Ultimately, we're trying to build a base of loyal customers that use us for all their travel needs, that can go across whatever they need and spend more with us, buy more products from us, etc. That's the game. We have all these brands, all these capabilities. We wanted the customers to benefit from all that. So the patterns we're looking for is cross-shopping, more items per customer, higher LTVs, more direct, more app direct, et cetera. So that's what we think 1Key really helps drive.

Aug 3, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-08-03 | transcript e1286525-9ee4-4591-8e58-0d0f23238dce | chars 49073-49564 | segment 49

Throughout the quarter, we saw strong consumer demand with acceleration and international and big city travel and more of Asia reopening.

May 4, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-05-04 | transcript 37ee45b6-818f-4a2a-b256-41d062c729ed | chars 2253-2390 | segment 2

Overall, we are pleased to see broad travel demand remain strong in what appears to be a more structural post-pandemic environment of people prioritizing travel above most other categories of spend.

May 4, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-05-04 | transcript 37ee45b6-818f-4a2a-b256-41d062c729ed | chars 3181-3379 | segment 3

We'd love to see more competition in global search. So, you know, we're rooting for a more competitive search environment, and we think we're staying on the absolute front of what anyone's doing in travel with large language models.

May 4, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-05-04 | transcript 37ee45b6-818f-4a2a-b256-41d062c729ed | chars 43162-43394 | segment 43

As hotels.com gets better, we can spend more. So all of these capabilities give us more weapons to fight better in the fight.

May 4, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-05-04 | transcript 37ee45b6-818f-4a2a-b256-41d062c729ed | chars 24565-24690 | segment 25

And as we continue to invest further in product and technology and new features and capabilities to take online travel to the next level, These improvements increasingly impact more and more of our customers more rapidly worldwide.

Feb 9, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-02-09 | transcript 49977c6f-fd91-4c8a-8e43-35f320dff9cd | chars 7292-7523 | segment 7

With the return of travel into and out of China in 23 and a robust pipeline of new partners around the world, we anticipate significant growth and a great year for our B2B business.

Feb 9, 2023 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2023-02-09 | transcript 49977c6f-fd91-4c8a-8e43-35f320dff9cd | chars 8293-8474 | segment 8

As far as APEC goes, I wish it were a bigger part of our business. It's not a huge part of our business. We have a very nice B2B business there that's been largely stifled by the closed APAC market, so has our B2C business. And our B2C business, like many parts of the world, is much more internationally driven. So even though there has been some opening, Japan's opened up somewhat, Korea, China not yet, it's been more domestic travel than international. International airlift to Asia is still come back. I think you'll probably see some shift if Europe slows down, you'll see airlifts move to APAC. If APAC is opening up and you'll see opportunities, obviously currency will play a role in where people are willing to go and how far their money goes in different regions. Again, we think that's probably net good for us being relatively heavy in North America where the dollar is strong. But again, we expect that to open up sequentially. Hopefully China will open at some point. this coming year, and we have a very good relationship with C-TRIP and power a lot of their outbound international travel. So, you know, I think there's opportunity for us, but that is the next shoe to drop. We agree with that. That will be the next rising tide, as it were, if we reverse our stories.

Nov 3, 2022 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2022-11-03 | transcript 645fc0da-1e8c-4629-9f35-5bcc03b0936c | chars 34348-35633 | segment 35

Yeah, I would say to the first part, Lee, yeah, cities have been coming back pretty strong. If you've been traveling this summer, you've probably seen it, particularly in Europe. And, you know, and the strength is it's not as strong as, you know, beach and other things that have been, but it is materially coming back. So, you know, as I mentioned in the beginning, we've seen improvement kind of everywhere in every product, you know, different by geo and it's different by urban and non-urban, but everything's been going up and to the right and urban has recovered substantially.

Aug 4, 2022 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2022-08-04 | transcript 2acde11e-f369-451b-9cee-00e5660ce734 | chars 28717-29300 | segment 28

We've expanded our offline travel agent business and our share of wallet with our API partners.

May 2, 2022 / CEO / receipt, needs a key / Peter Kern, CEO | earnings call 2022-05-02 | transcript 93bcd1be-1fad-4ce6-8a88-9cce145c201a | chars 7528-7623 | segment 7