‘Uncertainty Has Declined’: United Sees Demand Rebound
After seeing softening demand for the first half of the year, United executives now believe that the economy is stabilizing, leading to higher demand.
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.
United Lowers Profit Forecast Despite Less Economic and Geopolitical Uncertainty
There were some bright spots in the report, including higher revenue from premium passengers. But the Newark Airport issues still linger and the focus will be on the overall drop in the earnings outlook.
Ixigo’s AI Mindset: Use Tech Instead of ‘Just Hiring More People’
Expect to see more of this: CEOs want to spend more time showing how they're using AI – and how it's paying off – than discussing the traditional metrics for sales and earnings.
What AI and Tech Disruption Means for Travel Jobs
AI won’t replace frontline travel roles, but by supercharging developer productivity, it’s reshaping how the entire industry hires, innovates, and grows.
Basic Business? Delta to Consider Creating Different Tiers of Premium
Taking a page from the economy-class playbook, Delta executives are testing the idea of segmenting its business cabins – another sign of the shift in focus to premium travelers.
‘The Fundamentals of the U.S. Economy Are Solid’: Delta Restores Full-Year Guidance
Delta is now more optimistic as the industry gains a better sense on how consumers are responding to economic uncertainty.
U.S. Tourism Drops, Marriott Eyes Outdoors and Airlines Brace for Tepid Earnings
On today's pod we look at the U.S.'s waning international appeal, Marriott's great outdoors brand, and warnings about airlines' earnings.
Airlines Face Murky Outlook Ahead of Earnings Season
Many Wall Street analysts are anticipating that airlines will have a tepid earnings season as tariff uncertainty and declining U.S. dollar weigh down on the industry.
Premier Inn Turns to High-Margin Rooms to Offset UK Hotel Weakness
Premier Inn says it's outperforming rivals in a soft UK market, but it's doing so by squeezing more value from fewer guests, not a rebound in demand.
JetBlue CEO Says Airline Unlikely to Break Even, Cost Cuts to Come
JetBlue is looking to implement a slate of cost cuts as CEO Joanna Geraghty tells staff that the company is "still relying on borrowed cash to keep the airline running."