EXPE Expedia Group, Inc. Loading...

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20:30
Apr 28 ◎
Glenn Fogle CEO, Booking Holdings Inc. BKNG Q1 FY26 call
Major AI players are moving away from being booking agents towards performance marketing platforms, which Booking views as favorable, indicating a potential shift in the online travel agency (OTA) competitive landscape. — If AI platforms act primarily as marketers rather than transactional agents, it could reduce the disintermediation threat to OTAs and change the cost of customer acquisition.
EXPE
MED

About EXPE Analyst Coverage

Buzzberg tracks EXPE (Expedia Group, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Glenn Fogle.