Booking vs. Google in Travel AI

Google plans to focus on travel advertising and will not venture into bookings, where Booking holds a natural edge

Dec 7, 2023

Booking CFO David Goulden was asked Wednesday at an investor conference about the risk that Google could eventually release a “next-gen travel assistant.” Would travelers use that first before Booking’s own tools?

Key takeaways

  • Goulden is confident Google will monetize search for major clients like Booking, emphasizing their evolving collaboration as Booking introduces travel assistant tools.
  • Goulden advocated for Booking's inherent strengths, stating, "We believe that by integrating our travel assistant with our proprietary data and granting access to public data, we can create a truly distinctive travel offering;"
  • Another point favoring Booking is that over half of its website traffic originates directly on its own websites and apps, without relying on paid ads from Google.

Get the full story at Skift

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