NEXT Travel Stream

Last week, Sabre Corporation CEO Kurt Ekert reported steady Q3 results while advancing its tech and fintech transformation: - Revenue +3% to $715M; EBITDA +23% to $150M (21% margin) - Air bookings +2%, hotel bookings +6% - Over $1B debt repaid in 2025; leverage on track –50% vs 2023 - Payments +40%, processing $20B+ annually - Tech investment: Agentic APIs, SabreMosaic, and 41 live NDC connections 14 minutes of highlights from Sabre's latest earnings call below. Across the industry, Amadeus CEO Luis Maroto reported stronger 3Q growth (+8% revenue, +9% EBIT). Amadeus now commands a market cap of $33B, nearly 40 times Sabre's ~$0.8 B. While Amadeus scales from strength, Sabre is rebuilding through innovation and deleveraging. Two very different playbooks in travel tech.

Parametric travel insurance, powered by advances in actuarial science and financial modeling, is growing rapidly. Machine learning and geospatial risk modeling can enable highly accurate pricing based on travelers' individual profiles and destination risks.

New "heads up" AI devices may offer travelers a better means to engage with their environment than "heads down" phones.

Sabre sells its Hotel Solutions business for $1.1 billion. The move raises cash to help pay down its large pandemic debt. Sabre Corporation GDS bookings never recovered from the pandemic. 1Q 2025 airline bookings were 40% below 1Q 2019.

As airlines and hoteliers report softer US leisure demand, Royal Caribbean Group CEO Jason Liberty doesn't see it, stating, "During 1Q, bookings outpaced last year across all products resulting in the best WAVE season in the company's history. In the month of April, bookings for 2025 are outpacing last year..." More of his insights below and streaming on NEXT Travel Stream client sites now.

On Tesla’s earnings call this week, Elon Musk’s comments offered more than financial updates. Musk candidly addressed the reputational risks tied to his political involvement, a potent reminder for executives: leadership outside your core business can carry significant costs. But beyond caution, Musk cast a compelling vision for the future of transportation, one driven by fully autonomous vehicles and AI-powered humanoid robots. His prediction? These innovations won’t just reshape Tesla, they’ll redefine industries. #ElonMusk #TeslaEarnings #Leadership #AutonomousVehicles #AIInnovation

If you missed Delta Air Lines' earnings call earlier this week, here are the key comments from CEO Ed Bastian. Delta, one of the first to report Q1 earnings, posted record revenue but noted a slowdown in growth amid rising economic uncertainty tied to tariffs. The airline also became one of the first to withdraw its full-year outlook, a move that may have influenced the Trump Administration’s decision to issue a temporary tariff reprieve. #DeltaAirLines #Q1Earnings #EconomicOutlook #Tariffs #AviationNews

In this NEXT Travel Stream segment, Transportation Secretary Sean Duffy makes a strong case: America’s aging ATC system needs urgent upgrades. As the DOT explores new tech and AI, Duffy underscores why modernization is key to safety and reliability. This is the kind of timely, high-quality video 📺 content we stream to our clients every week. Want to see how it works? Let’s set up a quick demo. 📞 #AviationTech #AIinTransportation #AirTrafficControl #InfrastructureUpgrade #NextGenTravel #DOTInsights

🎥 Now Streaming on NEXT Travel Stream Client Platforms This week’s video updates feature key developments shaping travel: ✈️ U.S. Department of Transportation Calls for Urgent ATC Modernization 📱 Uber and OpenTable to Integrate Apps 🤖 Corporate Travel Managers Accelerate Adoption of AI Tools 🚢 Carnival Corporation Reports Record Q1 Revenues and Forward Bookings NEXT Travel Stream delivers private labeled travel industry news directly to your site, keeping your team and clients informed in real time. 📩 Interested in seeing how it works? Contact us to schedule a brief demo. #TravelIndustryNews #CorporateTravel #TravelTech #AIinTravel #NextTravelStream

Keep your audience informed with this week's streaming travel news: airline codesharing expansion, Archer’s evolving air taxi model, global travel stock trends, and fascinating moments from this week in travel history. #TravelNews #AviationUpdates #AirlineIndustry #TravelTrends #FutureOfTravel