The panel of 1,500 users show little overlap when it comes to the two complementary travel categories, suggesting a split that could be aggressively leveraged by an over-the-top player such as Google. And given that company’s close ties to Android, this is a compelling analysis for continued competition.
The graphic above shows each category — airline, hotel and OTA — and the relative overlaps between the categories. Those users with airline apps installed are most likely to have OTA apps installed, followed by users with hotel apps and OTA apps installed.
The most critical piece here is how little overlap there is from those who have OTA apps – those apps have become enough for the users’ travel needs, and therefore they have little need for airline or hotel apps.
