After 13 years in business, Traveloka isn’t just growing, it’s doubling down. On Southeast Asia. On relevance. On being the travel app that knows the region better than anyone else.
An activist investor might be just what Tripadvisor needs now that its corporate structure has changed. Analysts have plenty of ideas on what that investor might advocate for, although so far Starboard Value hasn't publicly discussed a game plan.
There has already been a backlash against the DMA in Europe. It's really hard to see how giving the gatekeepers more of a voice in how they are regulated would be feasible without gutting the DMA's intent.
Agoda’s playbook is clear: move fast, stay cheap, and think local. They’re not betting on the next big trend. They’re betting on knowing what their customers and partners want, before anyone else.
Ixigo's focus on the next billion users in India, along with diversification and bet on profitable acquisitions has driven it to profitability in an already lucrative Indian market.