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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.

U.S. airline consolidation chatter is deafening. But it might be much talk about nothing. At last week’s Bernstein investor conference, airline CEOs poured cold water on the speculation. United’s Scott Kirby called the economics of buying JetBlue “mathematically close to impossible."

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.

Halting customs at Newark — one of the busiest international hubs in the U.S. — would be a logistical nightmare for airlines.

Saying luxury retail should be more hospitable ignores how most of the industry works.

In travel, as in banking, the moat you're defending today is probably shallower than you think. And it's likely someone is already digging around it.

The global travel industry's framework for managing overtourism was built for rich countries. Ten years after Skift coined the term, that may be the underbelly it has revealed.

While IndiGo Founder Rahul Bhatia said incoming CEO Willie Walsh will "run the shop in its entirety," but the strategic perimeter appears to have been drawn before Walsh has set foot in the building.