we process 300 billion flight prices each month...
TRANSCRIPT
![Page 1: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/1.jpg)
![Page 2: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/2.jpg)
We process 300 billion flight prices each month to create advice & forecast.
Hopper creates trust from data
![Page 3: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/3.jpg)
90% of our ticket sales are triggered from push notifications. We send 275 million per year.
Hopper is a conversation
![Page 4: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/4.jpg)
14M+Downloads to
date
24M+Trips planned
in our apps
$1M Sold per day in 126 countries
#1 Mobile Flight App in North America
![Page 5: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/5.jpg)
September 2016430K active trips worth 250M in booking value
![Page 6: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/6.jpg)
January 2016881k active trips worth 450M in booking value
![Page 7: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/7.jpg)
May 20161.9M active trips worth 1B in booking value
![Page 8: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/8.jpg)
October 2016October 20162.8M active trips worth 1.5B in booking value
![Page 9: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/9.jpg)
In its first 18 months Hopper app was used to track 1.5% of all global air
7.4BHopper Booking Value
500BGlobal Air
![Page 10: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/10.jpg)
The Big Data BunnyHopper is the largest archive of airfare on earth
0
200
400
600
800
1000
1200
2013 Q1 2013 Q3 2014 Q1 2014 Q3 2015 Q1 2015 Q3 2016 Q1 2016 Q3 2017 Q1
Average Quarterly Intake of Trips (Billions)
![Page 11: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/11.jpg)
![Page 12: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/12.jpg)
The Big Data BunnyHopper is the largest archive of airfare on earth
0
200
400
600
800
1000
1200
2013 Q1 2013 Q3 2014 Q1 2014 Q3 2015 Q1 2015 Q3 2016 Q1 2016 Q3 2017 Q1
Average Quarterly Intake of Trips (Billions)
![Page 13: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/13.jpg)
Powered by TravelportTravelport streaming has grown to 80% of our inbound data
0
200
400
600
800
1000
1200
2013 Q1 2013 Q3 2014 Q1 2014 Q3 2015 Q1 2015 Q3 2016 Q1 2016 Q3 2017 Q1
All Others TravelportAverage Quarterly Intake of Trips (Billions)
![Page 14: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/14.jpg)
How disruptive can this be?
![Page 15: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/15.jpg)
$2.5B AIR GBV
8.2M SEGMENTS
2Y PLAN
![Page 16: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/16.jpg)
Mobile is eating the world4bn people buying every 2 years instead of 1.6bn every 5 years
Quarterly unit shipments (m)
50
100
150
200
250
300
iOS + Android
95 97 99 01 03 05 07 09 11 13
PCs
0
Source a16z
![Page 17: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/17.jpg)
Mobile is eating our timeThis year we will spend 3x more time on mobile than desktop
Global Internet Consumption (minutes per day)
0
30
60
90
120
2014 2015 2016 2017E 2018E
46
63
86
100
113
![Page 18: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/18.jpg)
$68B2016 Gross Bookings
$72B
![Page 19: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/19.jpg)
$30B AIR GBV
98M SEGMENTS
GLOBAL MOBILE OTA
![Page 20: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/20.jpg)
Nobody really likes the mobile web87% of smartphone time is now spend in apps
![Page 21: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/21.jpg)
Mobile is now our primary digital toolAcross the globe between 70% and 90% of online minutes are on mobile
Share of Platform Time by Age
![Page 22: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/22.jpg)
$60B AIR GBV
200M SEGMENTS
WINNER TAKES ALL
![Page 23: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/23.jpg)
![Page 24: We process 300 billion flight prices each month tofilecache.investorroom.com/mr5ir_travelport/386/download...Mobile is eating the world 4bn people buying every 2 years instead of](https://reader034.vdocuments.us/reader034/viewer/2022042219/5ec5740275aebe15262d4005/html5/thumbnails/24.jpg)