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AI Risk to OTAs Is Margin Squeeze, Not Disintermediation

1reports1reporting sources2026-07-17Update

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AI's impact on OTAs may be higher marketing costs and margin compression, not replacement; businesses should watch AI as a distribution channel.

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7月17日
  1. PhocusWire All News
    AI Risk to OTAs Is Margin Squeeze, Not Disintermediation

    BTIG research shows over 60% of US travelers have tried AI tools, but AI platforms currently account for only 0.4% of OTA traffic. BTIG believes AI is more likely to evolve as a customer acquisition channel rather than a disintermediation threat, with OTAs retaining advantages due to data, resources, and marketing spend.