Travel Companies' Earnings Calls: Much Discussion of Personal AI Assistants, Few Bookings
Several travel companies said on their latest earnings calls that discussions about partnerships with personal AI assistants are widespread, but actual booking volumes remain very small. During Halloween week, out of roughly 320 million trips and orders at Uber, only 500 food-delivery orders and 4 rides were completed by AI agents; at Booking.com, the share of room nights coming from large language models and new types of personal assistants remains significantly below 1%.
Why recommended:Several travel companies' earnings calls disclosed that booking volumes brought by personal AI assistants remain extremely low, while also showing early differences in conversion rates and distribution paths.