5月1日，Booking Holdings发布了今年第一季度财报，财报中所披露的信息真的是非常有趣。
1. 每个季度的酒店间夜量已经连续五个季度增速放缓。今年第一季度的酒店间夜量已经接近2亿，不得不说，这是一个非常惊人的数据，但是作为上市公司，资本市场更多还是看增速。
2. 每个季度的机票预定量基本平稳，没什么变化。相比中国的携程集团，每天的出票量50万张，而Booking Holdings每天的出票量仅仅是2万张，并且两年之间，出票量的变化不大，令人有点慌张。
中国OTA的发展路径跟国际OTA的路子还是有一些不同，机票作为旅行者的出行第一点，是流量集中点。在2017年，中国的航空公司出机票代理新政，大幅度降低了代理费；但是，OTA们依然愿意做机票业务。有航司的人说，即使不给OTA代理费，他们也会愿意做。最核心的点，还是在流量上。
诸多国际OTA因为机票业务所产出的佣金少，一直不怎么重视，但是当进入移动互联网时代的时候，大家都来追逐流量的时候，又有点难回头了。
3. 自驾的业务与酒店有着同样的遭遇，连续五个季度增速放缓，而到了今年的第一季度增速已经接近停滞。是用户结构的变化幅度不够大，还是自驾业务在欧美市场中，已经触摸到了天花板？
从去年开始，国际的OTA巨头业务增速就已经展现出了一定的疲软状态。要想继续实现快速增长：
第一种方案是，拿出大巴的美金，去收购一个个的区域型OTA，比如Expedia前几年就在全球市场上买买买；
第二种是从主线的业务上，做业务的延伸，比如目的地旅游的碎片化产品，近期巨头依然在买买买这方面的公司，也可以像中国的携程卖点保险和做专车、汽车票和船票等业务；
第三种就是，通过自身巨大的业务量去“压榨”供应商，提升利润率。
OTA giant enconters the Bottleneck?
Booking Holdings publicated the Q1 Financial Reports, releasing some noteworthy information.
1. The Room Nights of each quater has been slowing down for three consecutive. The Room Nights in first three months are closing to 200 million. This colossal capaticity is stunning, but will not conceals the slowing growth rate.
2. As regards to the growth curve of flight ticket booking, it is almost stable. Ctrip is selling 500,000 flight tickes everyday, but Booking Holdings only sell 20,000 per day. The huge difference is magnified within only 2 years. The OTA in China is going a distinct way, different from OTA in the International Market. Flight ticket occupies the largest pie in the tourism industry. In 2017, some Chinese airlines proposed new agency policies, largely cutting down the agent fees. However, the OTAs still love flight tickets. Some professionals revailed that OTA would get involved in the ticket selling even there is no commision, because they care about the tramendous traffic!
A good number of international OTA never put their focus on flight tickes, because that is only a small pie. Once entering the Internet era when everyone is grabbing the traffic, it is a little bit late to draw the layout.
3. The business of car rental is alike with Hotel groups. After the fith quater of slow growth, the first quater of this year even witnessed a stasis. Properly, the user distribution stay the same, or the car rental in the eupropean and american market is on the celling.
Since last year, some international OTA giant is becoming sluggish. What we should do to boost the growth?
First, prepare dollars and buy without stop, just like what Expedia did in the past few years.
Second, expand the derivative products from the major business, for example to sell some scattered touristic products in destinations. For the giants, they can spent the money like water; Ctrip is selling insurance, chauffeur service, auto tickets and passage ticket.
Third, bully the supplier, increase the profit rate by cutting down the purshace cost.
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