EPISODE · Jul 31, 2026 · 42 MIN
What Earnings Season Reveals About Travel Right Now
from The Skift Travel Podcast · host Skift
Fora became travel's newest unicorn, Amazon is pushing deeper into AI travel booking, and earnings season is revealing where the industry is gaining momentum. Sarah Kopit and Seth Borko discuss how AI is changing travel distribution and what the latest results from Hilton, JetBlue, and Royal Caribbean say about the second half of the year. 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. 00:00 Fora Hits Unicorn00:56 Beach Vacation Banter02:40 Why Fora Matters03:31 AI Revives Travel Agents05:26 Alexa Books Travel07:53 Does Voice Really Work10:40 Amazon Travel Déjà Vu12:40 Old Ideas Return14:39 2018 Report Flashback16:06 IHG Conversational Search19:26 No Single Front Door21:32 Google Still In Play22:41 AI vs Travel Giants24:06 Hilton Fee Cut27:50 Incentives and RevPAR28:42 JetBlue Turnaround Plan30:40 Low Cost Carrier Squeeze33:00 LaGuardia Marine Terminal35:25 Winners and Losers35:45 Royal Caribbean Fuel Hit36:47 Space Licensing and Tourism39:29 Long Term Outlook Farewell
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What Earnings Season Reveals About Travel Right Now
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