{"id":18865,"date":"2024-06-17T12:45:12","date_gmt":"2024-06-17T12:45:12","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/"},"modified":"2024-06-17T12:45:12","modified_gmt":"2024-06-17T12:45:12","slug":"school-ends-and-travel-begins-abnb-bkng-expe","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/","title":{"rendered":"School ends and travel begins &#8211; ABNB\/BKNG\/EXPE"},"content":{"rendered":"\n<p><em>This was first published June 14, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0<a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Expedia (EXPE) &#8211; <\/strong>Expedia has seen YoY growth pick up as the quarter has progressed &#8211; for April, its main Expedia app had low single digit YoY growth, but it has been showing double digit growth since then.&nbsp; Notably, Vrbo is on fire in May and June.<\/li>\n\n\n\n<li><strong>Airbnb (ABNB) &#8211; <\/strong>After a hot April, Airbnb\u2019s mobile activity has cooled.\u00a0 Still, it is trending for an above-consensus quarter.\u00a0<\/li>\n\n\n\n<li><strong>Booking.com (BKNG) <\/strong>&#8211; Booking.com has struggled for traction this quarter, though its main booking.com app is at least trending up from where it started.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Travel app trends<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"721\" height=\"252\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.55.06\u202fPM.png\" alt=\"Weekly Downloads US\" class=\"wp-image-2792\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.55.06\u202fPM.png 721w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.55.06\u202fPM-300x105.png 300w\" sizes=\"(max-width: 721px) 100vw, 721px\" \/><\/figure>\n\n\n\n<p>School is out! At least, it will be very soon in Massachusetts and already was let out in populous states like California and Texas. Those poor NYC kids have to wait two more weeks\u2026hang in there! After all, education is not the filling of a pail, but the lighting of a fire (Yeats). &nbsp;&nbsp;<\/p>\n\n\n\n<p>Meanwhile parents (and high school seniors!) are not thinking about pails and fires, they are thinking about summer vacation. Cue the OTA apps! The space has trended up since April (save ABNB and Priceline), with Expedia standing out. EXPE owns Vrbo, which has caught fire of late, showing 27% YoY growth in DAUs so far in June:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"722\" height=\"231\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.58.02\u202fPM.png\" alt=\"VRBO Vacation Rentals Engagement\" class=\"wp-image-2793\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.58.02\u202fPM.png 722w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-5.58.02\u202fPM-300x96.png 300w\" sizes=\"(max-width: 722px) 100vw, 722px\" \/><\/figure>\n\n\n\n<p>With the main Expedia app also having a strong May and June, our data looks like it is trending ahead of consensus: &nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">EXPE company-wide DAUs (worldwide) vs Room Nights<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"726\" height=\"374\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-6.04.25\u202fPM.png\" alt=\"EXPE company-wide DAUs\" class=\"wp-image-2794\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-6.04.25\u202fPM.png 726w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-13-at-6.04.25\u202fPM-300x155.png 300w\" sizes=\"(max-width: 726px) 100vw, 726px\" \/><\/figure>\n\n\n\n<p>Consider this fair warning &#8211; we also saw a strong 2Q23 and were ahead of results that quarter. &nbsp;&nbsp;<\/p>\n\n\n\n<p>Meanwhile, BKNG cannot even fill the pail, much less light the fire. June app downloads (worldwide) are -24% YoY so far, which I suppose is better than -25% in May, but still a tough setup this far into the quarter. Maybe they need less Tina Fey and more Alec Baldwin?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This was first published June 14, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. Travel app trends School is out! At least, it will be very soon in Massachusetts and already was let out in populous states like California and Texas. Those poor NYC kids have to wait two more [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2796,"comment_status":"open","ping_status":"open","template":"","insight_category":[213],"insight_tag":[235,233,236],"class_list":["post-18865","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_tag-digital-transformation","insight_tag-macro-trends","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published June 14, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. Travel app trends School is out! At least, it will be very soon in Massachusetts and already was let out in populous states like California and Texas. Those poor NYC kids have to wait two more [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/\" \/>\n<meta property=\"og:site_name\" content=\"Apptopia\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/\",\"url\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/\",\"name\":\"School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia\",\"isPartOf\":{\"@id\":\"https:\/\/apptopia.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg\",\"datePublished\":\"2024-06-17T12:45:12+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage\",\"url\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg\",\"contentUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg\",\"width\":1000,\"height\":667,\"caption\":\"travel apps\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/apptopia.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Insights\",\"item\":\"https:\/\/apptopia.com\/en\/insights\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"School ends and travel begins &#8211; ABNB\/BKNG\/EXPE\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/apptopia.com\/en\/#website\",\"url\":\"https:\/\/apptopia.com\/en\/\",\"name\":\"Apptopia\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/apptopia.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/apptopia.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/apptopia.com\/en\/#organization\",\"name\":\"Apptopia\",\"url\":\"https:\/\/apptopia.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png\",\"contentUrl\":\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png\",\"width\":605,\"height\":131,\"caption\":\"Apptopia\"},\"image\":{\"@id\":\"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/","og_locale":"en_US","og_type":"article","og_title":"School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia","og_description":"This was first published June 14, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. Travel app trends School is out! At least, it will be very soon in Massachusetts and already was let out in populous states like California and Texas. Those poor NYC kids have to wait two more [&hellip;]","og_url":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/","og_site_name":"Apptopia","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/","url":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/","name":"School ends and travel begins - ABNB\/BKNG\/EXPE - Apptopia","isPartOf":{"@id":"https:\/\/apptopia.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage"},"image":{"@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage"},"thumbnailUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg","datePublished":"2024-06-17T12:45:12+00:00","breadcrumb":{"@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#primaryimage","url":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg","contentUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/shutterstock_2091995596.jpg","width":1000,"height":667,"caption":"travel apps"},{"@type":"BreadcrumbList","@id":"https:\/\/apptopia.com\/en\/insights\/school-ends-and-travel-begins-abnb-bkng-expe\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/apptopia.com\/en\/"},{"@type":"ListItem","position":2,"name":"Insights","item":"https:\/\/apptopia.com\/en\/insights\/"},{"@type":"ListItem","position":3,"name":"School ends and travel begins &#8211; ABNB\/BKNG\/EXPE"}]},{"@type":"WebSite","@id":"https:\/\/apptopia.com\/en\/#website","url":"https:\/\/apptopia.com\/en\/","name":"Apptopia","description":"","publisher":{"@id":"https:\/\/apptopia.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/apptopia.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/apptopia.com\/en\/#organization","name":"Apptopia","url":"https:\/\/apptopia.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png","contentUrl":"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2023\/10\/logo-black-1.png","width":605,"height":131,"caption":"Apptopia"},"image":{"@id":"https:\/\/apptopia.com\/en\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight\/18865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/types\/insight"}],"author":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/comments?post=18865"}],"version-history":[{"count":0,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight\/18865\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/media\/2796"}],"wp:attachment":[{"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/media?parent=18865"}],"wp:term":[{"taxonomy":"insight_category","embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight_category?post=18865"},{"taxonomy":"insight_tag","embeddable":true,"href":"https:\/\/apptopia.com\/en\/wp-json\/wp\/v2\/insight_tag?post=18865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}