Question · Q3 2025
Jacob Inn of TD Securities asked for more details on the acceleration in U.S. room nights and any specific drivers contributing to this trend.
Answer
CFO Scott Schenkel reported an 11% increase in booked room nights, the strongest in over three years, with high single-digit growth in the U.S. and low double-digit growth internationally, including over 20% in APAC. CEO Ariane Gorin clarified that the U.S. acceleration was broad-based, spanning both the consumer and B2B segments.
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