Latest news with #ArianeGorin
Yahoo
30-06-2025
- Business
- Yahoo
The Top 5 Analyst Questions From Expedia's Q1 Earnings Call
Expedia's first quarter results were met with a negative market reaction after the company missed Wall Street's revenue expectations, despite outperforming on non-GAAP earnings per share and adjusted EBITDA. Management pointed to a softer U.S. travel market, particularly for inbound and domestic bookings, as a primary factor behind the revenue shortfall. CEO Ariane Gorin explained, 'US demand was soft, driven by declining consumer sentiment and we saw pressure on key inbound US corridors.' While Expedia's B2B and advertising segments delivered strong growth, the high concentration of U.S. business in its direct-to-consumer brands limited overall performance. Is now the time to buy EXPE? Find out in our full research report (it's free). Revenue: $2.99 billion vs analyst estimates of $3.01 billion (3.4% year-on-year growth, 0.8% miss) Adjusted EBITDA: $296 million vs analyst estimates of $269.7 million (9.9% margin, 9.7% beat) Operating Margin: -2.3%, up from -3.8% in the same quarter last year Room Nights Booked: 107.7 million, up 6.5 million year on year Market Capitalization: $21.71 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Justin Post (Bank of America) asked if Expedia could have increased marketing spend to drive bookings and about the turnaround. CEO Ariane Gorin said marketing is calibrated to profitable growth, and while remains challenged, recent rebranding brings optimism for improvement. Deepak Mathivanan (Cantor Fitzgerald) questioned the B2B unit's resilience to macro headwinds and the drivers behind margin guidance. Gorin highlighted B2B's geographic and segment diversification, while CFO Scott Schenkel attributed margin improvement to recent restructuring and ongoing discretionary cost controls. Naved Khan (B. Riley Securities) inquired about consumer demand trends and social media initiatives. Gorin noted continued softness in U.S. bookings, shifting traveler preferences toward discounted rate plans, and described early traction for social booking tools like Expedia Trip Matching on Instagram. Trevor Young (Barclays) asked about investment in experiences and attractions, as well as specifics on the scale of employment reductions. Schenkel confirmed a 4% staff reduction and $75 million in expected savings, while Gorin said growing the experiences segment is a priority, but no major new initiatives were disclosed. Lee Horowitz (Deutsche Bank) pressed for clarity on the B2C outlook and loyalty program changes. Schenkel acknowledged ongoing pressure on the consumer business, while Gorin said loyalty remains important but programs are being tailored by brand and region to improve returns. In upcoming quarters, the StockStory team will be watching (1) continued growth momentum in the B2B and advertising segments, (2) the impact of restructuring and cost control actions on profit margins, and (3) signs of stabilization or recovery in U.S. travel demand, particularly for direct-to-consumer brands. Additionally, we are tracking the adoption and monetization of new AI-powered features and the effectiveness of international expansion strategies. Expedia currently trades at $170.98, up from $169.17 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Travel Weekly
23-06-2025
- Business
- Travel Weekly
Expedia Group
2024 sales: $110.92 billion Previous ranking: 2 Employees: 16,500 1111 Expedia Group Way West Seattle, WA 98119 Phone: (206) 481-7200 Website $110.92 billion16,5001111 Expedia Group Way WestSeattle, WA 98119Phone: (206) 481-7200 Executives CHAIRMAN/SR. EXECUTIVE: Barry Diller CEO: Ariane Gorin CHIEF LEGAL OFFICER/SECRETARY: Robert Dzielak CFO: Scott Schenkel COO, TRAVELER BUSINESS TEAM: Brad Bentley CHIEF PEOPLE OFFICER: Christine Deputy CHIEF MARKETING OFFICER: Jochen Koedijk PRESIDENT, PRIVATE LABEL SOLUTIONS: Alfonso Paredes COMPANY FACTS * Publicly traded OTA. * Brands include Expedia, Expedia Cruise, Orbitz, Travelocity, Vrbo, Trivago, Wotif, eBookers, CheapTickets, CarRentals and Hotwire. Expedia Group did not submit a Power List survey, so information was obtained from the company's public financial reports and website.
