Revenue segments as reported by the company.

Expedia Group (excluding trivago)

Trivago

Intercompany eliminations

trivago (third-party revenue)

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling and marketing

Technology and content

General and administrative

Depreciation and amortization

Impairment of goodwill

Impairment of intangible assets

Intangible and other long-term asset impairment

Legal reserves, occupancy tax and other

Restructuring and related reorganization charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Expedia

CheapTickets  is an online travel services company focusing on the leisure market, offering airline tickets, hotel and vacation rentals, rental cars, customized vacation packages, and cruises. CheapTickets was a wholly owned subsidiary of Orbitz Worldwide, Inc., and with Expedia's purchase of Orbitz, is now a subsidiary of Expedia.

CheapTickets

HomeAway  is a vacation rental marketplace with more than 2,000,000 vacation rentals in 190 countries. It operates through 50 websites in 23 languages. The company offers a comprehensive selection of rentals for families and groups to find accommodations such as cabins, condos, castles, villas, barns and farm houses.

HomeAway

Expedia Group is a global travel company. Its websites, which are primarily travel fare aggregators and travel metasearch engines, include Expedia.com, Hotels.com, Hotwire.com, CarRentals.com, trivago, Venere.com, Travelocity, Orbitz, and HomeAway.

Hotwire.com is a travel website that can be used to book airline tickets, hotel rooms, rental cars, and vacation packages. It operates by selling off unsold travel inventory at discounted prices.

Hotwire.com

Hotels.com is a website for booking hotel rooms online and by telephone. The company has 85 websites in 34 languages, and lists over 325,000 hotels in approximately 19,000 locations. Its inventory includes hotels and B&Bs, and some condos and other types of commercial lodging.

Hotels.com

Trivago is a German multinational technology company specializing in internet-related services and products in the hotel, lodging and meta search fields. The American travel company Expedia, Inc. owns a majority of the company's stock. Trivago was the first hotel search engine in Germany. As of 2012, it was one of the fastest growing companies in Germany, with profitability doubling since 2008.

Orbitz is a travel fare aggregator website and travel metasearch engine. The website is owned by Orbitz Worldwide, Inc., a subsidiary of Expedia Inc. It is headquartered in the Citigroup Center, Chicago, Illinois.

Orbitz

Travelocity  is an American Online Travel Agency. The website is owned by Expedia Group.

Travelocity

Expedia Group, Inc. is an online travel company, which engages in the provision of travel products and services to leisure and corporate travelers. It operates through the following segments: B2C, B2B, and Trivago. The B2C segment offers a full range of travel and advertising services to worldwide customers through a variety of consumer brands. The B2B segment refers to a wide range of travel and non-travel companies including airlines, offline travel agents, online retailers, corporate travel management, and financial institutions. The Trivago segment generates advertising revenue primarily from sending referrals to online travel companies and travel service providers from hotel metasearch websites. The company was founded in 1994 and is headquartered in Seattle, WA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Expedia reports record EBITDA levels and eyes China partnerships

Expedia Group's Q4 2022 performance showcased record EBITDA levels and strong revenue growth.
The company's focus on loyalty programs, technology innovation, and direct business is driving success.
Despite challenges like weather impacts and FX headwinds, Expedia is optimistic about its growth trajectory.
Expedia's strategic investments in loyalty and technology aim to enhance margins and shareholder returns.

Expedia reports robust Q1 performance, eyes loyalty program growth

Expedia Group's Q1 2023 performance showcased strength in lodging bookings, revenue, and B2B business growth.
Investments in loyalty programs, platform transformation, and air product enhancements position Expedia well for future growth.
Challenges include rising air ticket prices, flattening vacation rental demand, and operational hurdles in tech replatforming.
Opportunities lie in the launch of the unified loyalty program, tech replatforming completion, and customer service enhancements through ChatGPT.

Expedia achieves record Q2 results, eyes growth through loyalty programs

Expedia's Q2 2023 performance was strong, with record revenue and EBITDA, driven by growth in gross bookings and lodging business revenue.
The company's focus on loyalty programs, technology investments, and cost optimization positions it well for future growth and efficiency.
While facing challenges in international markets and marketing efficiencies, Expedia's strategic initiatives and opportunities present avenues for continued success.
Expedia's emphasis on customer engagement, loyalty, and value creation underscores its commitment to driving growth and enhancing the travel experience.

