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.

Expedia Group CEO Ariane Gorin at Skift Global Forum in New York September 18, 2025

Online Travel

Expedia’s B2B Surge Buys Time for Vrbo and Hotels.com

Expedia's B2B division is growing nearly five times faster than its consumer brands. That gap buys time for the Vrbo and Hotels.com turnaround — but 2026 will test whether efficiency gains can translate into sustained momentum.

Adriana Lee | 3 days ago

Airbnb CEO Brian Chesky speaking on stage

Online Travel

Chesky Disses Rivals’ Chatbots — Calls Airbnb’s AI ‘Impossible to Replicate’

In an era when speed to market is a given, Chesky is arguing that nice and easy does it will win the day. It would be better to say, "We are behind in our AI development, but we are confident that we will get to where we need to be."

Dennis Schaal | 3 days ago

Hotels

Hyatt CEO Sees Lift From AI Search; Reveals ChatGPT App

Hotel groups are increasingly sharing AI risks openly. But Hyatt and others have no choice but to keep experimenting.

Luke Martin | 3 days ago

Hotels

Hyatt Targets 90% Asset-Light Business, Plans More Hotel Sales

Hyatt’s real estate sell-off is largely complete. The focus now shifts from asset sales to sustaining fee growth.

Luke Martin | 3 days ago

Online Travel

Tripadvisor Sees Traffic Decline from AI Overviews, Considers ‘Strategic Alternatives’ (Again)

Tripadvisor has borne the brunt of declining SEO traffic from Google for many years. Now AI Overviews are pinching Tripadvisor even harder.

Dennis Schaal | 4 days ago

IHCL opened Bangaram Island Lakshadweep - IHCL SeleQtions during the first quarter of 2026 financial year.

Hotels

The Taj Built Indian Hotels Company. Ginger Is the Growth Engine

While Taj still defines Indian Hotels Company's identity, the future growth of the hotel company may depend less on palaces and more on platforms.

Peden Doma Bhutia | 4 days ago

Hotels

Marriott Adds New Warning: Climate Change and Extreme Weather Are Raising Costs

Marriott’s shift from “could” to “have” underscores that climate risk is no longer abstract. It is now showing up in insurance bills and operating expenses.

Darin Graham | 4 days ago

a man sitting in a yellow chair on stage with a video playing behind him

Hotels

Oberoi Says Delhi AI Summit Is Filling Hotels, Even in Nearby Gurugram

Oberoi is preparing for a future where growth comes less from building more hotels and more from controlling premium experiences.

Peden Doma Bhutia | 4 days ago

Hotels

New Marriott and Hilton Filings Reveal Risks From AI Platforms to Direct Bookings

Artificial intelligence isn’t charging hotels commissions yet. But lawyers at Marriott and Hilton are already preparing for a world where AI platforms could become the next powerful gatekeepers in travel distribution.

Sean O'Neill | 4 days ago

Airlines

New Frontier Airlines CEO Outlines Path to Shore Up Profits, Eyes In-Flight Wi-Fi Launch

New Frontier CEO James Dempsey wants to take the carrier back to its low-cost roots, saying that saving on costs will lead Frontier to a more sustainable path.

Meghna Maharishi | 4 days ago