Thread regarding Sabre Holdings layoffs

Don’t be surprised

To hear of an upcoming layoff. Earnings is in a few weeks and shareholders demand costs cuts when a company continues to lose money.

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| 1591 views | | 8 replies (last January 23, 2024) | Reply
Post ID: @OP+1qHXLejU

8 replies (most recent on top)

@okm+1qHXLejU

What you're saying is untrue.

  • Sabre are taking market share (from Travelport and not Amadeus, but still)
  • They have been increasing revenue per booking
  • Revenues are steadily growing. They were up c.19% y-o-y in Q3 2023
  • Sabre have $4.3bn of net debt, not $5bn
  • If Sabre go back to generating $400m of levered free cash flow per year, debt repayments will be manageable (especially with bonds trading at a discount)

I am not saying Sabre is the Apple or Berkshire Hathaway of air travel, but there is no need to overstate the negatives...

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Post ID: @2hxo+1qHXLejU

We are all either an ex Sabre employee or a future ex Sabre employee

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Post ID: @1icm+1qHXLejU

so says an ex Sabre employee

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Post ID: @1ptd+1qHXLejU

Sounds like the lump sum pension payment may be the best for ol’ timers?

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Post ID: @1vqi+1qHXLejU

It’s a toxic environment. Some are just waiting to be laid off

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Post ID: @nhj+1qHXLejU

I think a 5% RIF is coming.

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Post ID: @hta+1qHXLejU

Sabre can’t keep up with their competitors. They are losing revenue and losing customers so revenue will never be greater than past quarters. They also have 5 billion in debt so even if they made profit they will never be able to pay off 5 billion without a bankruptcy.

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Post ID: @okm+1qHXLejU

I expect to see a RIF email this or next week

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Post ID: @wbe+1qHXLejU

No way this company will be profitable with the 4Q earnings. Debt + Losing money is not a good combo.

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Post ID: @rym+1qHXLejU

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