Expedia - neuer Thread w-WKN-Änderung - 500 Beiträge pro Seite

[R-BgO]

alter Thread: Expedia - E-commerce Titan;

im übrigen waren die Q1-Zahlen sehr gut:

http://seekingalpha.com/article/540751-expedia-blow-out-quar…

ggü. peer-group (priceline, c-trip, tripadvisor, travelzoo, makemytrip, rediff, wotif, travelviva, ...) günstig bewertet...

[comiter [Blogger]]

Antwort auf Beitrag Nr.: 43.300.484 von R-BgO am 20.06.12 06:31:12

Finde Reisen ja sehr interessant aber merh Phantasie hat meines Erachtens Tripadvisor und Chart sind auch erstmal nicht gut aus. Bin erstmal draussen!

Mehr Infos hier:

http://internet-stocks.com/us/sellin-expe/

[R-BgO]

Antwort auf Beitrag Nr.: 43.395.187 von comiter am 17.07.12 17:14:45

tja, so falsch kann man liegen...


wundere mich immer wieder, was für Preise bezahlt werden:


26.12.2012 | 09:01 Uhr
Expedia gibt Vertrag über Erwerb von Mehrheit an trivago bekannt


Bellevue, Washington Und Düsseldorf, Deutschland (ots/PRNewswire) - - Europas führendes Unternehmen für die Metasuche tritt Portfolio bewährter globaler Reisemarken bei

Expedia, Inc. hat heute den Abschluss eines endgültigen Vertrages bekannt gegeben, in dessen Rahmen ein Equity-Anteil von 61,6 % an trivago erworben wird, einem führenden Unternehmen für die Metasuche mit Sitz im deutschen Düsseldorf. Die Gesamtvergütung beträgt EUR 477 Millionen (beim derzeitigen Wechselkurs ca. US$ 632 Millionen) darunter EUR 434 Millionen bar und EUR 43 Millionen Stammaktien von Expedia, Inc. Expedia, Inc. rechnet damit, dass das Geschäft sich 2013 im bereinigten Ergebnissen je Aktie niederschlägt.

"Das Team von trivago hat eine der größten, am schnellsten wachsenden und bekanntesten Reiseseiten Europas aufgebaut, auf der jährlich mehr als 100 Millionen Hotelsuchen durchgeführt werden. Dies geschah durch eine Kultur der Entwicklung guter Produkte, des Aufbaus einer starken Marke und der Förderung des Erfolges der Partner. Diese Attribute passen genau zu unserer Strategie und unseren Werten bei Expedia, Inc. und wir sind hoch erfreut, trivago in unserem Portfolio zu haben", sagte Dara Khosrowshahi, Präsident und CEO von Expedia, Inc.

trivago wurde vor sieben Jahren gegründet und wuchs schnell zu einem Liebling der Kunden im Bereich Hotelunterbringung heran. Es stehen umfassende Suchergebnisse für mehr als 600.000 Hotels und von über 140 Buchungsseiten in mehr als 30 Ländern und 23 Sprachen zur Verfügung. Das Umsatzmodell beruht auf Cost-per-Click und trivago konnte seinen Umsatz bei gleichzeitigen Gewinnen seit 2008 jedes Jahr verdoppeln. Derzeit wird für 2012 ein Nettoumsatz von ca. EUR 100 Millionen erwartet.

"Wir sind höchst erfreut, Teil des Portfolios von Expedia, Inc. zu werden und wollen von ihrer Erfahrung partizipieren, die sie beim Aufbau mehrerer Reisemarken gemacht haben, die weltweit Vertrauen genießen", sagte Rolf Schromgens, Mitbegründer und Geschäftsführer von trivago. "Unsere Konzentration und Leidenschaft gelten weiterhin der unabhängigen Entwicklung unserer umfassenden und individuellen Hotelsuche. Wir bleiben unserer Mission verpflichtet: Wir wollen den Kunden in die Lage versetzen, das ideale Hotel zur niedrigsten möglichen Rate zu finden", setzte Rolf Schromgens hinzu.

