Navan Says Rivals’ Mergers Are Sending It More Clients
Navan is winning large enterprise clients, picking them up when customers reevaluate their vendors in the face of protracted mergers.
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.
IndiGo Will Stick to Low-Cost DNA Even as Willie Walsh Takes Over
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.
India’s Luxury Hotels Are Finding a New Anchor, and It’s Not Foreign Tourists
Oberoi's parent company says geopolitical disruptions are reshaping travel patterns, but India’s affluent travelers are increasingly insulating luxury hotels from global shocks.
Yatra’s Next Growth Bet: Digitizing India’s Corporate Travel Market
Yatra Online reported what Chairman Dhruv Shringi called the “most profitable year in the company’s 20-year history,” even as India-Pakistan conflict, the Air India crash and travel disruptions across parts…
MakeMyTrip Takes Steps Toward India IPO
MakeMyTrip wants to list in India but can't say when. The regulatory groundwork has started, the timeline hasn't. Watch this space... slowly.
H World’s Earnings Call: Premium Shift and Southeast Asia Expansion
H World is betting that China’s real estate slump and Southeast Asia’s travel boom can fuel its next phase of growth.
Booking Holdings Is Running Ahead of Its Own Strategy
The merchant model is the most important thing happening at Booking Holdings. It is also the thing that lets it avoid proving whether Connected Trip actually works.
Indian Hotels Company Takes Hit From Iran War. Domestic Travel Is Making Up for It.
IHCL survived the Iran war with its record run intact, but the episode was a sharp reminder that even India's biggest hotel company can't fully insulate itself from a war it has nothing to do with.
Middle East Instability Is Sending Summer Travelers to Spain and the Caribbean, Meliá Says
Meliá says instability hurt first-quarter results in some markets while strengthening the summer outlook in others.
Expedia’s B2B Engine Speeds Up as AI Moves Intensify
Expedia’s B2B engine is proving the partner model works. The catch: It is still the smaller business, and AI is not yet big enough to change that.