Duffel, not Amadeus, has the Meta Muse deal for AI bookings
Bookings fell 2.8% in nine months, and an increase of 5% in revenue for each booking kept revenue up.
On 6 November 2026, Amadeus told in its third quarter results that AI platforms will use aggregators. They will not make their booking systems. Amadeus is a travel booking company. Its finance chief, Carol Borg, tells that the Meta Muse deal with Duffel reinforces this view. But Duffel, not Amadeus, has the connection with Muse.
How it works
An aggregator connects many travel suppliers in one connection. Duffel has airline connections, NDC content and inventory from Travelport. Selfbook makes hotel booking and payments for Perplexity. Nuitée gives hotel booking tools to Grab and Revolut.
The numbers
Bookings fell 2.8% in the first nine months of 2026. Amadeus tells that the cause is Middle East disruption. Revenue for each booking increased 5%. Group revenue increased 5.2% at constant currency to €5.08 billion. The company tells that results for the full year will be near the low end of its guidance.
What is not known
Amadeus gave no test results to show that AI platforms will select aggregators that use its inventory. The CEO, Luis Maroto, tells that it is not easy to supply trips for 3 billion searches each day. He tells that this is not as easy as connections to each airline. That is not a test result.
Insight: The connection to the AI platform is the prize
Amadeus tells that aggregators will be used, but Duffel has the Muse deal and also has Travelport content. Adobe put its marketing agent in ChatGPT, Claude and Copilot, which are platforms of other companies. This reads as a race for the AI platform connection. Its holder can change suppliers. Leaders must find who has that connection in their supply chain.
Sources
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