Latest news with #SABR
Yahoo
2 days ago
- Business
- Yahoo
Sabre Enhances SynXis Concierge.AI with Advanced AI for Hotel Bookings
Sabre Corporation (NASDAQ:SABR) is one of the best small cap tech stocks with biggest upside potential. On June 16, Sabre Hospitality announced advancements to its SynXis which integrates advanced AI capabilities into the SynXis Booking Engine. The enhancement aims to improve the guest experience while driving conversions through immediate, intelligent responses across various communication channels, such as hotel websites, emails, social media platforms, and voice interactions. The SynXis operates from a unified inbox and offers powerful insights that help boost conversions, increase website engagement, and streamline hotel operations. Early adopter testing of the new SynXis functionality within the SynXis Booking Engine began in June, with self-service capabilities via the Community Portal becoming available to customers in July. Hotels can configure the solution at the chain, brand, or individual property level to ensure consistency and control. An international traveler consulting the company's app on their smartphone, illustrating their successful online marketplace. The updated SynXis offers several key features, such as the 'Booking Agent,' which is an AI-powered chatbot embedded directly into the SynXis Booking Engine. The chatbot can communicate in 50+ languages and delivers personalized responses, which can reduce booking abandonment rates and secure direct bookings that might otherwise be lost to online travel agencies (OTAs). Sabre Corporation (NASDAQ:SABR) is a software and technology company for the travel industry internationally. It operates in two segments: Travel Solutions and Hospitality Solutions. While we acknowledge the potential of SABR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
11-06-2025
- Business
- Yahoo
SABR Q1 Earnings Call: Hospitality Sale and New Agency Deals Shape 2025 Outlook
Travel technology company Sabre (NASDAQ:SABR) missed Wall Street's revenue expectations in Q1 CY2025, with sales flat year on year at $776.6 million. Next quarter's revenue guidance of $786.4 million underwhelmed, coming in 1.8% below analysts' estimates. Its non-GAAP loss of $0 per share was in line with analysts' consensus estimates. Is now the time to buy SABR? Find out in our full research report (it's free). Revenue: $776.6 million vs analyst estimates of $794.6 million (flat year on year, 2.3% miss) Adjusted EPS: $0 vs analyst estimates of $0.01 (in line) Revenue Guidance for Q2 CY2025 is $786.4 million at the midpoint, below analyst estimates of $801 million EBITDA guidance for the full year is $630 million at the midpoint, below analyst estimates of $673 million Market Capitalization: $1.15 billion Sabre's first quarter results were shaped by broad-based softness in air travel bookings, with leadership citing particular weakness in inbound U.S. travel from Europe and Canada, as well as a notable decline in U.S. Government and Military activity. CEO Kurt Ekert explained, 'The most acute softness was in two specific areas: inbound travel to the United States from certain European markets and from Canada, and group bookings out of North Asia.' Despite these challenges, the company pointed to year-on-year growth in its hotel B2B distribution and digital payments businesses as key contributors to overall stability during the quarter. Looking ahead, Sabre's guidance reflects expectations for accelerating air and hotel B2B distribution bookings growth, underpinned by the ramp-up of new agency agreements and product innovation. CFO Mike Randolfi stated, 'We see outperformance in certain elements of our business: more content coming on our platform, continued payments growth, and a more profitable customer mix.' While management reaffirmed its full-year outlook for double-digit distribution bookings growth, they acknowledged that execution risk remains around the timing of large agency implementations, and that industry-wide air travel demand will depend on macro trends and airline capacity decisions. Management attributed the quarter's results to both macroeconomic pressures and operational changes, while emphasizing the strategic impact of the Hospitality Solutions business sale and new contract wins. Hospitality Solutions divestiture: Sabre agreed to sell its Hospitality Solutions business for $1.1 billion, with proceeds earmarked primarily for debt reduction. This move is intended to sharpen the company's focus on its core airline IT and travel marketplace activities, and management expects a significant improvement in Sabre's credit profile as a result. Bookings softness by region: The company reported that air distribution bookings were most affected by weaker inbound travel to the U.S. from Europe and Canada, reduced group bookings in North Asia, and a 30% drop in U.S. Military and Government travel. Management noted the softness spanned both corporate and leisure segments. Hotel B2B and digital payments growth: Sabre's hotel B2B distribution business achieved 7% bookings growth and an 11% increase in gross booking value, while gross spending in digital payments grew 30% year-on-year. These segments were highlighted as high-yield, low-cost channels with strong customer adoption. Technology and AI partnerships: The partnership