It’s Thursday, August 6th. Airbnb grew nights 10% last quarter. Booking Holdings managed 5%, Expedia 6%. Chesky credits AI, and he just added boutique hotels in 20 cities to prove the point. CoStar raised its 2026 RevPAR forecast to 4.4%, then flagged expenses outrunning inflation two years running. Mews puts costs up 10%. Brussels is now fining hotels for unlabeled AI photos, Google Maps started quoting live room rates, and US hospitality deal value doubled to $39.6 billion while the deal count fell.
🎥 Video of the week: We walk through how Hotel 1550 used Cloudbeds to increase direct bookings from 8–10% to 18%.
TOGETHER WITH DUETTO
Budget season isn’t just about what technology you need—it’s about making the case that gets funded. Join Duetto and Triptease on Wednesday, September 2 for a 45-minute virtual session on building a stronger, more connected hotel technology investment strategy.
✅ Build a Fundable Business Case: Learn what separates proposals that win approval from those sent back for more detail.
✅ Navigate Budget Scrutiny: Understand why owners and boards are asking tougher questions—and how revenue and marketing leaders can respond.
✅ Connect Pricing & Marketing: See why demand signals, pricing decisions, and marketing investment should be planned together instead of operating in silos.
Discover how revenue and marketing teams can enter budget discussions with one connected strategy, a clearer investment case, and stronger alignment around the dollars that matter most.
GOING DEEPER
1. CoStar Raises 2026 US RevPAR Forecast to 4.4% From 2.8% After Record First Half
CoStar and Tourism Economics upgraded their 2026 US outlook after hotels sold a record number of room nights in H1, 11.4 million more than 2025, adding over $5.4 billion in room revenue. The revision is rate-led rather than occupancy-led, with ADR growth now forecast at 3.1% against a prior 2% and occupancy at 63.1% against 62.8%. STR president Amanda Hite credits the World Cup and America 250 celebrations for much of the H1 strength, and the same forecast has expenses rising faster than inflation in both 2026 and 2027.
🔑 Key takeaway: A 4.4% RevPAR year with expense growth above inflation flows through to GOP far more thinly than the headline suggests, and 2027 drops to 2.1% RevPAR growth with mid-year comp weakness already built in. Build the 2027 budget off that 2.1% figure rather than off 2026 actuals, and strip event-driven revenue out of the base before setting targets. Read More →
2. Airbnb Q2 Earnings, Best Trading Day Ever
Airbnb reported nights and seats booked up 10% in Q2 against 6% at Expedia Group and 5% at Booking Holdings, with revenue of $3.61 billion, GBV of $27.2 billion, and net income of $816 million. CEO Brian Chesky credited an AI-native rebuild that cut concept-to-delivery time by up to 60%, lifted features shipped in H1 by nearly 80%, and reduced customer support cost per booking about 16% with an assistant now resolving 45% of guest issues without a human. Airbnb added boutique hotels across 20 cities during the period, and hotel nights are now growing roughly three times faster than the core homes business.
🔑 Key takeaway: Airbnb is adding hotel supply at pace while growing nights at double the rate of the two largest OTAs, and its first-time booker growth hit an 11% four-year high concentrated in Gen Z. Put Airbnb's channel economics side by side with your Expedia and Booking contracts on effective commission, rate parity exposure, and guest data ownership, and do it this quarter if you run boutique or independent inventory in one of the 20 launch cities. Read More →
3. EU AI Act Enforcement Begins With Fines up to 3% on Unlabeled Hotel Images
Enforcement of the EU AI Act's transparency provisions began August 2, requiring hotels and travel companies to visibly label AI-generated marketing content, embed a machine-readable watermark, and disclose when a guest is talking to an AI chatbot or voice assistant. A study of 25,550 hotel photos across seven destinations found AI generation or heavy editing in roughly one in five images, so a large share of the industry is already inside the scope of the rule. Entravel Group CEO Mathias Lundoe Nielsen expects the labeling requirement to hit budget and midmarket properties harder than luxury, because five-star hotels already pay for professional photography while cheaper hotels use AI imagery to look competitive.
