Highest-materiality recent filing
Expedia Q2 beats: revenue $4.3B (+14%), GAAP EPS $7.16 (+188%), raises FY guidance
Gross bookings $33.9B (+12% YoY); B2B bookings +21%, B2C +8%; room nights +6%.
Expedia stockholders re-elect all 11 directors; say-on-pay and auditor ratified
All three common stock nominees elected with ~92.2M votes each; ~1.5M withheld per nominee.
Expedia Q1: bookings +13%, revenue +15%, Adj. EBITDA +83%; beats guidance
GAAP net loss narrowed to $6M from $200M YoY; Adj. EPS $1.96 vs $0.40 (+386%).
Expedia Group appoints Derek Andersen as CFO, succeeding Scott Schenkel
Scott Schenkel steps down as CFO effective May 11, 2026; departure not due to any disagreement.
Expedia issues $1B of 5.500% Senior Notes due 2036; net proceeds ~$986M
$1,000,000,000 aggregate principal of 5.500% Senior Notes due April 15, 2036, issued April 10, 2026.
Expedia enters $2.5B revolver, terminates prior facility, releases subsidiary guarantees on notes
New $2.5B unsecured revolving credit facility matures March 27, 2031; no loans drawn at closing.
Expedia Group Q4 revenue up 11% to $3.55B, beats guidance; raises dividend 20%
Q4 revenue $3,547M (+11%), adjusted EBITDA $848M (+32%), both exceeded guidance.
Expedia irrevocably elects cash settlement for 0% convertible notes due 2026
Company fixed settlement method to cash for its 0.00% Convertible Notes due 2026, effective for conversions on or after Nov 12, 2025.
Expedia beats Q3 forecasts; revenue $4.41B, Adj. EPS $7.57, raises full-year guidance
GAAP net income $959M (+40%), diluted EPS $7.33 (+45%); Adjusted net income $962M (+19%), Adj. EPS $7.57 (+23%).
Expedia Q2 revenue $3.79B (+6% YoY), adjusted EPS $4.24 (+21%), raises full-year guidance
Revenue $3.79B (+6% YoY), gross bookings $30.4B (+5%), room nights up 7%.
All 11 director nominees elected; highest withhold votes for Barry Diller (28.2M) and Craig Jacobson (35.1M).
Expedia Q1 revenue $2.99B (+3%), adjusted EPS $0.40 (+90%); net loss widens to $200M
Q1 revenue $2.99B (+3% YoY); gross bookings $31.45B (+4%); B2B rev +14%, Advertising +20%.
Expedia Group closes $1B offering of 5.400% Senior Notes due 2035
$1B aggregate principal amount of 5.400% Senior Notes due Feb 15, 2035 issued at 99.316% of par.
Expedia Q4 revenue up 10% to $3.18B, reinstates $0.40 quarterly dividend
Q4 revenue $3,184M (+10% YoY); net income $299M (+124%); diluted EPS $2.20 vs $0.92.
Expedia appoints Scott Schenkel as CFO effective after FY2024 10-K filing
Scott Schenkel named CFO; assumes role day after FY2024 10-K filing (expected ~Feb 7, 2025).
Expedia Q3 beats expectations; CFO Julie Whalen to step down by Feb 2025
Room nights grew 9% YoY to 97.4M; Brand Expedia mid-teens growth. Gross bookings $27.5B (+7%).
Expedia Group Vice Chairman Peter Kern departs board effective Sept 10, 2024
Peter Kern's service as Vice Chairman ended and he resigned from the Board on September 10, 2024.
Expedia Group CEO to present B2B overview at Deutsche Bank conference; no material new information
CEO Ariane Gorin participates in fireside chat at Deutsche Bank 2024 Technology Conference on Aug 29, 2024 at 5:45pm ET.
Expedia Q2 revenue $3.56B +6%, room nights +10%; warns of slower July, adjusts outlook
Q2 revenue $3.56B (+6% YoY), net income $386M, diluted EPS $2.80.
