UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________ Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-37429 _______________________________________________ EXPEDIA GROUP, INC. (Exact name of regist ...

财务业绩 - Expedia计划在2月8日星期四公布其财政第四季度业绩[1] - 预计Expedia的股票价格可能会下降，收入和盈利可能略低于共识预期[1] - B2B部门的表现优于Expedia的零售部门，推动了利润率的提高[1] - Expedia的股价在过去六个月上涨了43%，目前的市盈率为28倍，高于同行和历史平均市盈率[1] 股价表现 - Expedia股票从2021年初的130美元水平上涨了20%，但波动性较大[2] - 预测显示Expedia的估值为每股109美元，比当前市场价格低29%[2] 2023年第四季度预测 - 预计Expedia的2023年第四季度营收略低于共识预期，预计为27亿美元[3] - 预计Expedia的2023年第四季度每股收益将略低于共识预期，预计为1.60美元[4] 估值分析 - 根据Expedia的估值，2023财年每股收益约为9.56美元，对应的市盈率约为11.4倍，估值为109美元，比当前市场价格低29%[5]

Investors are always looking for stocks that are poised to beat at earnings season and Expedia Group, Inc. (EXPE) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Expedia Group is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty ...

Expedia Group, Inc. (EXPE) is scheduled to report its fourth-quarter 2023 results on Feb 8.For the to-be-reported quarter, the Zacks Consensus Estimate for revenues is pegged at $2.88 billion, suggesting growth of 10% from the year-ago quarter’s reported figure.Further, the consensus mark for earnings stands at $1.67 per share, suggesting growth of 32.5% from the figure reported in the year-ago quarter.Let’s see how things have shaped up for the upcoming announcement.Key Factors to NoteSolid momentum in boo ...

2024 is shaping up to be an exciting year for stock markets. The US economy is strengthening, as the recent payroll numbers suggest. As such, it could be an interesting year for cyclical stocks like Expedia Group Plc. (NASDAQ:EXPE). The stock is up 27% in the past year, and there are indications that the positive momentum could continue.Cyclical stocks move with the state of the economy. The gain in value during economic expansions and fall during challenging times. As a travel technology company, Expedia f ...

财务表现 - 分析师预计Expedia（EXPE）将在即将发布的季度报告中每股盈利为1.67美元，同比增长32.5%[1] - 预计收入将达到28.8亿美元，同比增长10%[1] - 'B2C收入'预计将达到20.3亿美元，同比增长8.1%[7] - '住宿服务类型收入'预计将达到22.8亿美元，同比增长13.2%[8] - 'B2B收入'预计将达到7.849亿美元，同比增长16.1%[9] - 'Expedia集团收入（不包括trivago）'预计将达到28.1亿美元，同比增长10.2%[10] - 'Trivago收入'预计将达到7974万美元，同比下降24.8%[11] - '国际收入'预计将达到10.5亿美元，同比增长17%[12] - '美国国内收入'预计将达到18.4亿美元，同比增长6.9%[13] 预订情况 - '代理商总预订额'预计将达到96.4亿美元，较去年同期的94.7亿美元有所增长[14] - '商家总预订额'预计将达到122.4亿美元，较去年同期的110.4亿美元有所增长[14] - '总预订额'预计将达到218.7亿美元，较去年同期的205.1亿美元有所增长[15] - '入住房间夜数'预计将达到79，较去年同期的75有所增长[16] - '入住房间夜数增长率'预计将达到9.1%，较去年同期的19%有所下降[17]

分析师预测 - 分析师们对Expedia未来盈利前景持乐观态度，预计每股收益为1.67美元，同比增长32.5%，收入预计为28.8亿美元，同比增长10%[4] - 分析师们最近对本季度的盈利预期进行了3.94%的上调，反映了他们对初始预期的重新评估[5] - Zacks Earnings ESP模型比较了最准确的估计值和Zacks共识估计值，预计Expedia的盈利将超出预期，Earnings ESP为+5%[8] 公司表现 - Expedia在过去四个季度中，两次超过了共识每股收益预期[14] 股价影响 - 如果关键数据超过预期，Expedia的股价可能会上涨；反之，如果未达预期，股价可能会下跌[2] - 股价的涨跌不仅仅取决于盈利是否超出预期，还受其他因素影响，投资者应该综合考虑各方面因素[15]

Expedia (EXPE) ended the recent trading session at $145.66, demonstrating a -1.96% swing from the preceding day's closing price. This change lagged the S&P 500's 0.22% gain on the day. Elsewhere, the Dow gained 0.36%, while the tech-heavy Nasdaq added 0.32%.Heading into today, shares of the online travel company had lost 4.34% over the past month, lagging the Retail-Wholesale sector's gain of 0.36% and the S&P 500's gain of 1.61% in that time.The investment community will be closely monitoring the performan ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Expedia (EXPE) , which belongs to the Zacks Internet - Commerce industry.This online travel company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.81%.For the most recent quarter, Expedia was expected to post earnings of $5.15 per share, but it re ...

财务数据和关键指标变化 - 第三季度收入创历史新高,达39亿美元,同比增长9% [31][35] - 第三季度EBITDA创历史新高,达12亿美元,同比增长13%,EBITDA利润率达30.8%,同比提升110个基点 [40] - 第三季度总预订量达257亿美元,同比增长7%,连续加速 [32][33] - 第三季度酒店预订量创历史新高,同比增长8% [32][33] 各条业务线数据和关键指标变化 - B2B业务第三季度收入同比增长26%,保持强劲增长 [15][37] - B2C业务第三季度收入同比增长,增速较上季度加速400个基点 [17][35] - 保险和租车业务受疫情后行业变化影响,但已不再是拖累 [35] 各个市场数据和关键指标变化 - 北美和欧洲需求保持稳定,亚太和拉美地区增长更快 [11] - 中国市场入境游客数量仍未恢复至疫前水平,但B2B业务在中国市场保持强劲增长 [95][96] 公司战略和发展方向及行业竞争 - 完成Vrbo全球应用程序迁移,标志着公司多年转型工作的最后一步 [13][49][50] - 推出One Key统一会员计划,已吸引8200万会员,新会员增长34% [18][19][20] - 加大产品和技术创新,推出多项提升用户体验的新功能 [22][23][24][25][26] - 未来将加快全球扩张,重点发展高价值客户,提升效率和盈利能力 [27][28][55][56][57][58][59] 管理层对经营环境和未来前景的评论 - 总体旅游需求保持稳定,价格也基本保持平稳 [11] - 关注中东地区局势升级可能对全球旅游产生影响 [12] - 对2024年的业务增长和盈利能力充满信心,将重点聚焦于增长、创新和效率 [27][28][55][56][57] 问答环节重要的提问和回答 问题1 **Eric Sheridan 提问** Vrbo在One Key计划中的作用和增长前景 [48] **Peter Kern 回答** Vrbo将通过One Key计划获得更多增长动力,包括提升产品体验、吸引更多高价值客户等 [49][50][51] 问题2 **Lee Horowitz 提问** 公司对2024年业务增长信心的来源 [54] **Peter Kern 回答** 公司有信心通过完成技术转型、One Key计划推广等,在自身能力上获得大幅提升,从而推动业务加速增长 [55][56][57][58][59] 问题3 **Naved Khan 提问** Vrbo网站迁移的进展及成果 [66][67] **Peter Kern 回答** Vrbo网站迁移正在进行中,已经开始应用之前在Expedia和Hotels.com上验证过的最佳功能,预计将提升转化率 [67][68][69]