Yahoo
10-06-2025
- Business
- Yahoo
EXPE Q1 Earnings Call: U.S. Travel Weakness Offsets International B2B and Advertising Growth
Online travel agency Expedia (NASDAQ:EXPE) missed Wall Street's revenue expectations in Q1 CY2025 as sales rose 3.4% year on year to $2.99 billion. Its non-GAAP profit of $0.47 per share was 31% above analysts' consensus estimates. Is now the time to buy EXPE? Find out in our full research report (it's free). Revenue: $2.99 billion vs analyst estimates of $3.01 billion (3.4% year-on-year growth, 0.8% miss) Adjusted EPS: $0.47 vs analyst estimates of $0.36 (31% beat) Adjusted EBITDA: $296 million vs analyst estimates of $269.7 million (9.9% margin, 9.7% beat) Operating Margin: -2.3%, up from -3.8% in the same quarter last year Room Nights Booked: 107.7 million, up 6.5 million year on year Market Capitalization: $22.45 billion Expedia's first quarter performance was shaped by divergent trends between its core U.S. consumer business and its expanding international operations. CEO Ariane Gorin pointed to 'weaker than expected travel demand in the US and into the US,' which weighed on the company's consumer segment, particularly for In contrast, Expedia's business-to-business (B2B) segment, benefiting from its geographical diversification, delivered double-digit bookings growth, while advertising revenue also expanded at a robust pace. Management emphasized ongoing product enhancements—such as new supply partnerships and AI-driven features—as key levers supporting traveler engagement and operational efficiency. Looking ahead, Expedia's updated guidance reflects continued uncertainty around U.S. travel demand but increased confidence in margin expansion due to recent restructuring and operational streamlining. CFO Scott Schenkel stated the company expects '75 to 100 basis points of EBITDA margin expansion for the year,' supported by cost controls and organizational simplification. Management sees further upside in its B2B and advertising businesses, which are less exposed to U.S. consumer trends, and highlighted ongoing investment in AI to drive both product experience and internal productivity. Gorin noted, 'While none of us can predict with certainty how the economy will evolve, we do know that people will always want to travel.' Management attributed the quarter's results to the resilience of its B2B and advertising segments, offset by softness in its core U.S. consumer business and external macroeconomic pressures. B2B segment momentum: Expedia's B2B business, which provides travel technology and inventory to third-party partners, posted 14% bookings growth and continued to diversify the company's geographic exposure. Management cited particularly strong performance in the Asia-Pacific region, with room nights up 30% year-over-year. Advertising revenue acceleration: The advertising business grew revenue by 20% as Expedia added more partners, optimized existing ad products, and launched new offerings such as video ads. Management noted a 'record number of $1 million plus deals' and a 22% increase in active hotel partners using sponsored listings. Product and supply innovation: New supply additions—including Southwest Airlines in the U.S. and Ryanair in Europe—helped attract new customers. Early results showed that a significant portion of travelers booking these airlines were new to Expedia, supporting management's 'supply flywheel' strategy. AI-driven product enhancements: Expedia continued to integrate artificial intelligence into its platform, including AI-powered property Q&A, dynamic deal discovery, and partnership integrations with OpenAI and Microsoft Copilot. Management described AI as an accelerator for both customer experience and internal efficiency. Disciplined cost management: The company emphasized restructuring efforts, with a reduction of about 4% of employees and 7% of contractors since last year, and targeted overhead savings. These actions were credited with driving EBITDA margin expansion and underpinning increased full-year margin guidance. Expedia's management expects international B2B and advertising growth, disciplined cost control, and further AI adoption to drive performance this year amid continued U.S. market headwinds. International and B2B diversification: Management believes continued double-digit growth in the B2B segment and strategic expansion in international markets will offset U.S. consumer softness. The B2B business's exposure to both corporate and leisure travel partners globally is seen as a buffer against localized economic weakness. Operational efficiency and restructuring: The company projects that recent organizational streamlining and ongoing cost review will drive 75 to 100 basis points of EBITDA margin expansion in 2025. Management indicated that savings from workforce reductions are expected to benefit margins over the next three quarters, with some reinvestment into strategic priorities. Evolving consumer and pricing trends: Management highlighted a shift among travelers toward lower-rate plans and increasing hotel partner discounting. There is also ongoing uncertainty around U.S. travel demand and inbound travel, which could continue to pressure the consumer segment. However, the company is focused on leveraging packaging, loyalty, and bundling capabilities to maintain engagement and value for partners. In future quarters, StockStory analysts will monitor (1) trends in U.S. and inbound travel demand for signs of stabilization or further weakness, (2) the ability of B2B and advertising segments to sustain double-digit growth despite macroeconomic uncertainty, and (3) progress on margin expansion from cost reduction and AI-driven efficiencies. Execution on new supply partnerships and customer engagement features will also be key markers of strategic success. Expedia currently trades at a forward EV/EBITDA ratio of 7.1×. At this valuation, is it a buy or sell post earnings? The answer lies in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Hospitality Net
