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Business and consumer Editor, Columnist and Reporter covering online, mobile and social…
Artículos de Dennis
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Analysis: Expedia Against Everyone Else After Orbitz and Travelocity Deals
Analysis: Expedia Against Everyone Else After Orbitz and Travelocity Deals
After acquiring Travelocity last month and Wotif in Australia a few months earlier, Expedia Inc. cleaned up a few…
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Dennis Schaal ha compartido estoIt's interesting about the Los Angeles court case yesterday that found that @Meta and Google/Youtube offered addictive social media platforms that harmed the plaintiffs. I'm not downplaying the import of that verdict at all. But don't travel websites have the goal of keeping users engaged for as long as possible, as well?:) Obviously travel websites don't harm users with similar doom-scrolling. Ah, if only travelers started to doom-scroll accommodation options for hours on end:) It would be an advertising windfall. There would be no complaints about that from travel companies. It's clear that travel websites, too, want customer visits to be as sticky as possible so they don't wander off to a rival website for booking. The social media sites have dissimilar content to work with, with different goals, and they are much more skillful at it. #travel #socialmedia #travelbooking https://lnkd.in/eCQVrzD5Meta and YouTube found liable in social media addiction trialMeta and YouTube found liable in social media addiction trial
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Dennis Schaal ha compartido estoTripadvisor and Starboard Value came to terms. The activist investor got 2 director seats immediately on a board expanded to 10, up from 8. And Tripadvisor agreed Starboard can nominate an additional two directors, including its CEO Jeff Smith, for terms to start at the next annual meeting. Interesting tidbit: Tripadvisor to pay Starboard up to $650,000 in expenses related to its activist campaign. Get ready to see Tripadvisor chopped up — or at least the board can attempt to sell Viator and/or TheFork. https://lnkd.in/emUbHRDsTripadvisor and Starboard Value Make Peace: Activist Investor Could Get 4 Board SeatsTripadvisor and Starboard Value Make Peace: Activist Investor Could Get 4 Board Seats
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Dennis Schaal ha compartido estoGreg Maffei won't stand for reelection to the Tripadvisor board, which he's chaired since 2013. Would Tripadvisor done better with a different board or would Google and other industry trends have taken any company down. (It didn't kill Booking or Expedia but made life hard, for sure.) Meanwhile, Starboard Value is running a slate to take control of the Tripadvisor board in June. Starboard's strategy seems to sell, sell, sell. #tripadvisor #activistinvestor #onlinetravelTripadvisor Board Chair Greg Maffei to Step Down With Activist Investor in the WingsTripadvisor Board Chair Greg Maffei to Step Down With Activist Investor in the Wings
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Dennis Schaal ha compartido estoThanks, Cory Garner. You know, the haters gonna hate:) That's an interesting take you have on Capital One Travel's tech-heavy strategy compared with those of American Express Travel and Chase Travel. The only caveat I have is Capital One quietly launched a managed travel business in the fall, and now has acquired Brex to bolster it. So I wonder if Capital One Travel will need to get more hands-on with corporate clients.Dennis Schaal ha compartido estoCapital One is paying Hopper to acquire the technology infrastructure, supplier relationships, and approximately 150 employees that developed Capital One Travel over four years of partnership. This move brings the travel portal fully in-house for greater control as it scales. And, by the way, shame on those who lambasted and attempted to discredit Dennis Schaal for reporting this scoop over 3 months ago. I now know which of you to trust. 