Sabre announced that Ethiopian Airlines, Africa’s largest carrier, will adopt its SabreMosaic offer‑to‑order platform, a move that expands the airline’s retailing capabilities and strengthens Sabre’s high‑margin B2B portfolio.
The new platform will give Ethiopian Airlines real‑time control over the entire offer‑to‑order lifecycle, from dynamic pricing and AI‑driven personalization to multi‑source content distribution. Sabre will also integrate its Travel Data Cloud and IQ analytics, giving the airline advanced pricing tools and cross‑channel visibility that were previously unavailable in its legacy systems.
In its most recent quarter, Sabre reported revenue of $715.2 million, beating the consensus estimate of $706.4 million by $8.8 million (1.2%). Adjusted EBITDA fell to $141 million from an estimate of $144.2 million, a miss of $3.2 million, while the company’s net income rose to $849 million, largely driven by a one‑time gain from the July 2025 sale of its Hospitality Solutions business. Earnings per share were –$0.01 versus an estimate of $0.06, a miss of $0.07.
The revenue beat was driven by strong air‑distribution bookings and new business implementations that lifted September performance, offsetting headwinds in legacy product lines. The EPS miss reflects higher operating costs and the timing of the Hospitality Solutions sale, which, while boosting net income, did not translate into earnings per share. Management guided for Q4 2025 revenue of $644.9 million—3.5% below analyst expectations of $668.3 million—signaling caution about near‑term demand while maintaining confidence in long‑term growth.
Strategically, the partnership underscores Sabre’s focus on AI‑driven retailing and high‑margin B2B solutions. By adding a high‑profile airline to its portfolio, Sabre gains a strong foothold in the African market and a platform to showcase its offer‑to‑order technology to other carriers. Ethiopian Airlines’ Vision 2035 plan to expand fleet and network further amplifies the potential upside for Sabre’s platform adoption. The deal also positions Sabre against competitors such as Amadeus and Travelport, reinforcing its leadership in the evolving distribution landscape.
Investors reacted negatively to the quarter’s earnings miss and weaker guidance, with the market focusing on the EPS and EBITDA shortfalls and the lower revenue outlook. Despite this, the partnership signals a long‑term strategic win for Sabre, aligning with its AI and data‑analytics priorities and expanding its reach in a rapidly growing airline market.
Kurt Ekert, Sabre’s President and CEO, said the quarter “reflects solid execution and improving momentum across our business” and highlighted the “incredible opportunity within the travel industry” that AI‑driven retailing presents.
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