New Skift Feature: Uncovering Tech Vendor Opportunities Using AI Analysis

At Skift, we recognize that corporate financial filings of public companies—including earnings-call transcripts, quarterly 10-Qs, and annual 10-Ks—provide a more detailed and many times unfiltered window into a travel company’s business priorities.

In this new series, we use AI analysis and expert editorial insight to dissect both the verbal discussions in earnings calls and the granular data buried in SEC filings. Our goal is to unearth the tech opportunities these documents reveal—whether that’s upcoming system upgrades, emerging RFPs, or digital transformations.

With this combined approach, we aim to equip travel-tech vendors, operators, and investors with actionable intelligence. This Skift’s series helps you stay ahead of the curve on where and how travel companies are looking to invest in fresh tech solutions.

We’re kicking off our coverage with Soho House, which recently reported its Q3 2024 earnings. As the year winds down, its timing stood out, but more importantly, Soho House explicitly highlighted tech-related transformations—specifically in the fina