𝙲̲𝚘̲𝚛̲𝚢̲'𝚜̲ 𝚃̲𝚊̲𝚔̲𝚎̲ American Express and Chase have made tremendous progress wrapping complete travel offerings around the leisure, small business, and enterprise corporate segments. Beyond the typical credit card benefits for travelers, these services include booking/servicing capabilities in the form of travel portals and payment/expense integrations, and day-of-travel perks like airport lounges. Capital One is playing a bit of catch-up, but their approach is built for speed. American Express built its travel offering around its deep partnership with American Express Global Business Travel. Chase hired or acquired people/companies with deep TMC/brick-and-mortar ties. When you are the biggest card or bank for corporates, you can afford to move slowly. Capital One is taking more of a tech-centric approach. They hired OTA vet Sarah Moore last year to lead the charge, who has been busy inking deep partnerships with Hopper to serve as the core leisure platform (the biggest of the low hanging fruit) and the acquisition of Brex to provide a comprehensive suite of services for SMBs (the smaller, less certain opportunity but potentially with scalable upside). Unlike American Express (via GBT) and Chase Travel (via FROSCH remnants), they have no complex, high touch enterprise corporate travel offering. We'll see if taking a more hands-on approach on the tech and team will result in the kind of growth they undoubtedly expect. Skift article here: https://lnkd.in/ga24Ysdh Find this helpful? [𝗿𝗲𝗽𝗼𝘀𝘁] Have something to add? [𝗰𝗼𝗺𝗺𝗲𝗻𝘁] DM to chat Likes are free 👍Capital One to Make 'Payout' to Acquire the Hopper Tech and Employees that Built Its Travel PortalCapital One to Make 'Payout' to Acquire the Hopper Tech and Employees that Built Its Travel Portal
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Dennis Schaal ha compartido estoWoah, as I reported five months ago exclusively, Capital One and Hopper had a break up of sorts, which they announced officially today. (Hopper will still provide fintech products to Capital One Travel and Capital One Travel remains a major investor in Hopper, but Hopper will no longer be powering Capital One Travel.) Capital One is paying Hopper to wind down their relationship. Some 150 Hopper employees become Capital One employees following the credit card company's upcoming payment to Hopper, and Capital One acquires software, licenses and supplier relationships. Here's more on the transaction in the video. #Hopper #CapitalOne #travel #onlinetravel #B2B #creditcards #Discover #Brex #businesstravel #lounges #airports #hotels
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Dennis Schaal ha compartido estoDid anyone book travel through an OTA like Expedia, Booking.com, Trip.com or MakeMyTrip etc and it was disrupted by the Iran war? OR does anyone know someone who did???? Or someone who booked through a tour operator like TUI? Can you send me a message so I can get details for a news story I’m writing?The largest selection of hotels, homes, and vacation rentalsThe largest selection of hotels, homes, and vacation rentals
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Dennis Schaal ha compartido estoAirbnb is getting a new head of global operations, Gus Fuldner, who most previously ran safety as part of his portfolio at Uber. Airbnb CEO Brian Chesky in an email to employees, said he's assigned Fuldner to being the company's "chief problem solver," and to unify teams and systems into "one intelligent platform." Will Fuldner and Airbnb have anything on their plate?:) The company is rolling out new verticals and trying to become a native AI app. Easy:) #airbnb #strs #operations #AI #c-suiteAirbnb Appoints Former Uber Safety Exec as Global Head of OperationsAirbnb Appoints Former Uber Safety Exec as Global Head of Operations
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Dennis Schaal ha compartido estoIn its pre-agentic life, it took Google years before it bailed on transactions. I'm referring to the former Book on Google for flights and hotels. Now OpenAI has decided its mission is for top of the funnel research and discovery instead of transactions. Maybe it will reverse course at some point, and we still don't know if Google's Gemini or other LLMs will go full-throttle towards transactions. Skift's Adriana Lee with the story. #otas #LLMS #AI #artificialintelligence #agentic #shopping #travel #booking #travelinspiration https://lnkd.in/gbYpxWtQChatGPT Bails on Transactions — Good News for Expedia and BookingChatGPT Bails on Transactions — Good News for Expedia and Booking
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Dennis Schaal ha compartido estoIs it a new Expedia Group? One that uses different metrics to measure performance and makes employees more accountable? So says CFO Scott Schenkel, who says the company's direction "radically changed" (for the better) over the last 6-9 months. There was candid talk on how Expedia has conducted layoffs and reinvests the savings into machine learning and AI. #otas #Ai #layoffsExpedia CFO: 'We Radically Changed the Direction of the Company'Expedia CFO: 'We Radically Changed the Direction of the Company'
Dennis Schaal ha comentado una publicación
1 semana
Paul, I hardly knew you and never would have adequately until I read "A Truck Full of Money," which was an awesome bio. I would recommend that book to any entrepreneur. I had no idea his role in your activism. He really was a great storyteller.
