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.

Airlines

More U.S. Airlines Lower Outlook Due to Economic Uncertainty

Economic uncertainty brought on by mass layoffs in the federal government and the threat of tariffs are leading more airlines to revise their first-quarter forecasts.

Meghna Maharishi | 1 week ago

Airlines

Delta Lowers Outlook, Cites Decline in Consumer and Corporate Confidence

Delta is the first U.S. airline to revise its outlook following fears that the U.S. may hit an economic soft patch.

Meghna Maharishi | 1 week ago

aerial view of norwegian cruise lines ncl spirit

Cruises

Norwegian Cruise Lines CEO on Middle East and Russia, Taxes, and New Private Island

During an earnings call, CEO Harry Sommer said there was a “unique opportunity” as a cruise operator to benefit from Trump's geopolitical moves, particularly in Russia.

Jade Wilson | 3 weeks ago

Tourism

How Gen Z in India Travel: Spontaneous Yet Budget-Conscious

Indian Gen Z travelers are budget friendly, but their budgets might force them to shift to lower-end or alternative accommodations as hotel prices continue to surge.

Bulbul Dhawan | 3 weeks ago

Online Travel

Booking Holdings Downplays Concerns That Agentic AI Platforms Will Displace It

Are generative AI platforms going to make Booking Holdings irrelevant? That's unlikely. The real issue is to what extent the company's economics may suffer.

Dennis Schaal | 4 weeks ago

aerial view looking down on a new hotel in southeast asia

Hotels

Accor's Two-Track Strategy: Luxury for Growth, Economy for Profit

Skift spoke with Group Deputy CEO Jean-Jacques Morin about Accor's strategic pivot in key areas, such as why half of its new hotels will be in Asia this year.

Sean O'Neill | 4 weeks ago

Hotels

Choice Has Dumped Hundreds of Budget Hotels in Upscale Strategy Shift

Choice Hotels has been abandoning its roadside motel roots for more lucrative upscale and extended-stay properties. That means ice machines are out, and Instagrammable lobbies are in.

Sean O'Neill | 4 weeks ago

Apps for five AI services on the screen of an iPhone

Online Travel

Tripadvisor's Perplexity Deal: AI for Customer Acquisition Is Now a Thing in Travel

The emergence of AI platforms such as Perplexity, ChatGPT and others could see the travel industry redirect a huge chunk of marketing spend away from Google. Although Google has its own entrant, Gemini.

Dennis Schaal | 4 weeks ago

Online Travel

Why EaseMyTrip’s Nishant Pitti Stepped Down as CEO, but Isn’t Stepping Away

Nishant Pitti stepping down as the CEO was seen as a setback to EaseMyTrip, especially as he is also undertaking personal ventures, such as bidding for the revival of GoFirst.

Bulbul Dhawan | 4 weeks ago

Airlines

JetBlue Still in Talks With ‘Multiple Airlines’ for Partnership, Sees Loyalty as Biggest Benefit

JetBlue president Marty St. George said the carrier had accounted for an airline partnership in its new strategy to boost profitability.

Meghna Maharishi | 4 weeks ago