Travel Industry Earnings Coverage

Priceline trounced Expedia in hotel room nights booked in the first quarter but Expedia is growing its still-smaller roster of hotels at a faster rate. This should continue to be a very interesting race over the next few years.

Comfort Inn was long overdue for a reset and any improvement will be better than where the brand was suffering in recent years.

Booking.com's focus on hotels plus TV and online advertising, which gets more guests into those hotels, is obviously paying off.

By getting visitors into the parks faster, the MyMagic+ wristbands help them spend more easily and create that lucrative Disney magic the Walt Disney Co. wants in its coffers.

Restaurants, attractions and vacation rentals are just 12 percent of TripAdvisor's revenue but that number is going to get a lot bigger in the future.

Baseball's N.Y. Yankees had its "core four" of Derek Jeter, Andy Pettitte, Jorge Posada, and Mariano Rivera. And Expedia has its own core four, namely Expedia.com, Hotels.com, Trivago, and Egencia as the foundation for global growth and the plan is to add regional acquisitions around the edges.

Starwood enters a period of uncertainty as the braintrust tries to figure out a way for the chain to get its mojo back. Is Starwood too big to merge with another global chain? We'll see.

HomeAway is facing a relatively tough time in Europe where its subscription listing business is off and foreign exchange woes are impacting performance.

The advantage that Travelzoo has that other new entrants in hotel booking don't is those 24.5 million registered members/newsletter subscribers. If Travelzoo can tweak its hotel booking engine and get it going, then at least it already has an audience.

The Priceline Group won't admit it but its management is feeling the heat from Expedia Inc.'s moves. Adding Orbitz Worldwide to Expedia Inc. will only increase Expedia's inorganic growth, which is growth nonetheless.