Travel Industry Earnings Coverage

TripAdvisor's substantial ad spending in the fourth quarter was expected, but it doesn't appear to have triggered the gains that the hotel review site expected.

Expedia's hotel business has momentum, and the acquisition of Trivago and its strategic marketing agreement with Travelocity are fueling the trend.

If United officials truly believe the carrier's merger woes are yesterday's problem, then their problems are truly much larger than imagined.

It wasn't a particularly stellar quarter for Delta, and analysts will be expecting much more as United and American deal with their respective merger integrations.

Increased advertising, lowering cruise prices and trying to win back the hearts and minds of travel agents have been key to Carnival's brand-rebuilding efforts. Advanced bookings for 2014, even though they are on par with last year's lower pricing, have been sluggish, pointing to the challenges ahead for Carnival.

Virgin America still has a ways to go until its in a position of strength. While delaying plane orders and cut back on routes has saved it money, it needs some expansion to keep it from being just a treat for New York and California travelers.

The changing of the guard is now official -- in more ways than one.

With these kinds of numbers, Expedia's uphill fight in Europe continues to get steeper.

HomeAway has been aggressive in offering ancillary products to owners, managers and travelers, and that revenue increased nearly 25% in the third quarter. Ancillary revenue is now 16.3% of HomeAway's total revenue. See, it's not just airlines selling optional products.

Wyndham doesn't expect its Revpar numbers in China to improve for another 18 months when it hopes to open additional full-service Wyndham-branded hotels. Then the worry might come down to the issue of whether there will eventually be a glut of full-service properties in China as international chains descend on the country.