Booking.com faces AI-era test
🌐 Oct 14, 2025 — Online travel agencies (OTAs) like Booking Holdings face a new challenge with generative AI. Analysts, including BTIG’s Jake Fuller, maintain confidence in Booking due to its extensive 4 million-property network and robust infrastructure, deeming ChatGPT's integration a positive. However, Booking's CFO Ewout Steenbergen acknowledges disruption risks, with evolving AI potentially altering OTAs' roles significantly. Skeptics like Skift’s Rafat Ali suggest future AI-native travel models will emerge, questioning OTAs' future dominance.
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