One benefit of Sabre's successful return to the public markets in April 2014 is that there are now more occasions for the company to share data on its growth story.
Yesterday's annual investor day was one such event, and here are a few of the topline statistics from the many presentations that caught our eyes.
Sabre says that, since 2014, it has made market share gains in North America, Europe, and Asia-Pacific in its traditional air ticket sales as a global distribution system (GDS). This chart shows its claims:
For investors, Sabre brought in Aman Bhutani, president for Brand Expedia Group, to highlight the partnership between the companies. Bhutani underlined, among other things, how Expedia, Inc., values the technological back-end support from Sabre that powers tools like enabling consumers to choose upgraded and branded seat products from American Airlines within Expedia.com's interface.
A big part of Sabre's growth plan is for its SabreSonic reservation system. See this chart:
Yet Sabre was also pressing the point that it has an array of analytics tools that aim to improve airline performance by leveraging real-time data from across enterprise platforms, and that it is witnessing a 7% compound annual growth rate (CAGR) in this $410 million market.
Similarly, it's claiming a 13% CAGR for its tools that strive to offer airlines a holistic customer view to improve conversion, differentiate service, and build brand loyalty.
Serving the hotel sector is another growth target area for the company, which touted that Sabre Hospitality Solutions is the partner of choice for 43% of all hotel brand groups, and that its platform hosts more hotel properties than the top-five global hotel chains combined.
For more on Sabre's 2016 forecasts, see Tnooz's earlier report.
Travelport's IPO in September 2014 has also led to more frequentfinancial updates that, when combined with Amadeus's reports on its own progress, has led to a more complete picture of how the GDSs are doing.