HP Cloud plans unveiled, OTA earnings reports and more:
- At HP’s analyst day last month, CEO Leo Apotheker laid out HP’s plans to remake the company with three main legs to the stool: Cloud, Mobile & Big Data. Well it looks like a fourth trend – social – is how HP’s cloud plans got leaked before a formal announcement. I will say this is a more aggressive push to remake HP as a cloud platform provider than I expected. If we can believe the LinkedIn posts.
- A recent darling of the travel industry and the pages of TechCrunch, Gogobot, the social travel recommendation engine, have now added content from Foursquare and Facebook Places. This will not only add a ton of content to Gogobot, enhancing the quality of their recommendations, but may also provide users a good reason to check in…something that has been missing since the novelty of the check-in has worn off. If you’re interested in this story, you may also want to read Joe Buehler’s PhoCusWright report entitled “Social Media in Travel Planning” [subscription required].
- For some reason it seems I’m hearing a lot about loyalty programs recently. Here’s a study that shows that travel & hospitality gave out $17B in rewards points & miles and is the 2nd largest industry in the $48B loyalty sector, behind retail.
- Mobile is continuing to impact just about every part of business. Oracle announced enhancements to their BI platform that provides iPhone and iPad users with the software’s full range of capabilities, with no need to rewrite existing dashboards and reports.
- Mobile apps in travel are only hitting the tip of the iceberg in terms of potential. Sabre Holdings Director of Mobile strategy expects that in five years “…mobile will account for the bulk of travel changes and in some cases travel bookings too”. I think he’s not aggressive enough.
- Priceline released very strong Q1 earnings with revenues increasing by 38% and net income nearly doubling compared to the same period a year ago. International saw the strongest results with 80% revenue growth. In other Priceline news there was some executive re-shuffling, ostensibly as part of a planned succession plan.
- Unfortunately, the news is not as positive for Orbitz who saw its quarterly loss double to $10.8M from a year ago.
- Keeping with the OTA trend, Expedia continues its international gains with a partnership with South African Airlines to distribute hotel inventory, displacing GTA.
- When an Open Source version of .NET known as Mono appeared on the scene in 2004, some expected Microsoft to crush the project swiftly and definitively. They did not. However, seven years later, it looks like Attachmate, Mono’s new owners, may have done just that.
- Has the cost-benefit story behind public cloud supporters been de-bunked? Is it even the right question? Be sure to read Forrester analyst James Staten’s blog post on cloud economics too.