Subtext

Expedia Group, Inc. EXPE

SectorConsumer Discretionary
Transcripts73
Date range2007-05-08 – 2025-05-08
Calls charted73

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12024 Q32007 Q1 · Overall: +8.02007 Q2 · Overall: +12.62007 Q3 · Overall: +8.62007 Q4 · Overall: +6.92008 Q1 · Overall: +3.52008 Q2 · Overall: +1.02008 Q3 · Overall: +0.02008 Q4 · Overall: +5.32009 Q1 · Overall: +4.52009 Q2 · Overall: +5.42009 Q3 · Overall: +5.92009 Q4 · Overall: +9.32010 Q1 · Overall: +7.52010 Q2 · Overall: +2.62010 Q3 · Overall: +13.42010 Q4 · Overall: +7.72011 Q1 · Overall: +8.12011 Q2 · Overall: +7.32011 Q3 · Overall: +4.32011 Q4 · Overall: +0.92012 Q1 · Overall: +5.12012 Q2 · Overall: +3.02012 Q3 · Overall: +8.12012 Q4 · Overall: +8.62013 Q1 · Overall: +8.12013 Q2 · Overall: +3.32013 Q3 · Overall: +12.72013 Q4 · Overall: +10.22014 Q1 · Overall: +10.22014 Q2 · Overall: +14.12014 Q3 · Overall: +10.92014 Q4 · Overall: +5.22015 Q1 · Overall: +9.12015 Q2 · Overall: +10.42015 Q3 · Overall: +11.72015 Q4 · Overall: +5.12016 Q1 · Overall: +8.42016 Q2 · Overall: +4.42016 Q3 · Overall: +8.32016 Q4 · Overall: +9.62017 Q1 · Overall: +8.72017 Q2 · Overall: +12.22017 Q3 · Overall: +6.92017 Q4 · Overall: +5.22018 Q1 · Overall: +5.82018 Q2 · Overall: +8.42018 Q3 · Overall: +10.02018 Q4 · Overall: +10.72019 Q1 · Overall: +13.82019 Q2 · Overall: +15.02019 Q3 · Overall: +9.02019 Q4 · Overall: +5.82020 Q1 · Overall: +13.02020 Q2 · Overall: +5.62020 Q3 · Overall: +9.32020 Q4 · Overall: +10.32021 Q1 · Overall: +16.32021 Q2 · Overall: +9.92021 Q3 · Overall: +16.52021 Q4 · Overall: +15.52022 Q1 · Overall: +13.12022 Q2 · Overall: +17.62022 Q3 · Overall: +16.72022 Q4 · Overall: +13.62023 Q1 · Overall: +14.42023 Q2 · Overall: +17.32023 Q3 · Overall: +14.02023 Q4 · Overall: +18.02024 Q1 · Overall: +7.32024 Q2 · Overall: +10.22024 Q3 · Overall: +19.52024 Q4 · Overall: +16.62025 Q1 · Overall: +13.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-16+0+16+312007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12024 Q32007 Q1 · CEO: +14.52007 Q2 · CEO: +21.12007 Q3 · CEO: +14.12007 Q4 · CEO: +12.42008 Q1 · CEO: +6.72008 Q2 · CEO: +6.72008 Q3 · CEO: +0.42008 Q4 · CEO: +10.02009 Q1 · CEO: +11.32009 Q2 · CEO: +8.82009 Q3 · CEO: +12.02009 Q4 · CEO: +18.62010 Q1 · CEO: +14.22010 Q2 · CEO: +6.42010 Q3 · CEO: +21.22010 Q4 · CEO: +15.32011 Q1 · CEO: +14.52011 Q2 · CEO: +11.52011 Q3 · CEO: +9.12011 Q4 · CEO: +7.82012 Q1 · CEO: +12.32012 Q2 · CEO: +8.52012 Q3 · CEO: +13.62012 Q4 · CEO: +15.82013 Q1 · CEO: +18.92013 Q2 · CEO: +9.92013 Q3 · CEO: +24.12013 Q4 · CEO: +16.22014 Q1 · CEO: +20.92014 Q2 · CEO: +18.22014 Q3 · CEO: +18.12014 Q4 · CEO: +11.12015 Q1 · CEO: +15.92015 Q2 · CEO: +12.52015 Q3 · CEO: +19.42015 Q4 · CEO: +10.62016 Q1 · CEO: +12.32016 Q2 · CEO: +9.52016 Q3 · CEO: +15.32016 Q4 · CEO: +15.02017 Q1 · CEO: +16.32017 Q2 · CEO: +14.12017 Q3 · CEO: +12.62017 Q4 · CEO: +14.82018 Q1 · CEO: +15.62018 Q2 · CEO: +13.22018 Q3 · CEO: +20.72018 Q4 · CEO: +20.42019 Q1 · CEO: +21.02019 Q2 · CEO: +27.22019 Q3 · CEO: +19.72020 Q1 · CEO: +18.92020 Q2 · CEO: +14.42020 Q3 · CEO: +13.42020 Q4 · CEO: +16.52021 Q1 · CEO: +22.32021 Q2 · CEO: +16.42021 Q3 · CEO: +26.12021 Q4 · CEO: +25.52022 Q1 · CEO: +19.12022 Q2 · CEO: +23.82022 Q3 · CEO: +17.92022 Q4 · CEO: +18.62023 Q1 · CEO: +14.42023 Q2 · CEO: +21.02023 Q3 · CEO: +20.62023 Q4 · CEO: +20.42024 Q1 · CEO: +14.82024 Q2 · CEO: +19.92024 Q3 · CEO: +21.72024 Q4 · CEO: +22.02025 Q1 · CEO: +17.52007 Q1 · CFO: +2.92007 Q2 · CFO: +13.72007 Q3 · CFO: +1.82007 Q4 · CFO: +10.92008 Q1 · CFO: +8.02008 Q2 · CFO: -12.72008 Q3 · CFO: +4.72008 Q4 · CFO: -2.72009 Q1 · CFO: +1.82009 Q2 · CFO: +10.62009 Q3 · CFO: +6.22009 Q4 · CFO: +1.22010 Q1 · CFO: +4.82010 Q2 · CFO: +5.12010 Q3 · CFO: +10.32010 Q4 · CFO: +9.22011 Q1 · CFO: +4.82011 Q2 · CFO: +7.12012 Q1 · CFO: +5.92012 Q2 · CFO: +2.22012 Q3 · CFO: +11.52012 Q4 · CFO: +5.82013 Q1 · CFO: -2.22013 Q2 · CFO: +3.62013 Q3 · CFO: +7.82013 Q4 · CFO: +6.82014 Q1 · CFO: +4.32014 Q2 · CFO: +12.92014 Q3 · CFO: +4.92014 Q4 · CFO: +0.52015 Q1 · CFO: +5.02015 Q2 · CFO: +8.82015 Q3 · CFO: +6.32015 Q4 · CFO: +3.22016 Q1 · CFO: +7.62016 Q2 · CFO: +8.82016 Q3 · CFO: +5.02016 Q4 · CFO: +9.92017 Q1 · CFO: +7.02017 Q2 · CFO: +19.62017 Q3 · CFO: -1.42017 Q4 · CFO: +1.92018 Q1 · CFO: +1.52018 Q2 · CFO: +3.52018 Q3 · CFO: +5.82018 Q4 · CFO: +8.82019 Q1 · CFO: +12.52019 Q2 · CFO: +5.52019 Q3 · CFO: +1.62019 Q4 · CFO: +1.92020 Q1 · CFO: -1.12020 Q2 · CFO: -3.22020 Q3 · CFO: +6.02020 Q4 · CFO: +6.32021 Q1 · CFO: +13.32021 Q2 · CFO: +8.72021 Q3 · CFO: +6.62021 Q4 · CFO: +4.92022 Q1 · CFO: +6.52022 Q2 · CFO: +9.32022 Q3 · CFO: +27.12022 Q4 · CFO: +12.62023 Q1 · CFO: +21.22023 Q3 · CFO: +10.92023 Q4 · CFO: +22.92024 Q1 · CFO: +4.72024 Q2 · CFO: +9.52024 Q3 · CFO: +25.82024 Q4 · CFO: +18.82025 Q1 · CFO: +14.