Good Morning Hospitality · 2026-08-10 · 37 min
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down three stories about who is winning the race to control how travel gets discovered and booked. The conversation opens with Airbnb's Q2 earnings: nights and experiences booked up 9%, revenue up 11%, and 100 new features shipped in a single quarter using AI. Brian Chesky is calling it a compounding advantage that rivals cannot close easily. From there, the crew digs into why Expedia Group is doubling down on B2B, where gross bookings are growing at more than twice the rate of its consumer business, and what the Layla AI Travel Agent acquisition means for how vacation rentals get discovered inside bank and airline platforms. They close with Booking Holdings flagging Google AI Overviews on an earnings call for the first time and what it means when the biggest OTA in the world admits the search landscape is shifting underneath it. This episode is presented by StayFi & Bilt.
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