在线旅游平台：强劲需求是否重要？（第四季度前瞻）-OTAs_ Will strong demand matter_ (Q4 preview)

16 January 2026 Global Hotels & Leisure OTAs: Will strong demand matter? (Q4 preview) Richard J. Clarke, FCA +44 20 7676 6850 richard.clarke@bernsteinsg.com Niall Mitchelson +44 20 7676 7144 niall.mitchelson@bernsteinsg.com Lasith Siriwardana +44 20 7550 2191 lasith.siriwardana@bernsteinsg.com OTA traffic through Q4 looks to be shaping up well, with app user growth in the double digits for Airbnb, Booking and Expedia, while the latter two have seen a notable inflection in web traffic from Q3, with a very st ...