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Airbnb expands beyond stays

💰 Nov 7, 2025, Airbnb's Q3 report shows nearly 50% of Experiences bookings lacked accommodations. In Paris, 70% of Airbnb Originals are locals. Hotel listings are tested in Los Angeles, New York, and Madrid to address rental restrictions. Q3 revenue rose 10% to $4.1 billion, with a $2 billion adjusted EBITDA. CEO Brian Chesky anticipates services becoming a major revenue source in 3-5 years, alongside AI personalization and strategic hotel integrations.
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Airbnb lifts outlook as US demand rebounds

📊 Nov 7, 2025, Airbnb, U.S. — Airbnb projects Q4 revenue between $2.66 billion and $2.72 billion, surpassing analyst expectations, fueled by the August-launched "reserve now, pay later" feature. In Q3, revenue rose 8.8% to $4.1 billion with adjusted EBITDA at $2.1 billion. North American bookings surged, accounting for 30% of nights booked. Despite AI, lobbying, and market expansion costs impacting net income, the full-year margin target was raised to 35%. CEO Brian Chesky announced new ventures with boutique hotels and experiences.
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Expedia doubles down on AI and B2B growth

📈 Nov 7, 2025, Expedia Group's Q3 earnings highlighted a 26% rise in B2B bookings, totaling $3 billion. Revenue grew 9% to $2.72 billion, and EBITDA rose 16%. Room nights increased by 11%, marking significant U.S. growth. The company expanded its OpenAI partnership for AI-driven personalization, focusing on enhancing traveler intent understanding. CEO Ariane Gorin noted the collaboration is still in its "early days." Hotels.com and Vrbo improved with new loyalty programs.
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OTAs pushed into back-end fulfillment roles

🚀 Nov 6, 2025: With AI assistants like ChatGPT and Gemini booking trips, traditional OTAs like Expedia and Booking.com risk invisibility, becoming mere fulfillment layers. Engagement drops as browsing and clicks decline, harming search rankings. Loyalty shifts to AI, not OTAs, unless integrated into AI systems. OTAs must enhance data quality and APIs to remain relevant, shifting marketing strategies for AI-driven flows. Data leverage is crucial for future positioning in the evolving travel landscape.
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U.S. hotel industry loses $31 million per day as shutdown stalls travel

🏨 Nov 6, 2025 — The U.S. hotel industry is heavily impacted by the federal government shutdown. It’s losing $31 million daily, with total losses at $650 million. Over 30 hotel associations urge Congress to restore operations, as declining traveler confidence leads to cancellations. Small hotels face severe financial risks. The industry, supporting 2.1 million direct jobs and contributing $894 billion to GDP, deeply affects local economies, restaurants, and tourism.
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AI-assisted hotel bookings convert better

🛫 Nov 6, 2025, Booking Holdings reveals AI-assisted bookings enhance traveler confidence, with higher conversion rates, fewer cancellations, and increased satisfaction. Travelers using conversational AI tools report greater engagement. Though AI's impact on the travel market remains uncertain, these shifts indicate potential changes in decision-making. Despite positive metrics, AI is not yet proven as a growth driver, and reliance on paid search is rising due to reduced organic visibility from Google's AI Overviews.
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How Sabre’s air bookings dropped during the government shutdown

📈 Sabre reports a decline in air bookings due to the ongoing U.S. government shutdown, impacting government and military travel—accounting for 4% of their volume. While air bookings rose 7% in September 2025, October saw a downturn. Hotel bookings rose 6% in Q3 2025. Sabre revises air distribution growth forecasts to 6–8% in Q4. Recovery hinges on the shutdown ending soon, potentially into early 2026. Sabre explores new distribution models to offset losses.
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Building hotels for the unknown

🏨 Nov 6, 2025: The article discusses luxury hospitality's strategic advantage through flexible structures, patient capital, and strong culture rather than trend predictions. Key insights highlight the dangers of stacked optimistic assumptions and emphasize two strategic mindsets: building models to withstand volatility versus relying on predictions. It stresses the importance of durable assets like ownership structure, service culture, and guest community. Long-term resilience is prioritized over short-term optimism, promoting adaptability and humility in modern luxury.
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U.S. travel warns of Thanksgiving travel chaos

🛫 Nov 6, 2025 – The U.S. Travel Association and 500 industry organizations urge Congress to end the government shutdown to prevent Thanksgiving travel chaos. Air traffic controllers and TSA officers work unpaid, risking delays for over 20 million Thanksgiving travelers. The travel sector, which generates billions, faces a hit as 60% of Americans may alter plans due to uncertainty. Lawmakers are called to pass a continuing resolution to restore stability.
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"In the age of AI-speed, the strategy-to-execution continuum must accelerate with purpose and precision." A vision is only as powerful as the momentum behind it. We are thrilled to announce the… | Naveen Manga | 16 comments

💻 Marriott International launches the Marriott Tech Accelerator (MTA) in Hyderabad, India, marking a pivotal step in advancing hospitality technology. The MTA aims to accelerate innovation aligned with Marriott's global tech vision. This strategic move focuses on empowering teams to execute with purpose and precision in the fast-paced AI-driven era.
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