Skift Research Take
There's a reason we love earnings season: lot's of interesting new company data points.
Our new feature is a series of short, digestible briefings on the online travel agencies. This initial briefing reviews earnings at Booking Holdings and Expedia Group which have now both reported fourth quarter and full year 2018 earnings. Their releases give us significant new insights into the online travel market that let us update and add onto our three-part “State of the Online Travel Agency” series of reports last year.
The four most important updates we identified from Expedia Group and Booking Holdings this quarter surround alternative accommodations, brand marketing, investments in online payment platforms, and challenges on the horizon.