Earnings summaries and quarterly performance for Expedia Group.
Executive leadership at Expedia Group.
Board of directors at Expedia Group.
Research analysts who have asked questions during Expedia Group earnings calls.
Conor Cunningham
Melius Research
6 questions for EXPE
Also covers: AAL, ABNB, ALGT +16 more
Deepak Mathivanan
Cantor Fitzgerald
6 questions for EXPE
Also covers: ABNB, CART, DASH +9 more
Jed Kelly
Oppenheimer & Co. Inc.
6 questions for EXPE
Also covers: ABNB, BKNG, CARG +11 more
Lee Horowitz
Deutsche Bank
6 questions for EXPE
Also covers: ABNB, BKNG, CART +5 more
Naved Khan
B. Riley Securities
6 questions for EXPE
Also covers: ABNB, ACVA, BKNG +13 more
Eric Sheridan
Goldman Sachs
4 questions for EXPE
Also covers: ABNB, ACVA, AMZN +42 more
Mark Mahaney
Evercore ISI
4 questions for EXPE
Also covers: ABNB, AMZN, BKNG +22 more
Anthony Post
BofA Securities
3 questions for EXPE
Justin Post
Bank of America Corporation
3 questions for EXPE
Also covers: ABNB, AMZN, BKNG +8 more
Trevor Young
Barclays
3 questions for EXPE
Also covers: ABNB, ALV, BKNG +13 more
Dae Lee
JPMorgan Chase & Co.
2 questions for EXPE
Also covers: BKNG, EB, OPAD +5 more
Kenneth Gawrelski
Wells Fargo & Company
2 questions for EXPE
Also covers: ABNB, BKNG, CART +12 more
Kevin Kopelman
TD Cowen
2 questions for EXPE
Also covers: ABNB, BKNG, DESP +3 more
Tom Champion
Piper Sandler Companies
2 questions for EXPE
Also covers: DESP, EBAY, NFLX +1 more
Austin Riddick
Evercore ISI
1 question for EXPE
Also covers: DIBS
Douglas Anmuth
JPMorgan Chase & Co.
1 question for EXPE
Also covers: ABNB, AMZN, BKNG +17 more
Jacob Inn
TD Securities
1 question for EXPE
Jacob Stephan
Lake Street Capital Markets, LLC
1 question for EXPE
Also covers: ALKT, ARLO, CDLX +15 more
Kevin Koppelman
TD Securities
1 question for EXPE
Thomas Champion
Piper Sandler
1 question for EXPE
Also covers: ANGI, EBAY, IAC +7 more
Recent press releases and 8-K filings for EXPE.
Expedia to acquire Tiqets
EXPE
M&A
- Expedia Group will acquire Amsterdam-based Tiqets, integrating a platform with 2,500 attraction partners in a deal expected to close in Q1 2026.
- The transaction folds Tiqets’ offerings into Expedia’s expanded APIs, strengthening its activities and experiences suite for end-to-end trip solutions.
- The deal builds on recent B2B momentum—an 18% rise in the B2B sector and 26% growth in B2B bookings—and advances global expansion, loyalty ecosystem, and fintech priorities.
6 days ago
Klarna launches Apple Pay in France and Italy
EXPE
Product Launch
- Klarna’s flexible payment product is now available via Apple Pay in France and Italy, bringing the service to 8 markets including the U.S., U.K., Canada, Denmark, Spain, Sweden and more.
- Eligible customers can split purchases into three monthly interest-free installments or defer payment up to 30 days, with longer-term financing options at competitive rates starting at 0% APR.
- Klarna serves over 114 million active consumers worldwide with 3.4 million daily transactions, and counts more than 850,000 merchants—including Expedia Group—among its partners.
7 days ago
Expedia Group Q3 2025 earnings beat estimates with 26% B2B growth
EXPE
Earnings
Guidance Update
Share Buyback
- Reported revenue of $4.41 billion and adjusted EPS of $7.57, surpassing Wall Street expectations.
- B2B bookings climbed 26% to $9.38 billion, while total gross bookings rose 12% to $30.73 billion on strong consumer demand.
- Adjusted EBITDA margin expanded by about 2.08 percentage points to roughly 33%, driven by mix shift and expense discipline.
- Raised full-year 2025 revenue growth guidance to 6–8% (up from 3–5%) and projected adjusted EBITDA margin expansion of about two percentage points.
- Returned capital via a $451 million share repurchase and declared a quarterly dividend of $0.40 per share.
Nov 7, 2025, 12:30 PM
Expedia Group reports Q3 2025 earnings
EXPE
Earnings
Guidance Update
- Gross bookings reached $30.7 B (+12% y/y) and revenue was $4.4 B (+9% y/y) as Expedia exceeded top- and bottom-line guidance in Q3’25.
- Adjusted EBITDA rose to $1.449 B (+16% y/y) with margin expanding 208 bps to 32.9%, and Adj. EPS was $7.57 (+23% y/y).
- Room nights booked totaled 108 M (+11% y/y), driven by highest US nights growth in over three years.
- Expedia increased full-year 2025 guidance and issued Q4’25 guidance of gross bookings +6–8%, revenue +6–8%, and Adj. EBITDA margin +2%.
