Business Model ChallengesExpectations for passenger volume growth have decreased, which may pose challenges for Sabre Corp's business model.
Financial PerformanceQ3 results are soft overall, with revenues 1.8% miss vs consensus and EBITDA 6.7% miss, driven by slower growth in airline IT and hotel IT.
Travel Industry ImpactA permanent 10% shift of travel volume to virtual means more limited prospects for corporate travel recovery, affecting Sabre Corp's growth driven by travel recovery.