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    Jeffrey Harlib

    Managing Director and senior equity analyst at Barclays

    Jeffrey Harlib is a Managing Director and senior equity analyst at Barclays, focusing on emerging markets with coverage of companies such as Lion Finance Group (BGEO) and TBC Bank Group. He has delivered notable returns, including a 114% USD return for Lion Finance Group over the past 12 months and a 566% return over the past three years, highlighting a strong performance record within his sector coverage. Harlib has been recognized for his research excellence, having previously been named to Institutional Investor's All-America Fixed-Income Research Team, and joined Barclays after a distinguished tenure at Lehman Brothers. He holds senior-level financial research credentials and is registered with the appropriate securities regulatory authorities for research analysts.

    Jeffrey Harlib's questions to Sabre (SABR) leadership

    Jeffrey Harlib's questions to Sabre (SABR) leadership • Q1 2025

    Question

    Jeffrey Harlib of Barclays inquired about the implementation progress of new business wins and the risk of slippage given the back-half weighted growth. He also asked about the drivers for lower-than-expected technology and G&A costs in Q1 and the outlook for these expenses.

    Answer

    CEO Kurt Ekert stated that implementations are 'right on track' with good visibility and low execution risk. CFO Michael Randolfi explained that the company expects to realize about $100 million in savings from its tech transformation initiative this year. He also updated the full-year SG&A outlook from slight growth to 'roughly flat' based on the current environment.

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