Glenn Fogel

Fogel 在 CNBC 采访中称 AI 对 Booking 是“重大利好”，显示管理层对该技术持乐观态度。

在周三接受 CNBC 采访时，CEO Glenn Fogel 称 AI 对 Booking 是“重大利好”，强化了管理层对该技术的乐观态度。

原文 (en)

In a CNBC interview Wednesday, CEO Glenn Fogel described AI as a "big positive" for Booking, reinforcing management's optimism about the technology.

Fogel 表示 Booking Holdings 正在整个旅客旅程中测试 AI，并扩大最有价值的能力。

我们正在整个旅客旅程中积极测试 AI，从真实使用中学习，并扩大那些为旅客和合作伙伴创造最大价值的能力。

原文 (en)

We are actively testing AI across the traveler journey, learning from real-world usage and scaling the capabilities that create the most value for travelers and partners.

Fogel 认为，将 AI 助手与平台实时库存和预订能力结合，可把旅行推荐变为顺畅预订。

这些体验展示了推荐一次旅行与真正让人顺畅预订之间的差别。无论是比较地点、照片、房型和价格，我们都能把 AI 助手的便捷与我们平台的信息、实时库存、预订能力和服务结合起来。

原文 (en)

These experiences show the difference between recommending a trip and actually enabling someone to book it seamlessly. Whether it's comparing locations, photos, room choices and prices, we can combine the ease of an AI assistant with the information, live inventory, booking capabilities and service of our platforms.

Fogel 称 Lola 和 Vayo 是新 AI 能力的试验场，经验将推广到整个集团。

这些平台是试验场，我们可以在此探索新的 AI 能力、快速迭代，并把所学应用到整个 Booking Holdings。

原文 (en)

These platforms are testing grounds where we can explore new AI capabilities, iterate quickly and apply what we learn across Booking Holdings.

Fogel提醒地缘政治和宏观不确定性可能影响近期旅游趋势，但Booking将继续专注长期投入并让旅行更便捷。

尽管地缘政治和宏观经济的不确定性可能影响近期的旅游趋势，我们仍专注于让旅行更便捷、帮助合作伙伴成功，并为公司的长期发展持续投入。

原文 (en)

While geopolitical and macroeconomic uncertainty may affect near-term travel trends, we remain focused on making travel easier, helping our partners succeed, and investing in our business for the long term,

Fogel 称 AI 带来自工业革命以来最具变革性的时期，尤其重塑旅游分销。

我们认为这是自工业革命以来各行业最具变革性的时期。尤其是在旅游分销领域，AI 正在开辟人们发现、规划、预订和管理旅行的新方式。

原文 (en)

We believe this is the most transformational time for industries since the dawn of the Industrial Revolution. Particularly in travel distribution, AI is opening up new ways for people to discover, plan, book and manage travel.

Fogel 认为 AI 智能体令旅行发现入口碎片化是利好，可能降低获客成本。

我认为这其实是件好事：人们开始探索旅行的入口可能更加碎片化，这让我们能以更低成本获取客户。

原文 (en)

I believe this is actually a wonderful thing that there could be much more of a fragmentation of the way people are beginning their discovery that enables us to actually be able to obtain customers at a lower cost.

Fogel 提醒，尤其在欧洲，复杂监管可能使通用个人智能体的普及慢于预期。

我认为在世界某些地区，这些通用个人智能体的普及速度可能比预期慢得多。

原文 (en)

I think there's parts of the world where the adoption of these horizontal personal agents may be much slower than is anticipated.

Fogel 表示欧盟 DMA 对谷歌搜索的改变目前尚未给 Booking 带来明显优势。

目前我们没有看到这一变化带来很大优势。显然还为时尚早，数据上也没有看到任何变化。

原文 (en)

We -- right now, we don't see any great advantage from this change. Obviously, it's early, et cetera. We haven't seen anything in terms of numbers change.

Fogel 认为向旅行者和 AI 智能体提供更多价值将带来长期竞争优势。

你必须为人类旅行者或智能体提供更多价值，让他们使用我们、浏览我们、通过我们交易。如果能做到，长期我们将拥有竞争优势。

原文 (en)

you got to provide more value, whether it be to a human traveler or to the agent, such that the agent, we want that agent or that person to be using us, looking at our stuff, going through us, transacting with us. If we are able to do that, in the long run, we will have a competitive advantage.

Fogel 称若通用智能体采用与 Booking 类似的变现模式，公司将处于更有利位置。

如果这些通用智能体走上与我们过去二十年类似的变现路径，我们的处境会更好。

原文 (en)

if these horizontal agents do go down the route of some type of monetization that is not dissimilar to what we have been doing over the last 2 decades, we will be even in a better position.

Fogel 承诺升级 Genius 忠诚计划，为旅行者和合作伙伴创造更多价值。

我们会改进 Genius，它未来会是更好的计划。我坚信为旅行者和合作伙伴提供价值的重要性。

原文 (en)

We are going to improve Genius. It's going to be an even better program down the road. I absolutely believe, and as I said earlier, I said it several times now, the issue, the importance of providing value, providing value to that traveler and it's also value to the partner.

Fogel 称旅行需求韧性与执行力推动预订额两位数增长，公司将继续投资AI以革新旅客发现、规划和预订方式。

首席执行官 Glenn Fogel 表示，旅行需求保持韧性且执行有纪律，推动本季度总预订额实现两位数增长，调整后每股收益增长17%。他还表示，公司继续投资人工智能，开发旅客发现、规划和预订行程的新方式。

原文 (en)

Chief Executive Glenn Fogel said resilient travel demand and disciplined execution supported double-digit gross bookings growth and 17% growth in adjusted earnings per share during the quarter. He added that the company continued to invest in artificial intelligence as it develops new ways for travellers to discover, plan and book trips.

Glenn Fogel 表示，尽管存在地缘政治和经济不确定性，出行的内在需求依然具有韧性。

出行的内在意愿依然保持韧性。

原文 (en)

the underlying desire to travel remained resilient.

Glenn Fogel 表示旅行是最复杂的消费体验之一，大量管理工作仍落在旅行者身上，这是 Booking 计划投资 1 亿美元打造 AI 行程管理公司 Vayo 的理由。

旅行是最复杂的消费体验之一，太多工作仍然需要旅行者自己去管理。

原文 (en)

Travel is one of the most complex consumer experiences, and too much of the work still falls on the traveler to manage.

Fogel 认为旅行对消费者负担仍过重，Booking 新公司 Vayo 正探索用 AI 预判需求、让行程规划与管理更顺畅。

旅行是最复杂的消费体验之一，太多工作仍然落在旅行者自己身上。Vayo 正在探索 AI 如何预判需求，让规划和管理行程更加顺畅。

原文 (en)

Travel is one of the most complex consumer experiences, and too much of the work still falls on the traveler to manage. Vayo is exploring how AI can anticipate needs to make planning and managing a trip more seamless.