Travel is back and consumer demand here is strong. Airbnb, Booking and Expedia all reported fairly solid demand for the quarter and both Airbnb and Booking tracking above 2019 levels. While after two extraordinary years, it is difficult to identify yet another new normal growth rate.
With this, gaming has continued to be affected by post-covid effects as gaming decreased by 13% in the US during 2Q. We have also seen a number of performance reports and as expected we have seen a decline in net bookings. The decline we've seen compared to a year ago isn't unusual, given the pandemic's huge effect on gaming last year, as more people stayed in and played more. Now that things have loosened up a bit, games have more competition.

July 2022 Monthly Update