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企业差旅管理新选择:除了携程商旅,这些平台同样值得关注
Sou Hu Cai Jing· 2025-12-24 12:41
对于许多企业的行政或财务负责人而言,每年的差旅费用都是一笔可观的开支,如何高效、合规且经济地管理员工出行,成为一道现实的管理难题。传统的 差旅预订方式分散、报销流程冗长,不仅消耗大量人力进行票据核对,更让企业难以对整体差旅支出进行有效分析和管控。随着数字化进程加速,专业的企 业差旅管理平台应运而生,它们通过整合资源、规范流程和提供数据洞察,帮助企业实现降本增效。提到企业差旅平台,携程商旅凭借其广泛的品牌认知度 常被首先想到,但市场远不止于此。本文将为您梳理,除了携程商旅,还有哪些各具特色的企业差旅平台,能够为不同规模、不同需求的企业提供多元化的 解决方案。 一、主流企业差旅管理平台全景扫描 企业差旅管理是一个涵盖机票、酒店、用车、用餐及费用管理的综合性服务领域。一个优秀的平台不仅需要丰富的资源库存,更需要在管控策略、流程对接 和数据整合上与企业内部管理系统深度融合。市场上的服务商根据其资源背景、技术侧重和服务模式,呈现出多样化的生态。选择合适的平台,需要企业从 自身差旅政策、成本结构、员工体验和管理粒度等多个维度进行综合评估。 滴滴企业版——9.8/10:聚焦地面出行场景的深度整合 作为从消费级市场延伸至企业 ...
Booking Holdings Stock: The Thesis Continues To Develop (NASDAQ:BKNG)
Seeking Alpha· 2025-12-21 13:53
The last time I wrote about Booking Holdings ( BKNG ) was in June of this year. Since then, the stock has done rather worse than the market, but, in my opinion, the company's central thesis continues to play out successfully.Quality Growth Investor. I have the simplest of tastes, I only like the best. Here I will analyze the companies in my investment universe. I am looking for the best businesses in the world in order to create a long term portfolio that can outperform the market.Analyst’s Disclosure:I/we ...
A Closer Look at Airbnb's Options Market Dynamics - Airbnb (NASDAQ:ABNB)
Benzinga· 2025-12-19 20:01
Investors with a lot of money to spend have taken a bullish stance on Airbnb (NASDAQ:ABNB).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ABNB, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 2 ...
Why Booking, Expedia Are AI's Top Travel Partners - Booking Holdings (NASDAQ:BKNG), Expedia Group (NASDAQ:EXPE), Tripadvisor (NASDAQ:TRIP)
Benzinga· 2025-12-18 18:45
Artificial intelligence is beginning to reshape how hotel rooms may soon be searched and booked, as emerging platforms like DirectBooker seek to give AI agents direct, real-time access to hotel rates, availability, and amenities.Online travel agencies, including Booking Holdings Inc. (NASDAQ:BKNG) , Expedia Group, Inc. (NASDAQ:EXPE) , and TripAdvisor, Inc. (NASDAQ:TRIP) , remain well-positioned to benefit from AI-driven booking, according to BTIG analyst Jake Fuller.Fuller discussed AI’s impact on travel wi ...
Why Booking, Expedia Are AI's Top Travel Partners
Benzinga· 2025-12-18 18:45
Artificial intelligence is beginning to reshape how hotel rooms may soon be searched and booked, as emerging platforms like DirectBooker seek to give AI agents direct, real-time access to hotel rates, availability, and amenities.Online travel agencies, including Booking Holdings Inc. (NASDAQ:BKNG) , Expedia Group, Inc. (NASDAQ:EXPE) , and TripAdvisor, Inc. (NASDAQ:TRIP) , remain well-positioned to benefit from AI-driven booking, according to BTIG analyst Jake Fuller.Fuller discussed AI’s impact on travel wi ...
