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.

Business people walking in a large hall that could be an airport or possibly another transportation facility. There are buildings in the background, which is a bit hazy.

Online Travel

Yatra Is Betting on Corporate Bookings to Steady Profits: What the Numbers Say

Yatra is trading some headline consumer volume for steadier, higher-value corporate bookings. The last quarter shows early signs that the shift is working.

Peden Doma Bhutia | 6 months ago

Hotels

Oberoi Bets on Asset-Light Model With 25 New Hotels in the Pipeline

The Oberoi Group is certainly taking advantage of the upward momentum of the hotel industry in India, but with the Oberoi touch - premium services call for premium prices and EIH Limited is not shying away from charging for it.

Bulbul Dhawan | 6 months ago

A woman seated on stage in front of a red background.

Online Travel

Expedia Shows Strength in B2B, Advertising and International, Ups 2025 Guidance

Expedia appears to be executing well on key priorities, and its B2B, international and advertising businesses are particular standouts.

Dennis Schaal | 6 months ago

Travel Technology

Sabre Lowers Air Distribution Outlook, Stock Gets Crushed

It's not a good look when a company highly dependent on airline distribution forecasts books growth far below previous guidance for the second half of the year.

Dennis Schaal | 6 months ago

Rendering of Andaz Gold Coast Pool Deck with the view of a pool outdoors

Hotels

Hyatt’s Luxury Focus and Going Asset Light: ‘Everything Is For Sale’

Hyatt is benefiting from luxury travel while competitors struggle with more budget-conscious customers. About 70% of its portfolio is in the top tier.

Sean O'Neill | 6 months ago

Hotels

IHG Hits 1 Million Rooms, U.S. and China Slow Down Growth

IHG’s one million-room milestone is impressive. So is the pace of conversions. But revenue pressure in key regions can’t be ignored.

Luke Martin | 6 months ago

Online Travel

Airbnb’s Brian Chesky: We’re Open to Partnering With AI Chatbots

Airbnb's Brian Chesky is close to OpenAI CEO Sam Altman, but that doesn't mean that Airbnb will necessarily distribute its inventory through Altman's ChatGPT.

Dennis Schaal | 6 months ago

Online Travel

Airbnb: Early Experiences Trends, AI Rollout, International Growth

Many travel companies have tried to market experiences to both locals and travelers and failed to do so. If Airbnb can really tap into local demand in a substantial way it would be breaking new ground.

Dennis Schaal | 6 months ago

Two men sitting outdoors at a table with one checking a hotel price on his phone.

Online Travel

Trivago Completes $32 Million Holisto Acquisition — and Why That Matters

Trivago is making AI search and booking improvements that could stick — if larger factors such as the ChatGPTs and Geminis, and other Google travel products don't get in the way.

Dennis Schaal | 6 months ago

Hotels

Choice Hotels Talks Up International Growth as U.S. Demand Softens

International expansion is gaining ground at Choice, with full control in Canada and rising overseas openings. But its fortunes still depend heavily on the U.S.

Luke Martin | 6 months ago