Expedia annual meeting elects 13 directors; Khosrowshahi tops withheld votes
Elected 13 directors: 4 common stock nominees (Banerjee, Dubugras, Menendez Cambo, Wang) and 9 combined nominees.
Expedia Q1 rev $2.9B (+8%), net loss $135M, cuts FY guidance to mid-high single-digit growth
Revenue $2.889B (+8% YoY); adjusted EBITDA $255M (+38%), margin expansion 191 bps.
Expedia Group commits to 1,500 job cuts; expects $80M-$100M in restructuring charges
Workforce reduction of approximately 1,500 employees; communication of actions began February 26, 2024.
Expedia Q4 revenue up 10% to $2.89B; Gorin named CEO effective May 2024
Q4 revenue $2,887M (+10% YoY); GAAP EPS $0.92 (down 17%), adjusted EPS $1.72 (+37%).
Expedia Group amends bylaws to tighten stockholder nomination and proposal rules
New notice window: proposals/nominations must be delivered 90-120 days before annual meeting.
Expedia Q3 record revenue $3.9B (+9%); adj. EBITDA $1.2B (+13%); new $5B buyback
Q3 revenue $3.93B (+9% YoY), record; net income $425M (-12% YoY); diluted EPS $2.87 (-3%).
Expedia Q2 net income $385M vs $185M loss, revenue $3.4B record, adjusted EBITDA $747M +15%
Net income $385M (diluted EPS $2.54) vs loss of $185M (loss per share $1.17) in Q2 2022.
Expedia board changes: Altman resigns, Wang joins; share increase approved
Samuel Altman resigned from the Board effective June 1, 2023, to focus on other interests; no disagreement.
Expedia Q1 revenue record $2.7B (+18% YoY); net loss $145M, adjusted EBITDA up 7%
Gross bookings $29.4B (+20% YoY); record lodging bookings $21.1B.
Expedia expands board to 12, elects Moina Banerjee as director and audit chair
Board expanded from 11 to 12 members; M. Moina Banerjee elected to fill new directorship.
Expedia full year net income $352M vs 2021 loss; Q4 revenue up 15% but profit down 36%
Full year 2022 GAAP net income $352M vs loss of $269M in 2021; adjusted net income up >300%.
Expedia reports record Q3 revenue and adjusted EBITDA; net income $482M, EPS $2.98
Revenue $3.62B, up 22% YoY; record quarterly revenue.
Expedia elects Henrique Dubugras to board; continues to cure audit committee independence gap
Henrique Dubugras, co-CEO of Brex, elected to Expedia board effective Oct. 27, 2022, filling vacancy from Susan Athey's June resignation.
Expedia appoints Julie Whalen CFO, reports Nasdaq compliance lapse
Eric Hart resigns as CFO/CSO effective Sept 26, 2022; stays through Oct 1 for transition.
Expedia to buy back $500M of 2.950% notes due 2031 at $835.70 per $1,000
Tender offer to purchase up to $500M of 2.950% notes due 2031 and 3.25% notes due 2030.
Expedia launches tender offers to buy back up to $500M of senior notes due 2030/2031
Tender offers for up to $500M aggregate principal of 2.950% notes due 2031 and 3.25% notes due 2030.
Expedia Q2 revenue $3.2B (+51% YoY); adjusted EBITDA $648M, record lodging bookings
Revenue $3.18B, up 51% YoY and 1% vs Q2 2019; highest Q2 revenue and adjusted EBITDA on record.
Director Susan Athey resigned effective June 21, 2022; no disagreement with company or board.
Expedia Group posts investor presentation for Cowen conference; no material new info disclosed
Company posted an Investor Presentation on June 1, 2022 for use at the Cowen 50th Anniversary TMT Conference.
