Ama-Giants Okuhamba Ku-inthanethi Ayazibandakanya Komphakathi, Ezeselula, Nokwethembeka

Imali echithwe ekukhangiseni kwezinkampani ezinkulu zokuhamba eziku-inthanethi iqhubekile nokukhula ngekota yesibili, yize kunezimpawu zokuthi ukuhlukahluka kwemali echithwe kuthathwa ngokungathi sína.

Ukutshalwa kwezimali kokuthengisa nokumaketha kwezinkampani ezifana ne-Airbnb, i-Booking Holdings, i-Expedia Group kanye ne-Trip.com Group kukhuphuke unyaka nonyaka kwikota yesibili. Imali echithwe kakhulu ekumaketheni, isamba esingu-$4.6 billion kwikota yesibili uma kuqhathaniswa no-$4.2 billion ngonyaka, isebenza njengesilinganiso sokuncintisana okukhulu emakethe kanye nomzamo izinhlangano zokuhamba eziku-inthanethi eziqhubeka nokuwenza ukuze zifake abathengi esicongweni.

I-Airbnb isebenzise u-$573 million ekuthengiseni nasekukhangiseni, okumele cishe u-21% wemali engenayo futhi ikhuphuke isuka ku-$486 million kwikota yesibili ka-2023. Ngesikhathi socingo lwayo lwemali engenayo yekota, isikhulu sezezimali u-Ellie Mertz sikhulume ngokwanda okuqhubekayo kokumaketha kokusebenza futhi sathi inkampani igcina "ukusebenza kahle okuphezulu kakhulu."

Ipulatifomu yokuhlala iphinde yathi ilindele ukuthi ukwanda kwezindleko zokumaketha kudlule ukwanda kwemali engenayo kwikota yesithathu njengoba ibukeka izonwebeka emazweni amasha, okuhlanganisa iColombia, iPeru, iArgentina kanye neChile.

Okwamanje, i-Booking Holdings ibike ukuthi isamba semali esetshenzisiwe ekukhangiseni ku-Q2 singama-$1.9 billion, sikhuphuke kancane unyaka nonyaka sisuka ku-$1.8 billion futhi simelela u-32% wemali engenayo. UMongameli kanye ne-CEO uGlenn Fogel ugcizelele isu layo lokumaketha ezinkundleni zokuxhumana njengendawo eyodwa lapho inkampani ikhulisa khona imali esetshenzisiwe.

UFogel uphinde wakhuluma ngokwanda kwenani labahambi abakhuthele futhi wathi abahambi abaphindayo bakhula ngesivinini esisheshayo sokubhukha.

“Ngokuphathelene nokuziphatha kokubhukha ngqo, siyajabula ukubona ukuthi isiteshi sokubhukha ngqo siyaqhubeka nokukhula ngokushesha kunobusuku bamakamelo obutholakala ngeziteshi zokumaketha ezikhokhelwayo,” kusho yena.

Kwa-Expedia Group, ukusetshenziswa kwemali yokumaketha kukhuphuke ngo-14% kwaya ku-$1.8 billion kwikota yesibili, okumelela enyakatho nje yama-50% emali engenayo yenkampani, kusukela kuma-47% kwikota yesibili ka-2023. Isikhulu esiphezulu sezezimali uJulie Whalen uchaze ukuthi sinciphise izindleko zokumaketha ngonyaka odlule njengoba siqedela umsebenzi wobuchwepheshe baso futhi saqala uhlelo lokuthembeka lwe-One Key. Le nkampani ithe lesi sinyathelo sithinte i-Vrbo, okusho "ukwanda okuhleliwe kwemali yokumaketha" kumkhiqizo kanye nezimakethe zomhlaba wonke kulo nyaka.

Embikweni weholo, i-CEO u-Ariane Gorin uthe inkampani "iyahlinzwa ekutholeni izinto ezibangela ukuziphatha okuphindaphindiwe ngaphezu kokwethembeka nokusebenzisa uhlelo lokusebenza, kungakhathaliseki ukuthi ishisa i-One Key Cash noma isebenzisa imikhiqizo evunyelwe [ubuhlakani bokwenziwa] njengezibikezelo zamanani."

Wanezela ngokuthi inkampani ibheka amanye amathuba "okwenza kube lula ukusebenzisa imali ekumaketheni."

I-Trip.com Group iphinde yandisa imali yayo yokuthengisa nokumaketha kwikota yesibili nge-OTA eseShayina etshale imali engu-$390 million, okuwukwenyuka okungu-20% ngonyaka. Lesi sibalo simele cishe u-22% wemali engenayo, futhi inkampani yanciphisa ukukhushulwa kwemisebenzi yokukhangisa ukuze "ikhuthaze ukukhula kwebhizinisi," ikakhulukazi kwi-OTA yayo yamazwe ngamazwe.

Ilinganisa isu lamanye ama-OTA, inkampani ithe iyaqhubeka "nokugxila esu lethu lokuqala ngeselula." Yanezela ukuthi ama-65% okuthengiselana epulatifomu ye-OTA yamazwe ngamazwe avela epulatifomu yeselula, okwandisa kuya ku-75% e-Asia.

Ngesikhathi socingo lwemali engenayo, isikhulu sezezimali uCindy Wang uthe inani lokuthengiselana okuvela esiteshini seselula "lizosisiza ukuthi sibe nethuba eliqinile, ikakhulukazi ezindlekweni zokuthengisa [kanye] nokumaketha esikhathini eside."