Sabre Q4 Earnings Call Highlights

3 days ago 5

MarketBeat

Wed, February 18, 2026 astatine 9:50 AM CST 8 min read

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Management is pushing Sabre toward becoming AI-native, arguing agentic AI volition summation request for its transaction furniture and launching agentic APIs and partnerships (PayPal/Mindtrip, BizTrip, Virgin Australia) including a ChatGPT plugin to embed conversational booking and servicing.
Financials showed humble top-line maturation (Q4 gross +3%, FY 2025 gross +1%) with normalized adjusted EBITDA up 10% (Q4: $119M; FY: $536M) and pro forma escaped currency travel improving, portion the institution paid down much than $1 billion of indebtedness and chopped pro forma nett leverage by ~25% year‑over‑year.
For 2026 Sabre guides to mid‑single‑digit gross and measurement maturation and astir $585 million of pro forma adjusted EBITDA, but expects antagonistic escaped currency travel (~-$70M) chiefly owed to restructuring currency costs and materially higher currency involvement (~$470M).
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Sabre (NASDAQ:SABR) executives emphasized improving operating momentum exiting 2025, advancement connected deleveraging, and a strategical propulsion to presumption the institution arsenic “AI-native” during the company’s full-year and fourth-quarter 2025 net call.

President and CEO Kurt Ekert said 2025 was “a challenging and dynamic year” impacted by exogenous events, but the institution “met oregon exceeded” fourth-quarter guidance and ended the twelvemonth with “positive momentum.” Ekert pointed to continued organisation stock gains, enlargement of a multi-source contented platform, maturation successful edifice organisation and payments, and improving show successful hose exertion arsenic cardinal catalysts for growth.

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Ekert straight addressed capitalist concerns that AI tools could bypass Sabre’s marketplace done nonstop supplier connections, saying the institution “strongly disagree[s]” with that view. He argued AI systems request the “foundational transaction layer” Sabre provides to shop, price, book, and work travel, and that the displacement toward agentic AI could marque Sabre “more essential, not less.”

Garry Wiseman, promoted to President, Product and Engineering, said Sabre’s relation is underpinned by standard and proprietary capabilities, including implicit 50 petabytes of curated question data, processing 14,000 transactions per second, and 11 cardinal buying signals per month. Wiseman besides cited what helium described arsenic decades of proprietary question servicing workflows, fare rules, policies, and compliance logic crossed much than 200 countries.

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