OBOOK Holdings Inc. (OWLS) Reports 20% Year-over-Year Growth in OwlNest Business
Rhea-AI Summary
OBOOK Holdings (NASDAQ: OWLS) reported strong operational results for its SaaS hospitality product OwlNest for the first half of 2025. OwlNest delivered a 20% year-over-year revenue increase versus H1 2024 based on internal management accounts, now supports more than 2,700 hospitality operators globally, and processed total transaction value exceeding US$100 million in H1 2025. Management attributed growth to operators shifting to automation amid labor shortages and rising costs, and said the company will discuss longer-term platform evolution on its upcoming earnings call.
Positive
- Revenue +20% year-over-year in H1 2025 for OwlNest
- Platform supports more than 2,700 hospitality operators globally
- Total transaction value > US$100 million on OwlNest in H1 2025
Negative
- None.
News Market Reaction 3 Alerts
On the day this news was published, OWLS declined 11.84%, reflecting a significant negative market reaction. Argus tracked a peak move of +6.7% during that session. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $75M from the company's valuation, bringing the market cap to $561M at that time. Trading volume was very high at 3.0x the daily average, suggesting heavy selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
No peer stocks or sector data were flagged in momentum or headlines, so the price action appeared driven by company-specific factors rather than a broader sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 09 | Partnership launch | Positive | +11.4% | Launched OwlPay Cash remittance app with Visa Direct and broad licensing. |
| Dec 04 | Crypto integration | Positive | -0.7% | Joined Circle Payments Network to enable compliant stablecoin cross-border payments. |
| Nov 26 | Share repurchase | Positive | +0.3% | Board authorized <b>$10 million</b> buyback citing perceived undervaluation and catalysts. |
| Nov 20 | AI strategy | Positive | -3.0% | Unveiled “Invisible Rails” AI-driven settlement strategy for stablecoins and tokenized assets. |
| Nov 17 | Product expansion | Positive | -1.5% | Outlined OwlPay Harbor and related tools for stablecoin and tokenized-asset settlement. |
Recent company updates have generally been positive in tone, but share-price reactions were mixed, with slightly more instances of divergence than alignment between upbeat news and next-day performance.
Over the last month, OWLS issued several strategic announcements, including a $10 million share repurchase authorization on Nov 26, 2025 and multiple initiatives in stablecoin and cross-border payments across more than 20 markets. Partnership updates with Visa and Circle highlighted regulatory licenses spanning 39–40 U.S. states and other regions. Despite generally positive narratives, price reactions have alternated between gains and declines. Today’s hospitality-focused OwlNest growth update adds an operating-performance angle to what had been primarily payments and infrastructure news.
Market Pulse Summary
The stock dropped -11.8% in the session following this news. A negative reaction despite solid fundamentals would fit the recent pattern of mixed responses to upbeat announcements. The release detailed 20% year-over-year revenue growth and over US$100 million in OwlNest booking value for the first half of 2025, yet the stock previously traded well below its 200-day MA and near its 52-week low. Past news on partnerships and new platforms also saw several divergences, suggesting sentiment had already been cautious.
Key Terms
saas-based technical
AI-generated analysis. Not financial advice.
ARLINGTON, Va., Dec. 19, 2025 (GLOBE NEWSWIRE) -- OBOOK Holdings Inc. (NASDAQ: OWLS) (the "Company" or “OwlTing”), a technology company operating as the OwlTing Group, today reported a strong operational performance for its SaaS-based hospitality software service, OwlNest. This business unit achieved a
As global travel demand continues to recover, hospitality operators face persistent labor shortages and rising operating costs. Industry data suggests that workforce availability remains a long-term structural challenge, prompting operators to rely less on incremental hiring and more on scalable, system-driven operations. OwlNest addresses this shift by enabling self-service check-in, digital room access, and automated assignment workflows, allowing operators to maintain service quality and operational continuity without proportionally increasing staffing levels.
“The double-digit growth we are seeing in OwlNest reflects a clear industry shift toward automation as a core operating standard,” said Darren Wang, Founder and CEO at OwlTing Group. “Rather than adding headcount, hospitality operators are increasingly relying on platforms that can reliably scale daily operations. OwlNest was built to support that transition, and we remain focused on strengthening its role as a core operating platform for our customers.”
OwlTing noted that adoption of OwlNest continues to expand across multiple markets, with customers increasingly relying on the platform to support daily operational workflows spanning bookings, check-ins, and on-property management. As adoption of OwlNest continues to expand, the platform supported a substantial volume of real-world booking activity during the first half of 2025, with total transaction value exceeding US
Looking Ahead, OwlTing emphasized that it remains focused on disciplined execution of its hospitality software strategy, expanding platform capabilities in response to customer needs, and maintaining alignment with regulatory and market conditions. Additional commentary on longer-term platform evolution and strategic opportunities will be addressed during the Company’s upcoming earnings call.
About OBOOK Holdings Inc. (OwlTing Group)
OBOOK Holdings Inc. (NASDAQ: OWLS) is a technology company operating as the OwlTing Group. The Company was founded and is headquartered in Taiwan, with subsidiaries in the United States, Japan, Poland, Singapore, Hong Kong, Thailand, and Malaysia. The Company operates a diversified ecosystem across payments, hospitality, and e-commerce. In 2025, according to CB Insights’ Stablecoin Market Map, OwlTing was ranked among the top 2 global players in the “Enterprise & B2B” category. The Company’s mission is to use technology to provide businesses with more reliable and transparent data management, to reinvent global flow of funds for businesses and consumers and to lead the digital transformation of business operations. To this end, the Company introduced OwlPay, a Web2 and Web3 hybrid payment solution, to empower global businesses to operate confidently in the expanding stablecoin economy. For more information, visit https://www.owlting.com/portal/?lang=en.
About OwlNest
OwlNest is a cloud-based property management system (PMS) designed for accommodation operators. The platform helps manage reservations, room inventory, pricing, and daily operations in one centralized system, while supporting connectivity with external booking and distribution channels. Today, OwlNest supports more than 2,700 properties worldwide. For more information, visit https://www.owlting.com/owlnest/tw?l=en.
Safe Harbor Statement
Certain statements in this announcement are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company’s current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy, and financial needs. Investors can identify these forward-looking statements by words or phrases such as “may,” “could,” “will,” “should,” “would,” “expect,” “plan,” “aim,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “likely,” “potential,” “project,” or “continue,” or the negative of these terms or other comparable terminology. The Company undertakes no obligation to publicly update or revise any forward-looking statements to reflect subsequent events or circumstances, except as required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot guarantee that such expectations will prove correct. The Company cautions investors that actual results may differ materially from those anticipated and encourages investors to review other factors that may affect its future results in the Company’s registration statement filed with and declared effective by the SEC and other filings with the SEC, available at www.sec.gov.
OBOOK Holdings Inc. Media Relations
Michael Hsu, Public Relations Director
pr_office@owlting.com
1 According to Grand View Research's Hotel And Hospitality Management Software Market Report, published in 2024. The global market is projected to grow at a Compound Annual Growth Rate (CAGR) of approximately
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/27754bdd-b684-4125-bf10-9cd9da490ef1
FAQ
What revenue growth did OWLS report for OwlNest in H1 2025?
How many operators does OwlNest support as of H1 2025 for OWLS?
What was the total transaction value processed on OwlNest in H1 2025 for OWLS?
Why did OWLS say OwlNest demand increased in H1 2025?
Will OWLS provide more detail on OwlNest strategy and outlook?
Is the 20% growth figure for OwlNest audited for OWLS?
