Travel companies betting on the premium boom may tend to view post-Covid wealth creation as an immutable fact. But a protracted economic shock would test the durability of the trend and their strategies.
After Covid exposed how brittle travel's customer service infrastructure was, the industry pitched AI as the fix. Now, with the Middle East chaos, much of the tech that was supposed to help vanished from the narrative.
OTAs posted double-digit growth in the latest earnings cycle even as consumer travel spending declined. The industry needs a new framework for reading these results — and the signals that actually matter.
Expedia's annual filing now treats AI agents as a major threat, not just a competitive pressure. The company is betting that direct engagement can keep it from becoming an invisible backend.
Expedia’s Seattle WARN filing does more than quantify the 162 job cuts. The mix of eliminated technical roles — including a VP — shows how the company’s efficiency push is reshaping where core work gets done.
A VC and Skift research analyst agreed AI will transform travel distribution. They disagreed on timing — and on whether consumers will trust a machine with their most consequential purchases.