Airbnb’s Q1: Growth Slows, Eyes on AI – Plus OTA Outlook from Booking & Expedia

In this episode of Good Morning Hospitality, Wil Slickers, Brandreth Canaley, Michael Goldin, and Jamie Lane break down Airbnb’s Q1 2025 results, highlighting slowing growth in the U.S. and a surge in international markets. The team covers the shift in nights and experiences booked, record-high ADRs, and what CEO Brian Chesky means when he says Airbnb is nearing the "end of the beginning." We also unpack the key takeaways from Booking Holdings (NASDAQ: BKNG) and Expedia Group’s Q1 earnings—what their results say about the state of online travel, how each platform is investing in AI, and where they're pulling back. Plus, we explore the macro trends driving travel this summer and why all three OTAs are bracing for softer U.S. demand. This one’s packed with insights for operators, investors, and tech vendors across travel and hospitality. ---- ⁠⁠⁠⁠Good Morning Hospitality⁠⁠⁠⁠ is part of the ⁠⁠⁠⁠Hospitality.FM⁠⁠⁠⁠ Multi-Media Network and is a Hospitality.FM Original The hospitality industry is constantly growing, changing, and innovating! This podcast brings you the top news and topics from industry experts across different hospitality fields. Good Morning Hospitality publishes three thirty-minute weekly episodes: every Monday and Wednesday at 7 a.m. PST / 10 a.m. EST and every Tuesday at 8 a.m. CET for our European and UK-focused content. Make sure to tune in during our live show on our ⁠⁠⁠⁠LinkedIn page⁠⁠⁠⁠ or ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ every week and join the conversation live! Explore everything Good Morning Hospitality has to offer: • Well & Good Morning Coffee: Enjoy our signature roast—⁠⁠⁠⁠order here!⁠⁠⁠⁠ • Retreats: Join us at one of our exclusive retreats—learn more and register your interest ⁠⁠⁠⁠here!⁠⁠⁠⁠ • Episodes & More: Find all episodes and additional info at ⁠⁠⁠⁠GoodMorningHospitality.com⁠⁠⁠⁠ Thank you to all of the Hospitality.FM Partners that help make this show possible. If you have any press you want to be covered during the show, email us at [email protected]