Booking.com and Expedia Lead AI Travel Discovery with Strong Conversion Strategies, Highlighting Key Architecture in Earnings Calls
🌐 On April 28, 2026, Booking Holdings CEO Glenn Fogel emphasized collaborating with OpenAI and Google to enhance AI-driven hotel discoverability. By May 8, Expedia's Ariane Gorin viewed AI as a discovery aid, not a booking tool, favoring established platforms for transactions. Both CEOs highlighted a two-layer model: AI for discovery and OTAs for conversion. AI-referred travelers convert 28% less but often finalize bookings via OTAs. OTAs' metasearch and marketing prowess bolster their AI recommendation frequency.
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