US インターネット企業の決算書「競合」欄メモ-Priceline Group-

Priceline Group

時価総額:$64B
売上$9.2B
営利$3.3B

宿泊施設、レンタカー、クルーズやその他旅行サービスの予約を行うサービス。
Open Table
旅行保険(GDS)

Commissions earned from facilitating reservations of accommodations, rental cars, cruises and other travel services
• Transaction gross profit and customer processing fees from our accommodation, rental car, airline ticket and vacation package reservation services
• Beginning on May 21, 2013, advertising revenues primarily earned by KAYAK from sending referrals to OTCs and travel service providers, as well as from advertising placements on KAYAK’s websites and mobile apps
• Beginning on July 24, 2014, revenues recognized by OpenTable, which consist of reservation revenues (reservation fees paid by restaurants for diners seated through OpenTable’s online reservation service), subscription fees for restaurant reservation management services and other revenues.
• Damage excess waiver fees, travel insurance fees and global distribution system (“GDS”) reservation booking fees, in each case related to certain of
our travel services.

競合

①オンライン旅行予約サービス
Expedia, Hotels.com, Hotwire, Orbitz, Travelocity, Wotif, Cheaptickets, ebookers, HotelClub, RatesToGo, CarRentals.com and Venere, which are owned by Expedia; laterooms, which is owned by Tui Travel; Hotel Reservation Service (HRS) and hotel.de,
which are owned by Hotel Reservation Service; and AutoEurope, Car Trawler, Ctrip (in which we hold a minority interest), eLong (in which Ctrip has acquired a significant minority ownership interest), MakeMyTrip, Webjet, Rakuten, Jalan, Hotel Urbano (in which we hold a minority interest), ViajaNet,Submarino Viagens, Despegar/Decolar, 17u.com, HotelTonight, Bookit.com, CheapOair, Mr. and Mrs. Smith and eDreams ODIGEO;
②宿泊施設検索・予約サービス
Airbnb and HomeAway (which is owned by Expedia), currently focused on vacation
rental properties and other non-hotel accommodations, including individually owned properties
③検索エンジン・SNS・マーケットプレイス型のサービス
Google, Facebook, Alibaba and Groupon
④伝統的な旅行会社
Carlson Wagonlit, American Express, Thomas Cook and Tui Travel, as well as thousands of individual travel agencies around the world
⑤旅行サービス提供者
accommodation providers, rental car companies and airlines, many of which have their own branded websites to which they drive business, including joint efforts by travel service providers such as Room Key, an online hotel reservation service owned by several major hotel companies
⑥宿泊料金比較サービス
TripAdvisor, trivago (in which Expedia holds a majority ownership interest), Qunar (which is controlled by Ctrip), Skyscanner, HotelsCombined and Traveloka
⑦レストラン予約サービス
TripAdvisor’s LaFourchette, Yelp’s SeatMe, Zomato, Bookatable (which is owned by Michelin) and Quandoo (which is owned by Recruit)
⑧レンタカー・ライドシェアリングなど効果的な移動手段を提供するサービス
Uber, Lyft, Gett, Zipcar(which is owned by Avis), BlaBlaCar, Didi Kuaidi and Ola.

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