携程,撞到了“反垄断”枪口上
Xin Lang Cai Jing· 2025-12-18 06:45
Core Viewpoint - The article highlights the growing tension between the Yunnan Homestay Association and the online travel agency (OTA) Ctrip, driven by allegations of monopolistic practices and unfair competition in the industry [2][21][22]. Group 1: Regulatory Actions - The State Administration for Market Regulation released a draft guideline indicating that requiring merchants to maintain "the lowest price online" may constitute abuse of market dominance or monopolistic agreements [2][20]. - Ctrip has been under scrutiny from regulatory bodies, with multiple administrative interviews conducted to address issues such as "choose one from two" practices and price manipulation [11][31][34]. Group 2: Industry Response - The Yunnan Homestay Association initiated a collective action against Ctrip, citing long-standing grievances regarding unfair practices, including unilateral commission increases and unfair trading conditions [5][25]. - The association has engaged a specialized legal team to gather evidence for potential collective complaints and antitrust lawsuits against Ctrip [6][25]. Group 3: Market Dynamics - Ctrip is projected to hold a 56% market share in the hotel and travel market by 2024, with its closest competitor, Tongcheng, at 13%, indicating a significant concentration of market power [8][27]. - The commission rates for merchants on Ctrip typically range from 10% to 15%, but additional hidden costs can push total commission expenses close to 40%, severely impacting profit margins for small operators [9][28][29]. Group 4: Technological Manipulation - Ctrip's "pricing assistant" tool is criticized for undermining merchants' pricing autonomy by automatically adjusting prices based on competitor rates, often without merchant consent [14][35][36]. - The platform's insistence on maintaining "the lowest price online" effectively shifts competitive costs onto merchants, exacerbating their financial strain [17][38]. Group 5: Future Outlook - The article questions whether Ctrip can reconcile its business interests with regulatory compliance and regain trust from merchants and consumers in the coming decade [39][40].
JustFly Partners with Frontier Airlines to Expand Access to Ultra-Low-Cost Flights
Businesswire· 2025-12-16 12:00
MONTREAL--(BUSINESS WIRE)--JustFly, a leading North American online travel agency, today announced a new partnership with Frontier Airlines that gives travelers more affordable flight options and a smoother booking experience. The collaboration connects JustFly directly to Frontier's fares and ancillary products, allowing customers to easily browse, compare, and book ultra-low-cost flights in real time. This partnership marks a key milestone in JustFly's mission to make travel simpler and more. ...
Navan(NAVN) - 2026 Q3 - Earnings Call Presentation
2025-12-15 21:30
Investor Presentation Q3 Fiscal 2026 Safe Harbor Disclaimer This presentation contains "forward-looking statementsˮ within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding Navan's anticipated total revenue, non-GAAP income (loss) from operations, and non-GAAP operating margin for the fiscal quarter and year ending January 31, 2026, the size of Navan's market opportunity, market trends, and the company's business strategy and plans. In s ...
Jim Cramer Notes “Expedia’s the Cheaper Stock” Compared to Booking
Yahoo Finance· 2025-12-13 15:34
Group 1 - Expedia Group, Inc. is considered a cheaper investment option compared to Booking Holdings, trading at just over 15 times next year's earnings versus roughly 20 times for Booking [1] - The company is projected to achieve an 18% earnings growth next year while selling for 13 times next year's earnings, indicating it is undervalued [2] - Jim Cramer recommends sticking with Expedia due to its strong performance in the third quarter and the resilience of consumers [1][2] Group 2 - Expedia operates various travel platforms offering lodging, flights, car rentals, vacation rentals, and package options [2] - Despite the potential of Expedia, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk [2]
Jim Cramer Calls Booking Holdings the “Superior Operator” Compared to Expedia
Yahoo Finance· 2025-12-13 15:34
Core Insights - Booking Holdings Inc. is recognized for its resilience in the travel and leisure sector, with a notable 15% gain from its November low, positioning it as a superior operator compared to competitors like Expedia [1] - The company reported a revenue growth of 16% and a 32% increase in earnings per share, driven by strong room night growth in ex-U.S. markets [2] Company Performance - Booking Holdings derives over 60% of its bookings from direct traffic to its booking.com app or website, allowing for reinvestment in advertising across various channels [2] - The company's strategy focuses on fragmented hotel suppliers in ex-U.S. markets, enabling it to achieve scale where competitors struggle [2] Advertising and Marketing Strategy - The emphasis on generating attractive returns from advertising has been a key driver of Booking Holdings' success, which is expected to continue benefiting shareholders [2]