Expedia CEO: agent traffic isn't cannibalizing direct bookings yet; 2/3 still come direct
gaganghotra_ · x · 2026-11-14
Expedia's CEO addressed the impact of AI agents on travel bookings: agent traffic is still small and not cannibalizing direct traffic — about 2/3 of bookings still come direct.
"We don't see it as impacting the direct traffic. I think it's either incremental or it's taken from other paid channels." Rare first-hand data quantifying AI agent traffic in the travel industry.
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