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Hilton trims 2025 revenue forecast

💵 Oct 23, 2025, Hilton Worldwide adjusted its 2025 room revenue growth forecast due to weaker U.S. travel demand, with U.S. RevPAR down 2.3% in Q3. Despite this, luxury brands like LXR, Conrad, and Waldorf Astoria performed well. Quarterly revenue hit $3.12 billion, exceeding the $3.01 billion expectation, with an EPS of $2.11. The full-year RevPAR growth forecast decreased to 1%. Shares rose 2.7% in premarket trading, with net unit growth expected at 6.5–7%.
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Hilton CEO sees brighter days ahead for U.S. hotels

🏨 Hilton CEO Christopher Nassetta, on October 23, 2025, predicted a strong recovery in U.S. hotel demand for 2026 and 2027. Fueled by economic optimism, declining interest rates, and infrastructure investments, both luxury and middle-class travel are expected to rise. Short-term challenges include a 1% drop in Q3 RevPAR and cautious corporate clients. Major 2026 events like the U.S. midterm elections, America's 250th anniversary, and the World Cup are anticipated to boost hotel demand further.
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US hotel occupancy and construction both decline in September

🏨 U.S. hotel performance weakened in September 2025. Occupancy dropped 1.9% to 63.4%, marking seven consecutive months of decline. ADR slightly decreased by 0.1% to $162.69, while RevPAR fell 2.1% to $103.19. Construction also slowed with a 12.3% drop, reaching 137,956 rooms. New York City led with 86.6% occupancy, contrasting New Orleans (48.5%) and Houston (55.6%). Despite high costs, more rooms are under construction now than post-Great Recession.
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The new frontier of guest experience

📱 Oct 23, 2025, global market for immersive travel experiences is set to reach USD 188 billion by 2026, with a 26% annual growth rate. AR and VR tech boost guest engagement by up to 200%. Hotels use AI for personalized experiences, yet face hurdles like tech costs and privacy issues. Major brands like Marriott see increased bookings with immersive previews. VR tourism is predicted to grow by 33% annually through 2030.
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Airbnb holds off on ChatGPT integration

💻 Airbnb CEO Brian Chesky announced on October 23, 2025, that Airbnb will not integrate with OpenAI's ChatGPT due to technical and security concerns. Instead, Airbnb will improve its AI tools, which have reduced reservation response times from three hours to six seconds and decreased human support needs by 15%. The AI assistant will support Spanish, French, and 56 more languages by next year. Airbnb collaborates with 13 AI models from companies like OpenAI, Alibaba, and Google.
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OpenAI launches a browser that can book travel

💻 Oct 23, 2025, OpenAI launched ChatGPT Atlas with “Agent Mode,” allowing actions like booking flights and hotels directly in the browser. This AI feature learns user behavior, suggesting tasks like “plan France travel.” Atlas is currently available for MacOS; Windows, iOS, and Android versions are upcoming, with Agent Mode exclusive to ChatGPT Plus and Pro users. The launch challenges Google's search dominance, offering AI-driven browsing experiences. Privacy concerns remain regarding user control and data security.
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