19-05-2025
- Business
- Hospitality Net
Expedia Group Expands B2B Platform and Launches GenAI Partnerships to Enhance Travel Discovery
SEATTLE — Expedia Group today announced a major expansion of its B2B technology platform, launching new APIs and advertising innovations designed to power partner growth and unlock smarter traveler engagement. The company is also extending its reach with new GenAI-powered discovery experiences, starting with Expedia® Trip Matching, a first-of-its-kind feature that turns reels on Instagram into personalized travel recommendations. Additionally, with the latest release of its new end-to-end AI Agent on and integration with OpenAI Operator and Microsoft Copilot Actions, Expedia Group is making trip planning more intuitive and accessible — meeting travelers across every touchpoint. These latest innovations were shared during Expedia Group's flagship EXPLORE™ event. As the leading B2B travel platform, Expedia Group is investing to help partners grow faster and serve travelers better. With our new APIs, as well as expanded tools in Expedia Group Advertising, we're giving partners the technology, reach, and intelligence they need to compete at scale. At the same time, we're harnessing the power of GenAI to transform how travelers discover, plan, and book their next trip. Ariane Gorin, CEO of Expedia Group Connect Smarter with B2B APIs: Expedia Group is scaling its leading B2B segment, Private Label Solutions, by piloting a new generation of APIs that lets partners — including some of the world's largest brands — unlock the power of travel packages. Fueled by AI, automation, and continuous innovation, the new APIs will drive deeper customer engagement, stronger loyalty, and new revenue streams. New APIs include: Car API: Access inventory from more than 110 brands across 190 countries and territories, including exclusives from 43 providers. Access inventory from more than 110 brands across 190 countries and territories, including exclusives from 43 providers. Activities API: Offer more than 170,000 unforgettable bookable experiences worldwide. Offer more than 170,000 unforgettable bookable experiences worldwide. Insurance API: Testing first on Expedia TAAP, our travel agent booking platform, partners will be able to offer trip protection in the booking path. Testing first on Expedia TAAP, our travel agent booking platform, partners will be able to offer trip protection in the booking path. Air API: Will soon enable seamless integration of air travel with lodging and car rentals, for an all-in-one booking experience. Private Label Solutions continues to deliver record-breaking growth because partners trust our technology to power their travel ambitions. We've built the largest connected B2B travel network in the world, and it's the strength of those connections that drive real results. Our newly announced APIs take that even further, making it easier for partners to access more supply and leverage our intelligence. We delivered more than 135 million room nights globally in 2024 and we're just getting started. Alfonso Paredes, President of Private Label Solutions at Expedia Group B2B partners can now also access Expedia Group Advertising's Sponsored Listings solution, creating new revenue streams for them and providing hotel-advertising partners with access to new audiences. Reduce Costs with the Reservation Management API: As automation optimizes supply operations, Expedia Group empowers hoteliers to focus on high-impact operations through Connectivity partners. This new solution aims to significantly reduce the estimated 8 million hours and $120 million in annual operational costs that partners currently spend servicing manual workflows. Expedia Group's new Reservation Management API provides 15 new features to streamline hotel operations. Built with GraphQL for enhanced performance and simplified development, this API enables hotel partners to manage bookings, management, data recovery, streamline payments, and elevate the traveler experience – all within their own software systems. Real-time issue resolution boosts operational autonomy, advancing Expedia Group's vision of Autonomous Supply, dedicated to delivering a more efficient, tech-enabled industry operating model. Redefine Discovery with GenAI: Expedia Group is harnessing the power of GenAI to reimagine how travelers discover, shop, plan, and service trips -shifting the journey from traditional channels to more immersive, personalized experiences through chat, agents, creators, and short-form video. Through Expedia Trip Matching, launching in early June on Instagram, travelers can share any publicly available travel-related reel — whether from content creators they follow or trending reels — directly with Expedia and receive customized itineraries, destination ideas, and travel tips based on the reel. Powered by AI, this new experience transforms inspiration into real-world travel plans, making it easier than ever to book travel directly from Instagram. Expedia Trip Matching is now open for beta access by visiting The company is expanding its search and discovery capabilities beyond its owned platforms by integrating with OpenAI Operator and Microsoft Copilot Actions. Today, there is a significant gap between consumers discussing travel plans on GenAI platforms and actually booking a trip with a brand. These integrations bridge that gap, ensuring the company's brands are where travel planning increasingly begins. The latest release of the new AI Agent on app brings together conversational discovery, shopping and servicing into a seamless end-to-end experience with a single-entry point on the homepage. If a traveler is planning their next trip, the