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Oct 19, 2025

Booking Holdings: OTA Model & Agentic AI

Former VP at Booking Holdings
Partner Interview
Booking HoldingsUSLarge CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Former VP at Booking Holdings
Partner Interview
Booking HoldingsUSLarge CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
HBX Group International PlcGBExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Sep 12, 2024

Airbnb: Org Structure, Culture, & Growth Challenges

Former Senior Executive at Airbnb
IP Icon
IP Interview
AirbnbUSLarge CapBooking HoldingsExpediaTripAdvisorGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
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IP Research Analysis
Apr 11, 2022

Airbnb's TAM

In Practise Weekly Analysis
AirbnbUSLarge CapExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
Sep 1, 2020

Airbnb vs HomeAway: Inventory Quality

Former CEO at Vacasa Europe and Board Member at HomeAway
IP Icon
IP Interview
AirbnbUSLarge CapVacasaExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 13, 2020

KAYAK: History and Future of Travel Search

Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre
IP Icon
IP Interview
Booking HoldingsUSLarge CapGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Apr 23, 2020

Google & Travel Value Chain Structure

Former Head of Google Travel Vertical Search
IP Icon
IP Interview
GoogleUSMega CapExpediaIberostar GroupNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesConsumer Discretionary
Apr 18, 2020

Hotels.com & COVID Travel Disruption

Former President at Hotels.com
IP Icon
IP Interview
ExpediaUSLarge CapConsumer Discretionary

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