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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

Trivago Demands Higher Compensation From Smaller Advertisers

It's been a tough run for Trivago in the Google Hotels era. No one ever said the metasearch business would be easy.

Dennis Schaal | 1 week ago

Trivago Demands Higher Compensation From Smaller Advertisers

Daily Lodging Report

Ryman, Summit and Apple Report Growth

Ryman and Apple Hospitality both reported earnings beats, with Ryman raising its dividend and Apple buying back shares and tightening guidance, while Summit grew results despite hurricanes.

1 week ago

Business Travel

Amex GBT Cuts $100 Million as Small-Business Push Hits Headwinds

There's something appealing about a business model that makes money by saving other people money. So why is Amex GBT, the largest corporate travel management company, losing money?

Sean O'Neill | 1 week ago

Amex GBT Cuts $100 Million as Small-Business Push Hits Headwinds

Hotels

Choice Hotels Earnings: 7 Trends and a Catchphrase – ‘Revenue Intense’

Choice Hotels is adapting its business strategy because it believes the future of travel involves longer stays, Boomers prefering premium brands, and more trips built around sports and music events.

Sean O'Neill | 2 weeks ago

Choice Hotels Earnings: 7 Trends and a Catchphrase – ‘Revenue Intense’

Hotels

Marriott Unveils Overhaul: $90 Million in Cuts, Updates on Midscale Push

If you double your hotel empire over a decade, someone's eventually going to ask: "Hey, are we running this thing efficiently?" At Marriott, that someone is CEO Anthony Capuano.

Sean O'Neill | 2 weeks ago

Marriott Unveils Overhaul: $90 Million in Cuts, Updates on Midscale Push

Airlines

Boeing Delivery Delays are ‘Pain in the Backside’ Says Ryanair CEO

The colossal Ryanair machine relies on hyper-efficiency and a ruthless scrutiny of costs. By its own admission, Ryanair was 'over-scheduled, over-crewed, and over-costed' this summer. It won't let this happen again.

Gordon Smith | 2 weeks ago

Boeing Delivery Delays are ‘Pain in the Backside’ Says Ryanair CEO

Cruises

Norwegian Cruise: Pricing And Bookings Are ‘Exceptionally Strong’

Norwegian Cruise Line's story is essentially "everything is great and we're being careful to keep it that way for as long as possible."

Sean O'Neill | 2 weeks ago

Norwegian Cruise: Pricing And Bookings Are ‘Exceptionally Strong’

Hotels

Hyatt Hotels’ CEO on Loyalty, New Markets, and Sticking with Premium Brands

Hyatt's larger rivals are racing to plant flags in every market. Hyatt is more selective and believes the payoff will be in attracting high-end consumers to its loyalty program.

Sean O'Neill | 2 weeks ago

Hyatt Hotels’ CEO on Loyalty, New Markets, and Sticking with Premium Brands

Hotels

MGM Resorts Sees Healthy Vegas Demand Despite Heat Wave Hit, F1 Race Slowdown

MGM Resorts sees strong demand at its Las Vegas resorts continuing through year-end, despite minor performance hiccups in the third quarter.

Sean O'Neill | 2 weeks ago

MGM Resorts Sees Healthy Vegas Demand Despite Heat Wave Hit, F1 Race Slowdown

Online Travel

Booking Holdings Points to Strength in Room Nights, Rentals, Flights, AI and Asia

The biggest company in travel thinks it has the building blocks for steady — if not dramatic — growth for years to come.

Dennis Schaal | 2 weeks ago

Booking Holdings Points to Strength in Room Nights, Rentals, Flights, AI and Asia