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.

Online Travel

New Tripadvisor CEO Emphasizes Using Data Better in First Earnings Call

Tripadvisor lags rivals Airbnb, Booking and Expedia in its pandemic recovery, but expects to surpass 2019 revenue in the next few months.

New Tripadvisor CEO Emphasizes Using Data Better in First Earnings Call

Online Travel

Expedia’s Increased Focus on Its Partner Business Is Starting to Pay Off

Expedia Group's strategy to reshape the company is starting to come together, as shown in its partner business. But the grand master plan is a multiyear endeavor.

Expedia’s Increased Focus on Its Partner Business Is Starting to Pay Off

Hotels

Where Choice Hotels’ Radisson Acquisition Could Supercharge Growth

Choice Hotels on Thursday offered the first in-depth details of plans for its $675 million acquisition of Radisson Hotel Group Americas. The endgame? Boost those franchise royalties. .

Where Choice Hotels’ Radisson Acquisition Could Supercharge Growth

Online Travel

Booking Holdings Boosts Discounting to Capture Bigger Share of Travel Budgets

Booking is placing a new emphasis on discounting versus its traditional reliance mostly on marketing. Expect more fintech and loyalty offerings.

Booking Holdings Boosts Discounting to Capture Bigger Share of Travel Budgets

Short-Term Rentals

Airbnb Touts Its Resilience to Any Kind of ‘Economic Shock’

Companies like Airbnb might be diversified enough to hedge against certain challenges. Still, no company is immune from economic downturns and calamities.

Airbnb Touts Its Resilience to Any Kind of ‘Economic Shock’

Airline Weekly

JetBlue Faces Problem With Rising Costs: How the Spirit Merger Won’t Help

JetBlue's cost problems shone brightly in the second quarter when, despite record revenues, the airline lost money. The airline's planned merger with Spirit is only likely to exacerbate the situation.

JetBlue Faces Problem With Rising Costs: How the Spirit Merger Won’t Help

Business Travel

Sabre Blames Airline Delays for Losses

After a strong first quarter, the technology company has been snagged by the operational issues that plagued airlines and airports in June. It was all going so well, too.

Sabre Blames Airline Delays for Losses

Hotels

Marriott So Far Feeling Immune to a Downturn

Reading between the lines, Marriott International executives suggested that their company has so many strong fundamentals that it could shrug off choppy economic waters for the rest of the year.

Marriott So Far Feeling Immune to a Downturn

Airline Weekly

Japanese Airlines JAL and ANA Show Improvement as Asia Recovery Picks Up

Asia's slow reopening is beginning to show dividends for Japan's airlines. ANA and JAL are seeing travelers return aided in no part by their main Tokyo hub sitting smack dab between North America and Southeast Asia.

Japanese Airlines JAL and ANA Show Improvement as Asia Recovery Picks Up

Airlines

Air France-KLM Records First Profit Since 2019

Air France-KLM is cutting capacity in the third quarter, and is dealing with many of the same operational issues that have plagued the airline industry.

Air France-KLM Records First Profit Since 2019