Industry revenues:

• Accommodations: approx. 70%
• Flights: approx. 15%
• Car rentals, cruises, and activities: approx. 15%

TOP 3 markets:

• USA: approx. 55%
• Europe: approx. 25%
• Asia-Pacific: approx. 10%

Expedia Group, Inc. generates the majority of its revenues from accommodation bookings, which account for the largest share of total revenue. Flights and other travel services such as car rentals, cruises, and activities also contribute significantly.

The U.S. market is the most significant for Expedia, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they are the main sources of bookings and thus revenues.

Production: No physical production

Expedia Group, Inc. is a leading company in the field of online travel bookings and offers services such as flight bookings, hotel reservations, car rentals, and travel deals. Since Expedia is a service company, it does not produce physical products. Instead, it operates a platform that connects customers with travel providers. The "production" in the context of Expedia refers to the development and maintenance of their digital platforms and services that are used worldwide.

Revenue Growth: Estimated 8-10% annually (2025-2027)

Strategic Focus Areas:

1. Technology Investments: Expedia Group is heavily investing in improving its technological platforms to enhance user experience and simplify booking processes. This includes the use of Artificial Intelligence for personalizing offers.

2. Market Expansion: The company is focusing on entering new markets, especially in Asia and Latin America, to expand its global presence.

3. Sustainability: Expedia is increasingly focusing on sustainable travel options and collaborating with partners to offer more environmentally friendly travel alternatives.

4. Diversification of Services: In addition to traditional travel bookings, Expedia is expanding its offerings to include additional services such as destination activities and travel insurance.

These strategic initiatives aim to strengthen Expedia's market position and ensure long-term growth. By focusing on technology and sustainability, the company positions itself as an innovative market leader in the travel industry.

Raw materials/Materials: No specific raw materials

Expedia Group, Inc. is an online travel company that mainly offers travel booking services such as flights, hotels, and rental cars. Therefore, the company does not import physical raw materials or materials as is common in the manufacturing industry.

Expedia's main resources are digital platforms, data, and technologies that are used to enhance user experience and optimize booking processes. These digital resources are supported by software development and IT infrastructure that are not tied to specific importing countries.

Market Share: 12% in the online travel market (2024, estimate) EBITDA Margin: 17% (2024) Customer Satisfaction: 4.3/5 (2024, based on user ratings)

Expedia Group, Inc. has a significant competitive advantage in the online travel market, supported by a market share of about 12%. This positions the company as one of the leading providers in the industry. The EBITDA margin of 17% indicates a solid profitability, pointing to efficient operations and economies of scale.

Another advantage lies in high customer satisfaction, rated at 4.3 out of 5 points. This suggests strong customer loyalty and positive user experiences, which are crucial for future growth and market share gains.

Expedia also benefits from a wide range of products and a strong brand presence. Continuous investment in technology and innovation, such as personalized travel offers and improved user interfaces, further strengthens its competitive position.

Institutional investor share: approx. 92% (estimated for 2025 based on historical data)

Insider purchases/sales: No specific data available for 2025, but historically fluctuating.

The institutional investor share at Expedia Group, Inc. is traditionally high, indicating the trust of large investment funds and institutional investors in the company. These investors often hold a significant portion of the shares to benefit from long-term growth opportunities.

Insider purchases and sales can vary and are often dependent on individual decisions of corporate management. Historically, there have been both purchases and sales at Expedia, usually motivated by personal financial planning or strategic corporate decisions. It is advisable to consult the latest SEC filings to obtain the most up-to-date information.

Market share of Expedia Group, Inc.: 10% (estimated 2025)

Main competitors and their market shares:

1. Booking Holdings Inc.: 15%
2. Airbnb, Inc.: 12%
3. Trip.com Group Limited: 8%
4. Tripadvisor, Inc.: 5%
5. Hopper, Inc.: 4%

Moat of Expedia Group, Inc.:

Expedia Group, Inc. has a significant moat, mainly due to its strong brand recognition, wide range of travel offerings, and strategic partnerships with hotels and airlines. These factors enable Expedia to serve a large customer base and achieve high brand recall.

Compared to competitors, Booking Holdings has a stronger moat, especially due to its leading position in the European market and its extensive hotel booking platform. Airbnb has a unique moat through its offering of alternative accommodations and strong community engagement.

Trip.com and Tripadvisor also have specific strengths, such as a strong presence in Asia and a leading position in travel reviews, which help them to compete in the market.

Overall, Expedia has a solid moat, but the competition is intense, and some competitors have specific advantages that help them gain market share.

Revenue Growth: 10% (estimated for 2024) Profit Growth: 8% (estimated for 2024) Market Share in the Online Travel Market: 12% (2023)

Expedia Group, Inc. has shown solid revenue growth in recent years, which is expected to continue at around 10% in 2024. This is mainly due to the recovery of travel traffic after the pandemic and the increasing digitization in the travel sector.

The company has strengthened its market position through strategic acquisitions and partnerships, leading to a market share of about 12% in the online travel market. This positioning allows Expedia to benefit from the increasing demand for online travel bookings.

Furthermore, Expedia is investing in technology and innovation to enhance the customer experience and increase efficiency. These investments could lead to an improvement in profit margins in the long run.

Overall, Expedia Group, Inc. could be an attractive investment opportunity due to its strong market position and growth strategy, especially for investors interested in the long-term recovery and growth of the travel market.

Dividend: No payout (as of 2023)

Expedia Group, Inc. has not paid any dividends in recent years. The company has focused on investing its resources in growth strategies and improving its platforms.

The reliability of the payout is currently not relevant as no dividend policy is being pursued. Investors should rather focus on the potential for capital gains and the strategic direction of the company.