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80 episodes with michael goldin
3 episodes with michael goldin
2 episodes with michael goldin
2 episodes with michael goldin
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down three stories about how the STR discovery and booking funnel is being rebuilt from scratch. The conversation opens with Airbnb's next big move: tickets and a native wallet that would let guests store credits and spend across the entire Airbnb ecosystem. The crew digs into what a more financially sticky Airbnb means for hosts who built their businesses on the platform. From there, they get into Expedia Group's acquisition of AI trip planner Layla AI Travel Agent, which had already helped plan more than 135 million trips, and what it means for STR operators when the platform that distributes your listings now owns the AI layer that recommends where guests go. They close with Google's Q2 earnings and what AI Overviews appearing in more than 50% of travel queries means for how vacation rentals get discovered before anyone opens a booking platform. This episode is presented by StayFi. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners!
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane get into three stories about where the STR industry is headed now that the FIFA World Cup 2026™ - Canada, Mexico and the United States is behind us.The conversation opens with Airbnb's partnership with CarTrawler for car rentals in five countries, the latest step in Airbnb's quiet transformation into a traditional OTA. It already has homes, hotels, experiences, services, and airport pickups. The crew digs into what that means for hosts who built their business around a platform that was supposed to be different. They also run through the final World Cup numbers for STR operators: rate gains were real across host markets but occupancy told a different story, and hosts who priced too high too early paid for it. They close with the Freddy Effect and what a German tourist who fell in love with Waffle House, Inc. House and Buc-ee's, Ltd.'s teaches operators about authentic guest experiences and word of mouth that actually moves markets.This episode is presented by StayFi & Bilt. StayFi helps short-term rental operators build direct guest relationships through branded wifi portals, email marketing, and guest data tools. Visit https://lnkd.in/giZWR52y to learn more.And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane get into three stories about where the STR industry is headed now that the FIFA World Cup 2026™ - Canada, Mexico and the United States is behind us. The conversation opens with Airbnb's partnership with CarTrawler for car rentals in five countries, the latest step in Airbnb's quiet transformation into a traditional OTA. It already has homes, hotels, experiences, services, and airport pickups. The crew digs into what that means for hosts who built their business around a platform that was supposed to be different. They also run through the final World Cup numbers for STR operators: rate gains were real across host markets but occupancy told a different story, and hosts who priced too high too early paid for it. They close with the Freddy Effect and what a German tourist who fell in love with Waffle House, Inc. House and Buc-ee's, Ltd.'s teaches operators about authentic guest experiences and word of mouth that actually moves markets. This episode is presented by StayFi & Bilt. StayFi helps short-term rental operators build direct guest relationships through branded wifi portals, email marketing, and guest data tools. Visit https://lnkd.in/giZWR52y to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin get into three stories making headlines across the STR industry. The conversation opens with Casago having sold nearly all of Vacasa's 32,000 units in just over a year, what the franchise model means for STR at scale, whether the Vacasa brand can become a real consumer platform, and how many units it actually takes to build a recognizable national STR brand. They also react to Airbnb paying $81.5 million for its first ever building in New York City, in the city where it is mostly banned, and close with Barcelona's pledge of not one tourist more and what the 2028 vacation rental ban means for operators watching overtourism regulation spread. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin get into three stories making headlines across the STR industry. The conversation opens with Casago having sold nearly all of Vacasa's 32,000 units in just over a year, what the franchise model means for STR at scale, whether the Vacasa brand can become a real consumer platform, and how many units it actually takes to build a recognizable national STR brand. They also react to Airbnb paying $81.5 million for its first ever building in New York City, in the city where it is mostly banned, and close with Barcelona's pledge of not one tourist more and what the 2028 vacation rental ban means for operators watching overtourism regulation spread. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down three stories about who is building the next layer of travel distribution and what it means for STR operators. The conversation opens with a Skift scoop: Booking Holdings (NASDAQ: BKNG) is forming a formal B2B unit bringing together Booking.com, Agoda, and Priceline to take on Expedia Group, where B2B already grows at three times the rate of its consumer business. From there, Brandy and Michael dig into what Airbnb's hiring of OpenAI's first global VP of creative says about the company's bet that brand is its moat against AI flattening. They close with a Visa Economic Insights deep dive on the great wealth transfer — $8 trillion in inherited boomer wealth heading toward travel over the next 20 years, and what that means for who STR operators will be serving. