Core Insights - Expedia Group (EXPE) is set to report its second-quarter 2025 results on August 7, with expected revenues of $3.71 billion, reflecting a 4.39% increase year-over-year, and earnings estimated at $4.14 per share, indicating a 17.95% rise from the previous year [1][3]. Financial Performance Expectations - The Zacks Consensus Estimate for EXPE's second-quarter 2025 revenues is $3.71 billion, a 4.39% increase from the same quarter last year [1]. - The consensus for earnings is $4.14 per share, which is a $0.01 increase over the past 30 days and represents a 17.95% increase year-over-year [1]. Recent Performance Trends - EXPE has surpassed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average surprise of 5.48% [2]. - The company anticipates gross bookings growth of 2-4% and revenue growth of 3-5%, with a one-point benefit from the Easter shift and a two-point foreign exchange headwind [3][9]. Market Dynamics - The performance in the second quarter is expected to be influenced by ongoing challenges in the U.S. market, resilience in international markets, and cost optimization efforts [3]. - Domestic travel softness and reduced inbound flows may have impacted B2C performance due to EXPE's significant U.S. market exposure [4]. Segment Performance - The B2B segment is expected to be a key growth driver, likely maintaining double-digit momentum supported by expanded partnerships and strength in the APAC region [5]. - Advertising revenues are projected to show robust growth, aided by increased partner participation and new advertising solutions, with AI-driven tools enhancing platform adoption [6]. Operational Efficiency - Management expects adjusted EBITDA margin expansion of 75-100 basis points year-over-year, driven by operational efficiency initiatives and cost discipline measures, including restructuring actions affecting approximately 4% of employees [7].

Core Insights - Airbnb (ABNB) is set to release its second-quarter 2025 results on August 6, with expected revenues between $2.99 billion and $3.05 billion, indicating a year-over-year growth of 9-11% [1][9] - The Zacks Consensus Estimate for second-quarter revenues stands at $3.04 billion, reflecting a growth of 10.45% year over year [1][2] Revenue and Earnings Expectations - The consensus estimate for earnings is currently at 93 cents per share, revised upward by a penny in the last 30 days, representing an 8.14% increase from the previous year's quarter [2] - Airbnb has a mixed earnings surprise history, missing the Zacks Consensus Estimate in three of the last four quarters and beating it once, with an average surprise of 3.38% [2] Factors Influencing Q2 Performance - The favorable timing of Easter in April is expected to have contributed approximately 2 percentage points to revenue growth, alongside an increase in Nights and Experiences, particularly driven by high demand in Latin America [3][9] - However, softness in the U.S. market is anticipated to result in flat year-over-year growth in Average Daily Rate due to broader economic uncertainties [4] Currency and Market Dynamics - Easing foreign exchange headwinds, particularly the weakening of the U.S. dollar against the euro, is likely to have provided a slight positive impact on revenues, although ongoing currency pressures in Latin America may limit this effect [5] - The rollout of new features and updates, such as Guest Favorites, has led to over 350 million nights booked by May, positively impacting Q2 performance [6] Financial Metrics - Adjusted EBITDA is expected to have increased year over year, but its margin is projected to be flat to slightly down due to faster growth in marketing expenses related to new initiatives [7] - A modest positive impact on revenues is anticipated from the Summer Release event held on May 13 [7] Earnings Prediction Model - According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a moderate likelihood of an earnings beat [8][10]

When a company consistently hits its targets, what happens when expectations are set even higher? As Airbnb Inc ABNB prepares to reveal its second-quarter results, analysts are quietly optimistic about a surprise performance that could sway investors' views. Airbnb is likely to post "a modest beat" in its second-quarter results, given third-party data and stable nights growth reported by Booking Holdings Inc BKNG, according to BofA Securities. The Airbnb Analyst: Analyst Justin Post reaffirmed a Neutral rat ...

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Estimate Revisions Trend The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. The market expects TripAdvisor (TRIP) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a po ...

Core Viewpoint - Tuniu Corporation, a leading online leisure travel company in China, is set to release its unaudited financial results for Q2 2025 on August 15, 2025, before market opening [1]. Group 1: Financial Results Announcement - Tuniu plans to announce its unaudited financial results for the second quarter ended June 30, 2025, on August 15, 2025 [1]. - The earnings conference call will take place at 8:00 am U.S. Eastern Time on the same day [1]. Group 2: Conference Call Details - Listeners can access the earnings call through various dial-in numbers, including US, Hong Kong, Mainland China, and international lines [2]. - A telephone replay will be available one hour after the call until August 22, 2025, with specific dial-in details provided [2]. - A live and archived webcast of the conference call will be accessible on Tuniu's investor relations website [2]. Group 3: Company Overview - Tuniu Corporation is recognized as a leading online leisure travel company in China, offering a wide range of integrated travel services, including packaged tours and travel-related services [3]. - The company provides one-stop leisure travel solutions through its online platform and offline service network, which includes customer service representatives and retail stores [3].

