Booking CEO on the ChatGPT-Hotel Risk: ‘An Overblown Threat’
Booking Holdings had a strong third quarter. CEO Glenn Fogel acknowledged these are early days for the artificial intelligence boom.
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.
JetBlue Says It Will Launch Domestic First Class in 2026
The new seats come as JetBlue is looking to launch more premium products and services to further boost its bottom line, a trend that has taken over the airline industry.
Wyndham Sees Cracks in Economy Hotel Market as Pricing Power Erodes
Management's tone during Thursday's earnings call betrayed an uncomfortable truth: September caught Wyndham off guard with a sharp deterioration in hotel demand in a few U.S. Sunbelt states and in China.
Accor Confirms Possible Ennismore IPO and Raises Profit Forecast
Cut costs, lift your profit forecast, and announce a possible IPO spinoff: That's a lot for investors to dig into.
Southwest Considers Lounges, Projects $1 Billion Boost From Extra Legroom Seats
Southwest is following in the footsteps of its legacy rivals as it considers opening airport lounges to capitalize on the premium boom that has gripped the industry for nearly three years.
American Airlines Intensifies Premium Push as Demand Outlook Improves
After initially expecting more disappointing results for the third quarter and for 2025, American beat its own expectations as demand starts to rebound.
IHG to Create Another Soft Brand as Its Pipeline Shows ‘Strongest Ever Performance’
IHG’s decision to debut its new soft brand outside of the Americas says a lot about its strategic thinking.
American Taps Oneworld Exec as New Chief Commercial Officer
American Airlines is betting that a seasoned alliance-builder can fix its commercial missteps and finally smooth over the turbulence left by its failed sales strategy.
Wyndham Cuts 2025 Forecast After Soft Third Quarter
Wyndham's cut to its forecast is modest, at about 2%. But it's notable that Texas, Florida, and California showed particularly soft results, as well as China, during the third quarter.
Bag Fees, More Legroom: Southwest Sees Demand Improve
Southwest took a big bet when it decided to rip up its unique business model. Now, it seems like that gamble is starting to pay off.