase of up to $500 million shares of its common stock, including up to $100 million shares to be bought back concurrently with the offering.

      Last month Priceline.com said its fourth-quarter profit more than doubled as revenue grew sharply amid an improving economy that had more people booking trips.

      Shares of Priceline.com fell $1.89 to $233.93 in morning trading.
      Avatar
      schrieb am 17.04.10 01:42:16
      Beitrag Nr. 3 ()
      Komisch, nix los hier ?

      Die Aktie ist doch top gelaufen die letzten 5 Jahre trotz Krise !



      :rolleyes:
      Avatar
      schrieb am 11.05.10 17:43:23
      Beitrag Nr. 4 ()
      Antwort auf Beitrag Nr.: 39.354.950 von SuperInsider am 17.04.10 01:42:16...crass und ich hatte vor 6Jahren dieses Teil mal bei 20 Eur
      verkauft...2000Stücke...aaaaaaa

      man soll halt doch durchhalten...:rolleyes:

      Mist!
      Avatar
      schrieb am 12.09.10 16:27:03
      Beitrag Nr. 5 ()
      bärenstark!


      NORWALK, Conn., Aug. 3 /PRNewswire-FirstCall/ -- Priceline.com Incorporated today reported its financial results for the 2nd quarter 2010. Gross travel bookings for the 2nd quarter, which refers to the total dollar value, generally inclusive of all taxes and fees, of all travel services purchased by consumers, were $3.4 billion, an increase of 43.3% over a year ago.

      Priceline.com had revenues in the 2nd quarter of $767.4 million, a 27.1% increase over a year ago. The Company's international operations contributed revenues in the 2nd quarter of $322.6 million, a 63.3% increase versus a year ago (approximately 68% on a local currency basis). Priceline.com's gross profit for the 2nd quarter was $445.3 million, a 45.9% increase from the prior year. The Company's international operations contributed gross profit in the 2nd quarter of $321.8 million, a 63.6% increase versus a year ago (approximately 68% growth on a local currency basis). The Company's operating income in the 2nd quarter 2010 was $173.2 million, a 58.3% increase from the prior year. Priceline.com had GAAP net income for the 2nd quarter of $115.0 million or $2.26 per diluted share, which compares to $67.0 million or $1.38 per diluted share in the same period a year ago.

      Pro forma EBITDA for the 2nd quarter was $204.2 million, an increase of 61.8% over the prior year. Pro forma net income in the 2nd quarter was $158.2 million or $3.09 per diluted share, compared to $2.02 per share a year ago. First Call analyst consensus for the 2nd quarter 2010 was $2.65 per diluted share. The section below entitled "Non-GAAP Financial Measures" provides a definition and information about the use of pro forma financial measures in this press release and the attached financial and statistical supplement reconciles pro forma financial information with priceline.com's financial results under GAAP.

      "Second quarter performance by the Priceline group of companies was once again driven by strong growth in our global hotel reservations, where we believe we gained market share for another quarter," said Jeffery H. Boyd, Priceline's President and CEO. "The group achieved a combined 48% year-over-year growth in hotel room nights booked. International gross travel bookings increased by 59% compared to prior year, or 67% on a local currency basis, due to increasing travel demand and an improvement in room rates. Domestic gross travel bookings grew by 20% driven by strong growth in hotel reservations. Growth in airline tickets and domestic rental car days was modest as our Name Your Own Price® airline and rental car services were hampered by reductions in capacity by suppliers."

      "In May 2010, we acquired TravelJigsaw, a growing international car hire service, which has contributed $43.9 million of gross travel bookings in the 2nd quarter since acquisition. The TravelJigsaw business showed continued growth in the second quarter and we look forward to working with the team to build the business."

      Looking forward, Mr. Boyd said, "We are pleased with the hotel transaction growth we are seeing worldwide, which we believe is being driven by geographic expansion, solid execution in promoting improved conversion on our websites and benefits of group-wide cooperation on integration initiatives. These factors, combined with growing Internet commerce and travel in some of our newer markets, resulted in resilience in the face of economic volatility and periodic travel disruptions, and we believe provide a foundation for growth over the long-term."

      The Company also reiterated its expectation that gross travel bookings growth rates would progressively decline in the second half of 2010 as it compares to periods of relatively stronger business performance in the 2nd half of 2009.

      Priceline.com said it was targeting the following for 3rd quarter 2010: -- Year-over-year increase in total gross travel bookings of approximately 33% - 38%. -- Year-over-year increase in international gross travel bookings of approximately 46% - 51% (an increase of approximately 57.5% - 62.5% on a local currency basis). -- Year-over-year increase in domestic gross travel bookings of approximately 13%. -- Year-over-year increase in revenue of approximately 29% - 34%. -- Year-over-year increase in gross profit of approximately 43% - 48%. -- Pro forma EBITDA of approximately $327 million to $337 million. -- Pro forma net income of between $4.78 and $4.98 per diluted share. Pro forma guidance for the 3rd quarter 2010: -- excludes non-cash amortization expense of acquisition-related intangibles, -- excludes non-cash stock-based compensation expense, -- excludes non-cash interest expense and gains or losses on early debt extinguishment, if any, related to cash settled convertible debt, -- excludes the impact, if any, of charges or benefits associated with judgments, rulings and/or settlements related to hotel occupancy tax proceedings, -- excludes non-cash income tax expense and reflects the impact on income taxes of certain of the pro forma adjustments, -- includes the additional impact of the pro forma adjustments described above on net income and loss attributable to noncontrolling interests, -- includes the anti-dilutive impact of the "Conversion Spread Hedges" (see "Non-GAAP Financial Measures" below) on diluted common shares outstanding related to outstanding convertible notes, and -- includes the dilutive impact of additional shares of unvested restricted stock, restricted stock units and performance share units because pro forma net income has been adjusted to exclude stock-based compensation.

      In addition, pro forma EBITDA excludes depreciation and amortization expense, interest income, interest expense, equity in income and loss of investees, net income and loss attributable to noncontrolling interest, income taxes and includes the impact of foreign currency transactions and other expenses.

      When aggregated, the foregoing adjustments are expected to increase pro forma EBITDA over GAAP net income by approximately $121 million in the 3rd quarter 2010. In addition, the foregoing adjustments are expected to increase pro forma net income over GAAP net income by approximately $38 million in the 3rd quarter 2010. On a per share basis, the Company estimates GAAP net income of approximately $4.06 to $4.26 per diluted share for the 3rd quarter 2010.
      1 Antwort

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      Avatar
      schrieb am 09.11.10 10:37:25
      Beitrag Nr. 6 ()
      Antwort auf Beitrag Nr.: 40.137.987 von R-BgO am 12.09.10 16:27:03Heisa, was ist denn heute hier los??
      Avatar
      schrieb am 30.11.10 09:36:38
      Beitrag Nr. 7 ()
      voll die Granate das Teil ... :laugh:

      vor 4 Jahren noch umme 20 USD und vor 2 Wochen ATH bei 430 USD .... geil ... :laugh:


      Avatar
      schrieb am 20.01.11 18:55:42
      Beitrag Nr. 8 ()
      Diese Aktie macht mich krank!

      Ich hatte sie mal zwischenzeitlich im Depot und bin mit zarten Gewinnen wieder raus.

      Bei 5 Euroebbes hatte ich sie gekauft.

      Der mir entgangene Gewinn liegt zur Zeit bei 4600%.

      Eigentlich hilft mir nur noch der Dachboden!
      1 Antwort
      Avatar
      schrieb am 21.01.11 07:50:48
      Beitrag Nr. 9 ()
      Antwort auf Beitrag Nr.: 40.897.915 von Raconteur am 20.01.11 18:55:42ja ja ... da könnte man sich in den Allerwertesten bei ...... :laugh:

      ich glaube ich werde mal ne Runde short gehen ... hier steht eigentlich ne Korrektur an .... ;)
      Avatar
      schrieb am 21.01.11 07:54:35
      Beitrag Nr. 10 ()

      Launch of Trefis Coverage on Priceline – Stock Sensitivity to Hotel Bookings Market Share


      Priceline ( PCLN ) is one of the leading online travel agencies offering consumers a wide range of travel services including bookings for hotel stays, airline tickets, car rentals, cruises and vacation packages. Priceline is the second largest travel online travel service provider in the world behind Expedia ( EXPE ).

      Priceline enables customers to purchase travel services under a traditional price-disclosed model or through its proprietary Name Your Own Price service. Name Your Own Price allows customers with flexibility on date, time of travel, or supplier choice to bid for hotel room stays, air tickets, or other travel services. Priceline matches these bids with discounted (but otherwise undisclosed) fares offered by travel suppliers, and determines whether to accept the bid.

      Launch of Coverage on Priceline; $452 Price Estimate

      We've launched coverage of Priceline with a $452 Trefis price estimate , a slight premium to market price, which has jumped more than 100% over the past year. We estimate that hotel bookings generate over 90% of Priceline's stock value, while air ticket bookings constitute less than 3%. Advertising contributes 1% and Priceline's net cash balance accounts for the remaining 4.5%.

      Much of our estimated value for the company is attributable to broad market expectations of continuing growth in bookings at Priceline. Below we highlight one area of downside risk to potential investors - Priceline's market share in hotel room bookings.

      Priceline's Share of Hotel Room Bookings

      Priceline has been able to grow its market share in hotel room bookings over the past few years through increasing penetration of international bookings. We anticipate that Priceline will continue its share gains in the years ahead, albeit at a more moderate pace. Expanding internet access in international markets, along with Priceline's established position in these regions through subsidiary websites like Booking.com and Agoda, should bolster the company's growth prospects in this segment. However, competitors like Expedia, Orbitz ( OWW ) and Travelocity possess greater financial resources to facilitate inorganic growth in these markets, so competitive pressure could mitigate Priceline's market share upside going forward.

      We currently project that Priceline's market share in hotel room bookings will increase form an estimated 2% at year-end 2010 to 3% by the end of our forecast period. However, accelerating competitive pressures could threaten these growth prospects. To highlight Priceline's sensitivity to this key metric, we estimate that, should Priceline's market share only reach 2.5% by the end of our forecast period (vs. our 3% base projection), it could generate 12% downside to our $452 price estimate .
      Avatar
      schrieb am 21.01.11 18:41:05
      Beitrag Nr. 11 ()
      Zitat von Elrond: ich glaube ich werde mal ne Runde short gehen ... hier steht eigentlich ne Korrektur an .... ;)


      Glaub ich nicht. Aber möglicherweise bin ich ja ein Kontraindikator.
      Avatar
      schrieb am 18.02.11 01:43:43
      Beitrag Nr. 12 ()
      ich bin auch short ist absolut übertrieben das ding

      kursziel 50 usd !!!!!

      MFG

      hoffen wir aber das sie net erst 999 erreicht !!!

      ich bin short und bleibe short scheiß teil ist doch nur so ne art reisebüro, da gibts tausende davon , die zahlen sind 100 % getürkt !!!

      wenns rauskommt sind sie bei 0,00
      Avatar
      schrieb am 24.03.11 19:53:11
      Beitrag Nr. 13 ()
      jungs Jungs mal ehrlich wo sollen den die ganzen buchungen herkommen ? es gibt tausende reisebüros im internet also warum priceline ?

      Das ding ist von vorne bis hinten ne Bilanzfälschung !!!!

      Achtung usd 0,00 ist das Kursziel also seit nicht so blöde und kauft hier noch zu 473 USD !!!!!

      MFG

      Ich bin heute richtig short rein bei 476,50 Grüßle

      Kursziel 0,00
      1 Antwort
      Avatar
      schrieb am 26.03.11 23:02:19
      Beitrag Nr. 14 ()
      Antwort auf Beitrag Nr.: 41.262.488 von meisterfu am 24.03.11 19:53:11Hi, mit welchem Zertie biste short. Also ich denke ist
      auch an der Zeit zu shorten. Und wenn die Firma wirklich
      nicht astrein ist, kann man sich ne goldene Nase verdienen
      mit shorten. Aber wie kommst Du drauf, dass da was gefaked ist ?
      Avatar
      schrieb am 01.04.11 23:53:12
      Beitrag Nr. 15 ()
      das mit dem fake sagt mir mein bauchgefühl, ich hatte schon zahlreiche solche fälle in den letzten 20 jahren vom neuen Markt ( an dem von 100 Unternehmen mindestens 20-30 Fakes waren) bis hin zu amerika wo fast jedes 3 Unternehmen Bilanzfälschung betreibt.

      Das sollte man niemals vergessen !!!!

      nur investoren die 20 Jahre Börsenerfahrung haben, kennen sich mit dem thema gut aus. Ich sage nur Enron und konsorten.


      Mal ehrlich mein bauch sagt mit by Letstravel.com hats nicht geklappt, expedia.de kämpft, und Reisebüros im Internet gibts wie sand am meer,

      Für mich der größte Betrug die Kiste, insbesondere bei 515 Dollar !!!

      MFG übrigens da handele ich CFD S

      keine Optionscheine
      1 Antwort
      Avatar
      schrieb am 02.04.11 13:04:31
      Beitrag Nr. 16 ()
      Antwort auf Beitrag Nr.: 41.307.265 von meisterfu am 01.04.11 23:53:12Also ich buche OFT über booking.com; das ist jedes Mal Umsatz für priceline...

      Solltest sie nicht mit irgendeinem China-Mist verwechseln...
      Avatar
      schrieb am 02.04.11 17:52:03
      Beitrag Nr. 17 ()
      Nein ist schon ok ich sag auch gar nicht das da nix geht, aber es scheint mir total überzogen zu sein, und der börsenwert ist bei 15 MRD USD nun,

      Jetzt mal ohne scheiß kann ein reisebüro mehr wert sein als daimler Benz ?

      Das ist wieder so ein total verückter mist wie am neuen Markt.

      Das erwachen kommt dan wieder wenn die Aktie wieder auf Normalwert von 10-30 USD zurückkommt, dann begreift es jeder wieder, das hier eine totale übertreibung im Kurs vorliegt.

      Und wie du ja sagtest, es gibt 1000 Reisebüros im Internet.

      Ich selbst buche da auch ab und zu, ich über skyscanner.com oder de

      kennst den schon ? gehört der auch priceline ?

