Expedia Group, Inc. (EXPE) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call highlights robust financial performance with a 15% increase in revenue, 25% rise in net income, and 20% growth in adjusted EBITDA. Despite increased operating expenses, these results, coupled with strong gross bookings growth, indicate effective cost management and high demand. The absence of negative elements in the Q&A further supports a strong positive sentiment, suggesting a likely stock price increase over the next two weeks.
Key Financial Performance
Revenue Revenue for Q1 2026 was $3.2 billion, up 15% year-over-year, driven by strong growth in bookings and increased travel demand.
Net Income Net income was $250 million, a 25% increase year-over-year, attributed to operational efficiencies and cost management.
Adjusted EBITDA Adjusted EBITDA came in at $600 million, representing a 20% growth year-over-year, due to higher revenue and improved margins.
Gross Bookings Gross bookings reached $25 billion, up 18% year-over-year, fueled by higher travel activity and customer acquisition.
Operating Expenses Operating expenses were $2.5 billion, a 10% increase year-over-year, primarily due to investments in technology and marketing.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Alex Brignall
Ariane Gorin
Brian Nowak
Brignall Rothschild
Cantor Fitzgerald
Co Redburn
Deepak Mathivanan
Director Scott
Division Alex
Division Conor
Division Deepak
Division Eric
Division Jed
Division Kenneth
EDT day
Eric Sheridan
Fitzgerald Co
Gorin CEO
Inc Research
Jed Kelly
Kelly Oppenheimer
Kenneth Gawrelski
Kevin Kopelman
LLC PM
Mathivanan Cantor
Morgan Stanley
Nowak Morgan
Officer Brian
PM EDT
Research Division
EXPE Transcript
Expedia Group, Inc. (EXPE) Presents at 2026 Evercore Global TMT Conference Transcript
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Expedia Group, Inc. (EXPE) Q1 2026 Earnings Call Transcript
Positive5-8
The earnings call highlights robust financial performance with a 15% increase in revenue, 25% rise in net income, and 20% growth in adjusted EBITDA. Despite increased operating expenses, these results, coupled with strong gross bookings growth, indicate effective cost management and high demand. The absence of negative elements in the Q&A further supports a strong positive sentiment, suggesting a likely stock price increase over the next two weeks.
Expedia Group, Inc. (EXPE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Neutral3-3
Expedia Group, Inc. (EXPE) Q4 2025 Earnings Call Transcript
Positive2-12
The earnings call summary and Q&A reveal positive aspects: raised full-year guidance, strong financial metrics, and optimistic outlooks in B2B growth, AI investments, and advertising. Despite unclear responses on some specifics, the overall sentiment is positive, supported by a significant adjusted EPS growth and strong free cash flow. These factors suggest a likely positive stock price movement in the short term.
EXPE Slides
EXPE Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
