Decreased the debt annually to $400mill a year from 540 mill after the latest restructure.
Revenue growing by high single digits.
Net Income positive this year.
You can hate on him but he saved the company through hard decisions that hurt but sabre would be BANKRUPT if he didn't.
Someone tell me through actual data how this company is still wasting money?
The share price will top $50 by mid 26
Listen to the q1 call. They re-iterated they will grow high single digits. They can't lie since it's a public company. It's already priced in and it is because of new customers.
Revenue growth is below industry growth and is insufficient. In fact Q1 missed. Mrkts find it difficult to believe the forecasts especially because a lot of things are beyond their control. Also, debt is 2X of pre-covid while bookings are 60%. Growing 1-2% won’t move the boat. If rates go up, there won’t be any free cash flow.
Saying you will grow versus actually growing are two different things. I do not believe they have the products to grow with.
Dude! That is what I mean by debt annually lmao. Also, debt is going to 4.4Bill but the annual payments matter more. Digging through the press release. They are guiding for 460mill from 520 mill. That is a huge reduction. With EBITDA of 650mill. Don't you think the only 2 problems with this company is Debt and rev growth. They did say they will grow high single digits this year in revenue...
This must be a joke right? Debt is not $540mn, that is just the annual interest. Debt is $5bn with a B! With the SHS sale it may improve annual pyts by $60mn at best. Also, baseline is important. Bookings are barely growing coming off a smaller base and still 60% of 2019. Also, smaller growth vs. competitor and industry. Revenue slightly improving primarily due to SHS which we are now selling and LGS to some extent. We are still not profitable even after rounds of cuts and divesting pieces of business. We pay $500mn in annual interest and stock is down in the dumps.
So basically - all i see is negative headwinds but somehow sabre is growing rev and regaining profitability. Interesting ...
LOL - what do you mean? Compare sabre to itself not competition. It's a oligopoly in the space. It is gonna be net income positive in 2026 after being unprofitable for 6 years. How is that not a great job by management?
Can you compare that growth with competitor results? We need to figure out if we're actually making money or if it's a loss.
LOL GDS dying?? The revenue is going up each quarter this year!
It appears the only real renewals coming are from Raddix, which SM had a hand in. Airline IT is slowly dying, with GDS fading as a revenue stream. Who wants 1S PSS now, unless 1S can buy a new customer or finally bend over for an existing customer to keep the business? So not so sure its KE's steering or what choice does he have to try and keep the cart on the road for as long as possible.
Then why have costs went down and revenue up. No wonder people on this thread are d-mb. Literally the data disproves you but go ahead and dislike this comment.
Mosaic. False hopes with humongus costs. Period.