HIGHOutside partyCustomer
small number of airlines
“10-K Item 1A: 'Our business depends on a relatively small number of airlines for a substantial portion of its revenue, and all of our businesses are highly dependent on airline ticket volumes.'”
SABR · Concentration risk · 10-K extracted
Sabre (SABR) concentration risks
Updated
The most significant concentration Sabre discloses is small number of airlines, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Sabre’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
small number of customers
“10-K Item 1A: 'We are subject to a certain degree of revenue concentration among a portion of our customer base. Because of this concentration among a small number of customers, if an event were to adversely affect one of these customers, it could have a material impact on our business.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Sabre Corporation's concentration risk is customer-based and layered. At the broadest level, the company depends on a relatively small number of airlines for a substantial portion of its revenue, with the business overall highly dependent on airline ticket volumes — a high-share dependency tied to the health of the airline industry as a whole. Within that customer base, Sabre also discloses revenue concentration among a portion of its broader customer set, noting that an event adversely affecting one of these customers could have a material impact on the business — a medium-share dependency layered on top of the airline-specific exposure. Both are counterparty dependencies rather than structural features: they reflect reliance on the fortunes and continued patronage of specific external partners rather than an inherent feature of Sabre's business model that would be difficult to change. Together, they describe a business whose results are tied both to macro airline-industry ticket volumes and to the specific health of a limited number of customers within it — meaning a downturn in air travel or a disruption at one major customer could each independently move results, with limited disclosed diversification to absorb either shock.
For the engine’s reasoning on SABR’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Software - Infrastructure
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AI | C3.ai, Inc. | 1 | 2 | 0 | 3 |
| SABR● | Sabre Corporation | 1 | 1 | 0 | 2 |
| AEVA | Aeva Technologies, Inc. | 1 | 0 | 0 | 1 |
| AIOT | PowerFleet, Inc. | 0 | 2 | 0 | 2 |
| ACIW | ACI Worldwide, Inc. | 0 | 0 | 0 | 0 |
| AKAM | Akamai Technologies, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.