AI Agents Seen Driving Customers to Online Travel Platforms in Near Term

Dow Jones02:39

1439 ET - Investors continue to raise concerns over how AI agents will affect the businesses of online travel companies like Booking and Expedia, Deutsche Bank analysts say in a note. The key question is whether agents will be a new intermediary between consumers and travel suppliers, or if they'll simply be another channel for the companies to acquire customers, they say. The analysts see the latter as the most likely outcome in the near term, with agents directing customers intent on booking travel toward scaled platforms. For now, AI referral traffic remains de minimis relative to total traffic, but it continues to grow and warrants monitoring, the analysts say.

 

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