Die Transaktion unterliegt der Genehmigung der Wettbewerbsbehörden und der Abschluss wird in der ersten Hälfte des Jahres 2013 erwartet. Auch nach dem Vollzug werden die Mitbegründer und das Managementteam von trivago weiterhin unabhängig vom deutschen Hauptsitz in Düsseldorf aus arbeiten.

Expedia, Inc. wird die Transaktion in einer Audiocast-Konferenzschaltung besprechen. Diese findet am Freitag, 21. Dezember 2012 um 9:00 Uhr Pazifischer Zeit (PST) bzw. 18:00 Uhr MEZ (CET) statt. Der Audiocast steht allen Interessierten unter www.expediainc.com/ir [http://www.expediainc.com/ir] zur Verfügung. Expedia, Inc. wird den Audiocast auf der IR-Webseite für ca. drei Monate zum Abruf bereit halten.

[delion33]

Nun gut, stehen wir also 25 tiefer als letzte Woche!
Meinungen? Lohnt ein Einstieg jetzt?

[R-BgO]

Exepedia übernimmt wotif: http://www.wotifgroup.com/wp-content/uploads/2014/07/ASXanno…

[R-BgO]

Gewinnmitnahme

[comiter [Blogger]]

Finde Priceline im Vergleich interessanter...
http://www.investresearch.net/expedia-aktie/

[R-BgO]

Expedia To Acquire Orbitz Worldwide For $12 Per Share In Cash

BELLEVUE, Wash. and CHICAGO, Feb. 12, 2015 /PRNewswire/ -- Expedia, Inc. (NASDAQ: EXPE) announced it has entered into a definitive agreement under which it will acquire Orbitz Worldwide, Inc. (NYSE: OWW), including all of Orbitz Worldwide's brands, for $12.00 per share in cash, representing an enterprise value of approximately $1.6 billion, and a premium of approximately 29% over the volume weighted average share price for the five trading days up to and including February 11, 2015.

The Boards of Directors of both companies have approved the transaction, which is subject to approval by the shareholders of a majority of Orbitz Worldwide's common stock and other customary closing conditions, including applicable regulatory approvals. The Board of Directors of Orbitz Worldwide received a fairness opinion from Qatalyst Partners and has recommended that its stockholders vote in favor of the merger.

"We are attracted to the Orbitz Worldwide business because of its strong brands and impressive team. This acquisition will allow us to deliver best-in-class experiences to an even wider set of travelers all over the world," said Dara Khosrowshahi, President and Chief Executive Officer, Expedia, Inc. "From the flagship Orbitz.com brand, to other well-known consumer brands such as CheapTickets, ebookers and HotelClub and the business-to-business brands Orbitz Partner Network and Orbitz for Business, the Orbitz Worldwide team has built a devoted customer base and we look forward to welcoming them to the Expedia, Inc. family."

"Our mission at Orbitz Worldwide has been to build our brands to be the world's most rewarding places to plan and purchase travel," said Barney Harford, Chief Executive Officer, Orbitz Worldwide. "We're excited for Orbitz Worldwide to join the Expedia, Inc. family and for our teams to work together to further enhance the offerings we provide to our customers and partners."

[R-BgO]

Zukauf:

Expedia To Acquire HomeAway, Inc.
Nov 04, 2015

BELLEVUE, Wash. and AUSTIN, Texas , Nov. 4, 2015 /PRNewswire/ -- Expedia, Inc. , (NASDAQ: EXPE) and HomeAway, Inc. , (NASDAQ: AWAY) announced today that they have entered into a definitive agreement under which Expedia has agreed to acquire HomeAway , including all of its brands, for an equity value of approximately $3.9 billion in cash and Expedia common stock, representing a per share price for HomeAway shares of $38.31 , based on Expedia's closing price on November 3, 2015 . Under the terms of the transaction, Expedia will offer to acquire each outstanding share of common stock of HomeAway in exchange for $10.15 in cash and 0.2065 of a share of Expedia common stock.

Expedia, Inc.
The Boards of Directors of both companies unanimously approved the transaction, which remains subject to customary closing conditions, including regulatory approvals and the tender of a majority of the outstanding shares of HomeAway common stock. The companies expect the transaction to close in the first quarter of 2016.

