Travel Industry Earnings Coverage

Don’t miss out on Skift’s in-depth coverage of earnings reported by public travel companies, including online travel agencies, hotel brands, airlines, and technology companies. Our earnings stories cut through the numbers to explain what’s really happening at companies and within the industry as a whole.

Airlines

Delta Comes Out of the Gate Strong

Today's podcast looks at Delta's big first quarter, Brazil's delayed visa requirements, and the factors behind corporate travel agency mergers.

Rashaad Jorden | 2 weeks ago

Delta Comes Out of the Gate Strong

Hotels

Sonder Delays 2023 Earnings Report, Needs to Restate Financials for Past 2 Years

The expectation is for an increase in Sonder's overall net loss for 2022 and 2023.

Dennis Schaal | 1 month ago

Sonder Delays 2023 Earnings Report, Needs to Restate Financials for Past 2 Years

Hotels

Soho House Sees Red Ink Flow Despite Membership Surge at Clubs

The upscale members' club saw mounting losses despite a jump in membership during the fourth quarter. Has rapid growth ruined its exclusivity?

Sean O'Neill | 1 month ago

Soho House Sees Red Ink Flow Despite Membership Surge at Clubs

Short-Term Rentals

Inspirato Bets on Cost Savings As Losses Mount

Plus some essential product improvements to Inspirato Pass.

Srividya Kalyanaraman | 2 months ago

Inspirato Bets on Cost Savings As Losses Mount

Short-Term Rentals

Can Vacasa’s Strategy Change Keep Homeowners From Leaving?

Not if it lays off its sales staff.

Srividya Kalyanaraman | 2 months ago

Can Vacasa’s Strategy Change Keep Homeowners From Leaving?

Hotels

Hilton, Travel and Leisure, and Marriott Timeshares: 2024 State of Play

In a financial update, Hilton Grand Vacations (HGV) showcased its sector leadership with a revenue of $3.978 billion last year. Rivals Travel and Leisure Co. and Marriott Vacations Worldwide continued to see resilient sales, too.

Sean O'Neill | 2 months ago

Hilton, Travel and Leisure, and Marriott Timeshares: 2024 State of Play

Travel Technology

American Airlines Taps Amadeus as Accounting System Partner

It appears that the investments Amadeus has been making in ancillary businesses are starting to pay off.

Justin Dawes | 2 months ago

American Airlines Taps Amadeus as Accounting System Partner

Online Travel

Ryanair Is a Missing Piece in eDreams Odigeo’s Subscription Business

eDreams Odigeo's Prime subscription plan seems to be growing at a strong pace despite not offering Europe's largest airline. Could Ryanair and eDreams come to terms? Never say never.

Dennis Schaal | 2 months ago

Ryanair Is a Missing Piece in eDreams Odigeo’s Subscription Business

Cruises

Norwegian Cruise Line Bullish Thanks to Strong Caribbean Demand

Although trips to the Middle East aren't in the cards for the Norwegian Cruise Line this year, the company is confident in surging demand for trips to other regions.

Rashaad Jorden | 2 months ago

Norwegian Cruise Line Bullish Thanks to Strong Caribbean Demand

Hotels

Hyatt’s Annual Report: 5 Things We Learned

Hyatt's annual 10-K provides a handful of notable details, including the final prices it paid for Mr & Mrs Smith and for Dream Hotels.

Sean O'Neill | 2 months ago

Hyatt’s Annual Report: 5 Things We Learned