The bad news for agencies continues to come in droves from the US market. While traffic continues to show declines for the agency community the numbers look positive from a revenue perspective. And here is where the data can be misused.
The good news (well a slight bit) shows that the rot has been reversed for the OTA sector for the first time since November 2010 that the increasing percentage of decline has seen a small reversal.
We can easily conclude that the good news is that AA was back with Expedia and Priceline's direct connect was kicking in. However I remain skeptical that this will show any real improvement any time soon.
The very tepid transactions numbers forecast for the summer make this unlikely.