What if market analytics firm CoStar launched a property management system for hotels? That's the play that AirDNA is making in the short-term rentals industry. AirDNA will go at it with its own data analytics brand as well as its Uplifting brand in the PMS arena.
As Booking Holdings resets its investment priorities in the AI era, its business-to-business services, which Expedia has far outpaced, won't likely be high on the list. What's next?
With its Airbnb-friendly programs for apartments and condos, the short-term rental giant is expanding into markets that were once forbidden. Risks include whether landlords will continue to be enthusiastic and how other residents feel.
Google's search changes won't win any friends among online travel companies doing business in Europe. However, they might help whip up opposition to the Digital Markets Act.
Expedia punched Hopper in the mouth in 2023 when it cut off their relationship, and Hopper was never able to make up the lost ground. Expedia, under new leadership, wanted to see revenue from Hopper flowing in again.
Airbnb will try to widen its experiences audience by crafting them for locals, as well as travelers. Experiences will get the "categories" treatment, and a dose of TikTok and Instagram stories-like marketing.