Expedia publishes transcript of Q1 2026 earnings call
Expedia Group
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- Expedia Group Q1 2026 earnings call drew CEO Ariane Gorin, CFO Scott Schenkel, VP investor relations Rob Bevegni; analysts included Morgan Stanley, Goldman Sachs, Bank of America, Oppenheimer, Wells Fargo, TD Cowen, Cantor Fitzgerald, Rothschild & Co Redburn, B. Riley, Melius Research.
- Gross bookings rose 13% to 35.5 billion; revenue increased 15% to USD 3.4 billion; adjusted EBITDA reached USD 542 million for 15.8% margin, nearly 6 points higher.
- Management flagged March volatility tied to Mexico travel advisories, Middle East conflict; cancellations normalized in April, bookings improved, but outlook assumed continued volatility.
- Q2 guidance called for gross bookings growth of 7%-9%, revenue growth of 9%-11%; full-year outlook reiterated at 6%-8% bookings growth, 6%-9% revenue growth, EBITDA margin expansion of 100-125 basis points with expectation to land at high end.
- Uber named exclusive hotel partner in a US-first rollout; board authorized new USD 5 billion share repurchase program; CFO transition set with Derek Andersen to succeed Schenkel.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Expedia Group Inc. published the original content used to generate this news brief on May 08, 2026, and is solely responsible for the information contained therein.
