Booking, Expedia, Airbnb: Earnings Season and Strategic Moves
Good Morning Hospitality
08/11/25
•34m
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We’re diving into a busy week across the OTA landscape. Booking.com just launched its first U.S. credit card in partnership with Visa and Imprint, and we unpack what this means for direct bookings, loyalty, and whether it can really compete with the big travel cards already in your wallet.
We also break down Expedia Group’s Q2 earnings, where strong B2B ad performance and international travel lifted their guidance, but Vrbo’s continued silence raises some questions.
Then we shift to Airbnb’s latest financials since rolling out their new services bundle — early check-in, luggage storage, and more — and talk through what kind of platform Airbnb is becoming.
Plus, we share our predictions on who Airbnb might acquire next and why as they gear up to deploy their warchest of cash.
This episode is brought to you by Guesty! You can join us at GuestyVal in Mexico City by getting your ticket here: https://lnkd.in/gWnfp-Re
Follow the Hosts: Wil Slickers – LinkedIn Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn
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Previous Episode
GMH Hotels: Marriott Flat, Inclusive Hiring & TSA Shake-Ups
August 6, 2025
•38m
This week on Good Morning Hospitality Hotels, Sarah Dandashy and Steve Turk break down Marriott Hotels’s flat Q2 performance and a dip in U.S. hotel occupancy, plus they spotlight new inclusive hiring initiatives where hotels are employing individuals with intellectual disabilities.
On the travel side, they unpack TSA’s potential rollback of the 3.4-ounce liquid rule, Delta Air Lines’s refusal to use AI for customer targeting, and a controversial U.S. visa bond proposal. Tune in for this insightful episode exploring how the hospitality industry is evolving operationally, socially, and technologically.
Follow the Hosts: Steve Turk – LinkedIn Sarah Dandashy – LinkedIn
Connect with Skift:
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Next Episode
GMH Hotels: Renewable Resorts, Loyalty Shifts & Luxury Voyages
August 13, 2025
•37m
This week on Good Morning Hospitality, Sarah Dandashy and Steve Turk dive into the latest trends shaping hotels and travel.
They explore how a luxury property running entirely on renewable energy could set a new standard for eco-conscious hospitality, Hyatt’s sharpened focus on luxury and asset-light growth, and the mounting challenges — and creative fixes — for declining hotel loyalty program value.
On the travel side, the hosts look at Seabourn Cruise Line’s launch of high-end Arctic and Antarctic expedition cruises and practical strategies for passengers to secure extra space on flights without paying full business class prices.
From sustainability to loyalty innovation to premium experiences, this episode covers the moves shaping the industry’s next chapter.
Follow the Hosts: Steve Turk – LinkedIn Sarah Dandashy – 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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