Group 1 - The shift from traditional user inputs to agentic AI in travel planning is significant, enhancing personalization by providing context-aware recommendations [2][4] - Natural language chat AI agents are more effective in understanding user needs and preferences, allowing for a more tailored travel experience [3][4] - The collaboration between Amadeus, Microsoft, and Accenture has led to the development of a trip planning agent that utilizes conversational interfaces for business travel bookings [7] Group 2 - The implementation of agentic AI aims to autonomously make decisions and adapt to changing environments, posing both opportunities and threats to traditional travel intermediaries [8][10] - AI agents are expected to interact with travel suppliers' AI systems, allowing for comprehensive data access and improved customer service [11][12] - The ultimate goal of these AI agents is to negotiate and present the best travel options, focusing on achieving the best price for consumers [12]

The collaboration will enable Riyadh Air to utilize Sabre's advanced technology solutions, including its multi- source approach to content distribution, which seamlessly integrates both New Distribution Capabilities (NDC) and traditional content to advance its retailing and distribution strategy. This partnership enables Riyadh Air to deliver dynamic, personalized travel offers, reaching a global network of travel agents, corporate buyers, and customers. By tapping into Sabre's extensive global marketplace, ...

Core Viewpoint - Sabre Corporation reported a break-even bottom line for Q1 2025, missing the earnings estimate of 1 cent per share, compared to a loss of 2 cents per share in the same quarter last year [1] Financial Performance - Sabre's revenues for Q1 2025 were $776.62 million, which was 1.77% below the Zacks Consensus Estimate and represented a 0.8% decline year over year [1] - The adjusted EBITDA for Q1 2025 was $149.6 million, an improvement from $142 million in the previous year, with an adjusted EBITDA margin of 19.3%, up 110 basis points year over year [6] Segment Performance - Travel Solutions segment revenues decreased by 2% year over year to $702.13 million, primarily due to lower air bookings and the impact of previously demigrated carriers [2] - Distribution revenues, a sub-division of Travel Solutions, fell by 0.5% to $569 million, affected by lower air bookings but partially offset by increased average booking fees and hotel distribution bookings [3] - IT Solutions revenues were $133 million, down 6% year over year, attributed to customer demigrations [4] - Hospitality Solutions segment revenues increased to $85.2 million from $78.8 million in the prior year, driven by positive customer deployments and CRS transaction growth [5] Cash Flow and Balance Sheet - At the end of Q1 2025, Sabre had cash, cash equivalents, and restricted cash of $672 million, down from $745.5 million in the previous quarter [6] - Cash used in operating activities was $81 million, resulting in a negative free cash flow of $98 million during the quarter [7] Guidance - For 2025, Sabre expects revenue growth in the high single digits, with the Zacks Consensus Estimate for revenues at $3.23 billion, indicating a year-over-year growth of 6.57% [8] - Adjusted EBITDA is forecasted to be approximately $630 million for 2025, with expectations of generating over $200 million in cash flow throughout the year [8] - For Q2 2025, Sabre anticipates revenue growth in flat to low single digits and an adjusted EBITDA of $140 million [9]

Core Insights - Sabre Corporation has appointed Jennifer Catto as Executive Vice President and Chief Marketing Officer to lead its global marketing strategy and brand development [1][2][5] - Jennifer Catto brings over 25 years of experience in brand transformation and integrated marketing from her previous roles at various companies [2][4] - The appointment reflects Sabre's commitment to innovation and enhancing customer engagement as it aims to become the premier technology platform in travel [5] Company Overview - Sabre Corporation is a leading global travel technology company that addresses complex challenges in the travel industry, serving customers in over 160 countries [6] - The company focuses on harnessing speed, scale, and insights to empower airlines, hoteliers, and travel agencies [6] Leadership Vision - Jennifer Catto emphasizes the importance of a brand as a promise to the market and aims to shape Sabre's brand to reflect its transformation and innovation [3][5] - The leadership believes that Catto's unique blend of creativity and operational focus will enhance Sabre's brand and deepen customer engagement [5]

