Expedia

The short answer ChatGPT Ads reached a $1 billion annualized ad revenue run rate within 200 days of launch, is now live in more than 60 countries, and travel has been an allowed advertising category since day one — Expedia was among the very first buyers in the February 2026 US pilot (OpenAI, August 31, 2026; Adweek, February 19, 2026). For hotels, tour operators and DMCs this creates a new dual-contest reality inside one chat window: the organic answer — which property ChatGPT recommends unprompted — is decided by generative engine optimization, while the labeled ad unit placed beneath that answer is sold to whoever bids, and OpenAI states ads do not influence the answer above them. Your hotel can be the one ChatGPT names while an OTA pays to sit directly underneath that recommendation, capturing the click on your own inventory. ...

The short answer The OTAs are not being disintermediated by AI travel planners. They are buying and building their way into owning the AI booking layer instead. Expedia Group acquired Layla, the Berlin-based conversational AI trip planner, in July 2026 (Skift, July 31, 2026). Booking Holdings is running at least five consumer-facing AI experiments, with Priceline’s revamped agentic assistant Penny cited by executives as the standout early performer on satisfaction, engagement and conversion (Skift, September 14, 2026). OpenAI, after testing direct transactions, stepped back in March 2026 and refocused ChatGPT on discovery — routing live pricing and checkout through partner apps, starting with Expedia and Booking.com. And Google’s AI Mode hotel booking launched on August 27, 2026 with ten partners: five chains, and five OTAs. ...