      Ich weiß nix ganz sicher über die aktie, will sie auch nicht schlechtreden, aber mir scheint sie zu gut geloffen zu sein.

      Es ist für mich unerklärlich wie ein Reisebüro 15 MRD wert ist das
      sind 15000 MIO

      Ist das Euch klar ?

      Und P.S Immer noch kann hinter jeden Aktie eine Bilanzfälschung stecken, das sollte man immer einplanen .

      Das Risiko bei US Aktien liegt bei 1:4 ca für eine Bilanzfälschung also 25 %


      Summa summarum :

      Aktie ist sehr Teuer bei 515 USD, der markt ist sauhart umkämpft mit 1000 anbietern, der wert ist fast 15 MRD ( 2 mal so viel wie die Commerzbank !!!!!)

      Und 25 % Risiko einer Bilanzfälschung !!

      Das Ergibt für mich :


      Diese Aktie ist der klarste Short auser Tepco.

      MFG
      1 Antwort
      Avatar
      schrieb am 02.04.11 18:03:07
      Beitrag Nr. 18 ()
      priceline.com Booking.com, ein international agierender Hotelreservierungsservice sowie Agoda.com, ein asiatischer online-Hotelreservierungsservice. Zu den unternehmenseigenen Webseiten gehören Travelweb.com, Lowestfare.com, RentalCars.com sowie BreezeNet.com. Priceline.com bietet außerdem Lizenznehmern die Möglichkeit, das Geschäftsmodell zu übernehmen.

      Ich muss mich korriegieren aktuell 19,1 MRD Börsenwert das ist fast 3 mal soviel wie die commerzbank !!!!!!


      Das ist so was von bescheuert hoch 10 !!!!

      Alle die sich geärgert haben die aktie bei 20 herzugeben, dennen kann ich nur raten, ihr könnt jetzt noch viel mehr verdienen, wenn ihr draufklopft das ding wird von 515 auf 10 wieder runterstürzen.

      Traue ihr sogar ne 0 zu, wenn Bilanzfälschung entdeckt wird !!!

      MFG
      Avatar
      schrieb am 02.04.11 18:29:57
      Beitrag Nr. 19 ()
      Antwort auf Beitrag Nr.: 41.308.532 von meisterfu am 02.04.11 17:52:03Wenn Du Shorts suchst, schau' Dir doch mal CCME, ABAT, RINO, etc. an
      Avatar
      schrieb am 04.04.11 20:56:20
      Beitrag Nr. 20 ()
      ich suche große unternehmen keine pink sheets, welche die über 10 MRD wert sind und trotzdem noch ein kgv von über 50-100 (oder gar keines haben, oder verschuldet sind wie die sau)

      aber keine Banken !
      1 Antwort
      Avatar
      schrieb am 04.04.11 23:26:24
      Beitrag Nr. 21 ()
      Zitat von meisterfu: priceline.com Booking.com, ein international agierender Hotelreservierungsservice sowie Agoda.com, ein asiatischer online-Hotelreservierungsservice. Zu den unternehmenseigenen Webseiten gehören Travelweb.com, Lowestfare.com, RentalCars.com sowie BreezeNet.com. Priceline.com bietet außerdem Lizenznehmern die Möglichkeit, das Geschäftsmodell zu übernehmen.

      Ich muss mich korriegieren aktuell 19,1 MRD Börsenwert das ist fast 3 mal soviel wie die commerzbank !!!!!!


      Das ist so was von bescheuert hoch 10 !!!!

      Alle die sich geärgert haben die aktie bei 20 herzugeben, dennen kann ich nur raten, ihr könnt jetzt noch viel mehr verdienen, wenn ihr draufklopft das ding wird von 515 auf 10 wieder runterstürzen.Traue ihr sogar ne 0 zu, wenn Bilanzfälschung entdeckt wird !!!

      MFG


      stimmt nicht, wer bei 20 verkauft hat, dem sind inzwischen fast 2.500% entgangen.
      wer aber bei 515 short geht und bei 10 zurückkauft, hat gerade mal 98% gewonnen.
      mit shorten kann man vielleicht ein paar euros machen, aber das große geld wird nur auf der longseite gemacht.
      1 Antwort
      Avatar
      schrieb am 11.03.12 09:58:44
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 41.316.637 von meisterfu am 04.04.11 20:56:20na, wie lief' Dein short bisher? :laugh::laugh::laugh:
      Avatar
      schrieb am 03.04.12 17:39:46
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 41.317.390 von steven_trader am 04.04.11 23:26:24stimmt nicht, wer bei 20 verkauft hat, dem sind inzwischen fast 2.500% entgangen.
      wer aber bei 515 short geht und bei 10 zurückkauft, hat gerade mal 98% gewonnen.
      mit shorten kann man vielleicht ein paar euros machen, aber das große geld wird nur auf der longseite gemacht.


      Milchmädchenrechnung .....
      wenn ich mit 100 Aktien bei 700 USD bis 100 short gehe habe ich einen Gewinn per share von 600 USD
      wenn ich mit 100 Aktien bei 100 USD bis 700 USD long gegangen bin habe ich auch einen Gewinn per share von 600 USD

      da schert mich der prozentuale Gewinn mächtig wenig ...... :D


      short WL .... das Teil fällt auch irgendwann .... ;)
      Avatar
      schrieb am 09.04.12 22:56:56
      Beitrag Nr. 24 ()
      Apple, Priceline and Google race to hit $1,000-a-share mark


      Talk about Apple being the next stock to hit $1,000 highlights a race on Wall Street to reach that milestone.

      Priceline, Apple, Google and Intuitive Surgical are in a four-way battle to see which will be the first Standard & Poor's 500 stock to break the $1,000-a-share barrier.

      Wednesday, Priceline (PCLN) was $745.90, Google (GOOG) $635.15, Apple (AAPL) $624.31 and Intuitive Surgical (ISRG), which makes robotics for minimally invasive surgery, $543.97.

      "It's the new ego boost, to get a stock to $1,000," says Jon Johnson of StockSplits.net. A stock's price, by itself, doesn't indicate how expensively or cheaply valued a company's shares are. And talk of $1,000 might be premature for any of these stocks. Online travel firm Priceline, the closest , is 25% away. Still, investors are starting to think about $1,000 due to:

      •Updates to price targets. As Priceline and Apple blow past existing price targets, analysts are making adjustments. Topeka Capital Research this week put a $1,000 price target on Apple. Analyst Mike Olson at Piper Jaffray says Priceline could top $1,000 a share in two years or less.
      Avatar
      schrieb am 09.04.12 23:00:27
      Beitrag Nr. 25 ()
      ich werde mit meinem short Einstieg noch etwas warten .... scheint mir noch zu früh
      die wollen den long way der 4 Großen noch melken bis jmd die 1000 USD erreicht ... das ist ein Spiel ... sonst nix

      schätze wenn einer von denen in die Nähe der 1000 USD kommt + der Markt dann noch schwächelt gibt´s den Megshort des Jahrhunderts .... :rolleyes:
      2 Antworten
      Avatar
      schrieb am 09.04.12 23:20:30
      !
      Dieser Beitrag wurde von HotMod moderiert. Grund: auf eigenen Wunsch des Users
      Avatar
      schrieb am 16.04.12 22:53:08
      Beitrag Nr. 27 ()
      ca -10% in einigen Tagen ......... hat´s begonnen ???????
      Avatar
      schrieb am 24.04.12 23:52:37
      Beitrag Nr. 28 ()
      schätze ich habe den optimalen Einstieg verpasst ..... :(

      am 9.4. bei 775 USD ... heute bei 685 .... :mad:
      Avatar
      schrieb am 31.05.12 23:55:07
      Beitrag Nr. 29 ()
      akt 625 USD .... gut 20% vom Hoch bereits gefallen .... :rolleyes:
      Avatar
      schrieb am 11.07.12 11:21:29
      Beitrag Nr. 30 ()
      jetzt 648 - das dürfte sich zum Kauf eignen. Ist ein Trendfolger und der Stockastic im überverkauften Bereich. Das sooltnachoben drehen.
      Ein Langfristinvest
      Na "meisterfu" man hört nichts mehr -Luft raus- beim shorten :-))
      1 Antwort
      Avatar
      schrieb am 12.07.12 00:02:16
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 43.373.247 von kiki99 am 11.07.12 11:21:29sorry, aber ein long-Einstieg käme für mich akt nicht in Frage

      entweder geht das Teil noch eine Zeit seitwärts oder wir machen bald mal nen Haken nach unten
      immer mal auf Apple gucken ... dann weiß man wo die Reise hin geht ...
      Avatar
      schrieb am 15.07.12 10:15:51
      Beitrag Nr. 32 ()
      Seit eineinhalb Jahren sind Einige, wenn man den Postings glauben kann, short.

      In der Zwischenzeit müssen die ja einen Batzen Geld verdient haben!
      Avatar
      schrieb am 08.08.12 16:55:39
      Beitrag Nr. 33 ()
      über 14% im Minus heute ......... :rolleyes:



      Ahead of the Bell: Priceline.com
      Posted: Aug 08, 2012 2:15 PM Updated: Aug 08, 2012 2:15 PM

      NEW YORK (AP) - Shares of Priceline.com Inc. may be "dead money" in the near term, a Citi analyst on Wednesday, but he urged investors to pick up more shares in preparation for a recovery.

      The Norwalk, Conn., discount travel website operator's stock tumbled 15 percent in electronic trading before the opening bell Wednesday. The company warned late Tuesday that the weakening European economy was weighing on results in the current quarter, and its predictions for profit and revenue fell short of Wall Street forecasts.

      Much of Priceline's business is based on European travel.

      Investors reacted so negatively to the results for several reasons, said Citi's Mark Mahaney in a note to clients. Priceline missed its high-end international bookings expectations for the first time in more than three years, its third-quarter expectations imply recession-level booking trends overseas and its domestic bookings fell under those of competitor Expedia Inc. for the second consecutive quarter.

      Mahaney trimmed his earnings estimates for the year and cut his price target on the stock by 13 percent. But said he still thinks the shares a good value at their current level. At his new price target of $740, he's predicting a stock-market gain of nearly 9 percent from Tuesday's close of $679.80.

      The analyst now believes Priceline will earn $30.19 per share in 2012, compared with an earlier estimate of $31.95. Analysts, on average, expect $31.02, according to FactSet. He also cut his earnings forecasts for the company through 2014.

      Still, Mahaney said he remains upbeat about Priceline's long-term potential and kept his "Buy" rating on the stock. Growth in Asian and Latin America, new rental car offerings and U.S. hotel market share gains will drive the shares despite the slowdown in Europe, he said.

      Shares dropped $101.05, or 15 percent, to $578.75 in premarket trading Wednesday. The stock has gained 45 percent this year.
      Avatar
      schrieb am 14.11.12 09:56:20
      Beitrag Nr. 34 ()
      ROUNDUP/Milliardenübernahme unter Reiseportalen: Priceline schluckt Kayak


      Bei den Buchungsportalen für Hotels, Flüge und Mietautos werden die Karten neu gemischt: Priceline.com will den Konkurrenten Kayak für 1,8 Milliarden Dollar (1,4 Mrd Euro) kaufen. Die Verwaltungsräte beider US-Unternehmen seien sich einig über das Geschäft, erklärte Priceline am späten Donnerstag.

      Kayak ist eine Preissuchmaschine für Reisen. Hier lassen sich Angebote zahlreicher Anbieter direkt miteinander vergleichen. Vor allem in den USA ist Kayak populär, es gibt aber auch eine deutschsprachige Website. Das Online-Reisebüro Priceline ist in Europa über die Tochter Booking.com aktiv.

      Die Wettbewerbshüter und vor allem die Kayak-Aktionäre müssen bei der Übernahme noch mitziehen. Priceline bietet 500 Millionen Dollar in bar und den Rest der Summe in eigenen Aktien. Pro Kayak-Anteilsschein sollen 40 Dollar fließen, das ist ein Aufschlag von 29 Prozent auf den Schlusskurs vom Donnerstag. Die Aktie rückte nachbörslich entsprechend nach. Der Kurs der Priceline-Aktie sank dagegen leicht.

      Kayak war erst im Juli an die Börse gegangen. Dass Priceline jetzt zuschlägt, wird als Angriff auf die Branchengröße Expedia gewertet. Konkurrent Expedia hatte seine Reisesuchmaschine und Bewertungsplattform abgespalten und Ende 2011 an die Börse gebracht. Priceline ist in den USA unter anderem durch Werbung mit "Raumschiff Enterprise"-Star William Shatner (Captain Kirk) bekanntgeworden.

      Priceline-Chef Jeffery Boyd räumte in einem Interview mit dem "Wall Street Journal" zwar ein, dass man Kayak vor dem Börsengang hätten deutlich billiger kriegen können - die Aktie war damals noch zu einem Ausgabepreis von 26 Dollar verkauft worden. Zugleich fühle man sich als Investor jetzt viel sicherer, weil Kayak den harten Platzierungsprozess durchlebt habe. Boyd hob unter anderem die mobile Software von Kayak hervor./das/DP/stk
      Avatar
      schrieb am 09.03.14 12:42:17
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 43.017.082 von Elrond am 09.04.12 23:00:27und?

      schon reich geworden?
      1 Antwort
      Avatar
      schrieb am 21.03.14 22:44:31
      Beitrag Nr. 36 ()
      Antwort auf Beitrag Nr.: 46.592.785 von R-BgO am 09.03.14 12:42:17na klar ... :laugh:

      habe nach langer Zdeit nochmal an die Aktie gedacht + nachgeschaut
      und siehe da ... das Teil ist weiter gigantisch gestiegen ... Respekt

      schön das Börse keine Einbahnstrasse ist .... der Megashort wird irgendwann starten
      aber bis dahin geht es wohl noch ein Stück bergauf ... :O



      Investor-Info

      Priceline.com
      Im Höhenflug
      Die weltgrößte Online-Reiseagentur überzeugt seit Jahren mit kräftigen Wachstumsraten. Der eingeschlagene Kurs dürfte beibehalten werden: Von 2013 bis 2017 ist mit einer Umsatzverdopplung auf zehn Milliarden Euro zu rechnen. Der Gewinn wird voraussichtlich stärker auf knapp vier Milliarden Euro zulegen. Angesichts der Wachstumsraten ist die Aktie nicht zu teuer. Favorit im Online-Segment.


      http://www.finanzen.net/nachricht/aktien/Tourismus-boomt-Rei…
      Avatar
      schrieb am 10.05.14 01:48:13
      Beitrag Nr. 37 ()
      Als Hotelfachmann bin ich total begeistert von Priceline.