🔑 Key takeaway: The disclosure lands on the booking page next to competitors who shot real photography and have nothing to declare. Audit every image and video in your EU-facing booking path this month and decide property by property whether to label or reshoot, then run the same audit on chatbot handoff points, any AI touching pricing, and any AI used in hiring, because the Act's pricing and recruitment prohibitions carry the same penalty exposure as the labeling rules. Read More →
TOOLS & TACTICS
⚒️ Hotel Tech Tools You’ve Gotta Try
✅ Canary Technologies: Powerful but simple AI powered digital guest journey platform.
✅ Sojern: Pay-for-performance hotel ads that drive direct bookings.
✅ IDeaS: Forecast demand accurately to increase occupancy and room profitability.
✅ ROH: Automate sales and finance to save time and capture more revenue.
✅ Eleanor: Manage your resort’s daily guest service related tasks.
✅ Hireology: Find and hire reliable staff faster to fill key hotel roles.
✅ Siteminder: Capture direct bookings, syncs rate and reduce OTA commissions.
✅ Sertifi: Manage your resort’s daily guest service related tasks.
✅ Duetto: Grow NOI with a holistic revenue & profit operating system.
FREE DOWNLOADS
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VIDEO OF THE WEEK
AROUND THE HOTEL INDUSTRY
Other hospitality happenings this week
📉 New data puts hotel expenses up 5 to 10% yearly against RevPAR flat to 3%.
💰 US hospitality deal value jumped 106.8% to $39.6 billion in H1.
🗺️ Google's Ask Maps now returns live hotel pricing and agentic booking.
🪙 Mews wins EMI license, clearing way to hold hotel funds.
💻 Vibe coding giant Lovable raises $400m at $13B valuation.
✈️ GBTA sees business travel spend up 7.2% to $1.71 trillion but trips up just 1.3%.
🏛️ AHLAs warn Congress a shutdown costs travel $1 billion weekly.
🖥️ Stayntouch says better PMS design cuts module training from weeks to hours.
👔 AHLA found 65% of hotels short-staffed and 71% carrying unfilled openings.
🍽️ Google put restaurant ordering back in Maps with Toast, Square and DoorDash.
📊 monday.com says AI drives 17% of net new ARR.
🧾 Faye raised $50 million and now automates 30 to 40% of travel insurance claims.
AI TOOL OF THE WEEK
SiteMinder’s AI turns hotel data into smarter decisions
Use Siteminder’s AI-powered insights to forecast demand, surface pricing opportunities, and turn live booking and market data into clear recommendations.
🪄 Stop spending hours interpreting fragmented data - SiteMinder AI helps you spot what matters faster and decide where to adjust rates, distribution, and revenue strategy.
TECH INSPIRATION
Find the best tech, by department.
The best operators don’t just keep up they stay curious. They demo new tools, test ideas in real workflows, and talk to peers to see what’s actually working. That’s how you find the small changes that compound into meaningful results. Pick your department below and commit to trying at least one new tool this week. Even a single demo can spark an idea that improves performance, saves time, or unlocks new revenue.
Hotel Operations: Run a tighter, more efficient operation
Hotel Marketing: Capture new demand with smarter acquisition strategies
Revenue Management: Make more confident, data-driven commercial decisions
Guest Experience: Increase revenue per guest while improving the stay
PODCAST SPOTLIGHT
Skift Editor-in-Chief on Why Hotels Are Going Independent
What if the biggest competitive advantage for the next generation of hotel owners is knowing when not to fly a flag?
In this episode, Skift Editor-in-Chief Sarah Kopit - formerly a managing editor at Bloomberg - joins Hotel Tech Insider to unpack why more hotel owners are questioning the economics of traditional franchise relationships. Her reporting reveals a surprising shift: while actual de-flagging remains relatively limited, the conversation around independence has moved from fringe idea to legitimate strategic option for owners evaluating expiring franchise agreements.
For experienced hoteliers, the episode goes beyond the usual “brand vs. independent” debate and gets into the operational mechanics making independence more viable.
👉🏼 Check out our interview with Sarah Koppit on Apple Podcasts or Spotify.
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