Booking、Expedia、Airbnb三大海外龙头财报显示，其收入与利润增速均超市场预期，并通过国际扩张、一站式服务转型及AI技术深化应用巩固市场地位。

On today’s episode we explain what happened to Expedia’s marketing team, what co-founder mode is like at Airbnb, and Disney’s rising weather challenges.

Tourism stocks were sliding on Tuesday after three airlines warned that demand for travel will drop as consumers increasingly ...

其次，国外OTA运营面临更高的经营成本挑战。国外人工成本较高，从研发到一线客服人员，薪资均比国内高。同时，国外OTA多为跨国经营，需要投入更多研发资源用于本地化改造，也面临更多地区不同的监管挑战，导致其综合成本高，需要更高的佣金率来覆盖。

近期，Booking、Airbnb、Expedia、携程等国内外主要OTA（在线旅游平台）相继发布2024年第四季度及全年财报，各平台去年营收大多保持10%以上增长。记者注意到，与国际巨头相比，国内OTA平台整体增速较高。

综观Expedia的2024年第四季度业绩，可以看出其营销投放灵活性、低价产品策略与财务纪律发挥了良好的复合作用。尽管其内容与AI投资的长期竞争优势仍需时间验证，但当前的成功展示出其在OTA市场中的巨大潜力和竞争力。Expedia身为市场的参与者，依然保有掖人争夺良机的能力，其发展之路注定值得深入关注。 返回搜狐，查看更多 ...

海外在线旅游龙头跟踪：2024业绩超预期收官，龙头重视提频、提效、AI创新。1、国际旅游需求延续增长韧性。2024年Booking、Expedia、Airbnb间夜数同比增长9-10%，四季度旅游需求超市场预期，2025年展望继续平稳增长；2、增收角 ...

Expedia Group continues to enjoy accelerating bookings growth rates. Click here to read why investors should stay long EXPE ...

How would Expedia and its Vrbo unit compete in short-term rentals against a juggernaut like Airbnb? Set realistic expectations and play to your strengths. Five years ago, Airbnb toyed with the ...

Which is better? I switched to VRBO for OneKey Rewards, Rakuten cashback, and clearer pricing. Here’s why you might want to do the same! The post Vrbo vs Airbnb: 4 Reasons Why I Switched for Rewards & ...

That may be part of the reason, but I believe the real reason is that Booking has been eating Airbnb's lunch in alternative accommodations. In contrast, Expedia just hasn't been growing as quickly.

He first got into the business right when the pandemic began in spring 2020, renting out a home on both Airbnb and Expedia Group's Vrbo that he had just bought in his home state of Illinois.