      Warum? Weil eigentlich fast jede Online Buchung für ein Hotelzimmer bei uns über booking.com reinkommt. Ich würde sogar schätzen, der Anteil liegt bei 90%. (Rest teilt sich Expedia mit HRS, sehr wenige von Orbitz)

      1680 US$ Kursziel:
      http://amigobulls.com/articles/priceline-q1-2014-beats-estim…

      Viele Werte aus dem Nasdaq haben stark korrigiert, während Priceline eher wenig abgegeben hat. Da sieht man, dass die Big Boys in den USA den Wert weiterhin nach oben pushen werden. Seit dieser Woche bin ich auch investiert.
      Avatar
      schrieb am 11.06.14 16:41:23
      Beitrag Nr. 38 ()
      Aktuell ist hier mehr Phantasie drin:

      http://www.marketwatch.com/investing/stock/MMYT

      :yawn:
      Avatar
      schrieb am 15.06.14 12:54:19
      Beitrag Nr. 39 ()
      Avatar
      schrieb am 19.09.14 14:34:56
      Beitrag Nr. 40 ()
      Zahlen sind weiter bombastisch...

      Bewertung immer noch sehr hoch, aber relativ günstiger werdend...
      3 Antworten
      Avatar
      schrieb am 02.10.14 13:34:16
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 47.825.264 von R-BgO am 19.09.14 14:34:56
      Zitat von R-BgO: Zahlen sind weiter bombastisch...

      Bewertung immer noch sehr hoch, aber relativ günstiger werdend...


      wenn ebola ein thema wird/bleibt, gibt das hier ein Gemetzel.

      Massive Reisebeschränkungen nicht nur, aber auch in Nordamerika, Einbruch bei Flugreisen, Hotel- und Mietwagenbuchungen, etc.
      2 Antworten
      Avatar
      schrieb am 02.10.14 13:44:50
      Beitrag Nr. 42 ()
      Antwort auf Beitrag Nr.: 47.930.944 von Cashlover am 02.10.14 13:34:16das träfe andere aber härter als priceline...
      1 Antwort
      Avatar
      schrieb am 02.10.14 15:10:37
      Beitrag Nr. 43 ()
      Antwort auf Beitrag Nr.: 47.931.091 von R-BgO am 02.10.14 13:44:50
      Zitat von R-BgO: das träfe andere aber härter als priceline...


      da hast du sicher recht, aber bei pcln dürfte, angesichts der Entwicklung der letzten 5 Jahre, eine hohe Tendenz zu Gewinnmitnahmen bestehen.





      pcln war ja lange Zeit ein shortie-Massengrab, mich wundert bisschen, dass jetzt, wo es eine reale Gefahr für den Kurs gibt, hier keine Bären mehr aufkreuzen.
      Avatar
      schrieb am 13.10.14 20:14:48
      Beitrag Nr. 44 ()
      War auch draußen und langsam wird die Aktie wieder fair bewertet, würde aber noch versuchen den Boden abzuwarten.

      Hier noch eine Analyse zu Priceline:

      http://www.investresearch.net/priceline-aktie/
      Avatar
      schrieb am 03.02.15 07:27:53
      Beitrag Nr. 45 ()
      ziemlich zurück gekommen vom Hoch ... :D
      wird noch weiter gehen nach einer Pause
      Avatar
      schrieb am 19.02.15 19:52:19
      Beitrag Nr. 46 ()
      Kurs jetzt über 1.000 Euro!

      Zahlen kamen heute, ein weiteres Mal bombastisch stark.

      So langsam traue ich ihnen zu, sich auch auf Dauer gegen Google behaupten zu können...
      3 Antworten
      Avatar
      schrieb am 27.02.15 14:59:57
      Beitrag Nr. 47 ()
      Ja im Hotelbereich deutet es sich an, dass Booking den Markt dominieren wird und mit Opentable und Kayak haben sie weitere starke Marken und Produkte!
      Avatar
      schrieb am 27.05.15 12:55:58
      Beitrag Nr. 48 ()
      The Priceline Group Announces Additional Investment in Ctrip
      May 26, 2015

      NORWALK, Conn., May 26, 2015 /PRNewswire/ -- The Priceline Group Inc. (NASDAQ: PCLN) today announced that it will invest an additional $250 million in Ctrip.com International, Ltd. (NASDAQ: CTRP) ("Ctrip"), China's leading online travel company. The investment will be made via a convertible bond and Ctrip has granted permission to The Priceline Group to increase its ownership in Ctrip through the acquisition of Ctrip's American depositary shares in the open market so that, when combined with the shares issuable upon conversion of the new bond and the $500 million convertible bond issued to The Priceline Group in August 2014, The Priceline Group may hold up to 15% of Ctrip's outstanding shares.

      This investment follows a commercial relationship established between the two companies in 2012, which was expanded in August 2014 along with the $500 million investment by The Priceline Group. Immediately following issuance of the new $250 million bond and assuming conversion of the two bonds, The Priceline Group will own securities representing approximately 10.5% of Ctrip's outstanding shares.

      The two companies will continue their existing commercial partnership, whereby accommodations inventory is cross-promoted between the brands.

      "Ctrip continues to be a very important partner for The Priceline Group in China, and we look forward to continuing to build upon that partnership," said Darren Huston, CEO of Booking.com and President & CEO of The Priceline Group. "We consider Ctrip a market leader in China and we're investing in a company and a team that we believe fits well with our long-term view of China as a market and the Chinese people as global travelers."

      James Liang, Chairman and CEO of Ctrip said, "Today's news aligns with our continued commitment to drive our existing commercial agreement with The Priceline Group forward in order to deliver more value for travelers seeking great accommodations all over the world."‎
      1 Antwort
      Avatar
      schrieb am 01.06.15 12:22:13
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 49.121.633 von R-BgO am 19.02.15 19:52:19
      In wie weit konkurrieren die mit Google?
      Priceline ist sehr profitabel im Unterschied zu Tesla oder Twitter.
      Wie siehst du das Wachstum in den kommenden Jahren? Ist eine allmähliche Marktsättigung erkennbar?

      Netflix ist auch profitabel, hat aber höherere Bewertungen. hast du auch eine Einschätzung zu Netflix?
      2 Antworten
      Avatar
      schrieb am 01.06.15 12:28:22
      Beitrag Nr. 50 ()
      Antwort auf Beitrag Nr.: 49.856.089 von R-BgO am 27.05.15 12:55:58
      Betrachtet man die vergangenen Jahre...
      dann geht das Umsatzwachstum langam zurück, das Gewinn ist tendenziell höher und liegt konstant bei ca. 30%.
      Avatar
      schrieb am 03.06.15 14:03:20
      Beitrag Nr. 51 ()
      Antwort auf Beitrag Nr.: 49.887.910 von kainza am 01.06.15 12:22:13
      würde die Frage eher umgekehrt stellen:
      inwieweit konkurriert Google mit priceline?


      Antwort: bisher wohl noch eher wenig, aber es besteht ein Dauerrisiko, dass das zur Gefahr wird (siehe z.B. kürzlich Änderung des Algorithmus für die Ad-Präsentation, die zumindest von einigen Playern als Problem thematisiert wurde);

      sehe priceline aber als einen der Stärksten Marktteilnehmer und würde deswegen Probleme bei ihnen zuletzt erwarten

      wichtig ist auch, dass ein großerTeil des Traffics inzwischen direkt auf die PCL-Seiten zu gehen scheint und nicht erst über GOOG läuft...
      Avatar
      schrieb am 03.06.15 17:51:02
      Beitrag Nr. 52 ()
      Antwort auf Beitrag Nr.: 49.887.910 von kainza am 01.06.15 12:22:13Thread: Netflix - Internet-DVD-Verleiher
      Avatar
      schrieb am 30.11.15 17:33:10
      Beitrag Nr. 53 ()
      Umsatzwachstum und Gewinnwachstum immer noch dick im zweistelligen Bereich
      Aber die Aktie läuft seit 2 Jahren fast seitwärts. Wann kommt der nächste Ausbruch? Ich sehe Einstiegskurse.
      Avatar
      schrieb am 01.12.15 11:37:26
      Beitrag Nr. 54 ()
      Auf USD-Basis laufen wir seit 2 Jahren seitwärts.
      Nur der schwache Euro hat einen leichten Anstieg bewirkt.
      Für Priceline ist aber der $ maßgebend. Daher verstehe ich
      nicht, dass so ein guter Wachstumswert seit 2 Jahren auf der
      Stelle tritt.

      In dieser Zeit wachsen Umsatz und Gewinn von Priceline jeweils
      um ca. 50%. Das zweistellige Wachstum soll auch weitergehen.
      Für mich nur eine Frage der Zeit, dass Priceline einen Ausbruch startet.
      Avatar
      schrieb am 01.12.15 13:18:20
      Beitrag Nr. 55 ()
      Das Wachstum hatte sich in diesem Jahr etwas verringert. Dies zeigten die 9 Monatszahlen.
      Nur noch knapp zweistelliger Zuwachs.
      Tendenz oder einmalig?
      Avatar
      schrieb am 15.12.15 08:45:48
      Beitrag Nr. 56 ()
      Avatar
      schrieb am 18.12.15 13:07:34
      Beitrag Nr. 57 ()
      3 Antworten
      Avatar
      schrieb am 21.12.15 11:59:01
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 51.332.874 von R-BgO am 18.12.15 13:07:34
      Verstehe ich nicht ganz..
      warum sollen Hotels weniger betroffen sein als die Buchungsplattform?
      Wenn jemand bei Priceline nicht mehr bucht, dann fällt der Umsatz doch auch beim Hotel weg.
      2 Antworten
      Avatar
      schrieb am 21.12.15 15:16:40
      Beitrag Nr. 59 ()
      Antwort auf Beitrag Nr.: 51.345.516 von kainza am 21.12.15 11:59:01einfach den Artikel lesen...

      dann versteht man es
      1 Antwort
      Avatar
      schrieb am 21.12.15 16:08:41
      Beitrag Nr. 60 ()
      Antwort auf Beitrag Nr.: 51.346.707 von R-BgO am 21.12.15 15:16:40
      O.K.
      ist das der Grund, dass sich Priceline nicht mehr so gut entwickelt (auf Dollarniveau laufen die seitwärts)?

      AirBnB greift also tiefer in das Geschäftsmodel von Priceline ein.
      Priceline stockte erst bei Ctrip auf.
      Bin gespannt, wann AirBnB an die Börse kommt.
      Avatar
      schrieb am 22.12.15 08:40:24
      Beitrag Nr. 61 ()
      Priceline wirbt Personal von Salesforce ab....
      Lynn M. Vojvodich Named to The Priceline Group's Board of Directors



      NORWALK, Conn., Dec. 21, 2015 /PRNewswire/ -- The Board of Directors of The Priceline Group Inc. (NASDAQ: PCLN) today announced that it has named Lynn M. Vojvodich, Executive Vice President and Chief Marketing officer of salesforce.com, inc., as The Priceline Group's newest Director, effective January 1, 2016.

      Ms. Vojvodich, who has served as the Chief Marketing Officer of salesforce.com, since 2013, leads the company's global marketing organization and is responsible for driving market leadership, global awareness, demand generation, strategic events and communications. Prior to her role at salesforce.com, Ms. Vojvodich served as a partner at Andreessen Horowitz where she helped companies build their go-to-market strategies. Ms. Vojvodich has served in various roles at organizations including Bain & Company, Microsoft, and Terracotta—where she held her first Chief Marketing Officer role. Ms. Vojvodich began her career as a mechanical engineer after receiving her undergraduate degree at Stanford University in Product Design and Mechanical Engineering. She also holds an MBA from Harvard Business School.

      "An engineer by training, Lynn is analytical and data-driven, and as a marketer, she knows how to apply these skills to shape the customer experience," said Jeff Boyd, Chairman of The Priceline Group. "Her 20+ years of experience will bring tremendous value to our Board and we are thrilled to welcome Lynn to the team."

      "The Priceline Group is one of the largest ecommerce companies globally, focused on the intersection of data science and customer experience through six brands that have immense potential," said Vojvodich. "I am thrilled to join such a great company and honored to serve on its esteemed Board."

      About The Priceline Group

      The Priceline Group (NASDAQ: PCLN) is the world leader in online travel and related services, provided to consumers and local partners in over 220 countries and territories through six primary brands: Booking.com, priceline.com, KAYAK, agoda.com, rentalcars.com and OpenTable. The Priceline Group's mission is to help people experience the world. For more information visit PricelineGroup.com.



      To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/lynn-m-vojvodich-nam…

      SOURCE The Priceline Group
      Avatar
      schrieb am 23.12.15 11:26:56
      Beitrag Nr. 62 ()
      Solange Priceline nicht solche Schlagzeilen provoziert, bin ich ganz entspsannt ...

      http://www.stern.de/panorama/stern-crime/airbnb--deutsche-to…
      2 Antworten
      Avatar
      schrieb am 23.12.15 14:49:56
      Beitrag Nr. 63 ()
      Antwort auf Beitrag Nr.: 51.359.028 von elmago am 23.12.15 11:26:56
      Da sind andere Probleme...
      Booking.com Announces Intent to Appeal Bundeskartellamt Ruling



      AMSTERDAM, December 23, 2015 /PRNewswire/ --

      Today the German competition authority, the Bundeskartellamt (BKartA) issued a prohibition decision against Booking.com, an operating business of The Priceline Group [NASDAQ: PCLN], in respect of its narrow MFN clauses in its agreements with accommodation partners in Germany. Booking.com strongly contests the BKartA's arguments and intends to appeal the BKartA's decision.

      The BKartA is the sole competition authority in Europe to prohibit narrow parity clauses in agreements between online travel companies and hotels.

