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Jack Halpert

Vice President and Equity Research Analyst at Cantor Fitzgerald

Jack Halpert is a Vice President and Equity Research Analyst at Cantor Fitzgerald & Co., specializing in the travel and leisure sector. He covers companies such as Sabre Corporation, Booking Holdings, Hilton, and DSP Group, actively participating in their earnings calls with insightful questions on AI partnerships, NDC agreements, and market dynamics. Halpert joined Cantor Fitzgerald as an Analyst-Equity starting June 30, 2024, after serving as an Equity Research Associate at Wolfe Research LLC until May 31, 2024, building on his undergraduate degree from The University of North Carolina at Chapel Hill earned in 2019. He holds FINRA broker registration (CRD# 7167868) as a regulated broker at Cantor Fitzgerald & Co.

Jack Halpert's questions to Sabre (SABR) leadership

Question · Q4 2025

Jack Halpert asked about Sabre's opportunities to deepen its relationship with Google's Gemini on the agentic AI front and if they are in conversations with other leading AI labs like OpenAI. He also inquired about Sabre's capital allocation strategy for 2026 and beyond, specifically if debt paydown remains the top priority or if investment is shifting more towards growth initiatives.

Answer

Kurt Ekert, President and CEO, confirmed a strong relationship with Google, with Sabre's AI infrastructure built on Google's Vertex and Gemini AI capabilities. He stated that Sabre is in conversations with "effectively all the meaningful large players" in the AI space, viewing this as a significant opportunity. Mike Randolfi, CFO, emphasized that investment in growth initiatives and agentic AI is a priority. He noted substantial progress on capital structure, including ending 2025 with a strong cash balance and no large debt maturities until June 2029, indicating a favorable position.

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Question · Q4 2025

Jack Halpert asked about opportunities to deepen Sabre's relationship with Google Gemini on agentic AI and ongoing conversations with other leading AI labs, as well as Sabre's capital allocation priorities for 2026 and beyond.

Answer

Kurt Ekert, President and CEO, confirmed a strong relationship with Google, with Sabre's AI infrastructure built on Google's Vertex and Gemini, and indicated ongoing conversations with all meaningful large AI players. Mike Randolfi, CFO, stated that investment in growth initiatives and agentic AI remains a priority. He noted Sabre's strong cash balance and efficient debt refinancing, with no large maturities until June 2029, positioning the company well regarding its capital structure.

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