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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.

Online Travel

Expedia Group Delays Rollout of One Key Loyalty Program Beyond the U.S. and the UK

Ariane Gorin is not going to be a Peter Kern clone in her new role as Expedia Group CEO. Among her first acts was to pause the international rollout of the Group's One Key loyalty program.

Dennis Schaal | 1 month ago

Online Travel

Expedia.com’s Growth Outpaced Rivals, but CEO Notes ‘Softening’ Demand

Was that a typo? Room nights at Expedia Group's flagship brand leaped 20%. That's rare territory these days in online travel.

Dennis Schaal | 1 month ago

Hotels

Choice Hotels: ‘Normalization’ in U.S., Maintains Profit Forecast

Choice Hotels recently saw its U.S hotels continue to perform roughly 10% above 2019 levels in revenue per available room. Its executives believe that trend may roll on next year.

Sean O'Neill | 1 month ago

Short-Term Rentals

Airbnb CEO: A New AI-Powered App Will Take ‘Years’

Airbnb CEO Brian Chesky originally predicted that a fully redeveloped app — with AI at the center — would already have been released. Now, he's saying it'll take years.

Justin Dawes | 1 month ago

Hotels

Hilton: U.S. Leisure Travel ‘Definitely Softening’ – High-End Still Have ‘Fat Bank Accounts’

While Hilton's outlook remains broadly positive, the moderating growth trajectory bears watching. Next year hotel operators may need to work harder to drive growth. Luxury and lifestyle brands could be key differentiators.

Sean O'Neill | 1 month ago

Tourism

Disney CEO Sees ‘Flat-ish’ Theme Park Revenue and ‘Slowdown’ in Coming Months

Disney's theme parks — one of the world's most popular tourist attractions — face a domestic slowdown.

Dawit Habtemariam | 1 month ago

Airlines

Cathay Pacific Signs Big Plane Order as it Scrambles to Regain Dominance

Cathay Pacific was hit harder than most during the pandemic, and remains a relative laggard on the international stage. Bosses see 2024 as the year that its rebuilding plan really starts to gathers pace.

Gordon Smith | 2 months ago

Hotels

Wynn Resorts Buys 70 Acres of Land in UAE For ‘Future Development’

Wynn Resorts' joint partnership in the UAE now owns a quarter of all of Marjan Island.

Josh Corder | 2 months ago

Online Travel

Tripadvisor’s Flagship Brand Saw Revenue Decline Accelerate With Google Search Changes a Factor

Tripadvisor's flagship brand is declining, so that's why it's focusing on the next iteration of the company.

Justin Dawes | 2 months ago

Daily Lodging Report

Takeaways From Hotel Earnings Season

Key events included DiamondRock Hospitality's upgrade, Hyatt and Apple Hospitality lowering guidance, and IHG reporting strong new room signings despite challenges in China.

2 months ago