Sabre CEO Kurt Ekert on GDS Role, AI Threats, and Future Growth
The predicted demise of global distribution systems (GDS) seems overstated, according to Kurt Ekert, CEO and president of Sabre. Speaking at The Phocuswright Conference in Phoenix, Ekert emphasized the enduring relevance of intermediaries in the travel ecosystem.
Using a retail analogy, Ekert explained, “Nike distributes through Amazon because consumers choose the channel they prefer. Similarly, intermediaries will continue to play an important role in travel.”
Addressing the perceived threat of artificial intelligence (AI), Ekert maintained that GDS would remain “the highest-yielding, most efficient conversion channel.” While acknowledging the potential of large tech platforms to capture travel market share, he affirmed the resilience of established channels like OTAs, airlines, and traditional travel agents.
Ekert highlighted Sabre’s positive trajectory, projecting a doubling of earnings between 2023 and 2025. Growth drivers include corporate travel, hotels, and digital payments. He also noted the industry success of SabreMosaic, its cloud-native offer and order system, which he described as a future replacement for legacy passenger service systems (PSS).
Sabre has more production-ready solutions in the market than competitors, Ekert claimed, positioning the company as a leader in modular platform architecture.
Additionally, Ekert discussed Sabre’s recent sale of booking tool GetThere to Serko, reflecting on the company’s strategic focus and challenges in his role.
Despite significant cash burn, Ekert remains optimistic about Sabre’s ability to innovate and adapt, reinforcing its pivotal role in travel distribution and technology.
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