H World’s Earnings Call: Premium Shift and Southeast Asia Expansion
H World is betting that China’s real estate slump and Southeast Asia’s travel boom can fuel its next phase of growth.
Travel Industry Earnings Coverage
Don’t miss out on Skift’s in-depth coverage of earnings reported by public travel companies, including online travel agencies, hotel brands, airlines, and technology companies. Our earnings stories cut through the numbers to explain what’s really happening at companies and within the industry as a whole.
Booking Holdings Is Running Ahead of Its Own Strategy
The merchant model is the most important thing happening at Booking Holdings. It is also the thing that lets it avoid proving whether Connected Trip actually works.
Indian Hotels Company Takes Hit From Iran War. Domestic Travel Is Making Up for It.
IHCL survived the Iran war with its record run intact, but the episode was a sharp reminder that even India's biggest hotel company can't fully insulate itself from a war it has nothing to do with.
Middle East Instability Is Sending Summer Travelers to Spain and the Caribbean, Meliá Says
Meliá says instability hurt first-quarter results in some markets while strengthening the summer outlook in others.
Expedia’s B2B Engine Speeds Up as AI Moves Intensify
Expedia’s B2B engine is proving the partner model works. The catch: It is still the smaller business, and AI is not yet big enough to change that.
Brian Chesky Says Airbnb Won’t Mix Homes and Hotels — That’s ‘Pre-AI’ Design
Airbnb's Chesky is nothing if not ambitious. Given that people's preferences can change at any moment, the ability to serve customers with only a hotel or home, depending what they need in that instant, seems a long way off, even with agentic AI.
IHG Reports Strong U.S. Demand, a Middle East Hit, and a Bet on AI Content Over Scale
IHG is changing how guests search on its own channels. The bigger question is whether its content infrastructure will make it show up when they search everywhere else.
Trivago Files Antitrust Lawsuit Against Google, Alleges Ongoing Harm
Trivago has lobbied against these Google practices for years. Now it's taking the conflict to a German court.
Tripadvisor Has Made ‘Good Progress’ on Selling TheFork, Explores LLM Data Deals
Tripadvisor had a tough first quarter, adversely impacted by cancellations in Mexico, Hawaii, and elsewhere because of the Middle East conflict. Its quest for strategic alternatives has been a multiyear slog.
Marriott Says U.S. Hotel Demand Is Spreading Beyond Luxury
The U.S. is holding up for the company better than the mood music suggests, but the Middle East is a deepening drag that goes beyond the region.