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13:00
Jul 28 ◎

HLT FY2026 Q2 Watch

Hilton Worldwide Holdings Inc. (HLT) FY2026 Q2 Earnings Call

NAVAN HLT MAR H ▾

Chris Nassetta

Hilton's direct API connection with Navan is a strategic move to bypass more expensive distribution channels, benefiting Hilton's owners and potentially pressuring traditional travel management intermediaries.

"Earlier this month, we announced an industry-first direct connection with Navon, a travel management company."

NAVAN WATCH

Chris Nassetta

Management's tone is optimistic and confident. They explicitly expect 2027 RevPAR growth to be above the current baseline of 2-2.5%, citing broad-based strength across segments, U.S. macroeconomic tailwinds, and potential normalization in the Middle East and China.

"I do think, you know, I think it'll be better than that. And I think we'll have another really healthy year of growth, all things being equal."

HLT WATCH

Chris Nassetta

The 'C-shaped economy' narrative is strengthening: midweek business transient demand, especially from SMBs, is growing at 7%+, outpacing large corporate travel, driven by AI infrastructure and public investment. — This suggests that midscale and upper-midscale hotels are seeing a stronger recovery than luxury, indicating a shift in the lodging demand composition that could benefit brands like Hilton's Home2 Suites and Tru.

"The combination of those things is somewhere between 75 and 100 basis points in margin for owners."

MAR WATCH H WATCH

HIGH

13:00
Apr 28 ◎

HLT FY2026 Q1 Watch

Hilton Worldwide Holdings Inc. (HLT) FY2026 Q1 Earnings Call

GOOGL OPENAI ANTHROPIC ▾

Chris Nassetta

Hilton is integrating with Google's ecosystem (likely Gemini/Vertex AI) to enhance its AI-driven travel planning and distribution capabilities.

"working with leading partners, including Google, ChatGPT, and Anthropic"

GOOGL WATCH

Chris Nassetta

Hilton is partnering with OpenAI to integrate its services into ChatGPT's ecosystem, potentially driving incremental demand through an AI assistant distribution channel.

"working with leading partners, including Google, ChatGPT, and Anthropic"

OPENAI WATCH

Chris Nassetta

Hilton has launched an 'AI Planner' tool powered by Anthropic's models, signaling a deepening technical partnership and confidence in Anthropic's enterprise LLM capabilities.

"working with leading partners, including Google, ChatGPT, and Anthropic"

ANTHROPIC WATCH

HIGH

14:00
Feb 11 ◎

HLT FY2025 Q4 Watch

Hilton Worldwide Holdings Inc. (HLT) FY2025 Q4 Earnings Call

AXP OPENAI GOOGL HLT MAR ▾

Chris Nassetta

Management reaffirms the strength of its co-brand credit card partnership with Amex, highlighting continued above-algorithm growth.

"We have a fantastic credit card program that continues to be among the best and most popular cards in our industry and with Amex."

AXP WATCH

Chris Nassetta

Hilton is collaborating with major AI providers like OpenAI and Google to develop AI-powered distribution and customer experience tools.

"We're working with Many of all the big players out there, the OpenAI, Google, we're working with all of them."

OPENAI WATCH GOOGL WATCH

Chris Nassetta

Management's tone is clearly more optimistic, seeing early signs of a recovery in the U.S. economy and business transient travel, supported by easier comps and major events like the World Cup.

"we feel optimistic that 2026 will be stronger than 2025. We believe this will be driven by continued strength in EMEA improvement in APAC, and an improvement in the U.S. driven by stronger economic conditions, major events, easier comps,"

HLT WATCH

Chris Nassetta

Management notes a 'meaningful change' in business transient trends at the start of 2026, with a pickup in mid-scale and upper mid-scale demand, suggesting the US consumer is strengthening. — This can signal a broad-based pickup in US domestic travel demand, benefiting other major hotel operators.

"We're seeing a meaningful change from what we were seeing earlier in the fourth quarter and certainly in the third quarter. Whether that's sustainable or not, I don't know."

MAR WATCH IHG WATCH

Chris Nassetta

New development construction starts in the US were up over 25% in 2025, signaling a strong recovery in hotel development, which will drive future supply and demand for construction and FF&E. — This is a leading indicator for construction activity and could signal increased demand for HVAC, controls, and other building systems in the hospitality sector.

"New development construction starts in the U.S. were up over 25% in 2025. a trend that we expect to accelerate even further into 2026."

HON WATCH JCI WATCH

HIGH

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