Bereits 2010 hatte die Reisesuche Kayak ein S-1-Filing eingereicht, den Börsengang aber aufgrund der Marktentwicklungen verschoben. TechCrunch über die aktuellen Zahlen:
"In a recent S-1 filing, the company revealed that revenue and profits are up. Kayak posted $61.16 million in revenue in Q3, up 28 percent from the same quarter in 2010. The company also increased revenue slightly from the second quarter 2011, which came in at $56.7 million. Net income for the third quarter 2011 was $12.7 million, up 44 percent from the same quarter in 2010, in which net income was $8.7 million. Profits were up from $5.7 million in the second quarter of 2011."
TripAdvisor ist der große Börsengang der Branche im letzten Jahr gewesen. Eine gute Zusammenfassung der sehr erfolgreichen Unternehmensgeschichte von TripAdvisor liefert Chris Dixon:
"Raised a total of $4.2m in venture capital, sold to IAC/Expedia for $210M, and had some interesting adventures and pivots along the way. They started out by trying to aggregate reviews from other websites and white label their product to Expedia and other large travel websites. TripAdvisor.com was just a showcase that accidentally became a destination site."
"It’s weird how little coverage this IPO got and how the financial press missed the interesting stories. TripAdvisor ended the day at ~$3.5B in market cap, making it the second most valuable East Coast consumer internet company (after Priceline). Every story I saw focused on the share price drop over the day. The fact that the price dropped from its opening price simply means the bankers mispriced the stock and therefore insiders didn’t get the sweetheart deal they thought they were getting."
Die Börsengänge von LinkedIn, Groupon oder auch Zynga zum Jahresende haben 2011 die Möglichkeit eines Börsenganges für Webstartups wieder geöffnet. 2012 wird unter anderem der Börsengang von Facebook erwartet. Auch im Traveltech-Sektor dürften sich die Diskussionen dieses Jahr vermehrt um Börsengänge drehen.
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