Ariane Gorin

戈林表示，AI 智能体适合用于旅行灵感和行程规划，但尚未改变用户的实际预订行为。

“这是人们寻找灵感、规划行程的好方式，”戈林在接受 CNBC 采访时说。“但我们还没有看到它改变人们实际预订的方式。”

原文 (en)

"It's a great way for people to do inspiration, to do trip planning," Gorin said in an interview with CNBC. "We haven't seen it change the way they're actually doing booking."

戈林认为，AI 智能体能简化比价，但无法取代 Expedia 在预订环节提供的信任、内容准确性和客户服务。

“人们本来就会在多个平台比价，智能体能让这件事更轻松，”戈林说。“但真正到预订环节——要确信内容、设施、价格都正确，出了问题有人帮你解决、接电话、陪着你——我不认为这些智能体能做到，这也是人们信任 Expedia 并选择我们的原因。”

原文 (en)

"People were already shopping across a number of places, so the agent can do that in a much easier way," Gorin said. "But when it comes to actually booking — being confident that the content that you're getting is right, the amenities are right, the price is right, if something goes wrong, someone's going to actually either solve it for you, answer the phone, be there for you — I don't think those agents are going to do it for you, and that's why people trust Expedia and come to us."

戈林称 Expedia 正与所有 AI 智能体合作，确保在 AI 结果中的曝光和必要的系统集成。

戈林表示，Expedia 正在“与所有智能体合作”，以确保自己出现在 AI 结果中，了解智能体如何获取信息，并确保具备必要的集成。

原文 (en)

Gorin said Expedia is "working with all of the agents" to make sure it surfaces in AI results, to understand how the agents get information and to make sure that the company has the necessary integrations.

戈林将第四季度指引偏弱归因于地缘政治、中期选举和秋季促销提前，而非消费者走弱。

戈林将 Expedia 第四季度指引的“放缓”归因于“中东和欧洲的地缘政治事件”、中期选举，以及公司将秋季促销从第四季度提前至第三季度。

原文 (en)

Gorin attributed the "moderation" in Expedia's fourth-quarter guidance to "geopolitical events in the Middle East and Europe," the midterm elections and the company moving its fall sale from the fourth quarter to the third quarter.

Gorin认为即便AI平台分流了旅行发现环节，供给、支付与服务的复杂性仍使信任、规模和可靠性成为Expedia的差异化优势。

我们看到，虽然发现环节正分散到AI助手、搜索和社交平台，但旅行中困难的部分并没有变得更容易：对接全球多业务线供给并保证价格准确、处理预订与支付、为预订负责、在行程变化时解决问题。信任正是在这种复杂性中建立的。

原文 (en)

What we are seeing is that while discovery is spreading across AI assistance, search, and social platforms, the hard parts of travel are not getting any easier. Connecting to global supply across multiple lines of business with accurate prices. Handling bookings and payments, standing behind bookings, and fixing problems when plans change. That complexity is where trust is earned.

Gorin表示智能体AI擅长旅行发现，但用户完成预订时仍倾向于选择可信品牌。

到目前为止，我们看到智能体AI的真正优势在于发现环节，而在预订时，人们仍希望通过值得信赖的品牌预订，确信出问题时有人负责，也相信内容和价格。

原文 (en)

So far, what we are seeing is that Agentic AI's real strength is in discovery, but that when it comes to bookings, people still want to book with a trusted brand where they know that they will be taken care of if something goes wrong, they know they can trust the content and the prices and the like.

Gorin称智能体流量目前很小但质量高，且未见其蚕食直接流量。

如你所说，智能体流量目前非常小。我们认为它是高质量流量，不认为它影响直接流量，它要么是增量，要么来自其他付费渠道。

原文 (en)

As you say, it is agentic traffic is very small so far. We think it is high we see it as high quality traffic. We do not see it as impacting the direct traffic. I think it is, you know, it is either incremental or it is taken from other paid channels.

Gorin表示Expedia会测试新的AI广告产品并接受初期较低回报，预计其中许多将成为大渠道。

新产品出现时，重要的是采取测试姿态，愿意接受低于成熟优化产品的回报。我们对新的AI服务产品都是这样做，边测试边学习，我相信其中许多最终会成为我们的大渠道。

原文 (en)

I think it is important as there are new products that come out on the market to be to take the posture of testing, being willing to maybe accept some returns that are not as high as more established products that are more optimized. And that is our approach across the board as some of these new AI services come out with new products. We will be you know, testing and learning. And then over time, I believe many of these will become big channels for us.