Expedia reports record revenue and EBITDA growth, eyes global expansion

Expedia Group's Q3 performance showcased record revenue, EBITDA growth, and strong marketing efficiencies.
While facing challenges in the vacation rental market, Expedia is well-positioned for growth with a focus on innovation and efficiency.
Opportunities lie in expanding in APAC and Latin America, enhancing traveler experiences, and driving growth through app users.

Expedia reports strong Q4 performance, eyes strategic priorities for 2024

Expedia's Q4 2023 performance reflects resilience and successful transformation, with a focus on strategic priorities for 2024. Challenges include Vrbo's app migration impact and post-transformation expense streamlining. Opportunities lie in brand enhancement and improved customer communication.

Expedia beats Q1 expectations, eyes international growth amid Vrbo challenges

Expedia's Q1 performance showcased resilience and growth potential, with a focus on driving consumer business metrics and optimizing the B2B segment. While challenges in Vrbo persist, strategic investments in international markets and technology-driven initiatives present opportunities for long-term growth.

Expedia Group surpasses Q3 expectations, raises full-year guidance confidently

Expedia Group showcased strong execution and performance in Q3, exceeding expectations on various fronts.
Despite challenges like Hurricane Helene, Expedia managed to maintain revenue in line and deliver solid financial results.
The focus on innovation, AI utilization, and strategic partnerships positioned Expedia well for future growth and profitability.
Expedia's raised full-year guidance reflects confidence in sustained growth, improved margins, and continued innovation.
Overall, Expedia Group's Q3 performance highlights resilience, adaptability, and a strategic focus on growth areas.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Western Digital

Given its better prospects, we believe Western Digital stock (NYSE: WDC) is a better pick than Expedia stock (NASDAQ: EXPE).

Which Is A Better Pick – Western Digital Stock Or Expedia?

Citigroup

Delta Air Lines

OneMain Hld

Patient Capital, a recently established independent asset management firm, was previously a part of Miller Value Partners. It upholds an investment philosophy and methodology initially conceived many years ago by the renowned guru investor Bill Miller during his tenure at Legg Mason.

A Glimpse of Patient Capital's Samantha McLemore's Stock Recommendations

Expedia (EXPE) pledges to reach net-zero carbon emissions across its operations by 2040 and power its global operations with 100% renewable electricity by 2030.

Expedia's (EXPE) Latest Goals to Boost Sustainability Efforts

Charter Communications

Cigna

Generac Holdings

In a dramatic return to the financial spotlight, legendary investor Michael Burry, famed for his eerily accurate prediction of the 2008 market crash, seized headlines once more in August.

Michael Burry's $1.6 billion bet against stock market is backfiring

Airbnb

United Continental Hlds

Travel is once again booming in the United States. A whopping 90% of Americans traveled in the last three months, according to a recent survey.

Ticking Time Bombs: 3 Travel Stocks to Dump Before the Damage Is Done

Expedia Group has shown strong growth in gross bookings and a lower long-term debt to total assets ratio. Recent performance shows an increase in gross bookings and revenue, with growth in lodging gross bookings being particularly impressive. The company's ability to fund further growth without having to increase long-term debt positions it for continued success.

Expedia: Strong Gross Booking Growth And Balance Sheet Metrics

Michael Burry, known for "The Big Short," purchased 100,000 shares of Expedia Group, drawing attention to the travel stock. Expedia has a robust financial position, with strong revenue and cash flow and a good valuation. Despite the impacts of the pandemic, Expedia has shown resilience, with revenue and earnings fully recovering, setting the stage for future growth.

Expedia Stock Can Move To New Highs

Stellantis N.V. 

Michael Burry, the famed US investor, first shot to prominence for his uncanny ability to predict the 2008 subprime lending crisis. His audacious move to short the US mortgage market at the time earned him both fortune and fame.

2 Michael Burry stocks to hold forever

Expedia maintains a strong market position with a diverse portfolio and customer-centric approach, but faces stiff competition from Booking.com and margin challenges. Expedia's "One Key" loyalty program aims to boost revenue and customer loyalty. Expedia's QoQ decline in units sold raises concerns, but strong summer 2023 and One Key launch could boost Q3 performance.

Expedia: New Initiatives Offer Growth Potential, But Questions Still Remain

CVS Health

MGM Resorts

Michael Burry, the legendary investor who famously predicted the 2008 financial crisis, made waves with his recent stock picks again. Burry's insight and strategic thinking led him to invest in three seemingly disparate industries: healthcare, travel, and entertainment.

