Imali echithwe ngokumaketha yezikhondlakhondla zohambo lwe-inthanethi iqhubekile nokunyukela phezulu kwikota yesibili, nakuba kunezimpawu zokuhlukahluka kokusetshenziswa kwemali kuthathwa njengokubalulekile.
Ukutshalwa kwezimali kwentengiso nokumaketha kokuthandwa kwe-Airbnb, i-Booking Holdings, i-Expedia Group ne-Trip.com Group kwenyuke unyaka nonyaka ekota yesibili. Imali esetshenziswa kakhulu yokumaketha, isamba esingu-$4.6 billion ku-Q2 uma iqhathaniswa nezigidigidi ezingama-4.2 zamarandi unyaka nonyaka, isebenza njengesilinganiso sokuncintisana okuqinile ezimakethe kanye nobude izikhungo zezokuvakasha eziku-inthanethi ziqhubeka nokuphusha abathengi kufaneli ephezulu.
I-Airbnb isebenzise amaRandi ayizigidi ezingu-573 ekuthengisweni nasekukhangiseni, emele cishe u-21% wemali engenayo futhi ikhuphuke isuka ku-$486 million engxenyeni yesibili ka-2023. Phakathi nocingo lwayo lwemali engenayo lwekota, isikhulu esiphezulu sezezimali u-Ellie Mertz sikhulume ngokwanda kokumaketha kokusebenza futhi sathi inkampani igcina “ukusebenza ngempumelelo okuphezulu kakhulu.”
Isiteji sokuhlala siphinde sathi silindele ukunyuka kwezindleko zokumaketha ukuze kudlule ukukhuphuka kwemali engenayo ku-Q3 njengoba kubukeka kunwebeka emazweni amasha, kuhlanganise neColombia, iPeru, i-Argentina neChile.
I-Booking Holdings, ngakolunye uhlangothi, ibike inani elichithiwe lokumaketha ku-Q2 lika-$1.9 billion, likhuphuke kancane unyaka nonyaka lisuka ku-$1.8 billion futhi limelela u-32% wemali engenayo. Umongameli kanye ne-CEO u-Glenn Fogel bagqamise isu labo lokumaketha ezinkundleni zokuxhumana njengendawo eyodwa lapho inkampani ikhulisa khona imali.
UFogel uphinde wathinta ukwanda kwenani labahambi futhi wathi abahambi abaphindayo bakhula ngesivinini esisheshayo sokubhuka.
“Mayelana nokuziphatha okuqondile kokubhukha, siyajabula ukubona ukuthi isiteshi sokubhuka ngokuqondile siqhubeka sikhula ngokushesha kunobusuku bamagumbi obutholwa ngamashaneli okuthengisa akhokhelwayo,” esho.
Kwa-Expedia Group, imali yokumaketha inyuke ngo-14% yaya ku-$1.8 billion engxenyeni yesibili, emele nje enyakatho ye-50% yemali engenayo yenkampani, isuka ku-47% ku-Q2 2023. Isikhulu esiphezulu sezezimali u-Julie Whalen sichaze ukuthi sehlise izindleko zokumaketha ngonyaka odlule njengoba iphothula umsebenzi wesiteki sayo sobuchwepheshe futhi yethula uhlelo lokuthembeka kwe-One Key. Le nkampani ithe lesi sinyathelo sishaye i-Vrbo, okusho ukuthi "imali ehleliwe yokumaketha" emakethe nasezimakethe zomhlaba wonke kulo nyaka.
Ocingweni lomholo, i-CEO u-Ariane Gorin uthe inkampani "ithola ukuhlinzwa ukuze ihlonze abashayeli abaziphatha ngokuphindaphindiwe ngaphezu kokwethembeka nokusebenzisa uhlelo lokusebenza, noma ngabe ishisa i-One Key Cash noma yamukela [imikhiqizo yobuhlakani bokwenziwa] efana nokubikezela amanani."
Ubuye wengeza ngokuthi inkampani ibheka amanye amathuba "okwenza imali yokuthengisa ilingane."
I-Trip.com Group iphinde yenyusa imali yayo yokuthengisa nokumaketha ku-Q2 lapho i-OTA yase-China itshala imali engu-$390 million, okuwu-20% weqa unyaka nonyaka. Lesi sibalo simelele cishe u-22% wemali engenayo, futhi inkampani yehlisela phezulu imisebenzi yokukhuthaza ukumaketha ukuze "iqhubekisele ukukhula kwebhizinisi," ikakhulukazi i-OTA yayo yamazwe ngamazwe.
Ibheka isu lamanye ama-OTA, inkampani ithe iyaqhubeka "nokugxila esu lethu lokuqala leselula." Ingeze ngokuthi ama-65% okuthengiswa kweplathifomu ye-OTA yamazwe ngamazwe avela ku-platform yeselula, akhuphukela ku-75% e-Asia.
Ngesikhathi socingo lwemali etholwayo, isikhulu esiphezulu sezezimali uCindy Wang uthe umthamo wemisebenzi evela esiteshini samaselula "uzosisiza ukuthi sibe namandla aqinile, ikakhulukazi ezindlekweni zokuthengisa [kanye] nezokumaketha esikhathini eside."
Isikhathi sokuthumela: Sep-06-2024
