Travel Demand

Search documents
Airbnb and Lyft shares drop after hours on cautious outlook, competitive pressure
CNBC Television· 2025-08-06 23:03
CNBC's Mackenzie Sagalas has got the details. Mac, hey Mel. So, Airbnb shares reversing course during the company's earnings call despite a double beat on Q2 earnings.Investors appear concerned about the company's growth trajectory following a cautious Q3 outlook for both revenue and adjusted IBIDA. It comes as Airbnb faces tough comps, particularly against strong performance from rival booking holdings and lift shares down as much as 14% now down just 5% after missing on revenue for the quarter and after h ...
United Airlines sees dip in inbound American travel demand
Bloomberg Television· 2025-07-17 14:05
there has been a drop off in uh in inbound eur you know demand Europe is one but it's a single-digit decline so and US point of sale has more than made up for it and it's 80% of our business I don't think it'll be permanent um you know the the United States is the greatest country on earth um it's a great place for people to come a great place for people to visit demand is affected by all kinds of things we have fewer students coming to the US right now um you know not surprisingly uh that's a big be fewer ...
Citi's Stephen Trent on the state of the airlines sector, travel demand and M&A outlook
CNBC Television· 2025-07-03 12:42
Airline Industry Outlook - The airline industry anticipates a busy Fourth of July holiday weekend, expecting 185 million travelers from the past Tuesday through the coming Sunday [1] - Economic uncertainty and potential tariffs are creating pressure on ticket prices, particularly affecting discretionary travelers in the domestic mainline sector [2] - Airlines have proactively cut capacity to manage a potential slowdown, which is expected to help the industry's performance [3] - Network airlines are well-positioned for a revenue bounce in the second half of the year, following capacity adjustments [4] Operational Efficiency and Infrastructure - Newark Airport has improved its operations, increasing departures to 34 per hour after previously dropping to 28 [4] - Weather conditions, such as thunderstorms, remain an unpredictable factor affecting airport operations [5] Loyalty Programs - Airline loyalty programs continue to generate growing revenue for both airlines and financial partners [6][7] - Despite some depreciation in point value, loyalty programs remain attractive due to continued card usage for various purchases [7] Mergers and Alliances - Outright mergers among the big four airlines are unlikely to be approved by regulators due to market share concerns [10] - Alliances are more likely to be considered favorably under the current administration [10][11]
X @Bloomberg
Bloomberg· 2025-06-30 20:13
Industry Trends - US travel demand projections are down for almost every kind of travel this summer, except cruises [1] Regional Impact - Galveston, Texas is an industry favorite port city [1]