Core Insights - The company's business-to-business division is experiencing increased revenue due to a growing number of corporate travel customers, airlines, and banks utilizing Expedia for technology, inventory, and tools to enhance their operations [1] Group 1 - The business-to-business division is a significant revenue driver for the company [1] - Corporate travel customers are increasingly turning to Expedia for support [1] - Airlines and banks are leveraging Expedia's technology and inventory [1]

Financial Performance - Booked room nights increased by 9% year-over-year in Q4 2025, totaling 94.0 million nights[2] - Gross bookings reached $27.003 billion in Q4 2025, reflecting an 11% growth compared to Q4 2024, with full-year gross bookings at $119.590 billion, an 8% increase[2] - Revenue for Q4 2025 was $3.547 billion, up 11% year-over-year, while full-year revenue was $14.733 billion, an 8% increase[2] - Operating income surged by 94% year-over-year in Q4 2025, amounting to $420 million, with full-year operating income at $1.871 billion, a 42% increase[2] - Adjusted EBITDA for Q4 2025 was $848 million, a 32% increase year-over-year, with an EBITDA margin of 23.9%, expanding by 368 basis points[5] - Net income for the year ended December 31, 2025, was $1,301 million, up from $1,224 million in 2024, representing a growth of 6.3%[29] - Total operating income for the year ended December 31, 2025, was $1.871 billion, up from $1.871 billion in 2024, indicating stable performance year-over-year[50] - Adjusted net income attributable to Expedia Group, Inc. for the year ended December 31, 2025, was $2,039 million, compared to $1,622 million in 2024[53] Cash Position - The company ended 2025 with $5.7 billion in unrestricted cash and short-term investments, indicating a strong cash position[5] - Cash and cash equivalents at the end of 2025 were $5,413 million, up from $4,183 million in 2024, an increase of 29.4%[27] - The company reported a net cash provided by operating activities of $3,880 million for the year ended December 31, 2025, compared to $3,085 million in 2024, an increase of 25.8%[29] - Free cash flow for the year ended December 31, 2025, reached $3,110 million, an increase from $2,329 million in 2024[54] Future Projections - For Q1 2026, gross bookings are projected to be between $34.6 billion and $35.2 billion, representing a growth of 10% to 12%[6] - Revenue guidance for full year 2026 is set between $15.6 billion and $16.0 billion, with expected growth of 6% to 9%[6] - Adjusted EBITDA margin is expected to expand by 3 to 4 percentage points in Q1 2026 and by 1 to 1.25 percentage points for the full year[6] Segment Performance - B2B revenue increased by 24% year-over-year to $8,659 million in Q4-25, indicating strong growth in the business segment[21] - The B2C segment reported an operating income of $1.028 billion for the year ended December 31, 2025, while the B2B segment reported $2.240 billion, highlighting strong performance in both segments[50] Expenses and Margins - Selling and marketing expenses for Q3-24 were $1,855 million, accounting for 6.7% of gross bookings[21] - Selling and marketing expenses for the year ended December 31, 2025, totaled $7,349 million, up from $6,846 million in 2024[54] - Adjusted EBITDA margin for the year ended December 31, 2024, was 21.4%[52] - The revenue margin for Q3-24 was 14.8%, with a forecast of 14.4% for Q4-25, showing a slight decrease[22] Assets and Liabilities - Total current assets increased to $12,199 million in 2025 from $9,815 million in 2024, marking a growth of 24.5%[27] - Total assets increased to $24,452 million in 2025 from $22,388 million in 2024, a growth of 9.2%[27] - Total stockholders' equity decreased to $2,547 million in 2025 from $2,799 million in 2024, a decline of 9.0%[27] Adjustments and Non-Cash Items - Adjusted EBITDA for the fourth quarter of 2025 was $848 million, compared to $643 million in the same quarter of 2024, representing a year-over-year increase of approximately 32%[50] - Stock-based compensation was excluded from Adjusted Expenses, as it is a non-cash expense not reflective of ongoing cash operating expenses[45] - Legal reserves and other adjustments contributed $185 million to Adjusted EBITDA, reflecting ongoing legal and tax-related considerations[50] Competitive Landscape - The company faced intense competition from online travel agencies and emerging AI-powered platforms, which could impact future performance[49]

Financial giants have made a conspicuous bearish move on Expedia Group. Our analysis of options history for Expedia Group (NASDAQ:EXPE) revealed 60 unusual trades.Delving into the details, we found 36% of traders were bullish, while 43% showed bearish tendencies. Out of all the trades we spotted, 32 were puts, with a value of $4,212,652, and 28 were calls, valued at $1,545,343.Projected Price TargetsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusin ...

Expedia Group, Inc. (NASDAQ:EXPE) will release earnings for its fourth quarter after the closing bell on Thursday, Feb. 12.Expedia investors may be eyeing potential gains from the company's dividends. Currently, the company has an annual dividend yield of 0.68%, which is a quarterly dividend amount of 40 cents per share ($1.60 a year).  So, how can investors exploit its dividend yield to pocket a regular $500 monthly?To earn $500 per month or $6,000 annually from dividends alone, you would need an investmen ...

