Skift Daily Briefing

An analyst argues Booking.com and other OTAs are well-equipped to withstand AI challengers like ChatGPT and Gemini thanks to deep behavioral data and robust payments networks, even as Booking acknowledges real disruption risks. Delta posted record Q3 revenue powered by its loyalty engine and a 12% YoY jump in American Express proceeds—$2B in the quarter and $7.4B year-to-date—with leadership leaning into high-income travelers who drive ~95% of revenue. Corporate travel platform Navan filed to IPO at up to a $6.45B valuation—about 30% below its 2022 private mark—seeking up to $960M as filings show improving margins and 34% growth in first-half 2025 gross bookings to $4.1B. Will AI Disrupt Booking and Other OTAs? One Analyst Says They’re ‘Well-Positioned’ Navan Seeks $6.45 Billion IPO Valuation — a 30% Haircut From 2022 Delta’s Amex Numbers Show Its Growing Bet on Wealthy Travelers 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.

Delta posted record Q3 revenue on strong premium demand and loyalty growth, with profit up 11% and American Express co-brand proceeds up 12%, a sharp turnaround after tariff uncertainty earlier in the year led it to pull 2025 guidance. Hotels.com launched “Save Your Way,” letting Expedia Group OneKey members take instant discounts or bank rewards for later across Hotels.com, Expedia, or Vrbo—a simple, flexible perk proving especially popular with business travelers. The Michelin Guide expanded its hotel “key” ratings beyond major gateways, awarding 1,000+ properties based on design, service, personality, value, and location, though some in luxury hospitality see the move as late amid award fatigue. 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.

Disney is raising select ticket prices—e.g., Disneyland’s top one-day tier to $224 and Disney World’s peak one-day to $209 for Nov–Dec 2026—while simultaneously rolling out discounts like a new three-day park hopper deal for California residents. Meliá Hotels International will manage Lionel Messi’s MiM Hotels from November 1, aligning with its “vacation axis” growth strategy and echoing its athlete-led Zel brand with Rafael Nadal. Intrepid Travel is scrapping carbon offsets in favor of a $2 million internal climate fund, adding traveler flights to its emissions targets, and aiming to cut emissions intensity per passenger by 8% by 2030—even as overall impact could rise with expansion. 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.

Airbnb’s latest job postings—spanning North America, Europe, the Middle East, and Africa—show an aggressive push into hotels, with roles focused on supply acquisition and senior market management in cities like Berlin, Barcelona, and Sydney. Testing Apple’s AirPods Live Translation on real-world tours and events revealed natural, eye-contact-friendly conversations but also delays and occasional glitches—useful today, likely better tomorrow. A week into the U.S. government shutdown, staffing shortages are triggering airport delays from Denver to Newark, with the FAA warning of broader ground holds as essential air traffic controllers work without guaranteed pay, raising absence risks. 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.

OpenAI is turning ChatGPT into an app platform, with travel brands like Expedia and Booking.com embedding apps directly into chat so users can start trip planning in natural language and receive bookable options without extra downloads. Hilton unveiled its 25th brand, the Outset Collection, aimed at upscale independent hotels, with more than 60 owner conversations underway and the first property slated to open in November. Meanwhile, Kyoto will impose Japan’s highest hotel tax starting next March—about $67 per night on stays roughly $660+—to fund infrastructure and combat overtourism. 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.

Hotel leaders say AI is showing promise in low-risk, measurable areas like contact centers, and IHG’s 400 hotels in China even use service robots, but many brands still aren’t ready for AI-driven search marketing or distribution—and executives doubt robots would survive U.S. guests. Asia’s “live tourism” surge continues, with events like the Singapore Grand Prix boosting branding and hotel performance—Hilton finds 40% of APAC travelers would plan trips around events (60% already have), and STR shows the F1 weekend can roughly double RevPAR. In air travel, IndiGo will launch daily Kolkata–Guangzhou flights on October 26—the first direct India-China link in nearly five years—with a Delhi–Guangzhou route likely to follow pending approvals, rebuilding a corridor that had 500+ monthly flights pre-2020. 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.

Airbnb is likely to introduce a loyalty or paid membership program—more Amazon Prime than points-based—as it pushes deeper into hotels, with experts suggesting perks like waived fees and early check-ins over traditional elite tiers. At the Destination AI Forum, hotel brands and tech providers highlighted AI’s role in personalizing preferences, improving service consistency, catching operational glitches (like key or HVAC issues), and giving frontline staff simple chat tools to surface guest insights. A U.S. government shutdown isn’t expected to immediately disrupt visa processing since consular work is fee-funded, but a prolonged pause could swell backlogs and complicate travel for major events like the 2026 World Cup. 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.

Marriott introduced the Outdoor Collection by Marriott Bonvoy—lodges and cabins—alongside a Marriott Bonvoy Outdoors platform that curates trips by activities like hiking and skiing, citing strong loyalty-member interest in outdoor travel. Capital One Travel’s new head, Sarah Kaplan Moore (ex-Agoda B2B), signaled continued collaboration with Hopper while keeping options open on the portal’s long-term model. At a Senate hearing, Frontier’s Barry Biffle argued that “fortress hubs” and gate control stifle competition, urging measures to free up underused gates—while also calling for antitrust immunity for ultra-low-cost carriers. 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.

TikTok formally launched Travel Ads, giving brands action-oriented ad formats (single video, catalog video, carousel) to target users engaging with travel content—an audience TikTok says is 2.6x more likely to book after searching on the platform. Booking.com will add roughly 150,000 attractions via a direct integration with FareHarbor, expanding U.S. supply and tapping operators that also list on rivals like Viator and Klook. Park Hyatt unveiled “Luxury Is Personal,” its first major campaign in 5+ years, as Hyatt accelerates luxury expansion—aiming to woo guests and developers amid gaps in key U.S. cities and a 146% luxury footprint increase since 2017. 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.

Hilton CEO Chris Nassetta says he plans to remain at the company while focusing on succession planning through a “layering concept” that develops multiple internal candidates via rotations and expanded responsibilities. Radisson has pledged to transform 100 hotels into net-zero properties by 2030, though financing remains uncertain due to its asset-light model. Meanwhile, a potential U.S. government shutdown could disrupt travel services like national parks while essential functions such as TSA, air traffic control, and passport processing continue. Connect with SkiftLinkedIn: https://www.linkedin.com/company/skift/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Facebook: https://facebook.com/skiftnewsInstagram: https://www.instagram.com/skiftnews/Threads: https://www.threads.net/@skiftnewsBluesky: https://bsky.app/profile/skiftnews.bsky.socialX: https://twitter.com/skiftSubscribe to @SkiftNews and never miss an update from the travel industry.