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down three stories about who is building the next layer of travel distribution and what it means for STR operators. The conversation opens with a Skift scoop: Booking Holdings (NASDAQ: BKNG) is forming a formal B2B unit bringing together Booking.com, Agoda, and Priceline to take on Expedia Group, where B2B already grows at three times the rate of its consumer business. From there, Brandy and Michael dig into what Airbnb's hiring of OpenAI's first global VP of creative says about the company's bet that brand is its moat against AI flattening. They close with a Visa Economic Insights deep dive on the great wealth transfer — $8 trillion in inherited boomer wealth heading toward travel over the next 20 years, and what that means for who STR operators will be serving. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down who is actually controlling the relationship between a traveler and a booking right now. The conversation opens with the race among Expedia Group, Booking.com, and Trip.com Group to become the trusted infrastructure layer for AI agents and what that means for STR operators who depend on Airbnb and Vrbo for distribution. They also dig into how Airbnb outreached Marriott International on FIFA World Cup 2026™ - Canada, Mexico and the United States impressions while spending less, what Expedia's shoppable IShowSpeed video says about whether creator marketing actually converts, and what Cabo Verde's 800% surge in U.S. searches teaches operators about turning attention into bookings. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley and Michael Goldin break down who is actually controlling the relationship between a traveler and a booking right now. The conversation opens with the race among Expedia Group, Booking.com, and Trip.com Group to become the trusted infrastructure layer for AI agents and what that means for STR operators who depend on Airbnb and Vrbo for distribution. They also dig into how Airbnb outreached Marriott International on FIFA World Cup 2026™ - Canada, Mexico and the United States impressions while spending less, what Expedia's shoppable IShowSpeed video says about whether creator marketing actually converts, and what Cabo Verde's 800% surge in U.S. searches teaches operators about turning attention into bookings. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
Airbnb hosts and short-term rental operators are facing renewed questions around platform security after third-party research from Saily and NordStellar, cited in recent press coverage, claimed a sharp increase in Airbnb-related scam activity since 2023. In this episode of Good Morning Hospitality, Brandreth Canaley, Michael Goldin, and Jamie Lane discuss what account takeovers, fake listings, and guest trust concerns could mean for hosts and operators — while also noting that the underlying methodology behind the third-party data was not fully available in the coverage they reviewed. The hosts also discuss the broader travel distribution landscape, including why experiences-focused platforms like GetYourGuide continue to gain momentum while larger OTAs work to make experiences a more meaningful part of their businesses, and what Trip.com's cash position may signal about capital strategy in global travel. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
Airbnb hosts and short-term rental operators are facing renewed questions around platform security after third-party research from Saily and NordStellar, cited in recent press coverage, claimed a sharp increase in Airbnb-related scam activity since 2023. In this episode of Good Morning Hospitality, Brandreth Canaley, Michael Goldin, and Jamie Lane discuss what account takeovers, fake listings, and guest trust concerns could mean for hosts and operators — while also noting that the underlying methodology behind the third-party data was not fully available in the coverage they reviewed. The hosts also discuss the broader travel distribution landscape, including why experiences-focused platforms like GetYourGuide continue to gain momentum while larger OTAs work to make experiences a more meaningful part of their businesses, and what Trip.com's cash position may signal about capital strategy in global travel. This episode is presented by StayFi & Bilt. If you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more about their special offer of 50% off for GMH listeners! And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down three platform moves that sound host-friendly on the surface but deserve a much closer look. The conversation opens with Airbnb's first fintech product — a cancel-for-any-reason feature that auto-enrolled hosts without requiring an opt-in. Hosts still get paid, but still have to scramble. From there, the team unpacks what one week of FIFA World Cup 2026™ - Canada, Mexico and the United States data actually tells operators about pricing strategy for the knockout rounds, with RevPAR up across all host markets but occupancy down in six of nine. They close with American Express's $700 million acquisition of TheFork and why dining reservations might be the next front in the battle for the guest relationship. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down three platform moves that sound host-friendly on the surface but deserve a much closer look. The conversation opens with Airbnb's first fintech product — a cancel-for-any-reason feature that auto-enrolled hosts without requiring an opt-in. Hosts still get paid, but still have to scramble. From there, the team unpacks what one week of FIFA World Cup 2026™ - Canada, Mexico and the United States data actually tells operators about pricing strategy for the knockout rounds, with RevPAR up across all host markets but occupancy down in six of nine. They close with American Express's $700 million acquisition of TheFork and why dining reservations might be the next front in the battle for the guest relationship. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down where STR demand is actually coming from right now and who controls the guest relationship as platforms make their next big bets. The conversation opens with the FIFA World Cup 2026™ - Canada, Mexico and the United States booking story every operator in a host market needs to hear. Hotels priced up and set minimums and the surge has not arrived the way anyone expected. Short-term rental bookings tell a different story, with host market reservations more than doubling since April. From there, the team digs into Vrbo's launch of sponsored listings and what a paid visibility layer means for independent hosts, and closes with Brian Chesky's bet that creators are Airbnb's next big Experiences opportunity and what that means for the operators already building businesses on the platform. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down where STR demand is actually coming from right now and who controls the guest relationship as platforms make their next big bets. The conversation opens with the FIFA World Cup 2026™ - Canada, Mexico and the United States booking story every operator in a host market needs to hear. Hotels priced up and set minimums and the surge has not arrived the way anyone expected. Short-term rental bookings tell a different story, with host market reservations more than doubling since April. From there, the team digs into Vrbo's launch of sponsored listings and what a paid visibility layer means for independent hosts, and closes with Brian Chesky's bet that creators are Airbnb's next big Experiences opportunity and what that means for the operators already building businesses on the platform. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down what AI is actually doing to travel economics and operations right now. The conversation opens with a story that stops you in your tracks: one traveler used Claude to run 881,076 searches on Etihad Airways to find one flight. The infrastructure cost of that search exceeded the commission. From there, the team digs into Brian Chesky's move to build an AI lab outside of Airbnb and what it signals about the platform's AI strategy, before closing with a look at what real AI adoption looks like at scale through Evolve's playbook of deflecting 60% of guest inquiries without human intervention. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down what AI is actually doing to travel economics and operations right now. The conversation opens with a story that stops you in your tracks: one traveler used Claude to run 881,076 searches on Etihad Airways to find one flight. The infrastructure cost of that search exceeded the commission. From there, the team digs into Brian Chesky's move to build an AI lab outside of Airbnb and what it signals about the platform's AI strategy, before closing with a look at what real AI adoption looks like at scale through Evolve's playbook of deflecting 60% of guest inquiries without human intervention. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more. And if you're leaving direct bookings on the table, StayFi turns your wifi into a guest relationship engine. Visit https://stayfi.com/goodmorninghospitality/ to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down a week where the infrastructure of hospitality is being stress-tested from every direction. The conversation opens with a sobering security story: scammers are using real guest reservation data to launch highly targeted phishing attacks, with at least 350 hotels and vacation rentals across 50 countries already caught up. From there, the team digs into Mews and SiteMinder's new native integration, which is designed to break down the data silos holding hotels back from AI adoption, and closes with Expedia Group's partnership with IShowSpeed and what it signals about where Gen Z travel discovery is actually happening. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Brandreth Canaley, Michael Goldin, and Jamie Lane break down a week where the infrastructure of hospitality is being stress-tested from every direction. The conversation opens with a sobering security story: scammers are using real guest reservation data to launch highly targeted phishing attacks, with at least 350 hotels and vacation rentals across 50 countries already caught up. From there, the team digs into Mews and SiteMinder's new native integration, which is designed to break down the data silos holding hotels back from AI adoption, and closes with Expedia Group's partnership with IShowSpeed and what it signals about where Gen Z travel discovery is actually happening. This episode is presented by Cloudbeds & Bilt. Visit cloudbeds.com/gmh to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this special holiday episode of Good Morning Hospitality, Brandy Canaley and Michael Goldin unpack one of the biggest shifts happening in travel right now: AI-powered booking. Joined by Jason Cincotta, founder of Kismet, the conversation breaks down Google's new push into agentic hotel booking, what it means to become “AI-bookable,” and why independent hotels and vacation rentals may need to rethink how they show up online. The episode also dives into Airbnb's massive Summer Release, including boutique hotels, AI-powered review tools, airport pickups, grocery delivery, rental cars, and the company's expanding push toward becoming a full trip platform. Michael and Brandy debate whether Airbnb's latest features are meaningful product evolution or just great PR, while also exploring how AI could reshape direct bookings, loyalty, and the future of travel planning. