Uh-oh. Trivago changed its user interface again. Last time it did this, it referred fewer customers to some advertisers and prompted Booking Holdings to pull back from advertising on it. Trivago is betting that Booking won't retaliate for this new effort. Daring!
Southwest has perennially been a thorn in the side of online travel companies that lusted after getting access to its flights and fares. But no one can credibly argue that Southwest's insistence on direct distribution hasn't worked for the airline. Its competitors and peers inside and outside of the airline industry can only be jealous.
It's a matter of probability that some companies will face cash crunches. It appears HotelQuickly has. But global travel search companies need to detect problems sooner. They must quickly put a pause on referring consumers to troubled companies before too many victims pile up.
When it comes to Google and its hotels redesign, few things are all or nothing. TripAdvisor can worry that Google now has more traveler photos and reviews, but some of them are from TripAdvisor. Hotel websites and phone numbers get featured, but clicking on a book button brings customers to an online travel agency site. In travel, it's never winner take all.
The biggest knock on the online travel agencies these days is that the competition is intense and that their golden years are done. Expedia's Mark Okerstrom counters that his company has a single-digit share of a $1.6 trillion market, and he's going wide and deep to pick up more. The jury is still out.
Shares in the hotel search company rose the most in two years on news that a cut in ad spending had pushed the Expedia-controlled company into the black. But the company, which once enjoyed meteoric growth, seems unlikely to return to turbo-charged revenue gains anytime soon.
When Google perfects vacation package search, this could be a very compelling product because some have tried, but few are doing it in any meaningful way. This is all part of Google's steady and ongoing rise in the travel e-commerce ecosystem.
TripAdvisor still isn't crazy about Google emphasizing its own travel businesses ahead of those of competitors. Still, in the wacky world of online travel marketing, metas will advertise in other metas when the financials work in their favor. User experience? It isn't always the best.