HomeAway, Inc.
"We have long had our eyes on the fast growing ~$100 billion alternative accommodations space and have been building on our partnership with HomeAway , a global leader in vacation rentals, for two years. Bringing HomeAway into the Expedia, Inc. family and adding its leading brands to our portfolio of the most trusted brands in travel is a logical next step," said Dara Khosrowshahi , Chief Executive Officer, Expedia, Inc. "We have tremendous respect for the HomeAway team and the business they have built. With our expertise in powering global transactional platforms and our industry-leading technology capabilities, we look forward to partnering with them to accelerate their shift from a classified marketplace to an online, transactional model to create even better experiences for HomeAway's global traveler audience and the owners and managers of its 1.2 million properties around the world."

"We could not be more excited about joining the Expedia family of leading travel brands and what this move means for our very bright future," said Brian Sharples , Chief Executive Officer of HomeAway, Inc. , noting that the company has been moving toward a fully online bookable marketplace and closer to the type of transactional business model with which Expedia has tremendous experience. "We're eager to benefit from Expedia's distribution, technology and expertise, which will allow us to provide an even better product and service experience for our owners, property managers and travelers. In this way, I believe our combination with Expedia will turbocharge our growth and industry leadership for many years to come."

[R-BgO]

Antwort auf Beitrag Nr.: 51.163.269 von R-BgO am 24.11.15 13:57:31

scheint geclosed zu haben,

meine HomeAway-Aktie wurde ausgebucht

[comiter [Blogger]]

Fundamental nicht so teuer. Haben hald viel zusammengekauft und langfristig glaube ich eher an Booking, aber beim richtigen Preis:
http://www.investresearch.net/expedia-aktie/

[R-BgO]

interessant, zur Branchenentwicklung:

https://skift.com/2016/04/21/exclusive-expedia-argues-that-h…

[R-BgO]

Antwort auf Beitrag Nr.: 47.825.105 von R-BgO am 19.09.14 14:22:21

irgendwie bescheuert,

aber ich habe meine Stücke teurer zurückgekauft und auch noch aufgestockt...

[R-BgO]

As Expedia turns 20, its executives talk about what’s next
May 12.2016

With apologies to The Beatles, it was 20 years ago today (give or take a few months) that a small team on Microsoft’s campus in Redmond, Wash., launched a little product called Expedia.com, designed to bring transparency to the world of travel booking.

Today, that product has morphed into Expedia Inc., an industry behemoth with about a dozen brands, more than $6.6 billion in revenue (2015) and a market cap of more than $17 billion. And as company executives told Tnooz yesterday at their Bellevue, Wash., headquarters, they’re not planning on slowing down anytime soon.

Said chief executive Dara Khosrowshahi:
“Twenty years ago, no one would’ve predicted that well over 50% of the travel booked in the U.S. was going to be online. And no one would’ve predicted that the two largest travel companies in the world would be online players [i.e., Expedia Inc. and Priceline Group].”

At Expedia, size clearly matters, which, in turn, drives every aspect of corporate strategy. On the front end, it explains the company’s commitment to maintaining individual brands, even after acquiring Orbitz, Travelocity and HomeAway last year.

Said Khosrowshahi:
“The bigger you get as a company, the slower you [tend to] get. So we actually break ourselves up into multiple brands so they can innovate on their own.”

Case in point: Despite being acquired last year, Travelocity is defining itself with its own features.
It in the process of rolling out what it calls its Customer 1st Guarantee (aka C1G), which allows guests facing service issues to reach out to the company via Facebook and Twitter and soon via Facebook Messenger on the Travelocity app and the mobile web.

According to John Morrey, vice president and general manager of Expedia and Travelocity, U.S. and Canada, the goal is to engage with the guest within 30 minutes and resolve any issue within 24 hours, while also providing a clear differentiator for the brand.

Said Morrey:
“There may be best practices — the idea of having ‘super agents’ who can handle escalations — that we could potentially leverage behind the scenes to help the company portfolio but this is a customer service differentiator for Travelocity.”

Along similar lines, Alice, the provider of a platform that enables a hotel to manage guest requests efficiently (which Expedia invested in late last year), is currently exclusive to Expedia.com.

