Competition certainly played a role in the Expedia-Hopper split. Which company suffered the greatest? The larger company, Expedia, had more resources to absorb a hit.
Few believed Hopper's statement in July that losing the Expedia partnership would have no impact. Now we know that Hopper began working on hotel deals to make itself whole and expand.
As with lots of cash and stock deals, the ultimate outcome will depend on Upgrade's eventual exit, and how that turns out. On the face of it, though, this deal looks underwhelming for Uplift.
Expedia ended its supplier relationship with Hopper over a variety of business practices it finds abhorrent. Was there a competitive motive involved, as well? Yup.
Save Now, Buy Later may contribute more to traveler well-being than having to worry about the bills later from a trip that you really couldn't afford. Anyway, it's a novel way in travel to market vacations.