Expedia Group, Inc. (NASDAQ:EXPE) will release earnings for its fourth quarter after the closing bell on Thursday, Feb. 12.Expedia investors may be eyeing potential gains from the company's dividends. Currently, the company has an annual dividend yield of 0.68%, which is a quarterly dividend amount of 40 cents per share ($1.60 a year).  So, how can investors exploit its dividend yield to pocket a regular $500 monthly?To earn $500 per month or $6,000 annually from dividends alone, you would need an investmen ...

Core Insights - Expedia Group and Affirm have announced an expanded multi-year partnership, making Affirm the exclusive provider of BNPL installment payment methods for lodging and packages across Expedia, Hotels.com, and Vrbo [1] - The partnership will also extend to Canadian travelers on select properties in the near future [1] Payment Options - Eligible travelers can receive real-time approval decisions and choose customized monthly payment plans of up to 24 months when shopping for hotels and packages [2] - In the US, eligible travelers can access 0% APR offers on three- or six-month plans [2] Strategic Vision - The partnership aims to empower travelers by providing clarity and confidence in payment options, enhancing their ability to plan meaningful experiences [3] - The integration of payment choice and transparency is becoming increasingly important in the booking experience, especially with the rise of AI-powered tools [3] Market Position - Affirm has been a partner of Expedia Group for a decade, indicating a long-standing relationship that adapts to changing consumer preferences regarding payment methods [4] - Expedia Group is part of a network of nearly 420,000 merchants globally that trust Affirm for flexible payment options, including major brands like Amazon and Costco [4]

Core Insights - Affirm Holdings, Inc. and Expedia Group, Inc. have expanded their travel payment partnership, making Affirm the exclusive Buy Now, Pay Later option for lodging and packages on major travel brands [1] Group 1: Expanded US Coverage - Under the new agreement, Affirm's installment payment option will be the only Buy Now, Pay Later method for travelers booking hotels and vacation packages on Expedia, Hotels.com, and Vrbo in the U.S. [2] - Eligible customers will receive real-time approval decisions and customized monthly payment plans that can extend up to 24 months [2] - Affirm plans to expand its Buy Now, Pay Later service to Canadian travelers on select properties in the near future [2] Group 2: Payment Options - In the U.S., eligible buyers can select three- or six-month plans with 0% APR, with no compounding interest or late fees, and all terms are visible before checkout [3] - The Vice President of Global Payments at Expedia Group emphasized that clear payment choices help individuals pursue meaningful travel experiences [3] Group 3: Adapting to New Booking Habits - Expedia Group is evolving consumer trip planning with tools like AI-powered itinerary discovery, which integrates payment decisions earlier in the booking process [4] - The Senior Vice President of Revenue at Affirm noted that travelers are now considering payment options alongside their destination choices, reflecting the integration of payment flexibility in modern trip planning [4] - Affirm collaborates with nearly 420,000 merchants globally, including major retail brands, to enhance customer access and increase average order value for businesses [5]

Group 1 - A variety of roles will be impacted, including product managers, software development engineers, user experience designers, data engineers, content designers, and others [1]

Core Insights - The stock market experienced a significant increase as Wall Street enters a crucial week for fourth-quarter earnings, with major tech companies like Apple, Meta, Microsoft, and Tesla set to report their quarterly results [1] Group 1: Market Outlook - The long-term outlook for stocks is expected to remain bullish through 2026, driven by improving earnings across all sectors, marking the first time since 2018 that all 16 Zacks sectors are projected to expand their earnings [2] - Investors are encouraged to continue purchasing stocks in early 2026, focusing on those that have already performed well in 2025 rather than on underperforming stocks [3] Group 2: Stock Screening Strategy - A screening method using the Research Wizard identifies Zacks Rank 1 (Strong Buy) stocks, narrowing down to those with upward price momentum and trading within 20% of their 52-week highs [5][6] - The screening criteria include a PEG ratio of less than or equal to 1, a Price/Sales ratio of less than or equal to 3, and a percentage change in price over the last 12 weeks [10] Group 3: Company Spotlight - Expedia Group, Inc. (EXPE) - Expedia is highlighted as a strong long-term growth stock, benefiting from a booming travel market, with a reported 7% growth in 2024 and an average revenue growth of 37% from 2021 to 2023 [11] - The company is projected to grow its adjusted earnings by 27% in 2025 and 20% in 2026, increasing from $12.11 in 2024 to $18.39 in 2026, with revenue expected to reach $15.56 billion in FY25 and FY26 [14] - EXPE stock has increased by 55% over the past 12 months, with a notable 434% rise over the past 15 years, and a recent pullback of 10% presents a buying opportunity [15]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investments, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors [1] - The trend of investing in blue-chip companies initially has evolved into a broader strategy that includes various industries and market capitalizations [1] Knowledge Sharing - The decision to write for Seeking Alpha indicates a commitment to sharing insights and gaining knowledge, which can enhance investment strategies and market understanding [1]