After much shareholder pressure to deliver, Yelp was ready for its moment in the sun after reporting earnings that easily topped Wall Street's estimates.
Fickle investors, meaning those without a long-range view, didn't necessarily appreciate the breadth of the TripAdvisor platform in the past. The company isn't the biggest player out there, but its strong positions in tours and activities, as well as restaurants, is injecting momentum.
When Facebook enabled airlines and hotels to build booking functionality into their Facebook pages years ago, it was a total bust. But Instagram and Whatsapp seem to have an engagement level that was missing last time around, making these e-commerce moves appear to be a lot more feasible.
Amazon to the rescue? That is narrative you don't often hear associated with Jeff Bezos' company. But advertising is collectively one of travel's largest expenses and few can break free of the Facebook and Google duopoly. Amazon might just be able to succeed where many others have failed.
Booking.com has been making strides in the U.S. market for several years, but the challenges are formidable. Expedia is outspending Booking.com on U.S. TV, and then there is Airbnb to throw into the equation.
Amazon's influence over travelers is likely to grow, and travel companies need to pay careful attention. Our limited edition e-book evaluates lessons, threats, and opportunities that Amazon presents for the travel industry.
Travel comparison advertising, which typically operates in an opaque marketplace, is all too often inefficient for travel publishers and advertisers. Bringing real-time, transparent bidding into the fold can help solve for this.