It’s Thursday, May 7. Q1 earnings are in and everyone's chasing someone else's customer. Chains want independents. Uber wants travelers. Google wants ad budgets back. Booking wants you to never leave the app. Spirit wanted the bottom of the market and got it. Meanwhile, 80% of World Cup host hotels are still refreshing the booking screen. Let’s dive in.
TOGETHER WITH JOURNEY LOYALTY
Tired of hotel loyalty programs that just hand out points and discounts?
Journey takes a different approach. Instead of training guests to wait for deals, it helps independent hotels build real loyalty with personalized, meaningful rewards that reflect each property’s unique brand.
✅ High-Value Guests: Gain access to a curated member base of well-traveled guests who spend more, stay longer, and book direct.
✅ Brand-Aligned Rewards: Design your own experiences like spa access, signature cocktails, or private tours.
Journey is a global alliance of independent hotels united by character, experience, and a shared loyalty engine that grows revenue without discounting.
🎧 Don’t miss our latest podcast episode with Aeijaz Sodawala of Yanolja Cloud Solution. Aeijaz and his team were pioneers in the move from on-premise to cloud-based hotel tech, and now they’re at the forefront of AI adoption. Curious to hear Aeijaz’s learnings from working with hotels in 170+ countries? Check out the full episode here.
GOING DEEPER
1. Q1 Hotel Chain Earnings: Chasing Growth via Soft Brands
The main thread in Q1 earnings from the chains is that they're chasing independents. Hilton launched Select by Hilton with YOTEL as the first partner. Choice's conversion pipeline is up 17% YoY leaning on their soft brand called Ascend collection. Soft brands are easier for chains to absorb: less brand standard friction, lower capex for owners and travelers have been shouting from rooftops for years that they prefer the independent feel over cookie-cutter flags. The chains figured out what guests already knew.
🎯 Why it matters: If soft brands are where the chains are placing their bets, hard-flagged owners should ask why. The same parent companies pushing distribution muscle behind Curio, Ascend, JdV, and Tapestry are signaling that rigid brand standards and high renovation cycles aren't where the demand is. That's a pricing and contract conversation worth having before your next PIP.
🔑 Key takeaway: Re-read your franchise agreement. If chains are courting independents with lighter standards, lower capex, and more design freedom, hard-flagged owners are paying a premium for constraints the market no longer rewards. Ask your brand rep what a soft-brand conversion looks like—or use the leverage at renewal. Earnings reports: Hilton / Choice / Hyatt / Wyndham
2. Google Launches AI Ads for Hotels
Google is opening AI Max (its intent-based ad system) to travel advertisers, letting hotel ads appear inside AI Overviews and AI Mode where guests are actually researching trips. The catch: brands give up keyword-level control over which queries trigger their ads, what those ads say, and where users land. Hotels that have been losing organic traffic to Google's AI search now face a choice — pay to play in the system that's been displacing them, or watch competitors do it instead.
🎯 Why it matters: Google is building the on-ramp back to the traffic it took away. AI Overviews have been pulling guests out of the organic funnel for over a year, and AI Max is now the paid path back into those surfaces. Hotels that have invested heavily in SEO and PPC need to start budgeting for an ad model where Google chooses the query match, the creative, and the landing page because that's where the discovery is moving.
🔑 Key takeaway: Have your team or agency test AI Max early. Every ad platform has a window where early advertisers get outsized returns before the auction matures and prices reset to fair market value: Facebook in 2012, Instagram in 2016, TikTok in 2020. AI Max is in that window now, and the hotels that move first will lock in cheaper conversions before competitors flood in. Read More →
3. Uber Rolls Out Expedia-Powered Hotel Bookings
While the industry obsesses over Airbnb, Uber quietly added 700,000 Expedia hotels and Vrbo rentals to its app, backed by 46 million Uber One subscribers growing 55% a year. The Expedia partnership is the most telling part - Uber gets instant inventory while it learns the category, and Expedia is essentially renting Uber its supply until Uber decides to build direct hotel relationships of its own. The third OTA isn't a hotel company at all; it's the app already sitting in every traveler's pocket at the moment of arrival.
