Is Airbnb losing ground – and why is Booking.com winning right now? On this episode of the Host Planet Podcast – powered by Hostfully – James Varley is joined by Jamie Lane, Chief Economist at AirDNA, to break down what the data is really telling us about the short-term rental market. We cover: • Has Airbnb peaked? • Airbnb vs Booking.com vs Vrbo – who’s winning and why • The impact of Airbnb’s commission hike on US hosts • Guest behaviour and booking trends • The rise of themed rentals and lifestyle-led stays • Why direct bookings continue to grow • Jamie’s predictions for 2026, including the impact of the FIFA World Cup in the US, Canada & Mexico • How to analyse your competition using AirDNA If you’re a short-term rental host, property manager, or investor, this episode is packed with data-backed insight you can actually act on. 1:06 Has Airbnb peaked? 1:58 Will the new things take off? 5:14 Airbnb, Booking.com, and Vrbo right now 7:31 Booking.com is winning right now 3:31 11:26 The impact of Airbnb’s commission hike for US, property management software-connected hosts 15:55 Bookings were relatively strong after US hosts didn’t hike their rates 17:58 Analysing strongly themed rentals, such as those aimed at bachelorette / hen parties 22:28 Lifestyle boutique hotel rooms are being themed 24:29 2026 trends to help short term rental hosts and property managers 30:03 Guest behaviour 36:18 The growth of direct bookings 39:42 Jamie’s predictions for 2026, including disruptions like the FIFA World Cup in the United States, Canada, and Mexico 42:38 Favourite brand in the STR industry: Airbnb 44:16 Shout-out: Brandreth Canaley 45:27 Check out your competition on AirDNA: https://www.airdna.co/ Looking for a great property management software or digital guidebook? You need Hostfully! Check out these special offers: Property Management Software: Get $500 off onboarding by using the code PLANET500. Digital Guidebooks: Get 30% off for life by using the code HOSTPLANETGB. Click here to sign up for Hostfully: https://tinyurl.com/3ay8bhtk Keen to book a Hostfully demo? Click here to connect with Frank Bosi: https://tinyurl.com/Hostfully-Demo Email Frank: frank@hostfully.com Host Planet: https://www.hostplanet.club/ James Varley: https://www.linkedin.com/in/jdsvarley/ Jamie Lane: https://www.linkedin.com/in/jamiehlane/ AirDNA: https://www.airdna.co/ Episode to check next: The 2026 Holiday Let Compliance Checklist: https://www.youtube.com/watch?v=ITvlxKPA8v0&t=1s The Host Planet Podcast is where Airbnb hosts, Booking.com hosts, Vrbo hosts, and short-term rental operators come to learn what actually works. Each episode features expert insights from people actively building, managing, and scaling short-term rentals, covering everything from Airbnb hosting fundamentals to advanced rental strategies. Whether you’re focused on guest satisfaction, rental management, or smarter automation tips, the show delivers practical advice you can apply immediately to improve performance and increase Airbnb bookings. Across the series, we explore Airbnb host tips, listing optimization, price optimization, and Airbnb listing optimization – alongside real-world investing insights and behind-the-scenes Airbnb secrets you won’t hear elsewhere. From hosted conversations with industry leaders and Airbnb ambassadors to actionable guidance on bookings and short-term rental growth, Host Planet helps hosts navigate short term rentals with confidence and clarity. The show is presented by James Varley, a holiday let investor and property manager who is also the Founder of Host Planet. Before founding Host Planet, James spent 20 years in the media, including a decade leading corporate communications for the FIFA World Cup Qatar 2022. Contact the show: info@hostplanet.club #HostPlanet #HostPlanetPodcast #HostPlanetBitesize #ShortTermRentals #VacationRentals #HolidayLets #Airbnb #BookDirect #BookingCom #Vrbo #JamesVarley #Hostfully #PMS