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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.

Ground Transport

Ixigo-Backed Bus Startup Raises $10.5 Million – India Report

Buses are key to last mile travel in India, connecting people from smaller Indian towns to international and domestic destinations. The funding reflects a positive outlook of investors towards the bus industry as more online players enter the segment.

Ixigo-Backed Bus Startup Raises $10.5 Million – India Report

Short-Term Rentals

Capital One to the Rescue? Inspirato Looks for Boost Through Its Strategic Partner

The new CEO will have to figure out exactly what Inspirato will be. Is it the "luxury hospitality company" of 2019, the "innovative luxury travel club" of 2024, or something else.

Capital One to the Rescue? Inspirato Looks for Boost Through Its Strategic Partner

Experiences

Las Vegas Sphere Sees Revenue Rise as it Hopes to Go Global  

In recent months, the Las Vegas Sphere has been selling over $1 million a day in tickets, on average. But is that enough to recoup its $2.3 billion cost?

Las Vegas Sphere Sees Revenue Rise as it Hopes to Go Global  

Experiences

TUI Gains from Experience Sales and FTI Collapse

TUI reported another record-breaking quarter with sales of tours and activities helping to boost profitability. TUI also gained from the collapse of smaller rival FTI.

TUI Gains from Experience Sales and FTI Collapse

Online Travel

IndiGo’s Fierce Pricing Squeeze Forces Yatra’s Revenue Decline, CEO Points to Job Cuts

After grappling with setbacks in the consumer segment, Yatra is doubling down on its core strength — corporate travel.

IndiGo’s Fierce Pricing Squeeze Forces Yatra’s Revenue Decline, CEO Points to Job Cuts

Hotels

Hilton Partners with Bollywood Actor Sidharth Malhotra – India Report

Indian celebrities enjoy a significant following in the country and can influence the decisions of their fans. Hilton's partnership with Sidharth Malhotra comes months after it collaborated with actor Deepika Padukone.

Hilton Partners with Bollywood Actor Sidharth Malhotra – India Report

Hotels

Timeshare Giants Report Consumer Pullback – Here’s the Outlook for Vacation Ownership

Could international expansion help offset sluggish growth in the U.S.? "Global" was the word executives said the most on earnings calls we reviewed.

Timeshare Giants Report Consumer Pullback – Here’s the Outlook for Vacation Ownership

Airlines

India’s Surging Role in Global Tourism: Key Insights from Earnings Calls

The travel industry is making a global shift to capture India’s booming outbound tourism. From hotels and airlines to credit cards and digital platforms, everyone’s racing to cater to this surging wave of Indian travelers. As the market soars, the India opportunity is simply too big to ignore.

India’s Surging Role in Global Tourism: Key Insights from Earnings Calls

Airline Weekly

Inflation Frustration: Our Q2 U.S. Airline Review

All major U.S. airlines have now reported their Q2 results, which in the aggregate looked pretty good. But while Alaska, Delta, and United thrived, others encountered more difficulties dealing with cost inflation, aircraft disruptions, self-inflicted wounds, and a glut of domestic and Caribbean capacity.

Inflation Frustration: Our Q2 U.S. Airline Review

Short-Term Rentals

Vacasa Lost 9% of Its Vacation Rentals in the Last Year, Doesn’t See Profitability in 2024

Vacasa's weaknesses were apparent well before the vacation rental market turned soft. Now, they're even tougher to fix.

Vacasa Lost 9% of Its Vacation Rentals in the Last Year, Doesn’t See Profitability in 2024