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On this special holiday episode of Good Morning Hospitality, Brandy Canaley and Michael Goldin unpack one of the biggest shifts happening in travel right now: AI-powered booking. Joined by Jason Cincotta, founder of Kismet, the conversation breaks down Google's new push into agentic hotel booking, what it means to become “AI-bookable,” and why independent hotels and vacation rentals may need to rethink how they show up online. The episode also dives into Airbnb's massive Summer Release, including boutique hotels, AI-powered review tools, airport pickups, grocery delivery, rental cars, and the company's expanding push toward becoming a full trip platform. Michael and Brandy debate whether Airbnb's latest features are meaningful product evolution or just great PR, while also exploring how AI could reshape direct bookings, loyalty, and the future of travel planning. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down why Airbnb, Uber, and TikTok are all making the same bet at the same time and what it actually means for operators. Plus: travel costs are running double inflation, and most hotel brands have more than one Gen Z problem. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down why Airbnb, Uber, and TikTok are all making the same bet at the same time and what it actually means for operators. Plus: travel costs are running double inflation, and most hotel brands have more than one Gen Z problem. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down what Airbnb's latest product and earnings commentary reveal about the future of travel platforms. The conversation centers on Brian Chesky's push toward blending hotels, homes, services, and experiences into a more adaptive marketplace, signaling how Airbnb is positioning itself for an AI-driven future of travel discovery and planning. The team also unpacks Airbnb's expanded partnership with Delta Air Lines, which now includes Experiences and Services alongside stays, while also touching on what earnings season is revealing about AI adoption and infrastructure across the broader travel industry. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down what Airbnb's latest product and earnings commentary reveal about the future of travel platforms. The conversation centers on Brian Chesky's push toward blending hotels, homes, services, and experiences into a more adaptive marketplace, signaling how Airbnb is positioning itself for an AI-driven future of travel discovery and planning. The team also unpacks Airbnb's expanded partnership with Delta Air Lines, which now includes Experiences and Services alongside stays, while also touching on what earnings season is revealing about AI adoption and infrastructure across the broader travel industry. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, and Brandreth Canaley celebrate the show's 500th episode and break down how travel platforms are expanding beyond booking and competing for the full traveler relationship. The team starts with Uber adding hotel booking through a new partnership with Expedia Group, with Vrbo rentals expected to follow, marking Uber's biggest move yet into travel. They also unpack signs that Airbnb is pulling more host community engagement onto its platform, reinforcing a shift toward a more integrated ecosystem. The episode also touches on how OTA leaders are thinking about AI, trust, and the evolving role of platforms in shaping how travelers discover and book trips. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, and Brandreth Canaley celebrate the show's 500th episode and break down how travel platforms are expanding beyond booking and competing for the full traveler relationship. The team starts with Uber adding hotel booking through a new partnership with Expedia Group, with Vrbo rentals expected to follow, marking Uber's biggest move yet into travel. They also unpack signs that Airbnb is pulling more host community engagement onto its platform, reinforcing a shift toward a more integrated ecosystem. The episode also touches on how OTA leaders are thinking about AI, trust, and the evolving role of platforms in shaping how travelers discover and book trips. This episode is presented by Plusgrade & Bilt. Visit plusgrade.com to learn more. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
On Monday's Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane, and Wil Slickers are joined by Sean O'Neill, Senior Hospitality Editor at Skift, to break down a major strategic shift in the short-term rental space. onefinestay is pulling back from hundreds of urban rentals to focus on ultra-luxury homes and high-end leisure destinations, signaling a broader move toward fewer, higher-quality listings as operators rethink where margins and demand are strongest. The team also unpacks new data out of New York City showing that 27% of approved short-term rental listings are now operating illegally, highlighting the ongoing tension between regulation and enforcement even after strict laws were put in place. The episode wraps with a look at ChatGPT introducing cost-per-click ads, a shift that brings AI platforms directly into the same performance marketing model that powers Google and OTAs today, raising new questions about who controls travel discovery and demand. This episode is presented by Vrbo & Bilt. Visit vrbo.com/goodmorning to learn more about how you can earn OneKeyCash for each eligible property you list. And for hotels with restaurants and restaurant owners, Bilt Hospitality is finally here. Go to joinbilt.com/gmh to learn more.