🎯 Why it matters: Uber is the most interesting new OTA, and the Expedia deal is a temporary scaffold. Booking and Expedia spent decades building distribution — Uber already has it, plus payment credentials, identity, and a 46M-member subscription engine that touches users multiple times a week. Once the model is proven, expect Uber to start signing direct hotel agreements and squeeze Expedia out of the middle.
🔑 Key takeaway: The OTA landscape is quietly becoming a four-horse race, and the fourth horse is far more interesting than Airbnb. The real story isn't Airbnb's next move it's that the most valuable distribution real estate in travel may end up belonging to whoever owns the super-app, and Uber is further down that path than anyone is acknowledging. Who better to dominate the connected trip and attract luxury travelers than the OG black car app? Read More →
TOOLS & TACTICS
⚒️ Hotel Tech Tools You’ve Gotta Try
✅ Canary Technologies: Powerful but simple AI powered digital guest journey platform.
✅ Tripleseat: Manage hotel group bookings, catering and event sales with AI.
✅ Actabl: Turn powerful BI data into actionable insights that maximize profits.
✅ Journey: Rewards program helping independent hotels drive more direct bookings.
✅ Hireology: Find and hire reliable staff faster to fill key hotel roles.
✅ ROH: Automate sales and finance to save time and capture more revenue.
✅ Eleanor: Manage your resort’s daily guest service related tasks.
✅ Sertifi: Simplify hotel check-ins and payments with secure digital solutions.
✅ Siteminder: Capture direct bookings, syncs rate and reduce OTA commissions.
FREE DOWNLOADS
Trending content
To keep up with changing guest needs and rising expectations, hotels are adopting AI at scale. Dive into Canary’s research to see how AI is driving revenue growth, operational efficiency, improved guest experiences, and much more.
Dive into how a new loyalty ecosystem is helping boutique properties reclaim guest relationships and boost direct revenue and see if your brand is a fit to join the Journey Alliance.
Hospitality is evolving fast - and the traditional metrics you rely on to measure performance may no longer tell the full story. This guide rethinks occupancy, ADR, and RevPAR for the modern era and introduces 11 smarter metrics—from guest acquisition cost to staff turnover - that give operators a clearer view of what’s really driving success.
AROUND THE HOTEL INDUSTRY
Other hospitality happenings this week
💳 Visa and Mastercard flag softer travel spend as demand cools
🛡️ D.C. hotel attack exposes rising security risks and costs
🌤️ U.S. hotels expect solid summer, but growth remains uneven
📊 Booking.com leans on higher prices to offset moderating demand
🏛️ U.S. moves toward tighter oversight of advanced AI models
⚽ World Cup bookings trail expectations, worrying hoteliers
✈️ Spirit’s race to the bottom shows limits of commodity strategy
🤖 UAE’s AI push accelerates automation across hotels, rentals
⚡ Breakthrough AI moment signals rapid shift in capabilities
🏨 Whitbread plans asset sales to fund expansion and returns
💰 Smartness raises €47M to scale AI-driven operations
TECH TOOLS INSPIRATION GUIDE
Tech Tools for Every Business Goal
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
CEO of Yanolja on AI Agents Running Hotels
What if your hotel could run itself, with AI agents handling reservations, check-in, and pricing while staff focused entirely on guests? In this episode, Aeijaz Sodawala, CEO of Yanolja Cloud Solution, shares how hotel tech is evolving from fragmented systems into unified AI-driven platforms powering 23,000+ hotels globally, why data silos are blocking real AI adoption, and what the rise of the “agentic PMS” means for the future of hotel operations.
👉🏼 Check out our interview with Aeijaz Sodawala on Apple Podcasts or Spotify.
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