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

Good Morning Hospitality

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2d ago 35:19

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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.

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