In this Good Morning Hospitality, A Skift Podcast Bonus episode, Brandreth Canaley and Michael Goldin sit down with Tim Rosolio, VP of Vacation Rental Partnerships at Vrbo/Expedia Group, from a standout “Vacation Rental of the Year” property in New Hampshire. Tim breaks down what actually drives performance on Vrbo today, from must-have amenities and pricing strategies to the growing importance of quality, consistency, and reviews in an increasingly saturated market. He shares why the short-term rental “gold rush” is officially over, and what operators need to do now to stay competitive. The conversation also dives into Expedia Group's broader strategy, including the rapid growth of B2B distribution, the expansion of vacation rentals across Expedia's ecosystem, and how new tools like promotions and sponsored listings are changing visibility and bookings. They also tackle AI in travel, where it's already delivering value, where it's overhyped, and why the human element still matters in hospitality. Episode Chapters: 00:00 Snowy New Hampshire Setup 01:08 Why This Rental Won 01:26 How Vrbo Picks Homes 02:35 Hosts Who Go All In 05:22 Amenity Must-Haves 07:57 Boosting Rankings Fast 08:25 Promotions That Convert 10:25 Is The Gold Rush Over 12:44 Quality Over Quantity Era 16:58 Standards And Trust Issues 19:00 Cleaning and Reviewing Data 20:26 Reviews Signal Quality 21:36 Star Ratings Confusion 22:26 B2B Growth Expansion 25:09 AI In Travel Tech 26:32 Keeping Human Hospitality 28:16 OneKey On Vrbo 29:48 Sponsored Listings Launch 33:14 Rapid Fire Wrap Up 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down how AI is putting pressure on every corner of the travel industry. The conversation starts with Mews' founder calling out hotels for taking a surface-level approach to AI, focusing on chatbots instead of meaningful improvements to operations and guest experience. They also unpack why Expedia Group's CEO says travelers still don't trust AI to handle bookings, reinforcing the importance of reliability and real inventory, before turning to the growing financial pressure on operators across both hotels and short-term rentals. From rising costs and platform fees to a generational shift where longtime owners are looking to exit while fewer new entrants step in, the episode explores how margins are getting squeezed across the board. The conversation ties it all together with a look at how AI isn't replacing travel companies — it's revealing where their models are weakest. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down a $250 million deal as TowneBank sells its vacation rental management business, signaling continued investor appetite for scaled STR operations even as the market evolves. The team also unpacks mixed demand signals, from softer-than-expected travel spending despite rising tax refunds to growing friction around international travel to the U.S., while also exploring why OTAs still struggle to gain meaningful traction in experiences. The episode ties it all together with a look at where value is actually shifting across travel today. This episode is brought to you by Vrbo! Learn how you can earn OneKeyCash today. 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down Airbnb's next big move and what it means for control of the traveler journey. With Airbnb exploring how flights could fit into its expansion strategy, the conversation centers on whether the company can truly evolve into a full end-to-end travel platform and what that would mean for OTAs and distribution. They also dig into how Amazon's Alexa Plus is pushing further into travel planning and booking, raising new questions for short-term rental operators around guest privacy, in-stay marketing, and who owns the guest relationship inside the home. The team touches on new U.S. travel restrictions that could add friction to international demand, as the episode zooms out on how platform ambition, AI interfaces, and government policy are all reshaping who ultimately owns the traveler. This episode is brought to you by Vrbo! Learn more here! 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down where AI is actually reshaping travel and why booking may not be the biggest battleground. From new Google translation tools removing friction on the ground to early signals around AI-driven pricing frameworks, the conversation centers on how AI is embedding itself into the travel experience rather than replacing transactions. They also touch on how these trends are beginning to impact different parts of the travel industry from real-world constraints like Transportation Security Administration (TSA) staffing challenges to changing consumer behavior as Gen Z treats travel more like a flexible purchase. They also look at how hotel groups are evolving into platform ecosystems through partnerships like Hilton and YOTEL, as the episode zooms out on a bigger question: if AI owns discovery and experience, who actually owns the traveler?
