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    James Goodall • Redburn Atlantic

    James Goodall's questions to Global Business Travel Group Inc (GBTG) leadership

    James Goodall's questions to Global Business Travel Group Inc (GBTG) leadership • Q2 2025

    Question

    James Goodall of Rothschild & Co asked about transaction trends in July and whether they aligned with positive commentary from U.S. airlines. He also sought to clarify the implied transaction growth for the second half of the year within the updated full-year guidance.

    Answer

    CEO Paul Abbott confirmed that July trends were encouraging and consistent with the H2 guidance, while also noting that September's post-Labor Day demand remains a critical factor for Q3. CFO Karen Williams specified that the updated guidance for H2 implies a transaction growth midpoint of 2%, with a range of 0% to 4%.

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    James Goodall's questions to Sabre Corp (SABR) leadership

    James Goodall's questions to Sabre Corp (SABR) leadership • Q1 2025

    Question

    James Goodall of Redburn Atlantic inquired about the free cash flow impact of the Hospitality Solutions sale, specifically the timing of debt paydown and the segment's historical cash flow conversion. He also asked if recent SabreMosaic wins are for the full stack or just components.

    Answer

    CFO Michael Randolfi stated that debt would be paid down within five days of receiving the sale proceeds and that the full-year free cash flow outlook of over $200 million remains the same on both a reported and pro forma basis. CEO Kurt Ekert clarified that while a few SabreMosaic deals are full stack, the majority are for offer components, and he highlighted a 'very rich' sales pipeline for the platform.

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