with Google continues to enable the rapid deployment of AI-powered solutions, supporting Sabre's multi-source content aggregation and airline IT platforms. The company now has 38 live NDC airline integrations, broadening its reach and improving booking content. Cost management and margin dynamics: Adjusted EBITDA margin improved year over year, with management citing technology transformation savings and disciplined SG&A (selling, general, and administrative expenses). However, upfront costs associated with new agency business and lower IT Solutions revenue created temporary gross margin pressure, which is expected to abate as volumes ramp up later in the year. Sabre's outlook for the remainder of 2025 is driven by the ramp-up of new agency contracts, ongoing product investments, and industry capacity trends. Agency contract implementations: Management expects the majority of air distribution bookings growth to come from the implementation of several large agency contracts signed in 2024. These are anticipated to drive a significant step-up in bookings, particularly in the second half of the year, though the timing of full ramp remains a key execution risk. Expansion of content aggregation: The company's multi-source platform, which integrates content from NDC (New Distribution Capability), low-cost carriers, and traditional sources, is expected to increase Sabre's addressable market and boost customer adoption. Continued innovation in this area is seen as critical to both revenue and margin growth. Industry headwinds and capacity: Management noted that overall GDS (Global Distribution System) market growth expectations have been revised downward, largely due to global travel and airline capacity adjustments. While Sabre's transaction-based revenue model provides some insulation, broader macroeconomic weakness and slower capacity growth could impact the pace of bookings recovery. In the coming quarters, the StockStory team will watch (1) the pace and success of large agency contract implementations, (2) the company's ability to sustain hotel B2B and digital payments segment growth, and (3) how quickly leverage declines following the Hospitality Solutions sale. Additional focus will be placed on any margin improvements tied to operational efficiency and ongoing technology investments. Sabre currently trades at a forward P/E ratio of 16.1×. In the wake of earnings, is it a buy or sell? The answer lies in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. 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Yahoo
02-06-2025
- Business
- Yahoo
1 Russell 2000 Stock with Impressive Fundamentals and 2 to Approach with Caution
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses. The high-risk, high-reward nature of the Russell 2000 makes stock selection critical, and we're here to guide you toward the right ones. Keeping that in mind, here is one Russell 2000 stock that could be a breakout winner and two best left off your watchlist. Market Cap: $977.3 million Originally a division of American Airlines, Sabre (NASDAQ:SABR) is a technology provider for the global travel and tourism industry. Why Do We Pass on SABR? Number of central reservation system transactions has disappointed over the past two years, indicating weak demand for its offerings Lacking free cash flow generation means it has few chances to reinvest for growth, repurchase shares, or distribute capital Limited cash reserves may force the company to seek unfavorable financing terms that could dilute shareholders At $2.52 per share, Sabre trades at 13.6x forward P/E. Read our free research report to see why you should think twice about including SABR in your portfolio, it's free. Market Cap: $1.94 billion Known for constructing the Philadelphia Eagles' Stadium, Tutor Perini (NYSE:TPC) is a civil and building construction company offering diversified general contracting and design-build services. Why Are We Wary of TPC? Flat sales over the last five years suggest it must find different ways to grow during this cycle Gross margin of 6.1% is below its competitors, leaving less money to invest in areas like marketing and R&D Diminishing returns on capital from an already low starting point show that neither management's prior nor current bets are going as planned Tutor Perini is trading at $38.40 per share, or 17.7x forward P/E. Check out our free in-depth research report to learn more about why TPC doesn't pass our bar. Market Cap: $4.35 billion With Amazon founder Jeff Bezos as an early investor, Remitly (NASDAQ:RELY) is an online platform that enables consumers to safely and quickly send money globally. Why Is RELY a Good Business? Active Customers have increased by an average of 37.3% annually, giving it the potential for margin-accretive growth if it can develop valuable complementary products and features Additional sales over the last three years increased its profitability as the 74% annual growth in its earnings per share outpaced its revenue Free cash flow margin increased by 35.6 percentage points over the last few years, giving the company more capital to invest or return to shareholders Remitly's stock price of $21.36 implies a valuation ratio of 21.5x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Medscape
15-05-2025
- Health
- Medscape
Can Adding Radium-223 to RT Boost Prostate Cancer Outcomes?