      The national competition authorities (NCAs) in France, Italy, Sweden, Ireland, the UK, Poland, Greece, Denmark, Hungary, the Netherlands and Switzerland have all publicly stated that the changes that Booking.com made to its agreements with hotels in July 2015 to remove its 'wide price parity' and availability parity clauses satisfied their competition concerns. These changes were made pursuant to the narrow MFN commitments accepted by the French, Italian and Swedish competition authorities in April 2015 which were found to promote a more competitive environment for online travel companies to the benefit of hotels and consumers.

      There are no material characteristics of the German market that distinguish it from the online travel company markets in France, Italy and Sweden that justify the BKartA taking a different approach from the NCAs in those countries and others across Europe.

      "We believe this decision is flawed because it does not recognize the immense benefits that online travel brands like Booking.com bring to both consumers and accommodations," said Gillian Tans, President of Booking.com. "Companies like ours bring transparency, choice and value to global travellers by aggregating information for hundreds of thousands of properties. We do not only save consumers time and money, we serve as a highly cost-efficient marketing channel for most hotels that could not otherwise afford to market their brand to domestic and international consumers. Narrow parity was put in place to ensure that consumers don't have to check hundreds of hotel websites in order to get the best price, allowing sites like Booking.com and others to achieve advertising efficiencies on behalf of hotels."

      Booking.com strongly believes it can continue to add value to its hotel partners and offer customers the best booking experience. Booking.com will continue to work with hotel partners to offer their rooms at highly competitive prices. Booking.com has full confidence that hotels will reward Booking.com with the best rates, conditions and availability in return for the variety of customers it can deliver. By being able to offer highly competitive rates, consumers can conveniently and efficiently make a booking through Booking.com with a hotel of their choice. The diversity and quality of hotels available on Booking.com mean that a customer can always find a hotel which meets their needs, for the right price. To show our confidence in being able to offer the best price, Booking.com guarantees that it will match the price difference ‎under its Best Price Guarantee.

      The reasoning and key conclusions in the BKartA's decision are not only in direct conflict with the findings of the French, Italian and Swedish NCAs (as supported or endorsed by a majority of the NCAs in Europe). Booking.com believes that the BKartA has failed to conduct a proper investigation of the competitive effects of the narrow MFN. The BKartA decision to prohibit the narrow MFN is heavily reliant on the conclusions in the HRS case - which was in relation to wide MFNs. The BKartA has simply ignored, without any justification, the substantial body of evidence submitted by Booking.com which shows that the narrow MFN does not restrict competition and is actually pro-competitive by bringing about substantial efficiency benefits for hotels and consumers. Moreover, BKartA has failed to coordinate with other NCAs and failed to ensure uniform application of competition law across the EU.

      Booking.com will, however, co-operate with the BKartA's order to remove narrow MFNs from its contracts with German accommodations, pending the outcome of Booking.com's appeal of the BKartA's decision. Booking.com will waive enforcement of its existing narrow parity provisions with German accommodations with immediate effect and will amend its standard terms and other agreements with German accommodations ultimately by 31 January 2016. Booking.com will nonetheless work hard with all hotels to ensure the best customer experience on Booking.com.

      Elsewhere in Europe, Booking.com continues to retain its narrow MFN for prices and booking conditions - meaning that hotels must offer the same rates and booking conditions on Booking.com as they do on their own direct online channels or as marketed by the hotel online (e.g., hotel's own websites or meta search engine).

      FOR PRESS INFORMATION:

      Booking.com is the world leader in booking hotel and other accommodations online. It guarantees the best prices for any type of property - from small independents to five-star luxury. Guests can access the Booking.com website anytime, anywhere from their desktops, mobile phones and tablet devices, and they don't pay booking fees - ever. The Booking.com website is available in 42 languages, offers over 840,000 hotels and accommodations including more than 390,000 vacation rental properties and covers over 83,000 destinations in 221+ countries and territories worldwide. It features over 65 million reviews written by guests after their stay, and attracts online visitors from both leisure and business markets around the globe. With over 17 years of experience and a team of over 10,000 dedicated employees in 173+ offices worldwide, Booking.com operates its own in-house customer service team, which is available 24/7 to assist guests in their native languages and ensure an exceptional customer experience.

      Established in 1996, Booking.com B.V. owns and operates Booking.com™, and is part of The Priceline Group (NASDAQ: PCLN). Follow us on Twitter, Google+ and Pinterest, like us on Facebook, or learn more at http://www.booking.com.

      Booking.com Public Relations: mediarelations@booking.com

      Priceline Group Public Relations: Leslie Cafferty - leslie.cafferty@pricelinegroup.com
      Avatar
      schrieb am 23.12.15 15:03:54
      Beitrag Nr. 64 ()
      Antwort auf Beitrag Nr.: 51.359.028 von elmago am 23.12.15 11:26:56
      Das sind die netten Überraschungen...
      AirBnB hat ja schon eine gigantische vorbörsliche Bewertung...
      Avatar
      schrieb am 05.02.16 21:57:27
      Beitrag Nr. 65 ()
      im Nov noch bei fast 1470 USD + total überbewertet ...
      nun 1014 USD + bald wieder bei 500 USD ........ :rolleyes:

      Mahlzeit .. :p
      1 Antwort
      Avatar
      schrieb am 06.02.16 12:04:31
      Beitrag Nr. 66 ()
      Antwort auf Beitrag Nr.: 51.672.424 von Elrond am 05.02.16 21:57:27
      kleiner Tipp:
      lies' Dir mal Deine eigenen Postings weiter oben im Thread durch;

      das lehrt Dich vielleicht Demut


      Wie "ermittelst" Du denn eigentlich dass PCLN "überbewertet" ist?

      bei 500$ hätten wir ein KGV von rund 10; ich wäre da definitiv auf der Käuferseite...
      Avatar
      schrieb am 17.02.16 14:24:27
      Beitrag Nr. 67 ()
      Trotz gestiegenem Dollar und Konkurrenz vor allem durch AirBnB hat Priceline die Analystenschätzungen (11.80 $) mit 12.63 $ für Q4 in 2015 übertroffen.
      Der Ausblick für das laufende Quartal ist ebenfalls gut.

      Schaumermal wie PCLN heute an Wall Street abgeht :)
      2 Antworten
      Avatar
      schrieb am 17.02.16 15:17:37
      Beitrag Nr. 68 ()
      Antwort auf Beitrag Nr.: 51.767.683 von elmago am 17.02.16 14:24:27
      wo ist Elrond?
      die spitzen Ohren polieren...?
      1 Antwort
      Avatar
      schrieb am 03.03.16 22:49:43
      Beitrag Nr. 69 ()
      Ja ist eine top Firma und dafür fair bewertet. Bin da mit meinem Wiki Digitale Revolution auch dabei. Das Hotelbuchungsgeschäft ist einfach eine Gelddruckmaschine
      Avatar
      schrieb am 21.03.16 18:52:40
      Beitrag Nr. 70 ()
      Immer noch unterm fairen KGV von 32:
      Avatar
      schrieb am 23.03.16 13:14:50
      Beitrag Nr. 71 ()
      wusste ich nicht:
      http://www.nytimes.com/2011/05/08/travel/08prac-grouptravel.…

      However, most do-it-yourself planners head straight to the Internet. The go-to site is Hotelplanner.com, which specializes in group bookings (Kayak and Travelocity use it for their group hotel arrangements, as well). Fill in your preferences and Hotelplanner will return bids from its 40,000 partner hotels, which include InterContinental, Hilton, Starwood, Best Western and Hyatt. “All of our rates need to be lower than what that hotel is offering as an individual rate on that day,” said Tim Hentschel, the site’s chief executive. What’s more, Hotelplanner offers rate protection if prices drop, and also has some cash-back promotions.
      Avatar
      schrieb am 23.03.16 13:52:22
      Beitrag Nr. 72 ()
      Avatar
      schrieb am 30.03.16 20:48:58
      Beitrag Nr. 73 ()
      Avatar
      schrieb am 25.04.16 14:42:04
      Beitrag Nr. 74 ()
      Avatar
      schrieb am 28.04.16 10:39:13
      Beitrag Nr. 75 ()
      Avatar
      schrieb am 07.06.16 13:54:41
      Beitrag Nr. 76 ()
      Is a Priceline Acquisition of TripAdvisor Becoming More Feasible?
      Rani Molla and Tara Lachapelle, Bloomberg - Jun 06, 2016 6:00 pm

      https://skift.com/2016/06/06/is-a-priceline-acquisition-of-t…

      Priceline Group is a huge internet company that continues to grow, is immensely profitable and usually over-delivers on its forecasts. Yet cutthroat competition in the online travel industry has left its stock looking dull lately.

      The $64 billion behemoth and its fiercest rival, $16 billion Expedia, have been going head to head for the best assets, as newer vacation-rental entrants like HomeAway and Airbnb — valued at almost $26 billion in its latest funding round — take some market share. Most of the big takeover candidates have already been bought up: Kayak and Booking.com are owned by Priceline, which has also been investing in businesses abroad such as China’s Ctrip.com, while Travelocity, Orbitz and HomeAway have all sold to Expedia. In fact, the September completion of the Orbitz deal allowed Expedia to reclaim the No. 1 position in online bookings.

      Priceline sought to broaden its reach in 2014 by acquiring OpenTable, a restaurant-booking service rather than a travel site. But as you can see in the chart below, that pricey $2.4 billion acquisition has had little impact on Priceline shares. They’ve risen about 7 percent since the deal closed, compared with a 36 percent surge in Expedia’s stock over the span.

      It hasn’t helped that France, a major travel destination, was the target of terrorist attacks in November, and that China’s smog is turning off tourists. But to boot, Priceline’s CEO resigned in April after the company learned that he had an inappropriate relationship with an employee. And last week, the head of the Priceline.com unit also quit for a job outside of the travel industry. Jeffrey Boyd, Priceline’s chairman who was previously CEO from 2002 to 2013, is running the company while the board searches for a permanent CEO replacement.

      On the one hand, Boyd may not want to make any big changes ahead of new management coming in. However, no one knows the company better than he does and there’s a deal opportunity he might not want to miss — or let Expedia get a hold of. That would be TripAdvisor.

      Valued at $10 billion, TripAdvisor (ticker symbol TRIP) is the industry’s last major publicly traded target in the U.S. The business was actually spun off from Expedia in 2011 because it had been growing far faster than Expedia’s main operations. But now, the trend is moving back toward consolidation and scale — and no doubt both Priceline and Expedia have had their eye on TripAdvisor. Investors in this space need something to get excited about, and recent weakness in TripAdvisor’s shares (mostly due to the aforementioned industry headwinds) means it may be a good time to pounce.

      Expedia and TripAdvisor are still somewhat connected. Billionaires John Malone and Barry Diller control Expedia, while Malone’s business partner Greg Maffei effectively controls TripAdvisor through the Liberty TripAdvisor tracking stock, which was created in 2014 — a move that some thought signaled Malone and Maffei were opening the door to some sort of deal. That said, the ownership structure does make an acquisition of TripAdvisor a bit more complex than a typical M&A transaction.




      Furthermore, even though TripAdvisor’s shares (and the tracking stock) have dropped 20 percent this year, a takeover still wouldn’t be cheap. The company is valued at 34 times its trailing 12-month Ebitda, a slightly higher multiple than Kayak fetched in its sale to Priceline. And with a takeover premium, a TripAdvisor acquisition would be nearing the steep 45 times Ebitda that Priceline paid for OpenTable. But in return, a buyer — be it Priceline or Expedia — could gain precious market share and expand its global footprint:

      Whether Malone, Maffei and Boyd would work out a deal is just speculation at this point. But Priceline could use some excitement, perhaps in the form of a TRIP.
      Avatar
      schrieb am 10.06.16 15:53:07
      Beitrag Nr. 77 ()
      Avatar
      schrieb am 30.06.16 09:12:30
      Beitrag Nr. 78 ()
      Guter Grundsatzartikel, hilft
      sich den Ablauf einer Reiseplanung und die daraus folgenden Marktmechanismen klar zu machen:

      https://www.tnooz.com/article/google-travel-industry-do-no-e…


      Google: time for the travel industry to see through its do-no-evil mantra
      Jun 29.2016

      I believe that Google poses the biggest long-term threat to the profitability and growth of airlines, hoteliers and travel intermediaries that they have ever seen.

      Here’s why.

      NB: This is an opinion by Bobby Healy, chief technology officer at Ireland-based CarTrawler.

      Over the last number of years, Google has entered more and more areas of the market through the introduction of Google Flight Search in particular, Google Hotel Finder and Google Hotel Ads, as well as the optimisation of Google Maps for hotel bookings.

      Google’s search engine has always been a natural part of the travel experience, but now Google is proactively seeking out demand for specific products while staying under the radar.

      Google knows what customers are looking for – and is in a powerful position to deliver it. Having an enormous market share on both search and Android provides them with an unfair advantage in the travel eco-system.


      Short-term gain and long-term pain

      Google will bring two major trends to existing industry players: short-term gain and long-term pain.

      In the short term, hotels, airlines and existing OTAs will see an opportunity presented by Google, in that they will be able to work together to generate incremental demand.

      However, that honeymoon period can’t last forever and Google is already planning well beyond that.
      Airlines, in particular, have a natural advantage in the marketplace that they are not fully benefiting from – that nearly all trip planning begins with the flight search.

      By partnering with the Google Flight Search product, airlines are effectively handing Google the top of the trip planning funnel.

      This brings Google about two weeks further forward in the trip planning timeline than it previously was – and into direct competition with the airlines themselves for the hearts and minds of their (currently) brand-loyal customer bases.

      So, on the one hand, you have direct providers surrendering invaluable customer and itinerary data and, on the other hand, Google is selling these customers to the highest bidder – on all devices and at all points in the timeline.

      It’s a perfect scenario for Google, and a perfect storm for the travel industry: customer purchasing behaviour controlled and sold by the leading provider of search and mobile platforms.


      Fighting the wrong war

      Google is getting immediate access to customer itineraries from the moment people book or search for a flight or hotel, giving it a direct insight into what customers want, as well as how, when and for how long they want it.

      To illustrate that point, as of 2015, travellers in the US can now purchase tickets on Lufthansa directly within Google Flights on mobile and desktop.

      This means that users don’t even see the airline’s website after selecting a Lufthansa flight, the first time a major airline has offered this service.

      Inventory owners are still fighting the wrong war. What we’re largely seeing at the moment is airlines and hotels on one side, and intermediaries on the other.

