Dafinchi AI

BKNG

Consumer

Booking Holdings is actively investing in advanced AI capabilities, including generative AI, to enhance personalization and streamline travel planning.
Progress in Connected Trip initiatives shows over 30% year-over-year growth, with verticals like flights up 44% and attractions more than doubling.
AI-driven tools like Priceline's Penny, OpenTable's Concierge, and customer service AI agents have improved engagement, resolution times, and customer satisfaction.
Management emphasizes AI as a key driver for long-term differentiation and incremental demand, with collaborations with OpenAI, Microsoft, and Amazon.

TNL

Consumer

Generated over $1 billion in revenue, $250 million in adjusted EBITDA, and $1.65 EPS, all up YoY.
Strong growth driven by vacation ownership, with a focus on tour flow, volume per guest (VPG), and customer engagement.
VPG of $3,251 exceeded guidance, supporting confidence in future revenue pipeline.
Over 75% of revenue from predictable sources, with a $20 billion pipeline over 10 years.
Owners are highly engaged, taking 4-5 vacations annually, with 80% fully paid, and an average tenure of 17 years.
Investments in technology, marketing, and product innovation, including app development and AI enhancements.

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