Betting With the ‘Big Short': 3 Michael Burry Stocks to Bank On

GEO Group

Invesco QQQ

Vital Energy Inc

On September 13, Finbold unveiled the latest insights into the enigmatic world of Michael Burry, the renowned ‘Big Short' investor.

Michael Burry's top 10 stock holdings as of September 14

Disney

Hilton Worldwide Holdings

Royal Caribbean Cruises

The search for the best travel stocks has recently gained momentum, and for good reason. Post-pandemic, travel and tourism sectors have rebounded impressively.

The 7 Best Travel Stocks to Buy Now: September 2023

Short-term rentals in New York City recently became subject to new restrictions. However, the Big Apple doesn't mark the first city where they experience some form of regulation.

Airbnb and VRBO regulations in NYC is the latest among other cities

Renowned investor Michael Burry, famous for his astute predictions, has garnered attention in the past due to his stock positions. Despite this interest, the ‘Big Short' investor has, in recent months, expressed a bearish position in the general stock market at some point advising investors to ‘sell'.

‘Big Short' Michael Burry's top 5 portfolio positions

Expedia Group informed an unspecified number of workers in its technology organization Thursday that it's eliminating their positions, the latest in a series of moves by the Seattle-based travel giant to overhaul its workforce.

Internal email: Expedia Group lays off some tech workers in latest move to reshape its workforce

Bluegreen Vacations 

Most travel and tourism-related companies have seen significant growth over the past couple of years following the large travel drop-off for the average consumer due to the pandemic. The industry is in a much better place financially, with demand for traveling growing.

The 3 Most Promising Travel Stocks to Own Now

Eli Lilly

Visa

Savvy investors understand the beauty of having blue-chip stocks. No wonder financial analysts and market professionals recommend having them in your portfolio.

The 3 Blue-Chip Stocks Every Investor Needs to Own Today

SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will participate in Goldman Sachs Communacopia + Technology Conference. Peter Kern, Vice Chairman and Chief Executive Officer, will participate in a fireside chat on Thursday, September 7, 2023 at 2:25 pm PT/ 5:25 pm ET. A live webcast of the session will be available at http://ir.expediagroup.com. A replay of the webcast will be accessible for 90 days. About Expedia Group Expedia Group, Inc. companies power travel for everyone, everywhere.

Expedia Group to Participate in Goldman Sachs Communacopia + Technology Conference

American Airlines

TripAdvisor

Travel is experiencing a resurgence following the Covid 19 crisis, providing a beacon of hope for those who desire to travel and astute investors alike. Many travel stocks, previously bruised and battered, are now recovering early, making them look like undervalued gems.

The 3 Most Undervalued Travel Stocks to Buy Now: August 2023

Apple

Bank of America

Warren Buffett and Michael Burry recently took steps to shield their portfolios from a market downturn. Buffett's Berkshire Hathaway reported $18 billion in net equity security sales in the first half of 2023.

Warren Buffett and Michael Burry Just Sent Wall Street a Grim Warning: The Stock Market May Be Headed Lower

Expedia's fundamental performance has shown strong recovery, with a healthy profit and significant reduction in debt. The company has experienced growth in revenues, loyalty customers, and active app users, with double-digit growth expected for 2023. Regression models indicate that Expedia is heavily undervalued, with significant discrepancies between current valuation multiples and predicted values.

Expedia Seems Undervalued: Travel To Regain The Past Highs (Technical Analysis)

Alibaba

Capital One

Coherent Corp

Devon Energy

iShares MSCI Japan ETF

iShares MSCI Japan Value ETF

Franklin FTSE Japan ETF

First Republic Bank

JD.com

SPDR S&P Regional Banking ETF

Liberty Latin America Ltd.

Michael Burry closed out most of his Q1 positions in the second quarter, reducing positions in Signet Jewelers, Liberty Latin America, and New York Community Bancorp. Burry more than doubled his position in The RealReal Inc. and added shares of The GEO Group. Burry purchased a substantial number of put contracts on the S&P 500 ETF and the Invesco Nasdaq 100 ETF and added new positions in Expedia Group, MGM Resorts International, Generac Holdings, and CVS Health Corporation.

News for Expedia Stock (EXPE)