Airbnb/Expedia Earnings & Discount-Driven Growth
Good Morning Hospitality
11/17/25
•33m
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Today on Good Morning Hospitality, Brandreth Canaley, Michael Goldin, and Jamie Lane break down the latest earnings results from Airbnb and Expedia Group.
A quarter defined by discounting, flexible payment options, and a surge in “reserve now, pay later” bookings.
They examine how these strategies helped drive strong performance for both platforms and raise the big question hanging over the industry: Is this level of demand sustainable once the promotional fuel burns off?
Presented by Lodgify
Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn
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Previous Episode
GMH Hotels: Accor’s Luxury Bet, AI Kitchens, Expedia’s B2B Power & Grounded
November 12, 2025
•34m
This week on GMH Hotels, Sarah Dandashy and Steve Turk explore four stories that capture the shifting landscape of hospitality and travel.
They begin with Accor’s newest luxury soft brand, created to attract independent hotel owners seeking the reach of a global chain while maintaining local character.
Next, they look at how hotels are turning to AI tools and smaller-plate strategies to cut food waste and reduce emissions — proving that sustainability and profitability can go hand in hand.
Sarah and Steve then dive into Expedia Group’s growing B2B momentum as its consumer business steadies, a strategic pivot that’s redefining how hotels leverage partnerships and distribution. Finally, they discuss how ongoing air travel disruptions are driving a surge in rail and bus bookings, reshaping traveler habits, and opening new opportunities for hotels near secondary markets and transport hubs.
From brand expansion and AI innovation to distribution power plays and multimodal demand, this episode covers the full scope of where hospitality is headed next.
Presented by Lodgify
Follow the Hosts: Sarah Dandashy – LinkedIn Steve Turk – LinkedIn
Connect with Skift:
LinkedIn: https://www.linkedin.com/company/skift/
WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/
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Subscribe to @SkiftNews and never miss an update from the travel industry.
Next Episode
GMH Hotels: Loyalty Reset, Talent Crunch, Travel AI & That Outrageous Travel Story
November 19, 2025
•33m
On this episode of GMH, Sarah Dandashy and Steve Turk break down a lineup of stories shaping the hotel and travel landscape. 🎙️
They start with Hilton’s major loyalty overhaul, a new top-tier status, and lowered thresholds that could reshape how travelers climb the elite ladder.
They then look at how both Hilton and Marriott International are responding to the hotel industry’s ongoing talent crisis as brands compete for workers in a tightening labor market.
Sarah and Steve also explore how the U.S. is prioritizing visa appointments ahead of the World Cup, a move expected to influence visitor flows and demand across major host cities.
Plus, they dig into Google’s push into agentic AI travel booking and what this could mean for hotels, guests, and distribution.
And to close the show, they bring an “outrageous travel story of the week” inspired by two unbelievable real-world incidents, a wild moment you’ll have to tune in for! 🐷
Presented by Lodgify
Follow the Hosts: Sarah Dandashy – LinkedIn Steve Turk – LinkedIn
Connect with Skift:
LinkedIn: https://www.linkedin.com/company/skift/
WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/
Facebook: https://facebook.com/skiftnews
Instagram: https://www.instagram.com/skiftnews/
Threads: https://www.threads.net/@skiftnews
Bluesky: https://bsky.app/profile/skiftnews.bsky.social
X: https://twitter.com/skift
Subscribe to @SkiftNews and never miss an update from the travel industry.
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