Texas Pacific Group, Silver Lake, Microsoft Bid For Yahoo…Are They Gearing Up To Compete Against Google?
December 2, 2011 – 8:55 amAccording to a New York Times Post, Silverlake, Microsoft, and Texas Pacific Group are making a bid for Yahoo….and as of this posting, they have. For those of us in the travel industry, we also know that Google has purchased ITA software and is working with HP to integrate detailed travel search pricing in google search results.
Now enter Silverlake, TPG (and Microsoft) into the mix. Silverlake owns the Galileo GDS. Texas Pacific Group (TPG) owns the Sabre GDS. By purchasing Yahoo, either of these companies instantly becomes competitive with Google with regards to the potential travel search market.
Google has stated in the past that it would not compete with travel agencies….only produce results (with pricing) that point to travel agency sites. The entrance of Yahoo (owned either by TPG or Silverlake when it all shakes out) could dramatically change the Google stated non compete statement.
What does this mean for online travel agencies…..alot.
If we thought Travelocity, Orbitz, and Expedia dramatically decreased our online business revenue, we haven’t seen anything yet. Google and Yahoo count for 86% of ALL search. Throw in Bing and the number goes to nearly 100%. If Travel search now becomes a retail travel pricing search…where one can book direct by clicking on a link, then even the Travel Vendors have something to worry about.
Things may be prodding along in travel right now…but behind the scenes, things are moving like lightening and could alter the way travel is sold sooner than later.

