Going down the rabbit hole and considering the effect of a big tech crackdown in travel, Google and global distribution systems have perhaps the most to lose. It's likely, though, that few, if any, of Elizabeth Warren's proposed restrictions will ever become U.S. law.
Within months, Google has rolled out new features in flights and hotels that, we dare say, make it a convenient one-stop shop to book travel sans encumbrances. Given its dominance in search, hotels and online travel agencies are on another planet if they are not feeling wary.
CEO Stephen Kaufer seems confident that the "new TripAdvisor" will be successful. We'll have to wait until later this year before we know whether it is helping the company earn more cash.
In a rush to scale, consolidated travel companies find themselves with outsized market share that often leads to muscling consumers to their advantage. With no good alternatives, how will travelers react to the pressure?
A bigger chunk of online travel bookings will be made through mobile in Southeast Asia and players need to improve the user experience fast. Learn from Expedia, which has been anointed the guru of mobile in the region by a Google/Accenture study.
Can a single brand ever really own a customer? We think Hilton CEO Chris Nassetta is onto something here, but that won't necessarily stop his travel peers from trying to do that in their own ways.
When it comes to their debt, easyJet has a much more liquid position than Ryanair, while United and Delta have a lighter debt burden relatively speaking than American Airlines. In the event of a recession, debt loads would be one critical factor among many in hamstringing or contributing to a company's ability to maneuver.
Google's voice-powered assistant now lets you check in for United flights. Nice. The tech giant is also working with Hyatt and other hotels on testing a translation device at front desks. The early word is that the translations need to improve.
Google Assistant will soon start sending flight-delay notifications on mobile, and informing travelers about the reasons behind the disruption to their itineraries. This could be a really great service, and Google will do it at scale. Rest assured that an automated flight-rebooking service won't be too far behind.