Nov 6, 2025, 9:30 PM
Expedia Group reports Q3 2025 results
EXPE
Earnings
Guidance Update
Share Buyback
- Delivered $30.7 B gross bookings (+12%), $4.4 B revenue (+9%), 33% adjusted EBITDA margin (+2 ppts) and $7.57 adjusted EPS (+23%) in Q3 2025.
- B2C bookings reached $21.3 B (+7%) with $2.9 B revenue (+4%) and 41% EBITDA margin (+4 ppts); B2B bookings were $9.4 B (+26%) with revenue up 18% and flat 29% EBITDA margin.
- Ended the quarter with $6.2 B of cash, $3 B free cash flow (TTM) and repurchased $451 M of shares in Q3 (2.3 M shares), leaving $1.8 B available under the buyback program.
- Raised Q4 guidance to 6–8% bookings growth, 6–8% revenue growth, and ~2 ppts EBITDA margin expansion; full-year bookings now +7%, revenue +6–7% and margin +2 ppts versus 2024.
- Continued progress on strategic priorities: loyalty program expansion, AI-driven product and advertising improvements, and sustained marketing productivity gains.
Nov 6, 2025, 9:30 PM
Expedia Group reports Q3 2025 results and raises guidance
EXPE
Earnings
Guidance Update
Share Buyback
- Gross bookings reached $30.7 billion, up 12%, and revenue was $4.4 billion, up 9%, driving a 2-point expansion in adjusted EBITDA margin to 33% in Q3 2025.
- In Q3, B2C gross bookings were $21.3 billion (+7%) with revenue of $2.9 billion (+4%) and 41% EBITDA margin, while B2B gross bookings hit $9.4 billion (+26%) with revenue up 18% and 29% EBITDA margin.
- The company raised Q4 guidance to 6–8% growth in both gross bookings and revenue and projects another 2-point EBITDA margin expansion; full-year 2025 guidance is now ≈7% bookings growth, 6–7% revenue growth, and 2-point margin improvement.
- Free cash flow on a trailing-12-month basis was $3 billion, ending Q3 with $6.2 billion of unrestricted cash, and the company repurchased $451 million of shares during the quarter.
Nov 6, 2025, 9:30 PM
Expedia Group reports Q3 2025 results and raises guidance
EXPE
Earnings
Guidance Update
Share Buyback
- Overhead expenses were $620 million, up 3%, yielding nearly a one-point margin benefit from earlier cost-reduction actions.
- Ended the quarter with $6.2 billion of unrestricted cash and short-term investments and delivered $3 billion of trailing-12-month free cash flow.
- Deployed $451 million to repurchase 2.3 million shares, leaving $1.8 billion of buyback capacity under the current program.
- Raised Q4 guidance to 6–8% gross bookings and revenue growth with ~2 points of adjusted EBITDA margin expansion; full-year bookings up ~7%, revenue up 6–7%, and EBITDA margins up ~2 points versus last year.
- Inbound travel corridors to the U.S. nearly recovered to last year’s levels, while Canada-to-U.S. volume remained pressured but improved over the quarter.
Nov 6, 2025, 9:30 PM
Expedia reports Q3 2025 results
EXPE
Earnings
Share Buyback
Guidance Update
- Expedia saw 12% growth in gross bookings and 9% revenue growth year-over-year, with room nights up 11% in Q3 2025.
- GAAP net income rose 40% and Adjusted EBITDA increased 16%, driving a 208 bps expansion in Adjusted EBITDA margin.
- The company repurchased $451 million of shares in the quarter and declared a $0.40 per share quarterly dividend.
- Full-year 2025 guidance was raised, with gross bookings now expected to grow 7% and revenue to grow 6–7%, and Q4 revenue guidance set at 6–8% growth.
Nov 6, 2025, 9:02 PM
Expedia Group reports Q3 2025 results
EXPE
Earnings
Share Buyback
Guidance Update
- Delivered 12% y/y gross bookings growth to $30.7 billion and 9% y/y revenue growth to $4.4 billion; room nights rose 11% y/y to 108.2 million in Q3 2025
- GAAP net income increased 40% y/y to $959 million, while adjusted net income grew 19% y/y to $962 million; Adjusted EBITDA rose 16% y/y to $1.45 billion with 208 bps margin expansion
- Repurchased $451 million of shares in the quarter and declared a $0.40 per-share quarterly dividend
- Raised full-year 2025 guidance to 7% gross bookings growth (from 3–5%) and 6–7% revenue growth (from 3–5%)
Nov 6, 2025, 9:01 PM
Expedia Group’s trivago posts 13% revenue growth in Q3 2025
EXPE
Earnings
Guidance Update
- trivago’s total revenue grew 13% year-over-year to €165.6 million, driven by an 11% increase in Referral Revenue to €161.6 million in Q3 2025.
- Q3 net income reached €11.0 million, marking its strongest third quarter as a public company, while Adjusted EBITDA rose 18% to €16.0 million.
- Completed the Holisto acquisition on July 31, 2025, which contributed a €3.2 million step-up gain in the quarter.
- Maintained guidance for mid-teens revenue growth and at least €10 million Adjusted EBITDA in 2025, and expects double-digit revenue growth with €20 million Adjusted EBITDA in 2026.
Nov 5, 2025, 8:10 AM
Quarterly earnings call transcripts for Expedia Group.
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