Core Insights - Booking Holdings (BKNG) reported Q2 2025 earnings of $55.4 per share, exceeding the Zacks Consensus Estimate by 8.82% and reflecting a 32.2% year-over-year increase [1] - Revenues reached $6.8 billion, surpassing the Zacks Consensus Estimate by 3.56%, marking a 16% year-over-year growth, with a 12% increase on a constant-currency basis [2] - Adjusted EBITDA rose 28% year over year to approximately $2.4 billion, exceeding guidance by 12 percentage points, with an adjusted EBITDA margin expansion of 330 basis points to 35.6% [12] Revenue Breakdown - Merchant revenues accounted for $4.46 billion (65.6% of total revenues), up 29.3% year over year [4] - Agency revenues were $2.04 billion (30.1% of total revenues), down 4.7% year over year [4] - Advertising & Other revenues totaled $297 million (4.4% of total revenues), increasing by 10.4% year over year [4] Operational Highlights - Room nights reached 309 million, a 7.7% year-over-year increase, driven by strong growth in Europe and Asia [5] - Alternative accommodations listings grew to approximately 8.4 million, an 8% year-over-year increase, with a 10% rise in alternative accommodation room nights [6] - Connected Trip transactions grew by 30% year over year, representing a low double-digit percentage of total transactions [7] Expense Management - Marketing expenses increased by 10.3% year over year, accounting for 4.6% of gross bookings, slightly lower than the previous year's 4.7% [8][9] - Sales and other expenses as a percentage of gross bookings remained at 1.9%, with efficiencies in customer service offsetting higher payment expenses [10] Financial Position - As of June 30, 2025, cash and investments totaled $18.2 billion, up from $16.1 billion at the end of Q1 2025, reflecting $3.1 billion in free cash flow [13] - Total debt decreased to $18.47 billion from $16.02 billion as of March 31, 2025 [13] Future Guidance - For Q3 2025, room night growth is expected between 3.5% and 5.5%, with gross bookings projected to grow 8-10% [15] - Full-year 2025 anticipates low double-digit growth in gross bookings and revenues, with adjusted EBITDA expected to increase in the mid-teens [16]

Market Overview - The S&P 500 and Nasdaq reached intra-day record highs but closed in the red, with the Dow down 204 points (-0.46%), S&P 500 down 18 points (-0.30%), Nasdaq down 80 points (-0.38%), and Russell 2000 down 13 points (-0.61%) [1] - Trade deals are progressing but lack the strength to drive the market higher, with Q2 earnings showing some weaknesses outside of Big Tech [2] Federal Reserve Policy - A new announcement on Fed policy is expected, with the current interest rate of 4.25-4.50% likely to remain unchanged for the fifth consecutive FOMC meeting [3] - Some analysts anticipate dissent among Fed members regarding the need for rate cuts despite current unemployment at +4.1% and inflation at +2.7% [3] Earnings Reports - **Starbucks (SBUX)**: Reported Q3 earnings of $0.50 per share, missing the consensus of $0.65, attributed to a one-time charge of $0.11. Revenues were $9.50 billion, exceeding expectations of $9.30 billion. Same-store sales fell -2% compared to a -1.3% consensus [4][5] - **Visa (V)**: Reported earnings of $2.98 per share, beating expectations of $2.86, with revenues of $10.2 billion surpassing the $9.87 billion forecast. Despite strong performance, shares fell -3% in after-hours trading [6] - **Booking Holdings (BKNG)**: Reported Q2 earnings of $55.40 per share, exceeding the $50.59 estimate, with revenues of $6.8 billion above the $6.56 billion consensus. Gross bookings reached $46.7 billion [7] - **Mondelez (MDLZ)**: Reported earnings of $0.73 per share, beating estimates by $0.05, with revenues of $8.98 billion exceeding the $8.88 billion expectation. The company faced challenges from rising cocoa prices and tariffs [8] Upcoming Market Events - The earnings season is expected to peak with reports from major companies like Microsoft and Meta Platforms, along with others such as Ford and Qualcomm [9] - Private-sector payroll data from ADP is anticipated, with a consensus of +64K jobs for July, following a previous decline of -33K [10] - Q2 GDP is projected to rebound to +2.3% from Q1's -0.5%, influenced by tariff policies and economic outlook improvements [10]

Q2 2025 Earnings Presentation July 29, 2025 Disclaimer Disclosure Regarding Forward-Looking Statements This presentation contains forward-looking statements including regarding our outlook. These forward-looking statements reflect the views of Booking Holdings Inc.'s (the "Company" or "Booking Holdings" or "BKNG") management regarding current expectations and projections about future events and conditions and are based on currently available information and current foreign currency exchange rates. Forward-l ...

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