Hotel CEOs are signing AI contracts this quarter that will define their technology stack through 2030, and most procurement teams are evaluating these deals the wrong way — tool by tool, use case by use case, without asking whether the underlying data architecture allows those tools to compound or whether each one starts from zero.
No Indian travel earnings call is complete without an AI pitch anymore. A closer reading of the latest calls from MakeMyTrip, Ixigo, TBO, and Yatra shows very different strategies, and varying levels of confidence about what comes next.
Hilton wants developers to invest millions in Undergraduate, its new hotel brand aimed at small college towns. Yet the new brand has no track record, requiring potential owners to take a leap of faith.
With most potential buyers citing AI disruption risk and walking away, Long Lake's $6.3 billion acquisition of AmexGBT is the most contrarian bet in travel right now.
The asset-light model has been good for operators and their shareholders. The pressure it creates for the owners who carry the assets is only now being openly discussed — and the operators best placed to respond are the ones who have stood on both sides of that equation.
Saudi Arabia's tourism chief is out and the giga-projects are being scaled back. The Kingdom’s tourism mission may be "unchanged," but is being unmistakably revised.