Expedia Group to redeem $1.0B of senior notes due 2023 and 2024
Redeems $500M of 3.600% Senior Notes due 2023 on May 30, 2022.
Expedia Q1 net loss narrows to $122M; revenue $2.25B, gross bookings up 58%
Revenue $2.249B (+81% YoY); gross bookings $24.4B (+58% YoY, -17% vs Q1 2019).
Expedia Group enters $2.5B revolving credit facility, maturing April 2027
New $2.5B unsecured revolving credit facility replaces two prior credit agreements from May and August 2020.
Expedia Q4 net income $276M, adjusted EBITDA $479M (record Q4); revenue up 148% YoY
Net income $276M vs loss $412M YoY; diluted EPS $1.70, adjusted EPS $1.06.
Expedia Q3 net income $362M, revenue $2.96B up 97% YoY, nearly matches 2019 levels
Net income of $362M ($2.26 diluted EPS) vs loss of $221M in Q3 2020.
Expedia Group closes sale of Egencia to American Express Global Business Travel
Expedia Group completes sale of Egencia (digital travel management platform) to GBT on Nov 2, 2021.
Expedia redeems all Series A Preferred from Silver Lake/Apollo; director Greg Mondre resigns
Redeemed all outstanding Series A Preferred Stock at 103% of $1,000 liquidation preference plus accrued dividends, using cash on hand.
Expedia Q2 revenue surges 273% to $2.1B; net loss narrows to $301M from $753M
Revenue $2,111M, up 273% YoY; gross bookings $20.8B, up 667%.
On November 7, 2024, Ms. Whalen resigned as a member of the Board of Directors of the Company, effective immediately.
On September 10, 2024, the Board of Directors (the “ Board ”) of Expedia Group, Inc. (the “ Company ”) and the Company’s Vice Chairman and Board member, Mr. Peter Kern, agreed, given the speed and success of the Company’s recent management transition, that Mr. Kern’s service as Vice Chairman would end effective as of that date.
The Company also announced that the Board had approved the expansion of its size from 12 to 13 members and the election of Ms. Gorin to fill the newly-created directorship, each effective as of February 12, 2024
On February 8, 2024, Expedia Group announced the appointment of Ariane Gorin, President of Expedia for Business, to serve as the Company’s Chief Executive Officer, succeeding Peter Kern.
the appointment will be effective as of May 13, 2024 (the “ Transition Date ”), after which Mr. Kern will continue to serve as the Company’s Vice Chairman and as a member of the Company’s Board of Directors
On May 31, 2023, following a recommendation from its Nominating Committee, the Board, including all remaining directors elected by holders of the Company’s common stock only, elected Alexandr Wang to fill the vacancy created by Mr. Altman's resignation.
Effective as of June 1, 2023, Samuel Altman resigned from the Expedia Group, Inc. (the “Company”) Board of Directors (the “Board”).
On February 16, 2023, following a recommendation from the Nominating Committee of the Board of Directors (the “ Board ”) of Expedia Group, Inc. (the “ Company ”), the Board (i) expanded the size of the Board from 11 to 12 members, (ii) elected M. Moina Banerjee to fill the newly-created directorship, and (iii) appointed Ms. Banerjee to serve as Chair of the Company's Audit Committee.
On October 27, 2022, the Board, (including a majority of the directors elected by holders of the Company’s common stock and Class B common stock, voting as a single class) elected Henrique Dubugras to fill the vacancy created by Ms. Athey’s resignation, effective immediately
Mr. Hart will remain as the Company’s Chief Financial Officer and Chief Strategy Officer until September 26, 2022
On September 13, 2022, Julie Whalen was appointed by the Company as the Company’s Executive Vice President and Chief Financial Officer, effective as of September 26, 2022.
On June 21, 2022, Susan Athey informed Expedia Group, Inc. (the " Company ") of her intention to resign from the Company's Board of Directors, effective immediately.
Max materiality 0.85 · Median 0.68 · Most common event earnings