Sabre's Network, Switching Cost, and Efficient Scale Advantages Intact, Despite Near-term Headwinds.
Narrow-moat Sabre is executing well with the factors under its control, as its air booking share grew 140 basis points to 38.3% (the fifth straight quarter of share gains), and it continues to migrate slow and expensive mainframe functionality to a faster, cheaper, and more reliable open-source platform. That said, the company is facing new headwinds out of its control, as its customers are impacted by financial hardship (Jet Airways in India) and involvement with tragic 737 flights (Lion and Et...Sabre is a technology solutions provider to the travel and tourism industry. The company operates through three business segments: Travel Network, which consists primarily of its global distribution system (GDS) and a range of solutions that integrate with its GDS; Airline Solutions, which provides a portfolio of software technology products and solutions, through software-as-a-service (SaaS) and hosted delivery model, to airlines and other travel suppliers and provides software solutions; and Hospitality Solutions, which provides software and solutions, through SaaS and hosted delivery model, to hoteliers around the world.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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