      For example, Lufthansa has made life a lot harder for traditional intermediaries by adding a Euro 16 surcharge to all tickets booked on third-party sites but all the while ignoring the Google-shaped, longer-term threat in the room.

      It is important to remember that intermediaries will benefit in the short term from Google’s emergence in the sector.

      Today, intermediaries can even buy advertising space on the itinerary and booking confirmation emails that companies send to Gmail inboxes without any information or revenue benefit flowing through to the airline.

      Currently, too many airlines simply do not adequately market these ancillary services to their customers.


      Google is like a tattoo: it’s very hard to remove

      OTAs are continuing to get smarter as they also wrestle more data away from airlines.

      Their sophistication is such that in the future, it is not unrealistic to imagine advertisers purchasing itinerary searches in real time, and bidding on an ultra-micro level for bookings in the intermediary space in a way that pre-determines customer behaviour in the future.

      They could conceivably undermine pricing strength in the flight sector in order to push customers through their own non-air ancillary funnels – a far more profitable business for them.

      Witness the antagonistic relationship between eDreams and Ryanair in the marketplace today and how Google facilitates this.

      It’s clear that, in pursuit of its own growth, Google has little interest in protecting the brand investments that airlines have painstakingly built over the years.

      The roots of this risk to airlines can be traced back to the introduction of global distribution systems (GDSs).

      By giving Google all their data around prices and inventory, airlines are ceding control in the same way they did with GDSs decades ago.

      However, while GDSs continue to provide useful distribution to their airline partners today, distribution through Google comes at a far higher price.

      When airlines give up their rates and inventory to Google (by participating in Google Flight Search), it spells the end of the relationship between the airline and its online customers.

      In this scenario, all non-air ancillaries will be sold via paid advertisers and the airlines will lose out on significant revenue opportunities.

      Worse still is the erosion of the airline brand. It’s not too late to stop it, but it soon will be. Google is like a tattoo: it’s very hard to remove.

      If it continues unchecked, there will come a point in each instance when the wedge Google will drive between the providers and their customers becomes irreversible. A natural consequence of this will be higher fares for consumers.


      Google is a wolf in sheep’s clothing

      Google has also eyed up the accommodation space as it looks to take over the travel industry.

      Google Hotel Ads is an interesting case. Again, what we are seeing is Google as the wolf in sheep’s clothing.

      Hotel Ads represents a short term opportunity for the larger players to further consolidate the sector to the detriment of smaller players, but long-term, Google will take business away from even the biggest OTAs.

      Google has taken an aggressive approach in the accommodation space. Through Google Hotel Ads, participating hotels are charged industry-standard commissions for bookings, rather than the standard cost per click.

      Of course, OTAs that make their revenue by charging booking fees will be the biggest losers from Google’s emergence in the short term.

      Other OTAs will suffer from margin erosion of the first stage of their funnel – flight – with the consequent loss of demand to secondary, more profitable sources of revenue like hotel, insurance and car hire.


      Too many industry players are thinking short-term

      Consider an OTA advertising on Google to acquire customers for its hotel booking site. Currently that advertiser will have an aggregate revenue per visitor, irrespective of the number of hotel nights the customer purchases.

      The OTA will lose money on some customers as the cost of advertising on Google outweighs the revenue from a room for one day.

      Margin is low or negative on short stays, and highly profitable on longer stays. Cost-per-click (CPC) and the infamous (and highly opaque) “quality score” are oblivious to the value of that customer to the OTA.

      Now imagine Google has just powered this customer’s flight purchase – or even just their flight search. Google now knows the exact length of stay based on the return flight and can start to progressively increase CPC based on the added value to the OTA of that particular customer.

      Imagine what happens when Google knows customer itineraries in detail – who is travelling business class, how many nights they will be staying in a city, etc?

      Advertisers can bid more to capture customers that will deliver higher booking revenue, but in the process they will simply lower their overall margin.


      This gives Google more revenue headroom in its existing business without even needing to increase demand.

      It passes the same number of customers to the OTA, but can continue growing its revenue at the expense of all other players in the funnel until it reaches the milestone – a zero sum game for OTAs.
      In this situation, Google has provided absolutely no additional value to the OTAs here other than – as it says itself – determining a “more qualified customer”.

      This margin erosion for intermediaries will lead to two things: more revenue for Google and higher prices for customers.

      I don’t believe people outside of Google are ignorant to this, but I believe too many industry players are only thinking in the short-term – which will prove fatal for some.

      Google’s influence has been addressed by the European Commission which, at the time of writing, is reported to be considering fining Google up to Euro 3 billion after formally charging it with unlawfully promoting its own price comparison service in general search results while relegating services of smaller rivals.

      In Russia, Yandex has successfully sued Google for similar anti-competitive practices, where Google had been found to favour its own products ahead of those of competitors on Android-based handsets.


      Google is smart, but its secret is out

      So what can be done to stem the Google tide? For starters, airlines and hotels need to stop giving their inventory and pricing to Google.

      That’s simply handing over the crown jewels to a company with a long-term conflict of interest with their business models.

      Once customers start to shift to Google as the starting point for travel planning, it’s too late for direct providers to use alternative channels.

      Operators should diversify their distribution and use other channels such as GDS, metasearch and OTAs, but Google is different. It offers high-quality distribution, but at way too high a price in the long term.

      OTAs and direct providers both need to look at how they are investing in the customer experience. Airbnb’s user interface is a good example of clever innovation that could wrestle customers away from Google.

      It’s about brand recognition and a guarantee of reliability and efficiency. OTAs need to pay attention to the customer experience if they are to put up a challenge to Google, because that’s what users want.
      Moreover, after taking back control of their data, it’s about properly investing in it to maximise the opportunity it presents.

      What does this mean? Companies have to invest in analysing and acting on data so they can accurately predict customer trends.

      Google will be far stronger than any other entity in the travel market. It is possible that it could change customer behaviour in an irreversible way and all other players would be relegated to margin erosion machines.

      If OTAs and direct providers want to avoid that, it’s time to make some strategic decisions.
      Google is smart, but its secret is out. The real tragedy here isn’t that Google is taking over the travel industry; it’s that too many companies are allowing it to do so.

      I’ve explained why Google poses a threat to travel companies, and now I’d love to hear its side of the story. I would challenge Google – or anyone else – to say it ain’t so.

      NB: This is an opinion by Bobby Healy, chief technology officer at Ireland-based CarTrawler.
      4 Antworten
      Avatar
      schrieb am 07.07.16 12:11:26
      Beitrag Nr. 79 ()
      Booking.com dominates hotel bookings
      https://www.tnooz.com/article/how-booking-com-dominates-hote…


      What is perhaps most notable for Booking.com and the industry as a whole is that, despite being well-known (and admitting) that it spends hundreds of million of dollars every year on digital marketing (the Priceline Group as a whole splashed out $2.8 billion during 2015), direct traffic is the leading source of visitors to the site.

      This can only mean that its brand awareness is now so huge (and CRM strategy with former guests so effective) that it has created a position that is almost as omnipresent in the minds of travellers as it has with the industry.

      1 Antwort
      Avatar
      schrieb am 07.07.16 15:19:14
      Beitrag Nr. 80 ()
      Antwort auf Beitrag Nr.: 52.784.698 von R-BgO am 07.07.16 12:11:26Low-commission champion Bidroom raises Euro 1 million investment
      Jun 27.2016

      Netherlands-based hotel booking service Bidroom has secured a Euro 1 million funding round in a bid to “chip away” share from the giants of the industry.

      The company says the investment has come from a group of “informal” backers.

      The founders expect to use the financing to expand the salesforce and local teams in Germany, Spain and Greece, as well as develop the company’s platform.

      The two-year-old company claims it is trying to claw back some ground from the likes of Expedia and Booking.com by offering discounts on the existing lowest possible rates from hotel partners.

      It works on an extremely low 2% commission rates and at this stage has some 14,000 hotels on its portfolio.

      Bidroom is gradually adding bed and breakfast, apartments and rental properties.
      Avatar
      schrieb am 15.07.16 10:18:17
      Beitrag Nr. 81 ()
      https://www.tnooz.com/article/booking-com-dips-toe-in-waters…

      Booking.com has finally moved into the complex world of tours and activities with the pilot of a new service on its mobile app.

      Until now, the Priceline Group-operated hotel giant has worked with the likes of GetYouGuide to supply booked hotel guests with an email shot listing things to do in a destination (with links off to a co-branded page to make a booking).

      But this week the company has given details of a pilot project in its hometown of Amsterdam to make a concerted effort to start providing search and booking of tours, activities and attractions.

      Inevitably, Booking.com has used the 2016 trend-of-the-moment to test the initiative – a mobile-based, artificial intelligence platform that sits within its Android or iOS applications.

      Booking Experiences, at least in terms of the pilot project, works in a different to traditional marketplaces for tours and activities.

      ...
      Avatar
      schrieb am 30.07.16 11:40:13
      Beitrag Nr. 82 ()
      Booking.com and Expedia take four out of five agency bookings in Europe
      Jul 27.2016

      More evidence of a so-called duopoly coming into play as Expedia and Booking.com land 80% of all European hotel sales on online travel agencies.

      European hospitality association HOTREC estimates the pair have increased their dominance of the marketplace as the third semi-major player on the continent, HRS, has “lost ground significantly” in recent years.

      Still, the trio accounted for 92% of all OTA bookings in 2015, HOTREC says.

      The organisation says the OTA sector covers around 200,000 properties in Europe, with around three-quarters being small, independently owned, so having two major players shows “there is no need for further explanation on who is in the driving seat”.

      Some 2,000 of HOTREC’s members took part in a recent study, with a key finding showing that almost one in four of their collective room being are generated through OTAs during 2015.

      Priceline Group-owned Booking.com took 60% of the market.

      HOTREC says its hotel members have not experienced any increased competition between OTAs, despite such a trend expected to emerge as the marketplace moved to apparent “narrow parity clauses” following high-profile regulatory changes in various countries.

      In addition, there has not been any significant movement (such as a decrease) in commission levels paid by hotels to OTAs.

      Overall, HOTREC found, direct bookings fell to a 55% share of all room night sales during 2015.
      Chair of the organisation’s distribution task force, Markus Luthe, says:

      “It is crucial that despite the huge imbalance between the various players the market conditions become more fair and balanced, with the freedom of each and every single hotelier to be able to set their own conditions for their own services freely and be able to fairly negotiate on contract terms and conditions with every distribution partner.”

      CEO Christian de Barrin says the OTA market is moving towards a “duopolistic one in Europe”, with him even suggesting an overall monopoly by Booking.com given its almost two-thirds market share.
      Regarding commission levels, just 8.5% of hoteliers reported a reduction in commission levels in the last 12 months.

      The report adds:
      “Among the few ones having received any reduction, big and chain hotels were significantly overrepresented, compared to the small and individual hotels.”


      => booking.com ist der 800-Pfund Gorilla...
      Avatar
      schrieb am 05.08.16 16:56:45
      Beitrag Nr. 83 ()
      https://skift.com/2016/08/05/priceline-ceo-to-hotels-we-can-…

      Priceline Group Interim CEO Jeffery Boyd wanted to appear reasonable and measured so in discussing the hotels chains’ efforts to push direct bookings on their own websites, he declined to get into a tit for tat discussion.

      “I wouldn’t express it as if they do this then we’ll do that,” Boyd said during the company’s second quarter earnings call August 4. “This is a partnership.” He characterized the chains’ activities as an “evolution” of goals they’ve had for a long time.

      Still, Boyd said, “it’s a reasonable ask” for “the largest player in the space” to expect to get the chains’ most-competitive rates because that’s what Priceline’s customers’ expect. Priceline now offers more than 1 million properties, a 30 percent increase over the second quarter of 2015, and this includes some 493,000 vacation rentals and apartments, he said.

      Boyd said the Group will continue to “press” the chains for their lowest rates and noted that Priceline is equipped to advertise substantial discounts, too.

      “It might not be a good idea” for the chains to push those discounted rates, Boyd said.

      In other words, if the hotel chains continue to offer discounted rates to their loyalty program members when booking directly on the chains’ own websites, then Priceline can do some discounting of its own as a counter-measure.

      “We think it is a good idea regardless of the market cycle” or occupancy rates for the chains to participate in Priceline Group sites such as Booking.com and Priceline.com with their most-competitive rates if they want to maintain average daily rates and revenue per available room numbers, he said.

      When occupancy drops or when the hotel chains are trying to put heads in beds in far-flung geographies and in diverse languages then Priceline Group sites are effective marketers for them, Boyd pointed out.


      Expedia Claimed Direct-Booking Has Improved Margins

      None of the analysts during the Priceline Group’s second quarter earnings call asked what impact the hotel chains’ direct-booking campaigns have had on the company’s business.

      But during Expedia’s earnings announcement last week, CEO Dara Khosrowshahi argued it hasn’t had an adverse impact. In fact, Khosrowshahi said hotels chains have lost market share on Expedia and have been replaced in some cases by independent properties.

      Since smaller, independent hotels generally pay Expedia higher commissions than the chains do, the overall impact has been positive for margins, Khosrowshahi said.

      If the Expedia CEO is trying to characterize the chains’ efforts in the most positive way that he can, then it still doesn’t seem to be an attractive and sustainable development for Expedia’s customers if they lose the option of booking chains that are household names, particularly in the U.S.


      An Earnings Beat

      In contrast to Expedia and TripAdvisor, which saw their share prices drop after releasing second quarter earnings and missing analysts’ expectations over the last week, Priceline’s shares were up 5.5 percent in after-hours trading August 4 after beating consensus estimates on earnings per share ($13.93 versus $12.67) and just missing on revenue ($2.56 billion versus $2.59 billion).

      Although there has been abundant concern over the past couple of weeks from airlines, hotels and corporations reporting earnings about the prospect for dampening corporate travel demand in Europe, Priceline officials said they saw reduced demand in countries such as France, Belgium and Turkey but overall in Europe they are not seeing “a major pullback.”


      Take That Airbnb and HomeAway

      With its accommodations’ numbers now eclipsing 1 million properties, including 493,000 vacation rentals and apartments, Booking.com in particular is now one of the largest platforms for alternative accommodations, particularly for those that are bookable online, Boyd said.