On Monday's Good Morning Hospitality, A Skift Podcast, Michael Goldin and Jamie Lane break down the latest headlines shaping online travel and platform strategy. The team starts with leadership changes at Tripadvisor, where longtime chairman Greg Maffei is stepping down as activist investor Starboard Value pushes for greater control and strategic changes at the company. They then unpack a new analysis arguing that travel's obsession with loyalty program size is largely misleading, as membership growth hasn't translated into lower customer acquisition costs for most companies outside of airlines. The episode wraps with a look at how AI is already reshaping travel discovery — even without handling transactions — as more travelers use tools like ChatGPT to plan trips before ever visiting OTA platforms. 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping short-term rentals and travel strategy. The team starts with how Airbnb is seeing weaker-than-expected FIFA World Cup 2026™ - Canada, Mexico and the United States demand in New York City while nearby New Jersey markets are benefiting from stricter STR rules limiting supply in the city. They then unpack how recent disruptions in the Middle East exposed the limits of AI-powered customer service during major travel crises before turning to a new bill in Arizona that would expand state oversight of short-term rentals. The episode wraps with AirDNA's Jamie Lane sharing February short-term rental market data and early demand signals as operators head into the spring and summer travel season.
On today's Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane and Wil Slickers revisit Vrbo's weather refund product now officially rolling out after earlier tests, and they unpack Airbnb's airport-pickup experiment, a sign of the company pushing into broader travel services beyond stays. They also look at why analysts say the industry needs a new way to read OTA results as traditional metrics fail to capture how distribution, search, and AI are reshaping performance. The conversation then turns to unrest in Mexico, where violence following the killing of a cartel leader has led major airlines — including American Airlines, United Airlines, Southwest Airlines, and Air Canada — to cancel or suspend flights to high-traffic leisure hubs like Puerto Vallarta, forcing waivers, rebookings, and travel flexibility as cancellations pile up. The episode wraps with a broader look at how product innovation, shifting performance metrics, and sudden geopolitical shocks are making travel planning and forecasting more complex for operators and consumers alike Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
On Monday's Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane dig into the latest headlines shaping online travel, short-term rentals, and platform strategy. Otamiser has secured $2M in fresh capital to scale its AI-driven revenue platform for hotels and STR operators, highlighting continued investor interest in tech that boosts OTA visibility and revenue. Airbnb is testing loyalty benefits — exploring non-traditional perks and potential paid-member mechanics that CEO Brian Chesky says could be a “massive accelerant” for repeat stays. The team also breaks down how Airbnb's hotel strategy is expanding far beyond pilot programs into broader markets, revisiting its competitive stance versus OTAs like Booking.com and others. Tripadvisor CEO Matt Goldberg acknowledged in a confidential memo that recent share price volatility and investor frustration with slow AI progress are weighing on the business, while Sabre Corporation announced layoffs and leadership reshuffles as it pivots toward becoming an “AI-native” tech provider. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dive into the latest shifts across short-term rentals and online travel. They start with Brian Chesky dismissing rivals' chatbots and arguing that Airbnb's AI advantage is rooted in its marketplace and community data, then unpack Airbnb's new report positioning STRs as a critical pressure valve for lodging demand during peak travel periods. The conversation then turns to Expedia Group's Q4 2025 earnings, where stronger B2B results helped offset softer consumer trends, before closing on leadership tension at Casago as franchisees react to shifting power dynamics. The episode wraps with a broader look at AI strategy, consolidation, and who really controls distribution in today's STR ecosystem. 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.
