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Sabre & the GDS Value Chain: Content, Technology & Incentive Economics
Jul 20, 2026
Partner Interview
Sabre•US•Large CapAmadeus ITBooking HoldingsExpediaNetwork EffectsMarketplaces & PlatformsJul 20, 2026
Google Search: Culture, ChatGPT Panic & AI Overrotation
Jun 11, 2026
Partner Interview
Google•US•Mega CapAnthropicOpenAIBooking HoldingsExpediaNetwork EffectsMarketplaces & PlatformsJun 11, 2026
Booking.com: AI Investment Strategy Across Search, Customer Service & Partner Relations
May 13, 2026
Partner Interview
Booking Holdings•US•Large CapAirbnbExpediaGoogleNetwork EffectsMarketplaces & PlatformsMay 13, 2026
Booking.com vs OpenAI: Supply Aggregation Complexity & the B2B Hotel Distribution Model
Apr 26, 2026
Partner Interview
Booking Holdings•US•Large CapOpenAIGoogleExpediaNetwork EffectsMarketplaces & PlatformsApr 26, 2026
Booking.com: Supply Aggregation, PMS Integration & AI Competitive Threats
Apr 24, 2026
Partner Interview
Booking Holdings•US•Large CapOpenAIAnthropicExpediaGoogleNetwork EffectsMarketplaces & PlatformsApr 24, 2026
Booking Holdings: OTA Model & Agentic AI
Oct 19, 2025
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsOct 19, 2025
Booking Holdings: AI Efficiency Gains & Culture
Oct 19, 2025
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsOct 19, 2025
HBX Group: Wholesaler Margins & Pre-Buys
Oct 13, 2025
Partner Interview
HBX Group International Plc•GB•Small CapExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsOct 13, 2025
Airbnb: Org Structure, Culture, & Growth Challenges
Sep 12, 2024
Sep 12, 2024
IP Research Analysis
Airbnb's TAM
Apr 11, 2022
In Practise Weekly Analysis
Airbnb•US•Large CapExpediaBooking HoldingsNetwork EffectsMarketplaces & Platforms
Apr 11, 2022
Airbnb vs HomeAway: Inventory Quality
Sep 1, 2020
Sep 1, 2020
KAYAK: History and Future of Travel Search
Jul 13, 2020
Jul 13, 2020
Google & Travel Value Chain Structure
Apr 23, 2020
Apr 23, 2020
Hotels.com & COVID Travel Disruption
Apr 18, 2020
Apr 18, 2020
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