2020 HEDNA LA – Amazon & Travel – Rob Torres, Google.

2020 HEDNA LA – Amazon & Travel – Rob Torres, Google.


Jan Freitag was here yesterday in his keynote he mentioned, or he predicted That Amazon will At one stage in the next 2-3 years Make another run at Travel How do you see that possibly playing out? Do you think that they may do an M&A? Or an acquisition at some stage? And how do you – within Google – Feel about that, prepare for something like that? I mean, you know, you can’t Fully focus on something that you have no idea How the endgame will play so From that perspective you know We don’t – we’re not up at night thinking about “What move would they make?” But We also aren’t naive To think about How successful they could possibly be Because of the data and the information they have about such a large group of people Even if you just look at the Prime membership people How much information Amazon has about them And how they’ve basically turned all your normal Your daily shopping into one-click shopping Why wouldn’t they be able to do that with travel? My own summation of why it hasn’t happened quicker Is it’s A much more difficult purchase than buying a book or camera or some shoes There’s so many more nuances that come with purchasing a vacation That makes it a little bit difficult That you can’t just box it up And they did try And they tried vacation packages in deals They kind of – boxed up specifics – But at the end of the day I think they found that that didn’t scale necessarily And there was a lot of customer service issues That came with that And that they had to deal with And so I think at the end of the day Do I personally think that they will get into travel again? Absolutely I think if they do decide they want to get into it in a big, big way They will do it through some sort of acquisition I think that’s how they would step up the game Quickly Do I think it’s gonna happen any time soon? I don’t necessarily think it’s gonna happen this year No, no – But I think they will continue to To evaluate the space And I think they, they should And we will – you know we watch We watch carefully, but at the same time Like I told the group, we are really focused on Product improvement on our side So that We don’t get caught offguard We still have gazillions of people coming to Google And the information in the search history And the intent signals that we have Based on search activity Is pretty profound, and so We should be able to continue to do a great job in the travel space and if we just focus on all of these different opportunities that are out there

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