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Pittsburgh Airbnb Hosts Wanted $5,000 a Night for the NFL Draft. They're Getting $500. 68% of Travelers Still Won't Let AI Book Their Hotel. Your Tech Budget Should Reflect That. Disney Just Told Its Mid-Tier Resort Guests They're Second Class. Every Hotel Operator Should Be Watching. 54% of Mexican Hotels Can't Run Modern Tech. The World Cup Opens in 56 Days. BetMGM Lost 68% of Its Expected EBITDA in One Quarter. Casino Hotels Should Be Watching. The White Lotus Isn't About Your Hotel. Except When It Is. Hotels Are Spending $319K Per Property on AI. Most of It Is Feeding Bad Data. Pittsburgh Airbnb Hosts Wanted $5,000 a Night for the NFL Draft. They're Getting $500. 68% of Travelers Still Won't Let AI Book Their Hotel. Your Tech Budget Should Reflect That. Disney Just Told Its Mid-Tier Resort Guests They're Second Class. Every Hotel Operator Should Be Watching. 54% of Mexican Hotels Can't Run Modern Tech. The World Cup Opens in 56 Days. BetMGM Lost 68% of Its Expected EBITDA in One Quarter. Casino Hotels Should Be Watching. The White Lotus Isn't About Your Hotel. Except When It Is. Hotels Are Spending $319K Per Property on AI. Most of It Is Feeding Bad Data.

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Comp Strategy

1 story · First covered Apr 16, 2026 · Latest 4h ago

Comp Strategy Coverage

BetMGM Just Told You Where the Casino Resort Model Is Headed. Most GMs Weren't Listening.

Operations

4h ago

BetMGM Just Told You Where the Casino Resort Model Is Headed. Most GMs Weren't Listening.

BetMGM's Q1 miss and lowered 2026 outlook isn't a sports betting story. It's a signal about which guests your casino hotel is going to be fighting over for the next three years... and what that fight costs at property level.

MS

Mike Storm 3 min read · 4h ago