AI Search: Direct Channel or OTAs? Google's Agentic Shift Redraws the Map, U.S. Q1 Hotel Profits Strong
A new viewpoint asks the question the past month of coverage has been circling: will AI search benefit hotels' direct channel or the OTAs. It lands the same day as an analysis of Google's I/O 2026 agentic overhaul, built on Gemini 3.5 Flash and autonomous agents, which argues Google's anti-middleman architecture routes high-intent travelers directly to brand.com. Hospitality Net's HumanX Summit Day Two coverage from EHL Lausanne captures where the summit's consensus broke down. U.S. hotels posted a strong Q1 2026 with RevPAR up 8.7% and GOP margins up 4 points, but operator forecasts for the rest of the year are turning cautious.