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2032 posts

The new map of travel demand

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  • 10 November 2025
📰 Nov 10, 2025, travel executives anticipate a shift in 2026, driven by luxury growth and experiential trends. Affluent travelers boost demand despite a K-shaped economy, while middle-income groups cut back. Luxury redefined prioritizes uncrowded, sustainable destinations like Greenland and Bhutan. Cruise bookings surge for 2026, appealing to younger, first-time cruisers. Emerging destinations include Saudi Arabia’s Red Sea, Malta, and Tenerife. Travelers crave "sportscations" and slow travel, seeking cultural immersion and experience over material status.
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European business travel shows strong growth ahead

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  • 10 November 2025
🗺 European business travel is forecasted to hit €441.6 billion by 2028, showcasing resilience amid economic challenges. In 2026, spending will grow 8.2% to €389.9 billion. Western Europe, led by Germany, UK, France, Italy, Spain, and the Netherlands, will dominate with 88% of spending. Business trips average €850.7, with the UK at €1,305. Rail travel is chosen by 38% of travelers. Also, 83% see travel as essential for objectives, yet remain cautious about AI in bookings.
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Expedia’s travel agency business surges past $3 billion in 2025

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  • 10 November 2025
🛫 Nov 10, 2025: Expedia Group's B2B segment saw a 26% annual increase in Q3 travel agency bookings. Total annual volumes exceeded $3 billion, driven by the Travel Agent Affiliate Program (TAAP). Q3 gross bookings rose 12%, with revenue up 9% to $4.41 billion and operating income increasing 36%. Hotel bookings grew 15%, bolstered by global demand. Expedia enhances TAAP with new tools and loyalty programs, supporting travel agents in a competitive market.
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Airbnb adds a “what” box to search

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  • 7 November 2025
💻 Nov 7, 2025, Airbnb tests a new “What” search box using natural language input, marking phase one of CEO Brian Chesky's AI vision for travel planning. Phase two will add conversational features, while phase three will unify search, customer service, and messaging. The AI aims for personalized, conversational search results rather than fixed filters. Airbnb is also piloting Experiences and Services city by city for efficient scaling, avoiding commodification by broader AI platforms.
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Amadeus adds CO₂ emission estimates to all hotel listings

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  • 7 November 2025
📅 Nov 7, 2025: Amadeus introduces CO₂ emission estimates for hotel listings through a partnership with Greenview. Available across booking flows and reports, this helps travel agencies and corporates manage environmental impacts. Greenview ensures standardized data for credible estimates. CO₂ estimates appear on hotel detail pages, booking screens, confirmations, and systems. Accuracy hinges on hotel data, urging hotels to update details. This integration supports corporate reporting and sustainability goals.
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Expedia lifts outlook as travel demand stays strong

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  • 7 November 2025
💰 Expedia on November 7, 2025, forecasts a 6.5% revenue growth and 7% gross bookings increase for the year, exceeding previous estimates. In Q3, adjusted EPS hit $7.57 over the $6.94 forecast, with gross bookings rising 12% to $30.7 billion. B2B sales contributed a third of annual revenue. Room nights reached 108.2 million, surpassing expectations. Despite U.S. government shutdown concerns, travel trends remain strong. Expedia’s varied model shows resilience against sector volatility.
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Winning the heart, not the booking

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  • 7 November 2025
🏨 Nov 7, 2025, Singapore: At WiT Singapore 2025, leaders from COMO Hotels, Booking.com, and Trip.com shifted focus from "direct vs. indirect" booking to enhancing guest experience. Trip.com empowers with AI and 24/7 service. Booking.com values tech-driven empathy with 350M reviews, while COMO highlights the need for data integration and emotional loyalty. The industry prioritizes reducing friction and enhancing retention over acquisition, advocating for measuring "return on emotional investment" over traditional metrics.
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Airbnb lifts outlook as US demand rebounds

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  • 7 November 2025
📊 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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Airbnb expands beyond stays

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  • 7 November 2025
💰 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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Expedia doubles down on AI and B2B growth

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  • 7 November 2025
📈 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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