Meanwhile, the company is going in the opposite direction on the back-end, investing heavily to bring as many brands as possible onto a single technology platform.

Initially implemented for Expedia.com and Hotels.com, the company recently moved Orbitz and CheapTickets to the new “tech stack” and is in the process of moving ebookers there, as well. Migrations of Orbitz for Business to Egencia and the partner networks for Orbitz and Travelocity are also in the pipeline.

Such efforts don’t come cheap. According to Morrey, the company spent $830 million on technology last year, plus another $3.4 billion in marketing spend.

But they’re expected to yield significant cost-savings in the short-term and what Mark Okerstrom, CFO and executive vice president operations, called “steady-state growth” in the long-term:

“We feel good about the steady-state growth pattern after synergy realization is flowed through. As online travel becomes a bigger portion of the travel industry, and as the law of large numbers takes hold, the growth rates [of online businesses] will eventually approach that of the larger travel industry. But that’s a long ways away.”

In the meantime, he calculates overall industry growth at 5–7% per year, with online growth at an unspecified “multiples of that.”

The company is also playing the long game with other current initiatives, such as Accelerator, its algorithm-based system that allows hotels to get better visibility (for a fee) based on the quality of their offer, a proprietary quality score and commission paid.

While the product has produced a drag on Expedia’s revenue-per-room-night, Okerstrom isn’t worried, especially since the accompanying lowering of standard commission rates makes the company’s network more accessible to more properties.

And, ultimately, more properties on more company-owned sites is the goal, whether it’s the addition of vacation rentals via HomeAway or the incorporation of apartments and other urban spaces into Expedia and Hotels.com.

Scale, it seems, has its privileges.

Or, as Khosrowshahi said,
“We want to be everywhere and offer up everything. When I look at the categories we’re engaged in, we’re in good shape. You could argue that we’re strategically complete; we’re just not strategically big enough yet.”

[kainza]

Antwort auf Beitrag Nr.: 52.393.929 von R-BgO am 12.05.16 15:42:35

Bin jetzt auch rein gegangen!

Zitat von R-BgO: aber ich habe meine Stücke teurer zurückgekauft und auch noch aufgestockt...

Nach der Korrektur war ein guter Zeitpunkt! Der Wert ist gerade relativ günstig.

[R-BgO]

Expedia and its Trivago unit agreed to explore a Trivago initial public offering and have the goal to complete it before the end of 2016, Expedia announced yesterday.

Dara Khosrowshahi, the CEO of Expedia Inc., which has a controlling stake in the Germany-based hotel-metasearch company, noted that Trivago’s revenue has been growing at a faster clip than when Expedia successfully spun off TripAdvisor in 2011.

Trivago increased its revenue 41 percent in the second quarter to more than $200 million. On a trailing 12-month basis, Trivago’s revenue was more than $600 million.

Expedia had an option to increase its stake in Trivago but the two companies agreed to pursue an IPO instead, officials said.


“Neither Expedia nor the Trivago founders exercised their option under the open put/call window this year and we have instead agreed to explore the feasibility of an IPO of Trivago shares with the preliminary and ambitious goal of completing the IPO before year end,” Khosrowshahi said. “An IPO would allow investors to value Trivago as a separate standalone company.”

“Note that this is an IPO and not a spinoff [like TripAdvisor was]. “Expedia does not plan to sell any of our shares in an IPO and there are no guarantees that an IPO will ultimately be pursued or be successful. The put/call window could reopen in March 2017 if an IPO is not completed by then.”

Trivago has been a growth engine for Expedia and now it intends to create greater shareholder value by executing an IPO

[R-BgO]

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.”

[R-BgO]

Antwort auf Beitrag Nr.: 52.951.699 von R-BgO am 30.07.16 11:05:18

scheint loszugehen:

https://skift.com/2016/09/01/trivago-ipo-could-reach-1-billi…

[R-BgO]

Antwort auf Beitrag Nr.: 53.203.794 von R-BgO am 04.09.16 17:37:59

da es so langsam konkret zu werden scheint,

habe ich mal einen separaten Thread: Trivago - Expedia plant IPO aufgemacht

[R-BgO]

https://skift.com/2016/09/27/expedia-ceo-says-rumors-of-an-o…

Expedia Inc. CEO Dara Khosrowshahi had a laugh when asked if emerging travel companies like Airbnb were likely to eat Expedia’s lunch any time soon in the online travel marketplace.

