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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.

Uncategorized

Zipcar disappoints with quarterly results, stock plunges lowest level yet

Zipcar's numbers were hurt by a slow down in new members, but the growing competition from peer-to-peer car sharing programs is undoubtedly a concern.

Airlines

Virgin Atlantic slips into the red for only the third time in its 28-year history

Losses are never much fun, but Virgin is seeing an uptick in flyers, and this year it gets some new planes that are more efficient and will help cut fuel costs.

Airlines

Revenue and passengers up at Lufthansa, but earnings down

The carrier has done an admirable job balancing between legacy line and forward-thinking upstart (via its holdings in JetBlue and others), but the next few years should demonstrate if this hybrid mix will work.

Online Travel

Yelp revenues up 67%, with distribution on mobile and with partners being the key to growth

Now that it is in saturation mode in major U.S. markets, the key to growth is mid-market destinations and abroad, as well as better integration and distribution on mobile platforms.

Cruises

Norwegian Cruise Line overcomes cruising setbacks this summer to turn a profit

The mix of a poor economy, the fallout from the Costa Concordia crash, and higher fuel prices resulted in tough summer for cruise lines, but creative operating improvements and higher fees helped Norwegian Cruise Lines turn a profit in Q2.

Airlines

European airline earnings: Air France surges while Ryanair dips

The turmoil in European air space continues, and despite all cost cuttings, expect lots more consolidation to come in. Watch any combo of Qatar/Emirates/Etihad/Turkish to be big players.

Online Travel

Demand for hotel rooms boosts Expedia’s second quarter earnings

Ever since its split with TripAdvisor, Expedia's moved quickly ahead, both to reinvent itself as the most social of the OTAs to one that's likely the only challenger to Priceline's suite of sites.

Hotels

Starwood Hotels Q2 income falls, betting future on China expansion

Aloft & W hotel is where the growth is brandwise, and China's where it is betting its future on. Europe's dragging it down, so no wonder.

Uncategorized

Hear this AA-US Airways merger boosters: United Continental’s integration woes drags earnings

Forget about merging cultures, they couldn't merge non-cultural items like reservation systems. What hope do we hold out for AA-US Airways if it happens?