OurInterest Urges SABRE Board to Consider Strategic Sale to Hyperscaler, Citing $8 Billion Valuation, Shareholder Value, and Rising Competitive Threats

Investment firm calls for formal evaluation of acquisition by Amazon, Meta, Google, or Oracle amid rapid cloud consolidation and hyperscaler expansion into travel and aviation sectors

LOCATION, DATE - OurInterest, a shareholder in SABRE Corporation (NASDAQ: SABR), issued a formal call for the company's board of directors to actively evaluate and pursue a strategic sale to a major cloud hyperscaler, estimating a fair valuation of $8 billion based on replacement-cost analysis of core assets and the premium for a "ready play asset". The urgency is underscored by accelerating competitive incursions from non-traditional players, including Alibaba's recent expansion into flight booking and airline connectivity in China Alibaba's Qwen will handle the entire booking process through natural language chat, including ticket purchasing, seat selection, and check-in procedures. OurInterest believes in time US hyperscalers will catch up.

The request, detailed in an open letter to the board, reflects OurInterest's conviction that a sale represents the optimal path to unlock shareholder value, ensure SABRE's technology platform remains competitive, and secure the capital and operational resources required to operate in a field that will be dominated by hyperscalers or hyperscaler backed companies.

"We believe SABRE's board has a fiduciary obligation to explore this strategic opportunity," said Craig Harewood, Director at OurInterest. "A hyperscaler acquisition would provide immediate liquidity to shareholders, guarantee long-term investment in the platform, and position SABRE's technology at the center of the cloud-native travel ecosystem-especially as global competitors backed by hyperscaler resources move into markets we depend on."

Competitive Threat: Alibaba's Market Entry in China
In a recent development that underscores the urgency of SABRE's strategic position, Alibaba's Qwen AI service has begun integrating flight booking and airline connectivity services, partnering with carriers such as China Eastern Airlines. This move signals that hyperscaler-backed platforms are directly targeting travel and aviation verticals-historically SABRE's core markets.

Alibaba's entry demonstrates two critical risks:
1) Hyperscalers are not acquiring travel-tech platforms-they are building them from scratch using AI, cloud infrastructure, and existing user ecosystems. SABRE cannot compete with this pace and capital deployment as a standalone public company.

2) Geographic expansion threats: SABRE's dominance in North American and European aviation is vulnerable if hyperscalers dominate Asia-Pacific through local partnerships and AI-driven booking systems. A SABRE acquisition by a comparable hyperscaler (AWS, Google Cloud, or Oracle Cloud) would provide defensive parity and cross-geography market access.

"Alibaba's move into flight booking is not an isolated product launch-it is a proof point that hyperscalers see travel and airline connectivity as strategic," Harewood noted. "SABRE needs to be part of a hyperscaler ecosystem, not competing against one."

Valuation Rationale
OurInterest's $8 billion estimate reflects the replacement cost of five critical asset categories:
Core platform and cloud infrastructure - SABRE's global reservation and distribution systems
Airline and supplier connectivity - Established integrations with global carriers and hospitality providers
Agency network and incentives - Travel agency distribution and commission structures
Data assets and AI models - Proprietary datasets and machine-learning capabilities
Regulatory and compliance frameworks - Certifications and operational licenses across jurisdictions

"We conducted our own analysis and cross-referenced widely cited industry estimates, then averaged the results," Harewood added. "The $8 billion figure reflects fair value for both shareholders and a potential acquirer-and accounts for the competitive pressure SABRE now faces from hyperscaler-backed alternatives."

Strategic Rationale for Board Consideration
OurInterest believes a sale to a hyperscaler addresses four critical business imperatives:

1) Shareholder value realization - Immediate, certain returns versus prolonged public-market uncertainty amid competitive pressure
2) Capital access and R&D velocity - Unlimited investment in cloud, AI, and global infrastructure from a tier-one acquirer, enabling SABRE to match hyperscaler-backed competitors
3) Competitive positioning - Integration with hyperscaler ecosystems enhances SABRE's reach across travel, e-commerce, and logistics verticals while defending against Alibaba and other hyperscaler entrants
4) Geographic and product defense - Access to hyperscaler resources in Asia-Pacific and other markets where competitors are now active

Board Process and Timeline
OurInterest does not propose a specific decision timeline, deferring to the board and the company's largest shareholders-Silver Lake Partners and Constellation Software Inc.-to establish appropriate governance and due-diligence windows. OurInterest recommends that SABRE engage experienced investment banking advisors to manage a formal sell-side process with appropriate urgency given competitive developments.

Regulatory Environment
OurInterest notes that the current regulatory environment may be more favorable to hyperscaler acquisitions of enterprise software platforms than in prior administrations.

Fallback Strategy
Should the board decline to pursue a strategic sale, OurInterest expects management to articulate a credible alternative: a clear path to organic growth, strategic partnerships, additional capitalization, or a public-market inflection that demonstrates shareholder value creation and competitive resilience.

Public Materials
OurInterest has published an open letter to the SABRE board outlining this position in detail. Additional supporting materials are available upon request.

About OurInterest
OurInterest is an investment firm focused on identifying unique opportunities. For more information, visit www.ourinterest.org.

Media & Investor Inquiries:
https://www.ourinterest.org/contact

OurInterest
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ST. VINCENT

info[@]ourinterest.org

OurInterest is an investment firm specialising in identifying unique opportunities.

This release was published on openPR.