Core Insights - Sabre reported revenue of $776.62 million for the quarter ended March 2025, reflecting a decrease of 0.8% year-over-year and a revenue surprise of -1.77% compared to the Zacks Consensus Estimate of $790.57 million [1] - The company's EPS was $0.00, an improvement from -$0.02 in the same quarter last year, but fell short of the consensus estimate of $0.01, resulting in an EPS surprise of -100.00% [1] Financial Performance Metrics - Travel Solutions - Air Bookings were reported at 82.44 million, below the average estimate of 85.29 million [4] - Travel Solutions - Lodging, Ground and Sea Bookings reached 13.92 million, slightly above the average estimate of 13.73 million [4] - Hospitality Solutions - Central Reservations System Transactions totaled 30.77 million, in line with the average estimate of 30.75 million [4] - Total Travel Solutions Bookings were 96.36 million, below the average estimate of 99.02 million [4] - Passengers Boarded in Travel Solutions were 165.83 million, slightly below the estimate of 167 million [4] - Revenue from Hospitality Solutions was $85.21 million, exceeding the average estimate of $83.39 million, representing an 8.1% increase year-over-year [4] - Revenue from Travel Solutions was $702.13 million, below the average estimate of $718.39 million, reflecting a year-over-year decline of 1.6% [4] - IT Solutions Revenue within Travel Solutions was $133.01 million, below the estimate of $140 million, marking a 5.9% decrease year-over-year [4] - Distribution Revenue in Travel Solutions was $569.12 million, below the average estimate of $578.40 million, with a year-over-year change of -0.6% [4] Stock Performance - Sabre's shares have returned +25.6% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

SOUTHLAKE, Texas, May 7, 2025 /PRNewswire/ -- Sabre Corporation ("Sabre") (NASDAQ: SABR) today announced financial results for the quarter ended March 31, 2025. Sabre has posted its first quarter 2025 earnings release and earnings presentation to its Investor Relations webpage at investors.sabre.com/financial-information/quarterly results. The earnings release is also available on the Securities and Exchange Commission's website at www.sec.gov.As previously announced, Sabre will host a live webcast of its f ...

Core Insights - Sabre Corporation has integrated Air France and KLM's New Distribution Capability (NDC) content into its travel marketplace, enhancing travel agencies' access to exclusive fares and richer travel options [1][2][3] Group 1: NDC Integration - The integration of NDC content allows airlines to create personalized offers beyond traditional fare structures, providing richer content and competitive pricing in the indirect channel [2][4] - Travel agencies connected to Sabre can access this content seamlessly through various tools, including Sabre's Offer and Order APIs and Sabre Red 360 [2][3] Group 2: Benefits for Travel Agencies - Travel agencies benefit from improved fares, continuous pricing, exclusive promotions, and innovative offers, enhancing their ability to provide superior choices to travelers [3][4] - The multi-source content approach simplifies the comparison and booking process across different airline retail models, allowing agencies to manage a broader range of offers efficiently [3][4] Group 3: Sabre's Vision and Investment - Sabre's ongoing investment in expanding NDC capabilities aims to support the entire travel ecosystem, ensuring agencies can shop, compare, and book offers in a single workflow [4] - The collaboration with Air France and KLM reinforces Sabre's vision of a marketplace where airlines can distribute personalized offers at scale while agencies deliver value to travelers [4]

SOUTHLAKE, Texas and MEXICO CITY, May 5, 2025 /PRNewswire/ -- Sabre Corporation (NASDAQ: SABR), a leading global travel technology company, today announced a new agreement with Aeromexico, the Mexico based global airline, to further enhance its retailing capabilities through SabreMosaic™. As part of this partnership, Aeromexico will deploy SabreMosaic Air Price IQTM and SabreMosaic Ancillary IQTM solutions to enhance personalization and maximize revenue. During a successful 14-year partnership, Aeromexico h ...

SOUTHLAKE, Texas, April 30, 2025 /PRNewswire/ -- Sabre Corporation (NASDAQ: SABR), a leading global travel technology company, today announced a multi-year partnership with Gray Dawes Group, one of the industry's largest independent travel management companies (TMCs). Under this partnership, Gray Dawes has selected Sabre as its sole global distribution platform partner.Gray Dawes will partner with Sabre to accelerate its next phase of growth, prioritizing investments in innovation to better serve clients wo ...

Sabre's multi-source content platform now includes Iberia's NDC offers, providing agencies with enriched content and travelers with personalized options SOUTHLAKE, Texas, and MADRID, April 29, 2025 /PRNewswire/ -- Sabre Corporation (NASDAQ: SABR), a leading global travel technology company, today activated Iberia's New Distribution Capability (NDC) content in its global distribution system (GDS). Sabre and Iberia reinforce their shared commitment to boost travel retailing through NDC, providing Sabre-connec ...