AI Agent will tap into Expedia Group's rich travel data to deliver smart recommendations with real-time pricing, guest reviews and contextual imagery. If a traveler already has a booking, the AI Agent will offer contextual prompts that guide them through any changes to their travel plans. Behind the scenes, the company's proprietary Artificial Creative Intelligence (ACI) system enhances personalization and scale by moderating more than 400 videos daily, generating content, and optimizing engagement across channels. These advancements are part of Expedia Group's broader effort to modernize travel discovery, making inspiration more dynamic, data-driven, and instantly actionable. New Solutions for Travel Advertisers: Expedia Group Advertising, formerly Media Solutions, also revealed a suite of media upgrades focused on helping partners reach travelers during the critical inspiration phase, long before they land on a booking page. Creative Collaboration and Extended Reach with Beautiful Destinations : Partners are able to co-create viral, shoppable travel content at speed and at scale, which can reach more than 50 million followers of Beautiful Destinations. : Partners are able to co-create viral, shoppable travel content at speed and at scale, which can reach more than 50 million followers of Beautiful Destinations. Enhanced Offsite Targeting via The Trade Desk: Partners can leverage Expedia Group's robust first-party data in a more precise way to target high-intent audiences in a privacy-first, post-cookie world off the Expedia Group sites. In addition to new creative, offsite solutions, Expedia Group Advertising announced a new loyalty offering for advertising partners: Advertiser-Funded Loyalty: Destination Marketing Organizations (DMOs) can now sponsor bonus OneKeyCash rewards for travelers, incentivizing visits to their destinations, driving higher-value bookings and increasing loyalty from our members. We're helping partners reach high-intent travelers with the right message at the right our travel media network, we continue to launch new solutions across data, loyalty and strategic partnerships to drive results and deliver more value for travelers. Rob Torres, SVP of Expedia Group Advertising Launch of Powering Travel Podcast: Guests taking the stage at EXPLORE will also be featured in the highly anticipated fifth season of the Powering Travel podcast, which launches this July. Powering Travel explores innovative ideas and provides inspiration for anyone working in travel. With her deep journalism experience and longtime travel expertise, Elisabeth Goodridge, the new host, promises to make this season bigger and bolder. Listeners can expect thought-provoking conversations with Expedia Group CEO Ariane Gorin, actor and global entertainer Jaime Camil, renowned happiness expert Arthur Brooks, Amazing Race host Phil Keoghan, and acclaimed Seattle-based chef Julian Hagood. This season also puts a spotlight on rising star Tayme Thapthimthong, breakout actor from the recent season of 'The White Lotus.' Listeners can subscribe anywhere they listen to podcasts, including Spotify and video content will be released on Expedia Group's partner blog. About Expedia Group Expedia Group, Inc. companies power travel for everyone, everywhere through our global platform. Driven by the core belief that travel is a force for good, we help people experience the world in new ways and build lasting connections. We provide industry-leading technology solutions to fuel partner growth and success, while facilitating memorable experiences for travelers. Our organization is made up of three pillars: Expedia Product & Technology, focused on the group's product and technical strategy and offerings; Expedia Brands, housing all our consumer brands; and Expedia for Business, consisting of business-to-business solutions and relationships throughout the travel ecosystem. The Expedia Group family of brands includes Expedia®, Expedia® Partner Solutions, Vrbo®, trivago®, Orbitz®, Travelocity®, Hotwire®, Wotif®, ebookers®, CheapTickets®, Expedia Group™ Media Solutions, and Expedia Cruises™. © 2023 Expedia, Inc., an Expedia Group company. All rights reserved. Trademarks and logos are the property of their respective owners. CST: 2029030-50 Follow Expedia on Instagram , TikTok , Pinterest , Twitter and YouTube . View source
Yahoo
16-05-2025
- Business
- Yahoo
Travel Industry Sounds Alarm: Expedia and Leaders Confront U.S. Tourism Concerns
SEATTLE, May 16, 2025 /PRNewswire/ -- Top travel leaders, including Expedia Group CEO Ariane Gorin and President & CEO of U.S. Travel Association Geoff Freeman, gathered in Seattle at the annual EXPLORE conference to discuss turbulence in the global travel market. As economic pressures grow and international demand softens, industry insiders are calling for urgent action to encourage travel to and within the U.S. The two executives provide commentary on what the U.S. government must do now to protect one of its most vital economic engines, what to do about the drop in demand from Canadian travelers, and why economic softness may be good news for your summer vacation. Experience the full interactive Multichannel News Release here: Top Story Angles: The economic threat to U.S. travel: International arrivals are down, inflation is squeezing consumers, and global instability is reshaping demand patterns. 2026 could be a turning point — or a missed chance: With major global sporting events on the horizon, leaders stress that now is the moment to invest in infrastructure, streamline travel policies, and improve the traveler experience. Traveler frustration is peaking: At the summit, leaders are candid about the problems and focused on solutions. WHERE:Expedia HeadquartersSeattle, United States View original content: SOURCE Expedia Group Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
