EXPE Expedia Group Inc.

Expedia Group Q2 2020 Earnings Transcript and Recording Available on Company’s IR Site

Expedia Group, Inc. (NASDAQ: EXPE) experienced technical difficulties today with the webcast portion of its second quarter earnings call due to a webcast provider outage. In addition to the earnings release, the call transcript and recording are now available on our website at . We apologize for any inconvenience.

About Expedia Group

Expedia Group (NASDAQ: EXPE) helps knock down the barriers to travel, making it easier, more enjoyable, more attainable and more accessible. We are here to bring the world within reach for customers and partners around the globe. We leverage our platform and technology capabilities across an extensive portfolio of businesses and brands to orchestrate the movement of people and the delivery of travel experiences on both a local and global basis. Our family of travel brands includes: Brand Expedia®, Hotels.com®, Expedia® Partner Solutions, Vrbo®, Egencia®, trivago®, HomeAway®, Orbitz®, Travelocity®, Hotwire®, Wotif®, ebookers®, CheapTickets®, Expedia Group™ Media Solutions, Expedia Local Expert®, CarRentals.com™, Expedia® CruiseShipCenters®, Classic Vacations®, Traveldoo®, VacationRentals.com and SilverRail™.

© 2020 Expedia, Inc., an Expedia Group company. All rights reserved. Trademarks and logos are the property of their respective owners. CST: 2029030-50

EN
31/07/2020

Underlying

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Reports on Expedia Group Inc.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Consumers Still Traveling; Neutral, $260 PT

Figure 1. 4Q25 ResultsSource: Company reports, Wedbush Estimates, Visible Alpha ConsensusExpedia reported strong 4Q results with gross bookings and adj. EBITDA well ahead of estimates. Room night growth in the quarter of +8.8% Y/Y (94mm) was above St. estimates by ~130bps. Gross bookings of $27.0B

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Agents Work, Humans Travel; Neutral, $130 PT

Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusAirbnb reported strong 4Q results and provided a healthy outlook for 1Q. Nights and Experiences booked growth in 4Q of +15.9% Y/Y was ~560bps above Street estimates. Revenue and adj. EBITDA were ahead of expectations

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

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