      Booking.com has a variety of filters for customers to use in searching for accommodations and the priority is to show them the kind of property they are looking for, he said.

      Boyd said HomeAway’s customers and vacation rental owners “are chafing a little bit” about the introduction of booking fees for travelers — a move that the Booking.com doesn’t intend to parrot.

      Boyd said “we like” our vacation rental model, adding Booking.com customers are used to the no-fee structure. Just as hotel customers learned over the years to comparison shop, he feels vacation rental customers will eventually do likewise.

      “It’s probably the case that they will be shopping around for vacation rentals and I’m hoping we will be able to provide the best value,” Boyd said.

      But don’t expect the Priceline Group to push the envelope on alternative accommodations in markets where regulators clamp down, he said.

      Boyd added: “We are a law-abiding company and we are not trying to disrupt the legal system.”


      CEO Search Continues

      The Priceline Group search for a permanent CEO continues following the ouster of Darren Huston from the slot in late April. Boyd said a board committee and a recruiting firm are working on finding a replacement “and they are right in the middle of it.”
      Avatar
      schrieb am 15.09.16 14:02:26
      Beitrag Nr. 84 ()
      Antwort auf Beitrag Nr.: 51.768.274 von R-BgO am 17.02.16 15:17:37
      habe meinem Erinnerungsstück heute
      einen Kollegen beigestellt;

      je länger ich mir die Bude ansehe, desto stärker kommen sie mir vor...
      Avatar
      schrieb am 22.09.16 14:02:04
      Beitrag Nr. 85 ()
      Avatar
      schrieb am 26.09.16 16:46:11
      Beitrag Nr. 86 ()
      War games: Hotels may have more to lose than OTAs in booking fight
      Sep 26.2016

      https://www.tnooz.com/article/hotels-online-travel-agencies/

      In any form of combat, there are victors and losers. In the battle over hotel rate parity, however, there are a number of constituencies with stakes in the fight.

      NB: This is a guest viewpoint by Robert Cole of RockCheetah, a consultancy.


      Because the hotel industry is highly fragmented, with hotel owners and brands each employing differing business models, each party may be impacted differently by changes in pricing strategy, distribution policy, or marketing efforts.

      Compensation to online travel agencies (OTAs) is typically paid at the property level and is not reflected on brand profit-and-loss statements.

      On the other hand, a brand advertising campaign may be borne entirely by the brand, with the hotels benefiting from any resulting bookings.


      Game theory

      Morgan Stanley, the investment bank, recently analyzed the potential impact of the hotel/OTA battle. Given its interest in tracking securities, the investment bank evaluated three actors: hotel owners (Real Estate Investment Trusts, or REITs), hotel brands, and OTAs.

      The assessment for hotel owners was that, against standard-hotel-brands-win versus OTAs-win scenarios, it was unlikely the hotel owners would be significantly impacted—only seeing a small (i.e., ± 3%) valuation swing.

      Hotel brand valuations had more at stake, varying ± 16%, depending if they won or lost.



      The group with the most to gain or lose were the OTAs. There was one interesting nuance, though.

      Their potential upside of 27% exceeded their forecast downside of 23%.

      With more to gain, yet much to lose, from a shareholder value perspective, OTAs could expect considerable pressure to win the battle — perhaps with more intensity than that experienced by the hotel brands.

      A third, more challenging scenario was also modeled, namely, a rate war. Hotel brands and especially hotel owners would want to avoid this becoming a reality, with each potentially losing approximately 30% of their share value, while OTAs would only lose 13%.


      Gazing into the crystal ball

      The reality is that nobody—Wall Street equity analysts, executive leadership of hotel brands, REITs and OTAs, or pundits—can accurately predict the outcome of the hotel rate parity wars.

      There is no historic precedent to reference and too many soft variables to reliably predict an outcome with any certainty. Again: As of this writing, Morgan Stanley weights the outcomes of all three scenarios equally, indicating that the result could tip any way.

      However, based on the researchers’s analysis, the stakes are clear. In a straight hotel brand-OTA win/loss comparison, the stakes are higher for the OTAs than for the hotel brands and owners.

      However, where the positive/negative swing for brands and owners is equal, for the OTAs the upside gained from success exceeds the downside from a loss. This factor alone would indicate that OTAs would want to allocate more resources to the battle to ensure victory.

      The ultimate litmus test may be the third, price war scenario, where hotel brands and owners are exposed to significant losses at a factor 2+ times greater than valuation losses sustained by the OTAs.

      This combination of forecasts could hint that OTAs would not only be more highly motivated to earn a win, but would also be more willing to engage in a price war to achieve that ultimate outcome.

      Regardless of the ultimate result, the process to gain a new form of equilibrium could get messy. It is also highly probable that under any outcome, the value chain economics for all the parties involved will be forever changed.
      Avatar
      schrieb am 28.09.16 10:19:15
      Beitrag Nr. 87 ()
      Booking.com scraps standalone Booking Now late hotel app
      Sep 26.2016


      Booking.com has axed its Booking Now mobile app after 20 months in service, although it says last-minute hotels bookings are continuing to grow.

      The Priceline Group-owned hotel booking giant launched the Booking Now app to a fair degree of fanfare in January 2015 (“the first truly global app for spontaneous bookers“, with it being positioned as a way to serve guests who are looking for hotel stays within 48 hours or less.

      It was also the evolution of a series of launches across the group, beginning in September 2011 with the release of a Tonight-Only service on the Priceline app and then Booking.com Tonight in April 2012.

      Booking.com’s enthusiasm for providing a standalone service to cater for last-minute bookings also came against the backdrop of it and other online travel agencies observing what was then a meteoric rise in popularity (or, at very least, industry attention) in same-day hotel apps such as HotelTonight, HOT Hotels, et al.

      Now, Booking.com says despite last-minute demand still being on the rise, such requirements are “best met through our regular Booking.com app”.

      Booking Now is no longer available in the app store and will not be promoted or supported as a service. Late bookings will still be available on the existing Booking.com mobile app for Android and Apple devices.


      An official adds:

      “We’re constantly monitoring, changing, and evolving along with our customers’ behaviour across our website and apps. Testing and learning is core to everything we do.

      “We introduced Booking Now as a dedicated last-minute booking app that connects people with the nearest stay that meets their personal criteria, at a great price.”

      Booking Now was clearly not the HotelTonight killer that Wired predicted back in 2015.
      1 Antwort
      Avatar
      schrieb am 28.09.16 10:21:54
      Beitrag Nr. 88 ()
      Antwort auf Beitrag Nr.: 53.363.811 von R-BgO am 28.09.16 10:19:15
      bei HotelTonight scheint aber auch nicht alles rund zu laufen:
      http://fortune.com/2015/11/10/hoteltonight-layoffs/
      Avatar
      schrieb am 10.10.16 10:37:39
      Beitrag Nr. 89 ()
      Booking.com in Reversal as it Launches Loyalty Program for Business Travelers

      A half a year ago, Priceline Group CFO Daniel Finnegan was telling investors at a retail tech conference that loyalty programs can be a source of consumer frustration and costly so the company would rather focus on improving the user experience.

      “I feel our performance has been strong without being beholden to loyalty programs,” Finnegan said in March.

      But a lot has changed since then. Finnegan’s boss at the time, Darren Huston, left the company a month later, Booking.com’s then chief operating officer Gillian Tans got bumped up to become the Booking.com CEO, and the Group’s dominant unit debuted Booking.com for Business to service unmanaged business travelers (travelers whose companies don’t have a formal travel policy).

      And now, despite Finnegan’s earlier pooh-poohing of loyalty programs, Booking.com has debuted Booking.com Travel Rewards for business travelers, offering 10 percent discounts on select hotels and other perks, and has been ramping up enrollment since the Summer.

      When you book a hotel on Booking.com, the site asks whether the prospective booking is for leisure or business travel, and if you select the latter and go ahead with the booking, an invitation for a free upgrade to Booking.com for Business arrives by email.

      Five bookings bring access to “exclusive discounts and travel perks for future trips,” the rewards program states.

      A GENIUS MOVE?

      Booking.com Travel Rewards members who achieve at least five bookings earn the “Genius” label, and get access to the program’s separate customer service phone line. Other perks include “late checkout priority exclusively” for Geniuses, and, at select properties, freebies such as welcome drinks and free airport shuttles.


      Priceline Group officials have said in the past they thought perhaps 20 percent of the hotel reservations on Booking.com came from business travelers but they only started querying consumers on the purpose of their trips, whether they are for leisure or business travel, in the last year or so.

      “On the corporate travel opportunity, we always suspected that we had a substantial number of business users that were using our product, but we didn’t until more recently have data on it, which is where that one in five number comes from,” Priceline Group Jeffery Boyd said during the company’s second quarter earnings call August 5. “And that intuition gave us reason to look at the market more aggressively and try to build some functionality that would be targeted directly at corporate travelers.”

      That functionality now includes a loyalty for business travelers who sign up for Booking.com for Business.

      Despite Finnegan’s earlier dismissals of loyalty programs as a competitive advantage, the Group’s Agoda unit and OpenTable businesses have loyalty programs, but the vast majority of the Group’s profits come from Booking.com, which didn’t have a loyalty program until the advent of Booking.com Travel Rewards this summer.

      Boyd definitely sees an opportunity in corporate travel for the Group.

      “In the United States, the average hotel has 30 percent business traveler, 30 percent leisure traveler and 30 percent large groups for big hotels, so that gives you sort of a breakdown at least in the U.S. market as to what the market kind of looks like,” he said in August. “But we think there’s a great opportunity to build awareness among business travelers that Booking.com in particular is a great place to go and for business owners to use the tools that we’re building which we think will help us build share there.”

      Whether a loyalty program will turn out to be advantageous remains to be seen and can be adjusted as the situation merits. The real question is whether Booking.com, like Expedia’s Egencia, will take the next step into managed travel by acquisition or otherwise.
      Avatar
      schrieb am 23.10.16 15:25:15
      Beitrag Nr. 90 ()
      Avatar
      schrieb am 01.11.16 13:31:14
      Beitrag Nr. 91 ()
      Antwort auf Beitrag Nr.: 52.728.397 von R-BgO am 30.06.16 09:12:30
      so unterschiedlich kann man Dinge sehen,
      SKIFT meint, dass Google (vorläufig) den Teufel tun wird, seinen besten Kunden in die Suppe zu spucken:


      SKIFT TAKE
      If publicly traded companies such as Google are bound by fiduciary duties to shareholders, then Google, which already has one of the largest travel businesses in the world, larger than the Priceline Group, TripAdvisor and Ctrip combined, would be foolhardy to shoot its advertising business in the foot to become an online travel agency.
      — Dennis Schaal

      https://skift.com/2016/11/01/googles-travel-business-is-alre…

      When is Google finally going to tie all of its travel products together and become an online travel agency to rival Expedia, the Priceline Group and, increasingly, Ctrip?

      Not anytime soon or even in the foreseeable future. We’ve been saying this for awhile — for years, actually — but now we can use some dollar estimates to back our theory and fine-tune it with comments on the subject that a Google executive made at the Skift Global Forum in Manhattan in September.

      Why would Google want to become an online travel agency when its existing travel-advertising business — including all of those paid links that dominate its search-results pages — likely produces more revenue than the Priceline Group, TripAdvisor, and Ctrip combined?

      One investor group dissected publicly available information, made some educated guesses, and confidentially shared its rough estimates with Skift on the scope of Google’s existing travel-advertising business.

      Google would probably generate at least about $12.2 billion in revenue from travel advertisers in 2016, with about $6.2 billion of that coming from just four travel advertisers, namely the Priceline Group, Expedia Inc., TripAdvisor and Airbnb. [See the end of this story for how the $12.2 billion estimate of Google’s estimated 2016 travel-advertising revenue was arrived at.]

      To get an idea of the scope of Google’s projected $12.2 billion in travel revenue for 2016, you can compare it with the actual 2015 revenue of the four leading, publicly traded online travel companies: The Priceline Group ($9.2 billion), Expedia ($6.7 billion), Ctrip ($1.6 billion) and TripAdvisor ($1.5 billion)

      So Google’s existing revenue from travel advertisers is already considerably larger than that of the Priceline Group; is roughly twice the size of Expedia’s, and Google generates more travel-advertising revenue than that of Expedia, Ctrip, and TripAdvisor combined, according to this analysis.

      And Google undoubtably takes that travel-advertising revenue and achieves a much higher profit margin on it than do the roster of its online travel, airline, hotel, car rental, and cruise partners, most of which are much more dependent on lower-margin transaction revenue.

      So the next time people tell you that Google’s launch of a new travel app means the world’s largest search engine is finally getting into the travel business — you can laugh in their faces because Google’s travel business is bigger than online travel behemoth Priceline’s.


      BUT WHAT ABOUT BECOMING AN ONLINE TRAVEL AGENCY?

      If Google indeed became an online travel agency, it would further alienate its largest travel advertisers, namely the Priceline Group and Expedia, and up-and-coming ones such as Airbnb, and jeopardize a chunk of its travel revenue. TripAdvisor and Yelp are already very miffed at Google but they really have no choice but to use Google for advertising. Likewise, the largest travel companies would have to continue using Google for advertising for awhile because Google is the most important game in town but some companies, including Expedia, are fervently trying to diversify their spend into Facebook and other social media platforms.

      The fear that Google could start to do travel transactions on its own is perennially on the minds of rivals because Google has most of the pieces –minus the customer support staff — to assemble a full-service online travel agency. Google’s travel portfolio already includes Google Flights; Google Hotel Ads; Book on Google for a handful of airlines and hotels; Google Maps; hotel and restaurant reviews and content acquired from Frommer’s and Zagat; the Android mobile operating system; a “Plan a trip” and travel guide feature on desktop and the mobile Web, as well as the new Google Trips app for itinerary management of flights and hotels plus tours and activities recommendations.

      Speaking at the Skift Global Forum in September, Google’s Oliver Heckmann [video here and embedded below], who heads up its travel products, was candid about Google’s master plan, arguing that Google sees itself as an “answer engine” and “connector” to the right partner at the correct time, whether through free or paid links, rather than becoming a trip-planning site or booking engine.

      In fact, Heckmann said, although Google wants consumers to begin their travel planning in the earliest stages through its search engine and associated products, it does not seek to become a trip-planning site.

