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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.

Online Travel

Airbnb Reports Surge in Hosts and Listings: Does This End the Supply Debate?

Some hosts left Airbnb during the early part of the pandemic because they lost their incomes and were angry about refund policies. Airbnb's host and listing' numbers show it has turned a corner for now.

Airbnb Reports Surge in Hosts and Listings: Does This End the Supply Debate?

Hotels

Marriott: Strong 2023 With Record Luxury Hotels Deals

The volatility of the day-to-day horse race can obscure the bigger picture: Marriott's management delivered stellar results in 2024, with an effective 48% profit margin.

Marriott: Strong 2023 With Record Luxury Hotels Deals

Tour Operators

TUI Books Record Revenue Thanks to Cruises and Dynamic Packaging

As TUI hits records for revenue, the tour operator highlighted its growing use of dynamic packaging and its increasing direct inventory deals with low-cost airlines and hotels.

TUI Books Record Revenue Thanks to Cruises and Dynamic Packaging

Online Travel

Expedia CEO Touts Ads to ‘Punch Our Main Competitor (Airbnb) Squarely in the Nose’

Airbnb will definitely be able to take this Expedia/Vrbo punch.

Expedia CEO Touts Ads to ‘Punch Our Main Competitor (Airbnb) Squarely in the Nose’

Online Travel

Expedia’s Surprise CEO Change: Ariane Gorin to Take Top Spot

It will be a new era at Expedia Group with Ariane Gorin taking charge.

Expedia’s Surprise CEO Change: Ariane Gorin to Take Top Spot

Airlines

Spirit Airlines CEO Fires Back at Bankruptcy Talk

Spirit CEO Ted Christie described speculation about Spirit’s ability to survive as “a misguided narrative.”

Spirit Airlines CEO Fires Back at Bankruptcy Talk

Tourism

Disney to Invest Billions to Expand Theme Park and Cruise Capacity

Disney is betting billions of dollars over 10 years on the long-term growth of its popular theme parks and cruises.

Disney to Invest Billions to Expand Theme Park and Cruise Capacity

Online Travel

Trivago’s AI-Powered Ad Campaign Gets Mixed Global Reaction

The new Trivago ads tend to be one-size fits all, except for languages, and may be too generic to be effective in some parts of the world. Trivago will likely scrap them or adapt them until they resonate.

Trivago’s AI-Powered Ad Campaign Gets Mixed Global Reaction

Hotels

Hilton CEO Sees ‘Opportunity’ For Hotel Acquisitions

Hilton signaled that hotel sector circumstances have shifted in a way that makes it more likely it would pivot from its 16-year strategy of creating brands and instead consider buying them.

Hilton CEO Sees ‘Opportunity’ For Hotel Acquisitions

Online Travel

Trivago Saw Fourth Quarter Profit Decline 76% Because of Increased Competition

Will investors have patience for Trivago's multiyear effort to turn things around?

Trivago Saw Fourth Quarter Profit Decline 76% Because of Increased Competition