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Dennis Schaal ha reaccionado a estoDennis Schaal ha reaccionado a estoI’m somewhere over the Atlantic right now with this IFE map on, Delhi to Toronto to New York, about five hours out, and I keep pulling up the same screen on my phone that I pull up maybe ten times a day: the World Clock tab. New York. New Delhi. London. Casablanca. Riyadh. Abu Dhabi. Bangkok. This is a map of my life, a great proxy of my existence today, personally and professionally. None of these cities mean just the city. New York is home with family and friends and of course a big part of Skift team and also where Skift started. New Delhi is really a proxy for Aligarh, where my mom and siblings live, and for India broadly, where I just wrapped our India Summit two days ago and where almost 10 employees are spread across the country. London is a proxy for the UK, where 17 of my team sit, a country I was born in, and where my childhood friends ended up. Casablanca is a proxy for Morocco, the country where two of my adopted kids were born. Riyadh is a proxy for Saudi, where my sister, my cousins and and their families live and where some of the biggest tourism bets on earth are being made. Abu Dhabi is a proxy for all of the UAE, Dubai included, where we have employees and where Skift runs our Global Forum East. Bangkok is a proxy for all of Southeast Asia, Singapore included, a region that keeps pulling us deeper in. Every one of these started as a pin on a map and became a permanent marker, someone I love or someone I work with or both putting down roots that tied me to that time zone forever. Sometimes I add a city for a week, wherever I’m headed, then take it off. But the permanent ones tell the deeper story. Almost 14 years of building Skift across 17 countries as an immigrant entrepreneur, and the world clock is the most visually honest and resonant org chart I have. The thing about running a global company as an immigrant is that the time zones never feel foreign. They feel like yours. You’re always calculating, always adjusting, always aware that someone you need to talk to is either waking up or going to sleep. I keep wondering what city gets added next as a permanent marker. My bet is Cape Town. Somewhere in Latin America feels inevitable. The list only grows, it never shrinks, and maybe that is the whole point. P.S.: show me your World Clock list, would love to see others.
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Dennis Schaal ha recomendado estoDennis Schaal ha recomendado estoAbout two years ago, Skift published a story listing the 25 highest-paid DMO/tourism board CEOs in America, using publicly available nonprofit filings that anyone can access. The story itself was straightforward data journalism. But I’ll be honest, my LinkedIn commentary at the time was pointed. I layered in critiques about accountability, diversity, the insularity of the DMO world, all at once. The industry said it wasn’t the story that bothered them, it was my comments. I thought that was deflection at the time. Looking back, it was probably both. The irony is that every one of those critiques — accountability, diversity, insularity — I had made individually at tourism industry conferences prior, often because the same CEOs had invited me to their stages to say exactly those things. Somehow, wrapped together and layered on top of the salary data, it became an attack. What followed was a coordinated boycott attempt of Skift, hundreds of thousands of dollars in pulled advertising by many DMOs and lot more that probably never came after, and a VERY clear message from parts of the tourism industry: we loved your coverage right up until it’s about us. I’ve never talked about this publicly until now, on Adam Stoker’s excellent Destination Marketing Podcast, last month. What disappointed me wasn’t the money we lost, though as a bootstrapped company it hurt. It was the instinct: the same people who praised Skift for holding airlines and hotel companies and OTAs accountable decided that accountability should stop at their door. You can’t celebrate independent journalism selectively. Here’s what we learned and got better after the backlash, and I mean this sincerely: we didn’t understand the full complexity of what DMOs deal with before that. Homelessness, politicians, stakeholders they can’t control, levers they don’t have. That feedback, from the people who gave it constructively rather than pulling ad dollars, genuinely made our coverage better. We’re more deeply embedded in the tourism world now than we were before that story (and our follow ups after), including Skift Meetings and Skift Advisory, which works directly with destinations on development. But the larger point remains. Local media in the US, the traditional accountability layer for publicly funded tourism organizations, has largely disappeared. That scrutiny gap is real, and somebody has to fill it, even when it costs us business. That’s what running an editorial-first company with one hand tied behind your back looks like. We took it in stride, rebuilt the bridges worth rebuilding, got better as a result, and kept publishing. Hopefully the industry gets better with more sunlight on it. https://lnkd.in/eTp_Xpqz424: Navigating the New Normal of Tourism with Rafat Ali424: Navigating the New Normal of Tourism with Rafat Ali
Experiencia y educación
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Skift
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Publicaciones
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Skift, USA Today, NBC News, CNN, Mashable, Business Insider, The Week, LinkedIn, Frommer's, PhoCusWright, Tnooz, Travel Weekly, The Star-Ledger
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Proyectos
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The Definitive Oral History of Online Travel
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Ver proyectoOn rare occasions over the years an enterprising journalist would uncover something about these companies and their trajectories that wasn’t already in the public record but this was the exception rather than the rule. But that lack of insight into what was actually going on behind the scenes during those early years of online travel, from the early 1990s to 2005, ends right now with this first and definitive Name TK Oral History of Online Travel.
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How Booking.com turned the other OTAs into converts
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This is a look into the secret sauce that Booking.com is using to conquer the global hotel business.
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BackBid lets hotels bid for your business
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Ver proyectoInstead of bidding for hotels, BackBid enables hotels to bid for the guest's business. Role reversal:)
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A little Hebrew
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