On Monday's Good Morning Hospitality, a Skift Podcast, Michael Goldin, Brandreth Canaley, Jamie Lane, and Wil Slickers break down the latest headlines shaping short-term rentals and online travel — from new funding bets to investor jitters around AI. They start with Kindred's $125 million funding round, unpacking why investors are backing home swapping as a lower-cost, lower-friction alternative to traditional short-term rentals and hotels. The conversation then turns to the FIFA World Cup 2026™ - Canada, Mexico and the United States, and how host cities are bracing for rising prices, tighter regulations, and growing scrutiny of Airbnb as mega-events collide with local housing markets. The episode also checks in on OTA stocks, where analysts say recent sell-offs in Booking Holdings (NASDAQ: BKNG) and Expedia Group reflect AI anxiety more than weakening travel demand. Both Mizuho and Baird argue fundamentals remain strong, with OTAs likely to stay powerful distribution players even as AI reshapes search. 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.
On Monday's Good Morning Hospitality, A Skift Podcast, Michael Goldin, Brandreth Canaley, and Jamie Lane break down the latest headlines shaping travel and lodging. They cover concerns that the U.S. is missing a major opportunity for international tourism growth, a new lawsuit targeting major booking platforms like Airbnb and Booking.com, and Expedia Group's latest round of layoffs. The episode wraps with a look at how Super Bowl travel is impacting short-term rentals and local communities as big events continue to stress housing markets.
On this morning's Good Morning Hospitality, A Skift Podcast, Wil Slickers is joined by Michael Goldin and Jamie Lane for a quick-hit look at the stories shaping travel and hospitality to start the week. The team covers WeatherPromise's latest funding round, the massive winter storm disrupting U.S. flights, and what it could mean for short-term rental demand, and Airbnb's newest services push with ready-to-heat meals from celebrity chefs. They also touch on Mews' recent momentum and wrap the episode by digging into a favorite Skift Megatrend and why it matters right now. This episode is brought to you by Guesty! 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.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Brandreth Canaley, Michael Goldin, and Jamie Lane unpack the idea that the thrill is gone for Airbnb and short-term rentals, a growing conversation about innovation, product fatigue, and where the sector goes from here. Then they look at Hilton's latest strategic move with the launch of Apartment Collection by Hilton, its 26th brand targeting furnished apartment-style stays, a direct challenge to the traditional STR category through a major hospitality player. The team also dives into the Kasa acquisition of Mint House and what that signals about consolidation and operational scale in urban rental-style lodging. Finally, they break down Airbnb's efforts to build a hotel-focused team. A more direct sign that the company is trying to compete more directly with OTAs and traditional lodging channels. This episode is brought to you by Guesty! 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.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane dig into three stories shaping travel and lodging as 2026 gets underway. They start with how credit card rewards are now rivaling traditional airline and hotel loyalty programs, reshaping how travelers earn, redeem, and choose where to stay. The team discusses a major development in travel tech following reports that KAYAK's CEO attempted to take the company private. Wil is going to host a short GMH special with Dennis Schaal to dive deeper into that story for anyone who wants the full backstory. They close with a look at former President Trump's proposal to ban large investors from buying homes and what that could mean for housing supply, short-term rentals, and the broader hospitality market. 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.
Welcome back to Good Morning Hospitality, A Skift Podcast, and the first episode of 2026! Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane kick off the year by sharing their predictions for what lies ahead across travel and hospitality. From demand and pricing to distribution, technology, and guest behavior, the crew lays out the trends they believe will define 2026, along with the risks and opportunities operators should be watching closely. This annual predictions episode sets the baseline for the year, giving listeners a roadmap of what to track, challenge, and revisit as the industry evolves.
