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Today’s mix: Surveys, shaky numbers, shifting power, broken search economics, phantom aircraft orders, and a cold splash of antitrust reality.
Travel Weekly’s big industry survey — can we actually use the data?
The annual Travel Weekly Industry Survey is out, and as always it’s a mirror of how suppliers want to be seen as much as how they actually behave. But there are nuggets worth mining — segmentation, spend trends, distribution pressures. The question is: how much of this can be operationalized without falling into self-reported fantasy?
https://www.travelweekly.com/Industry-Survey-2025
A number that feels wrong. Very wrong.
The headline claim in this report looks glossy, but I struggle to accept the math at face value. Assumptions drive everything — and here the assumptions appear… optimistic. Before buying the narrative, you may want to check the model.
https://alphacomm.io/fmdg-2026/fmdg-2026-webinar-travel#sign-up-form
“Asia as the new global centre” — a fine thesis, but incomplete.
This piece argues the West has ceded dominance and that Asia now anchors the global order. A compelling narrative — but sweeping geopolitical models age about as well as airline celebrity ads. Worth reading, but not worth betting the portfolio on.
https://www.linkedin.com/pulse/why-asia-new-global-centre-dr-parag-khanna-darmc/
Search is broken — performance marketing is in structural decline.
Google’s NUM100 changes have upended the entire economics of performance marketing. CPC up, ROI down, conversion loops disrupted. This is not a cycle. It’s a structural reset that hits travel harder than most industries.
https://searchengineland.com/google-num100-impact-data-462231
A firm order is not a firm order.
Dubai’s order announcements looked spectacular… until you read the footnotes. Aviation Week’s analysis shows the narrowbody backlog is thinning and that “firm” often means “politically convenient.” Reality is far less shiny than the press releases.
https://aviationweek.com/awin-knowledge-center/data-narrowbody-firm-orders-run-dry-dubai
Quirky: Antitrust is about to get very real.
He promised he’d go after big corporations. Many assumed it was rhetorical theatre. This piece suggests otherwise — and if enforcement doesn't ramp up, a lot of travel companies should be nervous.
https://www.nytimes.com/2025/11/25/opinion/trump-antitrust-corporations-consumers.html
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#Aviation #TravelTech #Airlines #SearchMarketing #Distribution #Economics #PMM #TravelIndustry #AsiaPacific #Antitrust #AgenticAI
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