      “We don’t have plans right now to make this a travel-planning app,” Heckmann said, referring to Google Trips and acknowledging that doing bookings is a top request. “That’s a very different thing. We believe Google is the best place to start your travel planning.”

      The Google Trips app seeks to be an “assistant” and “a good guide” and that’s why it includes information and recommendations about tours and activities, Heckmann said, adding that Google is not planning to sell flights on its own, although it is doing facilitated bookings for Lufthansa, Virgin America, WestJet and hotels as a way to optimize the mobile experience.

      Google does not want to sell flights on its own or become an online travel agency, Heckmann said.

      As we’ve pointed out above, Google’s becoming an online travel agency in its own right would jeopardize the largest travel advertising business in the world — and one of the largest travel businesses in its own right.


      BOOK ON GOOGLE IS MISUNDERSTOOD

      Heckmann said that Book on Google should probably have been named something else because it is widely misunderstood.

      With Book on Google, the airline or hotel is the merchant of record, although the booking is processed on Google. Google shares data with the partner, which handles the customer service.

      Heckmann said one of the reasons Google launched Book on Google, which it uses in verticals beyond travel, as well, is because of the widely varying quality of partners’ mobile sites, and the desire to optimize the mobile experience. For example, Google recently found that the duration of user sessions on mobile are decreasing as consumers are increasingly bombarded or distracted by so much digital noise, and this hurt conversion.

      It’s not, he said, because Google wants to become a booker in its own right.

      All of this doesn’t preclude Google from one day — if circumstances change — becoming an online travel agency. It just isn’t in the cards now or in the next few years.

      As one investor told Skift: “The Google app won’t add booking. They want to keep the robust auction between Priceline and Expedia. Google already makes a killing in travel [maybe more than $6 billion from just Priceline and Expedia] so why screw that up?”

      See the following video of Heckmann’s talk at the Skift Global Forum in September 2016 and below that how the estimate of Google’s travel revenue was calculated.



      A Rough Estimate of Google’s 2016 Travel-Advertising Revenue

      The Priceline Group and Expedia Inc., including their wide array of brands, spent around $4.9 billion for total online advertising in 2015 and are on pace in 2016 to bring that total to around $6.8 billion. If roughly 90 percent of the total goes to Google, then Google would attract some $6.1 billion in revenue from just these two companies.

      TripAdvisor would conceivably spend around $500 million on Google in 2016; TripAdvisor’s total online spend in 2015 was $507 million.

      Airbnb’s spend on Google, based on public rumors and educated guesses, might total some $300 million in 2016.

      =>That means Google would take in $6.2 billion in 2016 from just these four advertisers — Priceline, Expedia, TripAdvisor and Airbnb.

      Roughly around half of Google’s travel advertising is considered to come from suppliers, namely airlines, hotels, car rental companies, cruise line and destination marketers.

      Adding the spend of its largest online travel agency partners plus suppliers, Google’s travel advertising business, which is said to be its largest vertical, could then easily be around $12.2 billion or more.
      3 Antworten
      Avatar
      schrieb am 08.02.17 14:31:01
      Beitrag Nr. 92 ()
      The Priceline Group Agrees to Acquire Momondo Group

      The Group's existing global meta brand KAYAK to oversee operations of momondo and Cheapflights


      NORWALK, Conn., Feb. 7, 2017 /PRNewswire/ --

      Today The Priceline Group Inc. (NASDAQ: PCLN) announced that it has signed a definitive agreement to acquire the Momondo Group in a cash transaction whereby The Priceline Group will acquire all outstanding shares of the company for a price of $550 million. The Momondo Group, which operates momondo, a leading European travel meta engine that offers flights, hotels and car rentals, and Cheapflights, a leading global flight comparison and travel deals publishing platform, will roll under The Priceline Group's leading travel meta brand, KAYAK.

      "Metasearch is appealing to consumers and we're keen to expand our global footprint," said Glenn Fogel, CEO of The Priceline Group. "Momondo and Cheapflights will be nice additions to our meta portfolio under KAYAK."

      "Momondo and Cheapflights have built great products serving loyal users across Europe," said Steve Hafner, CEO, KAYAK. "We're looking forward to learning from them and sharing best practices as our brands expand globally."

      "The Priceline Group has a proven track record of operating successful, customer-centric travel brands all over the world," said Hugo Burge, CEO of Momondo Group. "We couldn't be more excited to join such an esteemed group of loved brands and join forces with KAYAK to bring the best in meta search to our growing customer bases worldwide."

      The deal is expected to close later in the year, subject to regulatory approval. Headquartered in the UK and Copenhagen, with offices in Boston, the Momondo Group, currently a portfolio company of Great Hill Partners, will report into KAYAK CEO Steve Hafner after the acquisition.
      Avatar
      schrieb am 28.02.17 15:44:27
      Beitrag Nr. 93 ()
      Priceline profitiert von starkem Hotelbuchungsgeschäft: Umsatz und Gewinn über den Erwartungen
      http://www.it-times.de/news/priceline-profitiert-von-starkem…

      :)
      Avatar
      schrieb am 30.03.17 16:36:29
      Beitrag Nr. 94 ()
      booking.com derzeit in Türkei gesperrt:
      https://www.tnooz.com/article/booking-com-suspended-turkey-o…
      Avatar
      schrieb am 13.05.17 13:53:00
      Beitrag Nr. 95 ()
      Avatar
      schrieb am 18.07.17 12:40:25
      Beitrag Nr. 96 ()
      https://skift.com/2017/07/18/travel-tech-ceo-series-derbysof…

      Auszug:

      Looking ahead, DerbySoft is betting that consumer platforms, such as Facebook and LinkedIn, will become as important to hotel distribution as today’s travel-specific brands like Expedia are now.

      “There’s no reason why LinkedIn, Amazon, eBay, Alibaba, and so forth won’t want to sell travel product either like online travel agencies that actually handle the bookings or via an advertisement model like Google uses today,” Zhang said.

      He added: “We believe we need to prepare for that day, so that when the big guys like LinkedIn, eBay, and Amazon come to us and say, ‘Hey, we want hotels,’ we will be ready.”
      Avatar
      schrieb am 10.08.17 18:29:18
      Beitrag Nr. 97 ()
      aufgestockt
      Avatar
      schrieb am 10.08.17 18:32:16
      Beitrag Nr. 98 ()
      Was hat den Absturz ausgelöst?
      Avatar
      schrieb am 05.09.17 21:49:05
      Beitrag Nr. 99 ()
      We have been wrong about online travel agency-hotel commissions the whole time
      Jun 13.2017

      https://www.tnooz.com/article/wrong-about-OTA-hotel-commissi…

      Commissions paid by hotels to intermediaries have risen by more than 7% over the course of the last year.

      This is according to the 2017 Trends In The Hotel Industry study from CBRE.

      This is ringing alarm bells across the industry.

      Not only because it eats further into hotel profits, but because it is also the clearest sign yet that we have been thinking about the booking ecosystem the wrong way around.

      NB: This is an analysis by Matthew Stubbs, CEO of BookingTek.

      Most industry observers were expecting to see intermediary commissions falling. Hotels have successfully upgraded their loyalty schemes and launched new marketing campaigns to encourage guests to book directly.

      The rationale goes that if customers are encouraged to book directly, and are incentivised to do so, a proportion of them will.

      But this doesn’t appear to be happening. We have to look again at our assumptions because something is clearly going wrong.


      It’s not wise to launch intermediaries first and add direct booking second


      I think the most common error has been to underestimate the power of launching direct booking first.

      Many believe that the order we launch our online booking facilities doesn’t matter; that, as a hotelier, it makes no difference whether you launch a direct booking platform first or list your rooms on third-party websites first.

      But, it does make a difference. It makes a huge difference.

      Because the first booking channel launched gets a head-start on building a trove of customer data, such as names, preferences, travel history, and email addresses, that can be leveraged for marketing.

      In the bedroom booking space, for example, OTAs got a three-to-four year head start on direct channels.

      Within a few more years, third-party websites had ownership of a wealth of customer data.

      It’s now very difficult for even high-quality direct booking channels to have a major impact when they are launched.

      The intermediaries are out in front, leveraging their stash of emails and data to counter hotels’ offers with clever marketing and better discounts, increasingly engaging customers in very personalised ways.

      This would explain why it is difficult to reverse the rising tide on commissions.

      Undoubtedly, it is also true that as intermediaries get a firmer grip on the market, they also have the power to increase their fees. But the role of data is also very big.


      The industry needs to think twice before hitting the repeat button

      The lesson is that hotels should not list on intermediaries as a temporary booking solution.

      They can’t list on OTA sites and then expect to easily attract those same customers to their own direct booking channels at a later date.

      Over the last 12 months, hotels have sensibly placed more focus on additional facilities and services, such as meeting rooms and spa facilities, to boost revenues.

      Increasing revenues from these sources have been particularly effective due to the global decline in tourism.

      Many hotels have also turned to online booking to push revenue, making these facilities easier and quicker for customers to book.

      But intermediaries are also looking at these same secondary products right now.

      They can see an opportunity to increase their own revenues too.

      The CFO of TripAdvisor recently said he sees “hotel-like” commissions in the tours and activities business, for example.

      It is in this context that these same intermediaries are tempting hotels to list their additional facilities and services on their websites first.

      Executives may be thinking that this is a sensible short-term strategic move, and that they will be able to win customers back to direct booking channels in the future.

      But if analysis of the bedrooms business is correct, then hotels risk losing these customers to intermediaries forever.

      If hotels launch on third-party booking websites first, they are effectively gifting over these customers long-term.


      Peaceful co-existence is possible

      This is not to say that direct and third-party channels cannot coexist. They can. And they can do so peacefully.

      In any successful long-term strategy, there must be a balance, and intermediaries will always have a role to play in creating it.

      However, to truly thrive, the evidence suggests that hotels need to launch direct digital booking channels first; collect and collate all their customer data; and then add on third-party sources to secure valuable “top-up” business – customers who wouldn’t have booked through the hotel otherwise.

      As hotel executives turn to additional services and facilities to generate more revenue, they should make sure they launch direct booking channels first.

      Loyalty schemes and other incentives won’t bring guests back in the long term. Once customers have booked through third-party sites, it’s difficult and expensive to win them back.
      Avatar
      schrieb am 05.10.17 10:14:43
      Beitrag Nr. 100 ()
      Hotelbeds könnte ein echter Wettbewerber werden:

      https://skift.com/2017/10/05/hotelbeds-eyes-a-viable-wholesa…

      Everyone knows that hotels increasingly rely on two conglomerates — Expedia Inc. and Priceline Group — to distribute their inventory globally to a large chunk of leisure travelers. Some hotels rely on the giants to fill as many as half of their rooms on any given night.

      Yet an alternative distribution path may be gaining small but noticeable momentum — namely, business-to-business (B2B) marketplaces.

      The largest of these is Hotelbeds, which distributes rooms at wholesale rates to about 35,000 retail travel agencies, small online travel agencies (such as Getaroom and Travel Republic), tour operators who build vacation packages (such as TUI Deutschland), and airlines who upsell passengers with accommodation offers (such as EasyJet).

      In spring 2016, the B2B accommodation sector heated up when private equity firm Cinven and the Canada Pension Plan Investment Board led a consortium that bought parent company Hotelbeds Group from tour operator TUI for $1.32 billion (€1.165 billion).

      Since then, the owners of the Palma de Mallorca, Spain-based Hotelbeds Group have been investing for growth.

      This year, they funded its acquisitions of its smaller peers GTA and Tourico Holidays for a combined cost of $1.5 billion (€1.3 billion), according to sources familiar with the companies’ finances.

      The deals make Hotelbeds Group the market leader in the B2B hotel sector, holding around 15 percent of the global market — roughly double what it had before the two acquisitions.
      1 Antwort
      Avatar
      schrieb am 05.10.17 11:48:31
      Beitrag Nr. 101 ()
      Antwort auf Beitrag Nr.: 55.884.208 von R-BgO am 05.10.17 10:14:43tnooz zum gleichen Thema: https://www.tnooz.com/article/hotelbeds-group-completes-gta-…
      Avatar
      schrieb am 19.10.17 17:24:21
      Beitrag Nr. 102 ()
      Priceline Group hedges its Chinese bets with Meituan Travel tie-up
      Oct 19.2017

      https://www.tnooz.com/article/priceline-group-hedges-its-chi…

      Priceline Group has taken part in a $4 billion Series C funding round for Chinese ecommerce giant Meituan-Dianping, and has also secured a new strategic partnership between its APAC-focused accommodation site agoda.com and its new partner’s dedicated travel and leisure brand, Meituan Travel.

      The Series C round has been led by another Chinese behemoth, Tencent. Meituan-Dianping was created in 2015 when group buying platform Meituan merged with reviews platform Dianping. Its 280 million active customers are able to access restaurant reservations, on-demand delivery, hotel and travel bookings and entertainment options through a single mobile application.

      It launched Meituan Travel earlier this year.

      The combined business raised $3 billion in a Series B at the start of 2016 and the current round values it at a reported $30 billion.

      The official announcement about the Series C does not specify how much Priceline has invested or what stake it now has. There are eight other investors named, including Sequoia Capital, Canada Pension Plan Investment Board and Tiger Global Management.

      The release quotes Todd Henrich, global head of corporate development for The Priceline Group:

      “We are excited to support Meituan-Dianping, the well-recognized leader in China’s local services industry. Our commercial relationship between Agoda.com and Meituan-Dianping will help each company benefit from the other’s expertise and capitalize on the opportunities presented by China’s exceptionally large travel market.”

      The Meituan tie-up is not the first time that the Priceline Group has taken the investment and strategic partnership route into China – it has a stake in and co-operation deal with Ctrip, having pumped almost $2 billion into the Chinese OTA market leader.

