Booking, Expedia, Airbnb: Earnings Season and Strategic Moves

We’re diving into a busy week across the OTA landscape. Booking.com just launched its first U.S. credit card in partnership with Visa and Imprint, and we unpack what this means for direct bookings, loyalty, and whether it can really compete with the big travel cards already in your wallet. We also break down Expedia Group’s Q2 earnings, where strong B2B ad performance and international travel lifted their guidance, but Vrbo’s continued silence raises some questions. Then we shift to Airbnb’s latest financials since rolling out their new services bundle — early check-in, luggage storage, and more — and talk through what kind of platform Airbnb is becoming. Plus, we share our predictions on who Airbnb might acquire next and why as they gear up to deploy their warchest of cash. This episode is brought to you by Guesty! You can join us at GuestyVal in Mexico City by getting your ticket here: https://lnkd.in/gWnfp-Re Follow the Hosts: Wil Slickers – ⁠⁠LinkedIn⁠⁠ Brandy Canaley – ⁠⁠LinkedIn⁠⁠ Jamie Lane – ⁠⁠LinkedIn⁠⁠ Michael Goldin – ⁠⁠LinkedIn⁠ Connect with Skift: LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠ Threads: ⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the travel industry.