Ndalama zotsatsa zapaintaneti zidapitilira kukwera m'gawo lachiwiri, ngakhale pali zizindikiro kuti kusiyanasiyana kwa ndalama kumawonedwa mozama.
Kugulitsa ndi kutsatsa zomwe amakonda Airbnb, Booking Holdings, Expedia Group ndi Trip.com Gulu zidakwera chaka ndi chaka mgawo lachiwiri. Ndalama zambiri zotsatsa, zokwana $ 4.6 biliyoni mu Q2 poyerekeza ndi $ 4.2 biliyoni pachaka, zimakhala ngati muyeso wampikisano wowopsa pamsika komanso kutalika kwa mabungwe oyenda pa intaneti akupitilira kukankhira ogula kuti alowe pamwamba.
Airbnb inagwiritsa ntchito $ 573 miliyoni pa malonda ndi malonda, zomwe zikuyimira pafupifupi 21% ya ndalama ndi kukwera kuchokera ku $ 486 miliyoni m'gawo lachiwiri la 2023. Pa nthawi yake yopeza malipiro a kotala, mkulu wa zachuma Ellie Mertz analankhula za kuwonjezeka kwa malonda a ntchito ndipo anati kampaniyo ikusunga "zochita bwino kwambiri."
Pulatifomu ya malo ogona yanenanso kuti ikuyembekeza kuwonjezeka kwa ndalama zogulitsira malonda kuti ipitirire kuwonjezeka kwa ndalama mu Q3 pamene ikuwoneka kuti ikukula ku mayiko atsopano, kuphatikizapo Colombia, Peru, Argentina ndi Chile.
Booking Holdings, panthawiyi, inanena kuti ndalama zonse zamalonda zimagulitsidwa mu Q2 za $ 1.9 biliyoni, kukwera pang'ono pachaka kuchokera pa $ 1.8 biliyoni ndikuyimira 32% ya ndalama. Purezidenti ndi CEO Glenn Fogel adawunikira njira yake yotsatsira pa TV ngati gawo limodzi lomwe kampani ikuwonjezera ndalama.
Fogel adakhudzanso kuchuluka kwa omwe akuyenda ndipo adati apaulendo obwereza akukula mwachangu pakusungitsa.
"Ponena za kasungidwe kachindunji, ndife okondwa kuwona kuti njira yosungitsira mwachindunji ikupitilira kukula mwachangu kuposa usiku womwe umapezeka kudzera munjira zolipira," adatero.
Ku Expedia Group, ndalama zogulitsira malonda zawonjezeka 14% mpaka $ 1.8 biliyoni m'gawo lachiwiri, zomwe zikuyimira kumpoto kwa 50% ya ndalama za kampani, kuchokera ku 47% mu Q2 2023. Mkulu wa zachuma Julie Whalen anafotokoza kuti adachepetsa ndalama zogulitsira chaka chatha pamene adamaliza ntchito pa stack yake yaukadaulo ndikuyambitsa pulogalamu ya One Key kukhulupirika. Kampaniyo idati kusunthaku kudakhudza Vrbo, zomwe zikutanthauza kuti "njira yotsatsira malonda" pamakampani ndi misika yapadziko lonse lapansi chaka chino.
Poyimba ndalama, CEO Ariane Gorin adati kampaniyo "ikuchitidwa opaleshoni kuti izindikire oyendetsa omwe akubwerezabwereza kuphatikiza kukhulupirika ndi kugwiritsa ntchito pulogalamu, kaya ikuwotcha One Key Cash kapena kutengera [zanzeru zopangira] -zothandizira monga kuneneratu kwamitengo."
Ananenanso kuti kampaniyo ikuyang'ana mipata ina "yolinganiza ndalama zotsatsa."
Gulu la Trip.com linakwezanso ndalama zomwe amagulitsa ndi kutsatsa mu Q2 pomwe OTA yochokera ku China idagulitsa $390 miliyoni, kulumpha kwa 20% pachaka. Chiwerengerochi chikuyimira pafupifupi 22% ya ndalama zomwe kampaniyo idapeza, ndipo kampaniyo idakweza kukwezera ntchito zotsatsa kuti "zipititse patsogolo kukula kwa bizinesi," makamaka ku OTA yake yapadziko lonse lapansi.
Potengera malingaliro a ma OTA ena, kampaniyo idati ikupitilizabe "kuyang'ana njira yathu yoyambira mafoni." Idawonjezeranso kuti 65% yazomwe zimachitika papulatifomu yapadziko lonse ya OTA zimachokera pa foni yam'manja, zikuwonjezeka mpaka 75% ku Asia.
Poyimba ndalama, mkulu wa zachuma Cindy Wang adati kuchuluka kwa zomwe zachitika kuchokera kumayendedwe am'manja "zitithandiza kukhala ndi mphamvu zochulukirapo, makamaka pazogulitsa [ndi] zogulira nthawi yayitali."
Nthawi yotumiza: Sep-06-2024