      Priceline now has stakes in and partnerships with China’s two biggest hotel sites. Meituan Travel says it is China’s second biggest hotel booking platform and has grown its market share to 36%. Its best ever day saw it book 1.47 million room nights in a 24-hour period.
      Avatar
      schrieb am 20.11.17 08:54:04
      Beitrag Nr. 103 ()
      Background zum Priceline-Trivago-Fight: https://skift.com/2017/11/20/inside-priceline-groups-diss-of…
      Avatar
      schrieb am 07.12.17 12:35:45
      Beitrag Nr. 104 ()
      weiter zugekauft
      1 Antwort
      Avatar
      schrieb am 22.12.17 11:29:10
      Beitrag Nr. 105 ()
      Antwort auf Beitrag Nr.: 53.595.732 von R-BgO am 01.11.16 13:31:14Was hältst du von dem Artikel?
      Etwas ruhig hier...
      1 Antwort
      Avatar
      schrieb am 28.12.17 10:02:40
      Beitrag Nr. 106 ()
      Antwort auf Beitrag Nr.: 56.527.301 von kainza am 22.12.17 11:29:10sehr guter Artikel;

      zielt die Frage auf irgendwas Konkretes?
      Avatar
      schrieb am 04.01.18 12:13:02
      Beitrag Nr. 107 ()
      Antwort auf Beitrag Nr.: 56.388.841 von R-BgO am 07.12.17 12:35:45und nochmal
      Avatar
      schrieb am 11.01.18 14:15:13
      Beitrag Nr. 108 ()
      1 Antwort
      Avatar
      schrieb am 17.02.18 15:22:31
      Beitrag Nr. 109 ()
      Antwort auf Beitrag Nr.: 56.685.830 von R-BgO am 11.01.18 14:15:13
      Man ist ja auch Freenemy und Priceline an Ctrip beteiligt. Mal schauen was mit TripAdvisor passiert oder wo man was zukauft
      Avatar
      schrieb am 22.02.18 10:02:57
      Beitrag Nr. 110 ()
      The Priceline Group no longer has an identity crisis because it changed its name Wednesday to Booking Holdings Inc.

      The company, with six major brands including Booking.com, Priceline.com, Kayak, Agoda, Rentalcars.com and OpenTable, will scrap its PCLN stock symbol and start trading under the handle BKNG on Nasdaq February 27. It will still be headquartered in Norwalk, Connecticut and no operational changes come with the new corporate identity.

      Company officials mulled the change for years because too many people, including potential investors, associated the Group with its original incarnation in the form of U.S.-focused Priceline.com even though Amsterdam-based Booking.com accounts for “a significant majority” of Booking Holdings gross bookings and operating profit, the company said. Booking Holdings declined to say precisely how much.
      Avatar
      schrieb am 04.05.18 18:28:03
      Beitrag Nr. 111 ()
      Booking Holdings: Noch Potenzial nach 30.000 Prozent?

      https://boerse.ard.de/aktien/aktie-des-tages/booking-noch-po…
      Avatar
      schrieb am 13.06.18 19:34:27
      Beitrag Nr. 112 ()
      1 Antwort
      Avatar
      schrieb am 15.06.18 17:12:19
      Beitrag Nr. 113 ()
      Booking.com driving self-service – chatbot answers almost half of post booking queries
      Jun 15.2018
      https://www.tnooz.com/article/booking-com-chatbot/

      The majority of consumers prefer to use self-service tools when researching travel options, according to a study by online accommodation giant Booking.com.

      The survey of 18,500 people from more than 25 countries revealed that 80% of holidaymakers prefer to self-serve to get the information they need.

      While 50% of consumers do not mind whether they deal with a real person or an automated system as long as their questions are answered.

      Booking.com has introduced an AI-enabled booking assistant, which can answer questions from customers after they have booked their accommodation. The chatbot is available across different devices and platforms.

      The assistant can handle queries on issues such as payment, transport, arrival and departure times, date changes and internet availability.

      Booking.com says the assistant can now deal with nearly 50% of customers’ post-booking accommodation enquiries. If the chatbot cannot answer a question, it will contact either the OTA’s customer service team or the property involved.

      The accommodation giant says this technology will be particularly relevant for business travellers in terms of resolving issues quickly and reducing stress.

      The element of consumers not caring whether it’s a machine or not is an interesting one.

      American Express-owned Mezi also employs AI in its travel assistant. Johnny Thorsen, vice president of travel strategy and partnerships, says AI is “emotion enabling”.

      Already, he says, Mezi users send quite personal messages even though they are interacting with a virtual assistant.

      Thorsen says that the 24th most used word is “thank you” while “sorry” comes in at 44, demonstrating the emotional connection with chatbots.

      But more widely self-service has also gained momentum.
      Avatar
      schrieb am 26.06.18 12:07:22
      Beitrag Nr. 114 ()
      Avatar
      schrieb am 09.07.18 09:03:47
      Beitrag Nr. 115 ()
      Antwort auf Beitrag Nr.: 57.979.095 von R-BgO am 13.06.18 19:34:27https://skift.com/oral-history-of-booking-acquisition/
      Avatar
      schrieb am 10.07.18 10:07:49
      Beitrag Nr. 116 ()
      Booking Holdings Agrees to Acquire HotelsCombined
      July 9, 2018 at 8:00 AM EDT

      Booking Holdings' Global Metasearch Brand KAYAK to Oversee HotelsCombined


      NORWALK, Conn., July 9, 2018 /PRNewswire/ --

      Booking Holdings Inc. (NASDAQ: BKNG) announced today that it has entered into an agreement to acquire hotel metasearch site, HotelsCombined. Based in Sydney, Australia with a strong presence in APAC and thousands of active affiliates worldwide, HotelsCombined will report into Booking Holdings' leading travel metasearch brand, KAYAK.

      "HotelsCombined has built a strong brand with loyal consumers across APAC, and we believe the team will be a great addition to KAYAK to further expand our worldwide metasearch strategy," said Glenn Fogel, CEO of Booking Holdings.

      "We've admired their execution for many years. I'm eager to work together to strengthen our capabilities and global network," said Steve Hafner, CEO of KAYAK.

      HotelsCombined was founded in 2005. The acquisition has been approved by HotelsCombined's board of directors and stockholders and is expected to close later this year, subject to regulatory approval and satisfaction of closing conditions.

      "We've always been inspired by the entrepreneurial culture of Booking Holdings brands and are excited to be joining the family." said Hichame Assi, CEO of HotelsCombined "Operating under the KAYAK umbrella will strengthen our proposition to both customers and partners with greater scale, product breadth and innovation."
      Avatar
      schrieb am 17.07.18 17:25:05
      Beitrag Nr. 117 ()
      Brummer:
      Avatar
      schrieb am 18.07.18 18:45:50
      Beitrag Nr. 118 ()
      Avatar
      schrieb am 29.08.18 14:40:39
      Beitrag Nr. 119 ()
      Avatar
      schrieb am 19.10.18 07:54:29
      Beitrag Nr. 120 ()
      1 Antwort
      Avatar
      schrieb am 06.11.18 09:57:17
      Beitrag Nr. 121 ()
      Antwort auf Beitrag Nr.: 58.999.785 von R-BgO am 19.10.18 07:54:29
      das Merchant-model wird wieder forciert:
      https://skift.com/2018/11/05/booking-holdings-makes-major-pi…
      Avatar
      schrieb am 23.11.18 10:29:03
      Beitrag Nr. 122 ()
      interessant:
      https://skift.com/2018/11/23/booking-holdings-is-taking-its-…

      Auszug:

      "Booking Holdings CEO Glenn Fogel recoils at the term full-service, preferring to look at the company’s development efforts as creating an “end-to-end solution.” The thinking is that the product and user-experience will not be Expedia-like at all, or characterized by the traditional five or so tabs — hotel, flights, cars, tours and cruises — heading a homepage. The end game, if there ever will be an end game, is that customers will be delivered personalized products when they need them through a variety of channels, and not just through the traditional click on a tab and search.

      “The thing is, I do continue talking about this end-to-end solution, and I believe that is the way we’re going, and we’re going to get there,” Fogel said. “And we’ve also been very clear that you don’t build something like this in a day, a week, a month, a year, two years. This is gonna be a long, long path.”"
      Avatar
      schrieb am 23.11.18 11:25:28
      Beitrag Nr. 123 ()
      aufgestockt
      Avatar
      schrieb am 04.12.18 17:22:32
      Beitrag Nr. 124 ()
      Antwort auf Beitrag Nr.: 53.595.732 von R-BgO am 01.11.16 13:31:14https://www.phocuswire.com/Google-distribution-op-ed-Duetto

      "Room distribution is in need of a shake‐up - from the hotelier's perspective, but more importantly from the traveler’s perspective.

      Booking a hotel room is often complicated and convoluted, with so many options, sites and packages that travelers are never quite satisfied they got the best deal.

      There’s plenty of room for a company to come in and do it right - offer a personalized experience that cuts down on the clutter and leaves the user feeling satisfied.

      Google has the data - it can help travelers make decisions with the click of a button - and has built trust with a large number of users.

      When all the dust settles, it won’t be surprising to see Google as the last man standing.

      In fact, recently the first major hotel chain, Choice Hotels International, announced that it would participate in “Book on Google,” a newer feature that allows travelers to complete their booking without leaving the search site. It won’t be long before the other major chains follow suit.

      Should hotels close the revenue gap even slightly, Google just might be inclined to return to their original mission: providing travelers with the best experience, not the one that makes them the most money.

      With this, Google has the power to simplify the entire customer journey. They’ve got all the data in the world, enough to determine exactly what a traveler is looking for and send them to the right hotel from the get‐go.

      Working directly in conjunction with hotels that store their own loyalty and guest preferences, Google can serve up personalized rates and offers that are tailored to each individual traveler based on a number of factors, namely supply, demand and the customer’s worth, or value, to the hotel.

      Google is the single biggest threat OTAs have seen thus far, and they should certainly be worried. For hotels, on the other hand, Google has become their most important direct‐booking channel and represents an opportunity to get right back to the top of the funnel."
      Avatar
      schrieb am 09.01.19 12:10:38
      Beitrag Nr. 125 ()
      Avatar
      schrieb am 28.02.19 16:06:51
      Beitrag Nr. 126 ()
      1 Antwort
      Avatar
      schrieb am 28.02.19 21:34:25
      Beitrag Nr. 127 ()
      Antwort auf Beitrag Nr.: 59.987.449 von R-BgO am 28.02.19 16:06:51Aktuelle Zahlen sing gut. Der kurzfristige Ausblick in der Tat schwach. Langfristig meines Erachtens aber weiterhin ein solides Investment.
      Avatar
      schrieb am 15.03.19 10:09:28
      Beitrag Nr. 128 ()
      könnte mittelfristig ein Problem werden:
      https://skift.com/2019/03/11/google-quietly-releases-its-hot…

      "In a span of just a few months, Google’s threat in booking travel is looming even larger. Indeed, Skift said last October Google’s new hotel search is presenting a greater threat to booking rivals. Now the tech giant has added a full-fledged destination site for hotels, without any major fanfare, and has potential implications for booking sites, as well as Airbnb, on the lines of what it has done with its already very-popular Google Flights.

      Richard Holden, Google’s vice president of product management, travel, wrote about the new features in Google Flights and Hotels in a blog published late last week, and quietly slipped in a development we have been waiting for a year or so now, the full-fledged site for hotel meta search site and booking engine.

      Once the users goes to Google’s hotel site and selects a hotel, a “Book a room” button is very prominent.
      When the user selects one of the online travel agency or other metasearch advertisers, the traveler navigates to the third-party site for booking. But there is often an option to book right on Google for Travelocity or Agoda, for example...."
      1 Antwort
      Avatar
      schrieb am 16.03.19 09:13:54
      Beitrag Nr. 129 ()
      Avatar
      schrieb am 20.03.19 17:21:09
      Beitrag Nr. 130 ()
      Antwort auf Beitrag Nr.: 60.108.289 von R-BgO am 15.03.19 10:09:28https://triptease.com/blog/google-hotel-site/

      "If there’s one thing that’s clear as a result of the update, it’s that Google wants to be the place where people decide what hotel they want to go to and how much they’re going to pay for it. The search platform aggregates a huge amount of content from both organic and paid sources: photos, reviews, business listings, prices, room descriptions, map data, and more. It’s a clear play to own the territory previously presided over by the major OTAs, suggests Triptease’s Chief Product Officer Alasdair Snow.

      “Google’s changes bring their search experience much closer to the core historic utility of an OTA: the ability to compare and contrast hotels and use tools like maps and reviews to refine a hotel search down to a shortlist of possible options,” says Alasdair.

      “With this functionality now present and prominently positioned inside the world's number-one search engine, you can expect a lot more of this guest activity to take place within Google itself rather than on OTA sites. This puts Google in an amazing position to make itself the central hub where all guest research and decision making will take place.

      “And, as long as Google continues to allow hoteliers to own the guest relationship when participating in this experience - and we don't see that changing! - this is a huge and timely opportunity for hoteliers that they should seize with both hands.""
      Avatar
      schrieb am 10.04.19 20:38:20
      Beitrag Nr. 131 ()
      eben zufällig gesehen:
      Avatar
      schrieb am 02.05.19 10:13:44
      Beitrag Nr. 132 ()
      Avatar
      schrieb am 13.06.19 15:54:20
      Beitrag Nr. 133 ()
      Avatar
      schrieb am 17.06.19 08:56:52
      Beitrag Nr. 134 ()
      Avatar
      schrieb am 13.09.19 10:49:15
      Beitrag Nr. 135 ()
      Booking Holdings | 1.840,60 €
      Avatar
      schrieb am 08.11.19 04:03:36
      Beitrag Nr. 136 ()
      Q3 2019
      Hi,

      irgendwelche Meinungen zu den Q3 Zahlen?

      ir.bookingholdings.com/static-files/...4585-8ab2-c347596fd144

      Der Umsatzausblick sieht recht mager aus.
      Booking Holdings | 1.849,93 $
      1 Antwort
      Avatar
      schrieb am 21.12.19 16:17:27
      Beitrag Nr. 137 ()
      Antwort auf Beitrag Nr.: 61.868.646 von Lumpenluie am 08.11.19 04:03:36Diese Aktie hatte ich damals zum Preis von 6 Euro verkauft.Heute wäre ich Multimillionär ich Trottel!!
      Aber damit muss man umgehen können.
      Die Reisebranche wird vorerst noch boomen, doch kaufen würde ich hier nicht mehr.
      1x genügt😭
      Booking Holdings | 2.023,26 $
      Avatar
      schrieb am 28.02.20 09:50:49
      Beitrag Nr. 138 ()
      Booking Holdings | 1.432,00 €


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