Airbnb’s Q1: Growth Slows, Eyes on AI – Plus OTA Outlook from Booking & Expedia
Good Morning Hospitality
05/05/25
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In this episode of Good Morning Hospitality, Wil Slickers, Brandreth Canaley, Michael Goldin, and Jamie Lane break down Airbnb’s Q1 2025 results, highlighting slowing growth in the U.S. and a surge in international markets. The team covers the shift in nights and experiences booked, record-high ADRs, and what CEO Brian Chesky means when he says Airbnb is nearing the "end of the beginning."
We also unpack the key takeaways from Booking Holdings (NASDAQ: BKNG) and Expedia Group’s Q1 earnings—what their results say about the state of online travel, how each platform is investing in AI, and where they're pulling back.
Plus, we explore the macro trends driving travel this summer and why all three OTAs are bracing for softer U.S. demand.
This one’s packed with insights for operators, investors, and tech vendors across travel and hospitality.
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Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
Previous Episode
In this special episode of Good Morning Hospitality, we are joined by Steve Schwab, the founder and CEO of Casago, to discuss Casago's monumental $128 million acquisition of Vacasa, a previously publicly traded property management company.
Steve shares insights into how this bold move will reshape vacation rental management by transitioning Vacasa to a franchise model. He dives into his journey from starting Casago 25 years ago to building a business centered on owner satisfaction.
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Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
Next Episode
In this special GMH EU x STR mashup, Leo Walton and Wil Slickers team up live from Denver during the STR Hospitality Summit to tackle some of the most pressing cross-Atlantic hospitality topics.
From Airbnb’s evolving stance on quality and guest expectations to Expedia Group’s layoffs and the growing impact of AI on operational efficiency, the duo dives into how booking patterns, guest behavior, and short-term rental value are shifting in both Europe and the U.S.
They unpack what it means to hold your rate, build meaningful guest experiences, and the opportunity of being the destination—not just the accommodation.
Plus, they touch on the recent acquisition of Finca Mallorca by Holidu, the future of distribution beyond OTAs, and why this summer could make or break the M&A scene in STR.
Tune in for candid insights, conference energy, and a few good laughs.
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Good Morning Hospitality is part of the Hospitality.FM Multi-Media Network and is a Hospitality.FM Original
The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content.
Make sure to tune in during our live show on our LinkedIn page or YouTube every week and join the conversation live!
Explore everything Good Morning Hospitality has to offer:
• Well & Good Morning Coffee: Enjoy our signature roast—order here!
• Retreats: Join us at one of our exclusive retreats—learn more and register your interest here!
• Episodes & More: Find all episodes and additional info at GoodMorningHospitality.com
Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at goodmorning@hospitality.fm
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