Khosrowshahi's financial acumen will be crucial to Uber's turnaround, especially after just giving Uber an 18- to 26-month window to go public. The first step is to find a way to become profitable.
Public companies rarely take on projects where the benefits may not appear for years to come. So kudos to Trivago for risking that with its marketing tools for hotels. That said, the effort is still a risk.
We are not expecting Armageddon as the Expedia-Hyatt talks come down to the wire. Hyatt wants a fair deal, and Expedia stands to gain if it can retain the broadest depth of hotel content possible. The devil will be in the details but we expect champagne glasses to be raised this week.
Trivago is bold to take on the giants Booking.com and Expedia Inc. by debuting hotel data services, too. But its rate-shopping tool is better designed and possibly more powerful than what its rivals offer. Game on.
Both the Global Business Travel Association Convention 2017 and United's second quarter earnings this week should give us a better handle on how corporate travel demand is faring in the Age of Trump and political uncertainties around the globe.
Will TripAdvisor be able to break through as it starts its TV campaigns around the world? Trivago has a big advantage. At this juncture in its life, Trivago is focused on gaining share while profit concerns take a back seat.
TripAdvisor has potential to become more than a hotel booking engine, but it needs to get hotels humming and profitable to give management additional runway to fulfill that vision.
Trivago is about 12 years old but has the attitude of a startup because the company's managing directors believe this is still the beginning of the beginning of Trivago's growth. Reduce advertising to focus on profitability? Forget about it — there are too many markets to conquer.
Trivago is hotel-only and is focused on growing its own brand without the headaches of trying to figure out what to do with an additional brand. Trivago isn't talking about it, but would gladly leave it to Kayak to try to determine what to do with multiple brands such as Momondo and Cheapflights.