Expedia Group (EXPE) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Harshit Vaish - SVP of Corporate Development, Strategy & Investor RelationsAriane Gorin - CEOScott Schenkel - CFOJustin post - Managing DirectorNaved Khan - Managing Director - Equity ResearchJed Kelly - Managing Director - Equity Research Conference Call Participants Deepak Mathivanan - Senior Equity Research AnalystTrevor Young - AnalystEric Sheridan - AnalystConor Cunningham - AnalystLee Horowitz - AnalystNone - Anal ...

Expedia Group (EXPE) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good day, everyone, and welcome to the Expedia Group Q1 twenty twenty five Financial Results Teleconference. My name is Alex, and I'll be the operator for today's call. For opening remarks, I will turn the call over to SVP, Corporate Development, Strategy and Investor Relations, Harshita Ash to begin. Please go ahead. Speaker1 Good afternoon and welcome to Expedia Group's first quarter twenty twenty five earnings call. I'm pleased ...

Travel company Expedia Group Inc EXPE reported first-quarter financial results after market close Thursday.Here are the key highlights.What Happened: Expedia reported first-quarter revenue of $2.99 billion, up 3% year-over-year. The revenue total missed a Street consensus estimate of $3.01 billion according to data from Benzinga Pro.The company said revenue growth came from B2B and Advertising segments, which were up 14% and 20%, respectively, on a year-over-year basis.The company reported quarterly earning ...

Expedia Group Reports First Quarter 2025 Results Meets top-line guidance, delivering 4% bookings growth and 3% revenue growth year-over-year Beats guidance on bottom line with EBITDA margin expansion Repurchases $330 million of shares in the first quarter SEATTLE, WA – May 8, 2025 – Expedia Group, Inc. (NASDAQ: EXPE) announced financial results today for the first quarter ended March 31, 2025. First Quarter Highlights "We posted first quarter bookings and revenue within our guidance range despite weaker tha ...

Expedia Group (EXPE) is scheduled to report its first-quarter 2025 results on May 8.The Zacks Consensus Estimate for EXPE’s first-quarter 2025 revenues is currently pegged at $3.03 billion, indicating a 4.76% increase from the year-ago quarter’s reported figure.The consensus mark for earnings is pinned at 42 cents per share, which has been revised downward by 2 cents over the past 30 days. The figure suggests a 100% increase from the year-ago reported figure.EXPE surpassed the Zacks Consensus Estimate for e ...

Analysts on Wall Street project that Expedia (EXPE) will announce quarterly earnings of $0.42 per share in its forthcoming report, representing an increase of 100% year over year. Revenues are projected to reach $3.03 billion, increasing 4.8% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 4.9% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timefr ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Expedia (EXPE) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 8. On the oth ...

Industry Overview - The tourism sector is experiencing a rebound, leading to increased opportunities for online travel booking and searching platforms in 2025 [1] - Competition remains high due to factors such as market accessibility, technological advancements, and price sensitivity, which lower entry barriers for new companies [1] Company Insights - The logistics sector has been a focus for nearly two decades, with significant experience in stock investing and macroeconomic analysis [1] - The company has diversified its investments across various industries and market capitalizations, including banking, telecommunications, logistics, and hotels [1] - The company has been active in both the ASEAN and US markets, with holdings in banks, hotels, shipping, and logistics companies [1]

Core Viewpoint - The article compares two Internet - Commerce stocks, Expedia (EXPE) and MercadoLibre (MELI), to determine which is more attractive to value investors [1]. Valuation Metrics - Both EXPE and MELI currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook for both companies [3]. - EXPE has a forward P/E ratio of 9.56, while MELI has a forward P/E of 38.76, suggesting that EXPE may be undervalued compared to MELI [5]. - The PEG ratio for EXPE is 0.52, indicating a favorable valuation when considering expected earnings growth, whereas MELI has a PEG ratio of 1.03 [5]. - EXPE's P/B ratio is 6.53, compared to MELI's P/B of 21.45, further supporting the notion that EXPE is more attractively valued [6]. Value Grades - Based on the valuation metrics, EXPE has a Value grade of B, while MELI has a Value grade of D, indicating that EXPE is currently the superior value option [6][7].

Core Viewpoint - Expedia's stock has experienced a decline of 6.6% over the past month, although it has outperformed the Zacks Retail-Wholesale sector and the Zacks Internet - Commerce industry, which saw declines of 7.6% and 9.4% respectively [1] Group 1: Financial Performance and Guidance - The company anticipates lower revenue growth of 3-5% for Q1 2025, compared to 8% growth in the same quarter last year [2] - The Zacks Consensus Estimate for Q1 2025 earnings is currently at 43 cents per share, a significant increase from 7 cents per share over the past 30 days, indicating year-over-year growth of 104.76% [3] - For 2025, Expedia expects revenue growth in the range of 4-6% year-over-year, with a consensus revenue estimate of $3.03 billion, reflecting a year-over-year increase of 4.87% [3] - The company has consistently beaten the Zacks Consensus Estimate for earnings in the past four quarters, with an average surprise of 45.86% [4] Group 2: Challenges and Competition - Expedia faces foreign exchange headwinds and lower bookings due to the Leap Year and Easter shift to April, along with a seasonal decline in travel demand impacting the broader market [5] - The company is under intense competitive pressure from rivals such as Booking Holdings, Tripadvisor, and Airbnb, which have expanded their offerings and improved their business models [6] Group 3: Strategic Initiatives - Expedia has planned several initiatives for 2025, including the integration of Generative AI technology to enhance personalization, optimize marketing, improve customer service, drive operational efficiency, and strengthen B2B partnerships [7] - The company is also partnering with Flex Pay to offer flexible payment options for cruise bookings in the U.S. and Canada, which is expected to increase bookings and conversion rates [8] Group 4: Investment Outlook - Despite strong travel demand and new initiatives, Expedia's weak Q1 2025 guidance, foreign exchange challenges, and intense competition suggest that holding the stock may be the best approach for now, as indicated by its Zacks Rank 3 (Hold) [9]