Adding radium-223 dichloride (Ra223) to metastasis-directed stereotactic ablative radiotherapy (SABR) did not improve progression-free survival compared with SABR alone in men with bone-only oligometastatic castration-sensitive prostate cancer, according to a phase 2 trial. However, the authors identified two potential prognostic biomarkers — high-risk DNA mutations and T-cell receptor repertoire diversity — to predict progression-free survival outcomes in patients receiving SABR. METHODOLOGY: Metastasis-directed SABR has demonstrated benefit in oligometastatic castration-sensitive prostate cancer, but disease progression often occurs in bone. To assess whether adding Ra223 to SABR would delay disease progression, researchers conducted the multicenter phase 2 RAVENS trial involving 64 men with recurrent oligometastatic castration-sensitive prostate cancer, at least three bone metastases on conventional imaging, and/or at least five bone metastases on molecular imaging. Patients were randomly assigned to receive either SABR alone (n = 33) or SABR combined with Ra223 (n = 31). Ra223 was administered intravenously at a dose of 55 kBq/kg every 4 weeks for six cycles. The primary endpoint was progression-free survival, and the secondary endpoints included androgen deprivation therapy–free survival and metastasis-free survival. The median follow-up duration was 18.7 months. A total of 27 (87%) patients in the Ra223 arm received all six planned cycles of Ra223, and four patients discontinued Ra223 because of disease progression. TAKEAWAY: Median progression-free survival was 11.8 months with SABR and 10.5 months with Ra223 plus SABR (adjusted hazard ratio [aHR], 1.42), but the difference was not statistically significant ( P = .24). = .24). Similarly, metastasis-free survival and androgen deprivation therapy–free survival between the two groups were not significantly different (aHR, 1.09; P = .84, and aHR, 1.53; P = .30, respectively). = .84, and aHR, 1.53; = .30, respectively). Among those who underwent prostate biopsy, six patients with high-risk mutations in ATM , BRCA1/2 , RB1 , or TP53 had worse progression-free survival (HR, 5.95; P = .003) and metastasis-free survival (HR, 13.1; P = .0026). Greater T-cell receptor diversity was associated with improved progression-free survival, independent of the treatment (aHR, 0.45; P = .04). , , , or had worse progression-free survival (HR, 5.95; = .003) and metastasis-free survival (HR, 13.1; = .0026). Greater T-cell receptor diversity was associated with improved progression-free survival, independent of the treatment (aHR, 0.45; = .04). Grade 3 treatment-related adverse events occurred in 11% of patients: 6% in the SABR group and 17% in the Ra223 group; lymphopenia was the most common grade 3 event in both groups (3% in the SABR arm and 13% in the Ra223 arm). IN PRACTICE: 'RAVENS demonstrates, for the first time, that addition of Ra223 to [metastasis-directed] SABR in a castration-sensitive, low-volume bone metastatic state does not delay progression of disease,' the authors wrote. The study also provides evidence for high-risk mutational signature and T-cell receptor repertoire diversity as prognostic biomarkers in oligometastatic castration-sensitive prostate cancer treated with metastasis-directed SABR, they added. SOURCE: The study, led by Jarey H. Wang, MD, PhD, Johns Hopkins University School of Medicine, Baltimore, was published online in the Journal of Clinical Oncology . LIMITATIONS: The study was open-label and conducted during the COVID-19 pandemic, which may have introduced assessment biases associated with telemedicine encounters. Additionally, the trial was conducted before molecular imaging became routinely used to corroborate disease burden detected on conventional imaging, and molecular imaging was not mandated in the trial. DISCLOSURES: The study received funding support through grants from Bayer HealthCare, an anonymous donor, the Movember Foundation – Distinguished Gentleman's Ride, Prostate Cancer Foundation, the National Institutes of Health/National Cancer Institute, and the Department of Defense. Several authors reported receiving research funding or having other ties with various sources.
