Middle East Instability Is Sending Summer Travelers to Spain and the Caribbean, Meliá Says
Meliá says instability hurt first-quarter results in some markets while strengthening the summer outlook in others.
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.
Expedia’s B2B Engine Speeds Up as AI Moves Intensify
Expedia’s B2B engine is proving the partner model works. The catch: It is still the smaller business, and AI is not yet big enough to change that.
Brian Chesky Says Airbnb Won’t Mix Homes and Hotels — That’s ‘Pre-AI’ Design
Airbnb's Chesky is nothing if not ambitious. Given that people's preferences can change at any moment, the ability to serve customers with only a hotel or home, depending what they need in that instant, seems a long way off, even with agentic AI.
IHG Reports Strong U.S. Demand, a Middle East Hit, and a Bet on AI Content Over Scale
IHG is changing how guests search on its own channels. The bigger question is whether its content infrastructure will make it show up when they search everywhere else.
Trivago Files Antitrust Lawsuit Against Google, Alleges Ongoing Harm
Trivago has lobbied against these Google practices for years. Now it's taking the conflict to a German court.
Tripadvisor Has Made ‘Good Progress’ on Selling TheFork, Explores LLM Data Deals
Tripadvisor had a tough first quarter, adversely impacted by cancellations in Mexico, Hawaii, and elsewhere because of the Middle East conflict. Its quest for strategic alternatives has been a multiyear slog.
Marriott Says U.S. Hotel Demand Is Spreading Beyond Luxury
The U.S. is holding up for the company better than the mood music suggests, but the Middle East is a deepening drag that goes beyond the region.
Frontier Says It’s Poised to Gain From Spirit’s Collapse
Frontier is looking to absorb some of Spirit’s demand and expand in markets like Orlando, Fort Lauderdale, Dallas-Fort Worth, and Detroit — all of which are former Spirit strongholds.
Norwegian Cruise Line Slashes Profit Outlook as Fuel Costs Mount
Norwegian posted some very encouraging numbers during this first quarter but the rest of 2026 could be challenging.
Choice Hotels Had a Rough First Quarter
Why did Choice Hotels underperform against competitors in every type of hotel during the best quarterly demand backdrop in recent memory?