Web Travel Group Limited · ASX:WEB
Web Travel — Goldman Sachs 2nd Annual Tech Day 2018
13 slides from Web Travel's conference presentation, Oct 25, 2018
Slide 1: Overview of WebBeds
Overview of WebBeds Goldman Sachs 2nd Annual Tech Day 25 October 2018 JOHN GUSCIC Managing Director B2C TRAVEL B2B HOTELS Page 1
Slide 2: Who is Webjet?
DIGITAL TRAVEL BUSINESS spanning both consumer and wholesale markets Who is B2C Travel B2B Hotels Webjet? Leading online consumer Digital fulfillment of hotel rooms travel brands to global partners • Webjet - #1 OTA in Australia and New • WebBeds - #2 B2B global player and the Zealand fastest growin
Slide 3: B2B Hotels: What is it and why are we winning share?
B2B Hotels What is it and why are we winning share? Page 3
Slide 4: What is B2B?
WebBeds offers a user-friendly solution to the global hotel room supply and distribution challenge What is B2B? We make it easier for our clients … … and hotel supply partners • Highly fragmented market • We help assist occupancy rate • Expensive, inefficient and time management consuming to go dire
Slide 5: Significant Market Opportunity: #2 player, US$50Bn+ TTV
US $50 Bn+ TTV … and each market has Significant Market Opportunity… different characteristics growth Fastest growing potential Significant number of B2B region; consumer #2 player – independent preferences vary hotels by country yet less Europe Asia than 3% of total global High proportion market St
Slide 6: WebBeds Strategy overview
• Market overview WebBeds • Global market US$50+ billion TTV • Highly fragmented market with few global players Strategy • Industry consolidation represents significant opportunity to gain share overview • Build on our #2 global B2B position • Currently the fastest growing B2B player in the world •
Slide 7: Our differentiated offering
• Full global inventory offering Our • Highly competitive prices differentiated • User-friendly technology offering Multi-supply aggregation strategy Page 7
Slide 8: Why we are winning share
Why we are The WebBeds model • We provide clients with easy access to global hotel accommodation inventory One of very few winning global players • Most clients use several B2B providers – as the #2 global player, we are a meaningful inclusion in their sourcing mix share • We offer hotel suppliers a
Slide 9: Why we are winning share: Network effect
Why we are winning share Network effect Page 9
Slide 10: Directly contracted inventory driving competitive advantage
Direct contracts are a key component Increasing Relevance of JacTravel Inventory of our global distribution network • Direct contracts help replace lower Directly margin inventory with higher margin inventory contracted o Since acquiring JacTravel, TTV inventory from JacTravel inventory sold to non-
Slide 11: Our "8/5/3"
Our “8/5/3” At scale, 8% revenue/TTV and 5% costs/TTV should drive 3% EBITDA/TTV TTV • Different regions have different revenue/TTV margins – higher in more mature target markets • Highest in Europe, followed by MEA and Americas and Asia. • Lower in regions where we are focused on building scale (ie
Slide 12: Q&A
Q&A B2C TRAVEL B2B HOTELS Page 12
Slide 13: Thank You
Thank You B2C TRAVEL B2B HOTELS Page 13
Web Travel Group — Goldman Sachs 2nd Annual Tech Day 2018 on 6ix