the unbound world

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主题演讲 Keynote: The Unbound World 李超 环球旅讯 CEO Charlie Li, CEO, TravelDaily

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Page 1: The Unbound World

主题演讲 Keynote:

The Unbound World

李超 环球旅讯 CEO

Charlie Li, CEO, TravelDaily

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83 million

outbound travelers

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The Shift of Distribution Landscape

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The Brand Website revenue contributed 20.7% of the

$9 billion total revenue booked and 56 million room nights

Highlights | Fourth Quarter 2012

Revenue by Channel 2012 Q4

4

Source: TravelClick Demand360. Top 50 markets worldwide from participating brands. Revenue in USD.

Direct = Reservations taken directly

on property such as walk-ins,

meetings/groups, direct call in

CRS = Central reservations office

for contact center reservations via

voice, chat or email

Web = Hotel proprietary Web

site or brand Web site

OTA = Online travel agency

such as Expedia, Orbitz,

Priceline

GDS = Global distribution

systems Sabre, Galileo,

Worldspan, Amadeus

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Source: TravelClick Demand360. Top 50 markets worldwide from participating brands. Revenue in USD.

2012 Q4 2011 Q4

Highlights | Fourth Quarter Comparison

OTAs are consolidating their market share in hotel distribution

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At-A-Glance | Global Trends

Note: 2012 Q4 Source: STR Global

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Note: 2012 Q4 7

Shrinking Margin | Major Chinese OTAs

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Note: 2012 Q4 Source: STR Global

Dropping Hotel Performance

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The Changing Distribution Channels

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New Media and New Models

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What Will be the Next?

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What Will be the Next?

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Amazing Growth Rate of WeChat

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100M

300M

200M

400M

438

Days

141

Days

121

Days ?

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The world is full of imagination

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The Unbound World