GOOD DAY, READERS. |
Brian Chesky thinks the way Booking.com and other OTAs mash hotels and homes together in search is a relic of the pre-AI era. On Airbnb's Q1 earnings call, he argued that deep personalization – built on the fact that every Airbnb user is verified and logged in – will replace the tab-vs-co-mingle debate, surfacing only what each traveler actually wants. |
This quarter he has the numbers to back up his confidence: revenue up 18% to $2.7 billion, and first-time bookers growing at their fastest pace in four years. Chesky also kept the door open on a loyalty program and flights, calling both "absolutely on the table." It's a clear pitch for what comes after the OTA playbook, even as rivals like Agoda argue they're already further along on AI. |
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Women Leading Travel Forum Prices Increase on Monday |
The Women Leading Travel Forum brings together the executives running travel's biggest brands, the founders building its next chapter, and the directors who will run it in five years. |
The speaker lineup next month includes Christine Duffy (President, Carnival Cruise Line), Dana Shapir Alviene (Chief Guest Officer, Breeze Airways), Dr. Romie Mushtaq (Chief Wellness Officer, Great Wolf Resorts), and Olympian Marion Jones. |
Join us for three days of sessions, coaching workshops, and peer breakouts at The Ritz-Carlton, New Orleans on June 8-10. Early-bird pricing ends Monday evening. |
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ZS + SKIFT |
89% of travel executives say their companies need to diversify revenue. Only 32% call their current approach "very" innovative. ZS's new report explains the gap, and the 5As Framework for closing it. View the report. |
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SKIFT PODCAST NETWORK |
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Google’s Grip on Travel Faces a New Lawsuit as Tripadvisor Bets on AI |
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Trivago sues Google over hotel search dominance, Weather.com moves into travel booking, and Tripadvisor explores AI deals while trimming its business. |
On today’s Skift Daily Briefing, Sarah Dandashy breaks down Trivago’s new antitrust lawsuit against Google, why Weather.com wants to influence your next trip before you even search for one, and how Tripadvisor is reshaping its business around AI partnerships and strategic selloffs. |
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SKIFT TRAVEL 200 |
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How are public travel companies performing around the world? The Skift Travel 200 pulls the data you need to understand global market movements. Paid subscribers get full access here. |
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See more essential travel news in your search results. |
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