Gorin称AI降低客服成本并加速开发，例如Vrbo智能体解决超15%咨询、酒店入驻智能体不到一个季度完成。

在客服方面，我们在Vrbo推出了新的智能体体验，头两个月就有效解决了超过15%的来电，满意度更高、成本更低。AI还加速了产品开发，新的自主酒店入驻智能体由一个小团队不到一个季度就完成了。

原文 (en)

In servicing, we released our new agentic experience on Vrbo, And already in the first 2 months, it is effectively resolving over 15% of inbound contacts. Driving higher satisfaction scores at a lower cost. AI is also enabling us to accelerate product development. Our new autonomous hotel onboarding agent was built in less than a quarter by a small focused team.

Gorin将B2B可触达市场定义为超3万亿美元旅游市场剔除供应商直销和最大OTA后的部分。

从最高层面看，我把整体超过3万亿美元的旅游市场，剔除供应商直销和全球最大的几家OTA，剩下的就是B2B的可触达市场。

原文 (en)

At the highest level, the way I think about the size of the DVD travel market is you take the overall travel market, which is over $3 trillion you remove from that sort of all of supplier direct. You remove from that couple of the biggest OTAs in the world, and you say, all of the rest is the addressable market for b 2 b.

Gorin称Expedia的B2B基础设施使其有能力为想自行提供旅行预订的智能体供货。

如果有智能体想自己成为旅行预订的提供方，而不是现有旅游品牌的需求渠道，我们显然有能力做到这一点。

原文 (en)

If there are agents who say, you know what? We wanna be the provider ourselves, of travel booking rather than being a demand channel for existing travel brands, we clearly are well positioned to be able to do that.

Gorin认为流量入口顶端的碎片化对Expedia有利。

如果漏斗顶端更加分散，对我们来说是好事。

原文 (en)

And, you know, to the extent that there is more fragmentation at the top of the funnel, that is a good thing for us.

Gorin 称美国消费者在国内游和前往欧亚的出境游方面都保持强劲。

Expedia CEO Ariane Gorin 对路透社表示：“美国消费者在国内旅行以及前往欧洲和亚洲的出境游方面都表现强劲。”

原文 (en)

"The US consumer was strong both in domestic travel and in outbound to Europe and Asia," CEO Ariane Gorin told Reuters.

Gorin 把第四季度指引放缓归因于美国中期选举及中东、欧洲的动荡。

Gorin 将第四季度预期放缓归因于美国中期选举以及中东和欧洲的动荡。

原文 (en)

Gorin pinned moderation in the fourth-quarter forecast on the US midterm elections and unrest in the Middle East and Europe.

Gorin 指出欧洲旅客国内游多于长途出境游。

Gorin 指出，在欧洲，人们国内旅行多于长途出境游。

原文 (en)

In Europe people traveled more domestically than long-haul outbound, Gorin noted.

Gorin 表示代理式 AI 的优势在于旅行发现阶段，旅客预订时仍倾向选择出问题时有保障的可信品牌。

代理式 AI 的真正优势在于发现和探索阶段。

原文 (en)

agentic AI’s real strength is in discovery.

Gorin 认为旅客希望在可信品牌处预订，以便出问题时获得支持。

他们知道一旦出问题会得到妥善处理的地方。

原文 (en)

where they know that they’ll be taken care of if something goes wrong.

戈林表示，Expedia 在强化平台的同时，把 AI 当作力量倍增器，以更快创新并提升运营效率。

作为一种力量倍增器

原文 (en)

as a force multiplier

Gorin表示，2027年旅行者将更有目的性地选择旅程，追求更个人化、更有意义的体验。

2027年，旅行者在选择下一次旅程时更加有意识，寻求对他们而言更具个人意义和目的性的体验。

原文 (en)

In 2027, travelers are being more intentional in choosing their next adventure, seeking experiences that are more personal and purposeful to them,

Ariane Gorin 表示，旅行者选择行程更加审慎，更看重个性化且有意义的体验。

旅行者在选择下一次旅程时更加审慎，追求更个性化、更有意义的体验。

原文 (en)

Travellers are more deliberate when choosing their next adventure, seeking experiences that feel more personal and meaningful

Gorin 表示 2027 年旅行者将更有目的地选择旅行，追求更个性化、更有意义的体验。

到 2027 年，旅行者在选择下一次冒险时会更加有目的性，寻求对他们而言更个性化、更有意义的体验。

原文 (en)

In 2027, travellers are being more intentional in choosing their next adventure, seeking experiences that are more personal and purposeful to them.