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.

Experiences

TUI Gains from Experience Sales and FTI Collapse

TUI reported another record-breaking quarter with sales of tours and activities helping to boost profitability. TUI also gained from the collapse of smaller rival FTI.

Jesse Chase-Lubitz | 6 months ago

Online Travel

IndiGo’s Fierce Pricing Squeeze Forces Yatra's Revenue Decline, CEO Points to Job Cuts

After grappling with setbacks in the consumer segment, Yatra is doubling down on its core strength — corporate travel.

Peden Doma Bhutia | 6 months ago

Sidharth Malhotra aligns with the modern traveller who is redefining India

Hotels

Hilton Partners with Bollywood Actor Sidharth Malhotra - India Report

Indian celebrities enjoy a significant following in the country and can influence the decisions of their fans. Hilton's partnership with Sidharth Malhotra comes months after it collaborated with actor Deepika Padukone.

Bulbul Dhawan | 6 months ago

image of a pool at a timeshare resort in florida

Hotels

Timeshare Giants Report Consumer Pullback – Here's the Outlook for Vacation Ownership

Could international expansion help offset sluggish growth in the U.S.? "Global" was the word executives said the most on earnings calls we reviewed.

Sean O'Neill | 6 months ago

Airlines

India's Surging Role in Global Tourism: Key Insights from Earnings Calls

The travel industry is making a global shift to capture India’s booming outbound tourism. From hotels and airlines to credit cards and digital platforms, everyone’s racing to cater to this surging wave of Indian travelers. As the market soars, the India opportunity is simply too big to ignore.

Peden Doma Bhutia | 6 months ago

Airlines

Inflation Frustration: Our Q2 U.S. Airline Review

All major U.S. airlines have now reported their Q2 results, which in the aggregate looked pretty good. But while Alaska, Delta, and United thrived, others encountered more difficulties dealing with cost inflation, aircraft disruptions, self-inflicted wounds, and a glut of domestic and Caribbean capacity.

6 months ago

A Vacasa vacation rental in a wooded area.

Short-Term Rentals

Vacasa Lost 9% of Its Vacation Rentals in the Last Year, Doesn't See Profitability in 2024

Vacasa's weaknesses were apparent well before the vacation rental market turned soft. Now, they're even tougher to fix.

Dennis Schaal | 6 months ago

Online Travel

Expedia Group Delays Rollout of One Key Loyalty Program Beyond the U.S. and the UK

Ariane Gorin is not going to be a Peter Kern clone in her new role as Expedia Group CEO. Among her first acts was to pause the international rollout of the Group's One Key loyalty program.

Dennis Schaal | 6 months ago

Expedia Group CEO Ariane Gorin standing on some steps inside a building.

Online Travel

Expedia.com's Growth Outpaced Rivals, but CEO Notes 'Softening' Demand

Was that a typo? Room nights at Expedia Group's flagship brand leaped 20%. That's rare territory these days in online travel.

Dennis Schaal | 6 months ago

Hotels

Choice Hotels: 'Normalization' in U.S., Maintains Profit Forecast

Choice Hotels recently saw its U.S hotels continue to perform roughly 10% above 2019 levels in revenue per available room. Its executives believe that trend may roll on next year.

Sean O'Neill | 6 months ago