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20:30
Aug 05 ◎

EXPE FY2026 Q2 Watch

Expedia Group, Inc. (EXPE) FY2026 Q2 Earnings Call

EXPE ALGT ▾

Derek Anderson

Management's raised full-year guidance and expectation for strong demand trends, especially in the US, indicate a positive outlook for Expedia despite tougher comps in 2H.

"we are raising our full year guidance. We now expect gross bookings of $129.5 to $130.8 billion, representing growth of 8% to 9%"

EXPE WATCH

Ariane Gorin

Expedia gaining access to Allegiant's inventory is a competitive win for Expedia as a marketplace, but for Allegiant it means broader distribution beyond its direct channels.

"In July, we became the first OTA to distribute Allegiant flights and Achieve Full Coverage of U.S. Commercial Airlines."

ALGT WATCH

HIGH

20:30
May 07 ◎

EXPE FY2026 Q1 Watch

Expedia Group, Inc. (EXPE) FY2026 Q1 Earnings Call

UBER BMO OPENAI ANTHROPIC EXPE ▾

Ariane Gorin

Expedia's exclusive hotel partnership with Uber (UBER) expands Uber's offerings while giving Expedia access to new demand. The deal is expected to generate incremental demand for Expedia's hotel supply and is a positive for its B2B business.

"We announced an exclusive partnership with Bank of Montreal Air Miles and just last week became the exclusive hotel partner for Uber."

UBER WATCH

Ariane Gorin

The exclusive partnership with Bank of Montreal (BMO) Air Miles program will drive incremental B2B bookings and expand Expedia's partner network.

"We announced an exclusive partnership with Bank of Montreal Air Miles"

BMO WATCH

Ariane Gorin

Expedia is leveraging OpenAI's ChatGPT as a distribution channel for ads and traffic, which represents a long-term growth opportunity for new customer acquisition.

"Answer Engine Optimization is now our fastest-growing channel, and in February, we went live with ChatGPT ads."

OPENAI WATCH

Ariane Gorin

Expedia is experimenting with Anthropic's Claude AI assistant as another channel for customer acquisition and engagement.

"We're now integrated and live with Claude."

ANTHROPIC WATCH

Scott Schenkel

Management's forward-looking tone is cautiously optimistic. Despite geopolitical uncertainty and macro volatility, strong Q1 results and a better-than-expected Q2 outlook suggest management expects to hit the high end of its full-year EBITDA margin expansion guidance.

"we continue to expect full year expansion of 100 to 125 basis points. Given our first quarter performance in Q2 outlook, we would expect to come in at the high end of that range"

EXPE WATCH

HIGH

21:30
Feb 12 ◎

EXPE FY2025 Q4 Watch

Expedia Group, Inc. (EXPE) FY2025 Q4 Earnings Call

LUV RYAAY ▾

Ariane Gorin

Expedia added Southwest and Ryanair as supply partners in the prior year, which supports its growth outlook and improves its flight inventory offering.

"Obviously last year we added Southwest, we added Ryanair, so that gives me a lot of confidence in growth."

LUV WATCH

Ariane Gorin

Adding Ryanair as a supplier expands Expedia's low-cost carrier inventory, a key driver of growth and competitiveness in the flight segment.

"Obviously last year we added Southwest, we added Ryanair, so that gives me a lot of confidence in growth."

RYAAY WATCH

HIGH

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