Sabre Stays Sharp
Its network and efficient scale advantages are intact, despite exaggerated disintermediation fears.
We expect Sabre’s (SABR) global distribution system, or GDS, share to increase slightly over the next several years, aided by expansion into new markets, the 2015 acquisition of Asia-Pacific GDS company Abacus, and a growing presence in technology solutions for agents.
Among the top three operators, we see the company’s share of GDS bookings reaching 35.4% over the next few years, up from 35.1% in 2016. We expect Sabre’s technology share of passenger boardings to rise to 23.5% in 2026 from 21.4% in 2016.
Dan Wasiolek does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.