Nicole D'Souza
Bloomberg Intelligence internet and software equity analyst who analyzes travel industry players like Expedia, Booking and TripAdvisor and AI impacts on OTAs.
Best podcasts with Nicole D'Souza
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Feb 13, 2026 • 24min
Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026
Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, breaks down Airbnb’s Q4 strength and moves into hotels and experiences. Anurag Rana, technology analyst, explains investor fears that AI could shrink software demand. Nicole D'Souza, internet and software analyst, covers AI’s role in travel booking and OTA vs direct-booking dynamics. Edward Najarian, consumer finance analyst, looks at Amex’s premium-card economics.