Yahoo
08-05-2025
- Business
- Yahoo
Sabre Corp (SABR) Q1 2025 Earnings Call Highlights: Strategic Moves and Growth Prospects Amidst ...
The sale of the hospitality solutions business will result in the removal of approximately $70 million in adjusted EBITDA for the full year 2025. Gross margin decreased 190 basis points in the first quarter versus the prior year, partly due to upfront costs associated with new agency business. Revenue in the first quarter was roughly flat year-on-year, with IT Solutions revenue lower by $8 million due to prior demigrations. The company adjusted its assumption for full-year 2025 GDS industry growth from flat to nominal to down 1% to 2%, reflecting recent airline traffic softness. First quarter 2025 air distribution bookings were down 3% year-on-year, impacted by lower group bookings in the APAC region and a pullback in US government and military travel. Sabre Corp ( NASDAQ:SABR ) has a strong pipeline of new business, including recent wins with major airlines and travel management companies, which are expected to contribute to growth in the coming quarters. The company is making significant progress in its strategic priorities, including multi-source content aggregation and distribution expansion, which are expected to drive future growth. Sabre Corp ( NASDAQ:SABR ) is experiencing strong momentum in its payments business, with a 30% year-on-year increase in gross spending in the first quarter. The company reaffirmed its expectations for double-digit distribution bookings growth for the full year 2025, despite a challenging macro environment. Sabre Corp ( NASDAQ:SABR ) announced the sale of its hospitality solutions business for $1.1 billion, which will be used primarily to pay down debt, improving the company's leverage by nearly a full turn. For the complete transcript of the earnings call, please refer to the full earnings call transcript . Story Continues Q & A Highlights Q: Can you expound on the macro environment and the impact of the hospitality solutions sale on refinancing? A: Kurt Ekert, President and CEO, explained that Sabre expects a 1% to 2% decline in GDS market growth due to macroeconomic factors. However, Sabre's revenue model, based on transaction volume rather than pricing, should mitigate the impact. The sale of hospitality solutions is seen as a credit-enhancing event, improving net debt to EBITDA by one turn and reducing interest expenses by $65 million, which should facilitate more efficient refinancing in the future. Q: How do you see fuel costs affecting airline pricing and volume? A: Mike Randolfi, CFO, noted that passenger traffic aligns with capacity, and airlines typically adjust pricing to fill capacity. Lower fuel costs might lead to lower fares, but airlines will likely maintain load factors, resulting in stable bookings for Sabre. Q: How quickly can you use the cash proceeds from the hospitality sale to pay down debt, and what is the free cash flow conversion of the hospitality segment? A: Mike Randolfi stated that debt paydown will occur within five days of receiving proceeds. The free cash flow expectation remains greater than $200 million for the year, with the hospitality segment's contribution being offset by interest savings and lower CapEx. Q: Can you provide more color on Q1 performance and expectations for Q2? A: Mike Randolfi highlighted that Q1 softness was broad, affecting corporate and leisure travel globally, with specific weakness in inbound travel to the U.S. and group bookings from North Asia. Improvements are expected in Q2, particularly in APAC group bookings. Q: What is the outlook for SabreMosaic wins and their impact on growth? A: Kurt Ekert mentioned that SabreMosaic is gaining traction, with several full-stack and offer component wins. The pipeline is strong, and the company is optimistic about medium to long-term growth prospects in the Airline IT business. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
