SiteMinder Reaffirms FY26 Outlook, Highlights AI-Powered Revenue Tools

Investor Day Overview

On September 23, 2025, SiteMinder Limited (ASX, SDR) presented its Investor Day, focusing on the strategic evolution and growth potential of its Smart Platform. The company reaffirmed its FY26 outlook and medium-term ambition to accelerate revenue growth towards 30%, driven by the adoption of innovative hotel revenue management solutions and AI-powered analytics.

Smart Platform, A Unified Revenue Solution

SiteMinder’s Smart Platform integrates intelligence, revenue management, and distribution into a single, unified system. Key components include Dynamic Revenue Plus, Channels Plus, and the Smart Distribution Program. These offerings address longstanding industry challenges such as fragmented technology stacks, manual processes, and suboptimal distribution setups that have historically hindered hotel revenue optimisation.

Dynamic Revenue Plus stands out as a high-value opportunity in a market where 80% of hoteliers have yet to adopt revenue management systems. By combining real-time data, AI-driven pricing recommendations, and seamless execution through deep integrations with channel managers and property management systems, SiteMinder is streamlining revenue management and enabling hoteliers to act faster on revenue opportunities.

Expanding Distribution with Channels Plus and Smart Distribution

Channels Plus simplifies the complex and repetitive process of expanding hotel distribution across multiple channels. It allows hoteliers to manage inventory and rate plans centrally, eliminating the need for multiple logins and manual updates. The program has rapidly scaled, contracting over 5,000 properties and 40 distribution partners, with further expansion underway.

The Smart Distribution Program complements this by optimising rate plan design and connectivity with key global distribution partners, enhancing synchronization and improving speed to market. These initiatives collectively deliver efficiency gains and revenue uplift for both hoteliers and distribution channels.

Harnessing AI and Proprietary Data

SiteMinder leverages its vast proprietary data assets; over 130 million reservations annually generating more than A$85 billion in gross booking value; to fuel its AI strategy. The company’s AI-native workforce and advanced data infrastructure underpin capabilities such as predictive analytics, hotel clustering, and demand forecasting with over 90% accuracy in near-term predictions.

AI is embedded across SiteMinder’s operations and products, driving efficiencies in customer support, sales conversion, and product development. This integration of AI not only enhances customer experience but also supports the company’s competitive moat in the hotel technology sector.

Financial Outlook and Growth Trajectory

SiteMinder reported strong unit economics with a hybrid revenue model combining subscription and transaction fees, supporting a 3-year compound annual growth rate (CAGR) of 22.4%. The company’s customer acquisition cost remains stable while lifetime value continues to improve, driven by product adoption and upselling success.

Looking ahead, SiteMinder expects the Smart Platform to accelerate revenue growth towards 30% in the medium term, while maintaining profitability discipline and optimizing its Rule of 40 performance; a key metric combining growth and profitability for software companies.

Overall, SiteMinder’s Investor Day presentation paints a picture of a company well-positioned to capitalize on underpenetrated hotel revenue management markets, leveraging technology innovation and global scale to drive sustainable growth.