“Not yet,” replied Khosrowshahi, “I’m very well fed.”

He also said at the Skift Global Forum 2016 in New York City Tuesday that the very notion that hotel companies like Marriott International and airlines are at war with online travel booking sites is a mistaken way to look at the sector.

“There is a mischaracterization that this is a war,” said Khosrowshahi. “Every business is trying to optimize for themselves over the long term. We understand when we talk to hotels that there is a conflict of interest- they have to pay our listing fee and a franchise fee.” He went on to discuss that hotel loyalty programs are an area where online booking sites like Expedia and hotel chains can partner to build positive results for both parties.

Khosrowshahi shed light on executive turnover at recent Expedia acquisition HomeAway this morning. HomeAway co-founder and CEO Brian Sharples has stepped down from his CEO post to a chairman role, and he is being as CEO replaced by longtime Expedia veteran John Kim, who before coming to HomeAway headed product at brand Expedia.


Sharples will remain as HomeAway chairman through January 2017.

“HomeAway is being run very independently, it has its very own tech stack and team in Austin,” said Khosrowshahi. “That said the thesis behind us bringing HomeAway into the Expedia family is to move it from a media-only model to a transactional model… John Kim built that for us on the Expedia side.”

Finally, when asked about the recent valuation of Airbnb at around $30 billion, nearly doubling Expedia’s $17.1 billion market cap, Khosrowshahi said that private companies are being valued on growth metrics more than proven business performance.

“I think the private markets are valued on fairly different metrics than public markets, because interest rates are so low and the value of dollar is high,” said Khosrowshahi. “Any company that shows very high growth rates like Airbnb is going to have very substantial valuations.”

In other words: Is Airbnb really worth more than Expedia? Not really.

[R-BgO]

https://skift.com/2016/10/17/expedia-begins-revealing-its-bi…

[R-BgO]

Antwort auf Beitrag Nr.: 52.393.929 von R-BgO am 12.05.16 15:42:35

kann mich nicht entscheiden...

heute wieder verkauft; bin einfach mit der Profitabilität nicht zufrieden

[R-BgO]

Hotelbeds könnte irgendwann 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.

[R-BgO]

Antwort auf Beitrag Nr.: 55.884.211 von R-BgO am 05.10.17 10:15:08

von tnooz zum gleichen Thema: https://www.tnooz.com/article/hotelbeds-group-completes-gta-…

[R-BgO]

neuer CEO, neue Strategie

https://skift.com/2017/10/26/new-expedia-ceo-just-became-his…

"In presiding over his first earnings call Thursday as Expedia’s number two honcho — after controlling shareholder and chairperson Barry Diller, that is — CEO Okerstrom said in the future Expedia would “disproportionately” seek to create value from the organic growth of its existing businesses, including Expedia, Hotels.com, and HomeAway, for example.

That represents a sea change from Expedia’s strategy as Khosrowshahi, with then-CFO Okerstrom very much involved at every juncture, executed a blockbuster series of acquisitions in 2014 and 2015, including buying Travelocity, Wotif, Auto Escape Group, Orbitz Worldwide, HomeAway, and more.

Okerstrom said Expedia would still be open to acquisitions when attractive opportunities arose, but clearly he’s looking to emphasize expansion generated from the company’s portfolio of existing businesses rather than from newly seized prizes."

[R-BgO]

Antwort auf Beitrag Nr.: 55.866.322 von R-BgO am 02.10.17 17:54:47

ordentlich korrigiert

auf aktuell 84 Euro

[pickuru]

Prakash Hariharan discusses Expedia

https://www.bnnbloomberg.ca/video/prakash-hariharan-discusse…

[R-BgO]

[R-BgO]

sie machen Fortschritte, aber relativ zu BKNG finde ich sie abstrus überteuert