On this episode of Good Morning Hospitality, Wil Slickers, Michael Goldin, Brandreth Canaley, and Jamie Lane revisit the predictions they made at the beginning of 2025 to see how the year actually played out. With a full year of data, headlines, and hindsight behind them, the crew breaks down what they got right, where they missed the mark, and which trends caught them completely off guard. From demand patterns and distribution shifts to tech, labor, and guest behavior, this annual GMH tradition offers an honest and entertaining look back at the assumptions that shaped the year, and the lessons worth carrying into what comes next. This episode is brought to you by Amazon! To learn more, go to advertising.amazon.com Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn 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.
On today's Good Morning Hospitality, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dig into the trends shaping the start of the week across travel and lodging. Jamie brings fresh World Cup host-city data with early demand and pricing signals, along with his top takeaways from the DARM conference. The team then looks at the slowdown in travel startup funding and how tighter capital is influencing innovation, competition, and the types of companies most likely to break through in the months ahead. They close by unpacking a new article on how U.S. lodging has shifted away from serving the middle-class traveler. This episode is brought to you by Amazon! To learn more, go to advertising.amazon.com Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn 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.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin dive into some of the biggest moves in short-term rentals and travel. First, they unpack the recent deal where Evolve acquired 1,000 owner contracts from Casago, a bold consolidation that could reshape supply and operator models. Then they explore why Luxury Escapes is doubling down on brick-and-mortar travel experiences, betting that traditional hospitality's strengths give it an edge as travel behavior evolves. The discussion expands with insights from industry trends in vacation rentals, including lessons from the recent Phocuswright Conference on where rentals are headed next. Jamie also drops a new “Stat of the Week” that underlines shifts in demand and booking behavior. From consolidation to experiential travel and evolving guest expectations, this episode maps where hospitality — hotels and rentals alike — is going next. This episode is brought to you by Amazon! To learn more, go to advertising.amazon.com Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn 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.
On today's Good Morning Hospitality, Wil Slickers, Jamie Lane, Brandreth Canaley, and Michael Goldin break down Google's latest step into agentic travel planning. This system can build, price, and coordinate full itineraries, yet insists it has "no intention" of becoming an OTA. The crew explores what this means for hotels, short-term rentals, platforms, and anyone competing for consumer discovery and booking flows. Jamie also unveils brand-new data tracking World Cup demand across short-term rentals, including early signals on ADRs, booking pace, and which cities are heating up faster than expected. As the biggest travel event of 2026 approaches, the team looks at how STR markets are shifting in real time and what operators should be preparing for now. Plus, quick shoutouts to two recent fundraises from BoomPop and Localbird before diving into the week's biggest trends shaping hospitality and travel. Presented by Lodgify Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn 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.
Today on Good Morning Hospitality, Brandreth Canaley, Michael Goldin, and Jamie Lane break down the latest earnings results from Airbnb and Expedia Group. A quarter defined by discounting, flexible payment options, and a surge in “reserve now, pay later” bookings. They examine how these strategies helped drive strong performance for both platforms and raise the big question hanging over the industry: Is this level of demand sustainable once the promotional fuel burns off? Presented by Lodgify Follow the Hosts: Brandy Canaley – LinkedIn Jamie Lane – LinkedIn Michael Goldin – LinkedIn 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.
On this episode of Good Morning Hospitality, A Skift Podcast, Wil Slickers, Michael Goldin, and Brandreth Canaley are joined by Skift Senior Hospitality Reporter Sean O'Neill to unpack the breaking story of Marriott Bonvoy ending its licensing agreement with Sonder Inc. after the company defaulted on the deal. The partnership had been a much-needed lifeline for Sonder, allowing its apartment-style properties to be listed across Marriott's booking channels. But with the agreement now terminated, and Sonder's own website currently showing zero available listings, the situation is raising questions about the company's operations, liquidity, and future as a public brand. Marriott has said it's assisting guests with existing bookings made through its platforms, while those who booked via third parties should contact their providers directly. As this story continues to develop, Sean shares what's known so far, and the GMH crew digs into what this could signal for Marriott's extended-stay ambitions, Sonder's next move (if any at all), and how confidence in hotel–tech partnerships may shift in the days/weeks ahead. Presented by Lodgify Follow the Hosts: Brandy Canaley – LinkedIn Wil Slickers – LinkedIn Michael Goldin – LinkedIn 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.
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