Towards a global travel subscription: eDreams ODIGEO multiplies its ambition driven by the growth of Prime

Foto del autor

By Jack Ferson

david

Now we face a new strategic stage with the confidence that comes from having demonstrated our ability to successfully transform a complex business. During the plan 2021-2025, We quadrupled our Prime subscribers and multiplied our EBITDA Cash by 62. We now present an ambitious growth plan to consolidate ourselves as a global travel subscription platform and generate sustained value for our shareholders.

Prime is still the heart of strategy. With 7.7 million members, we project to exceed 13 million in 2030, relying on three levers: new flexible subscription forms, product diversification and international expansion, enhanced by our competitive advantage in artificial intelligence. This evolution will make Prime more accessible and valuable to every subscriber.

Among the The most relevant innovations are the introduction of monthly and quarterly payment modelswhich have already been shown to improve customer satisfaction (+10% NPS), conversion (+8%) and subscriber lifetime value (+13%). In addition, we open opportunities in high-frequency categories such as trains, a European market worth more than 40 billion euros. According to our data, Prime generates four times the revenue margin of rail-focused transactional OTAs, giving us a prime position to capture share.

The diversification It is also reflected in international expansion: We project that by 2030, 66% of eDO volume will be driven by non-airline products and flights outside the top five European markets (up from 43% today). Prime trials in 14 new markets are demonstrating exceptional performance, with 28% higher household penetration and 13% higher adhesion than in mature markets. A selection of high potential countries in Latin America, Central Europe and MEA will be the focus of our expansion to accelerate geographical expansion.

All of this is supported by our own artificial intelligence platform, an asset where eDreams ODIGEO has been investing for more than a decade. Our platform processes more than 100 million searches daily to deliver personalized experiences, automate processes and increase subscriber loyalty.

The plan implementationdesigned to ensure eDO’s leadership and long-term value, requires strategic investments that will adjust our EBITDA Cash in the short term to 155 million this year and 115 million next yearbefore resuming growth of more than 33% annually between 2027 and 2030, exceeding 270 million. Our solid financial structure allows us to finance this phase without compromising shareholder remuneration, including 100 million euros in buybacks over the next two years.

eDreams ODIGEO combines a proven model, a recurring hi-fi business and a roadmap designed to capture an expanding global market. Our track record demonstrates a solid capacity for transformation, which has turned eDO into a solid, solvent and diversified company. Now, with our new strategic plan, we begin a new stage of leadership and value creation for our shareholders, subscribers and partners.

Deja un comentario