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-48-24+0+24+482007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12024 Q32007 Q1 · Prepared remarks: +14.92007 Q2 · Prepared remarks: +18.82007 Q3 · Prepared remarks: +14.62007 Q4 · Prepared remarks: +11.72008 Q1 · Prepared remarks: +10.02008 Q2 · Prepared remarks: -4.42008 Q3 · Prepared remarks: -1.82008 Q4 · Prepared remarks: +7.92009 Q1 · Prepared remarks: +4.42009 Q2 · Prepared remarks: +8.62009 Q3 · Prepared remarks: +10.62009 Q4 · Prepared remarks: +7.02010 Q1 · Prepared remarks: +13.32010 Q2 · Prepared remarks: +3.32010 Q3 · Prepared remarks: +15.32010 Q4 · Prepared remarks: +20.12011 Q1 · Prepared remarks: +11.02011 Q2 · Prepared remarks: +15.32011 Q3 · Prepared remarks: +10.32011 Q4 · Prepared remarks: +9.32012 Q1 · Prepared remarks: +9.22012 Q2 · Prepared remarks: +6.22012 Q3 · Prepared remarks: +14.32012 Q4 · Prepared remarks: +8.92013 Q1 · Prepared remarks: +6.72013 Q2 · Prepared remarks: +2.62013 Q3 · Prepared remarks: +13.62013 Q4 · Prepared remarks: +11.92014 Q1 · Prepared remarks: +22.52014 Q2 · Prepared remarks: +14.32014 Q3 · Prepared remarks: +12.42014 Q4 · Prepared remarks: +3.02015 Q1 · Prepared remarks: +9.32015 Q2 · Prepared remarks: +9.92015 Q3 · Prepared remarks: +13.12015 Q4 · Prepared remarks: +5.52016 Q1 · Prepared remarks: +11.62016 Q2 · Prepared remarks: +7.92016 Q3 · Prepared remarks: +16.42016 Q4 · Prepared remarks: +12.72017 Q1 · Prepared remarks: +9.02017 Q2 · Prepared remarks: +16.82017 Q3 · Prepared remarks: +13.62017 Q4 · Prepared remarks: +10.22018 Q1 · Prepared remarks: +7.52018 Q2 · Prepared remarks: +15.92018 Q3 · Prepared remarks: +18.52018 Q4 · Prepared remarks: +15.82019 Q1 · Prepared remarks: +16.92019 Q2 · Prepared remarks: +16.92019 Q3 · Prepared remarks: +9.52019 Q4 · Prepared remarks: +7.92020 Q1 · Prepared remarks: +7.32020 Q2 · Prepared remarks: +11.62020 Q3 · Prepared remarks: +9.62020 Q4 · Prepared remarks: +9.62021 Q1 · Prepared remarks: +21.02021 Q2 · Prepared remarks: +21.42021 Q3 · Prepared remarks: +18.12021 Q4 · Prepared remarks: +25.32022 Q1 · Prepared remarks: +16.52022 Q2 · Prepared remarks: +20.12022 Q3 · Prepared remarks: +26.82022 Q4 · Prepared remarks: +19.42023 Q1 · Prepared remarks: +20.12023 Q2 · Prepared remarks: +25.82023 Q3 · Prepared remarks: +20.12023 Q4 · Prepared remarks: +21.42024 Q1 · Prepared remarks: +41.52024 Q2 · Prepared remarks: +17.72024 Q3 · Prepared remarks: +23.72024 Q4 · Prepared remarks: +32.42025 Q1 · Prepared remarks: +15.52007 Q1 · Q&A responses: +7.72007 Q2 · Q&A responses: +13.52007 Q3 · Q&A responses: +8.22007 Q4 · Q&A responses: +8.92008 Q1 · Q&A responses: +3.42008 Q2 · Q&A responses: +7.12008 Q3 · Q&A responses: +4.82008 Q4 · Q&A responses: +6.22009 Q1 · Q&A responses: +10.42009 Q2 · Q&A responses: +8.82009 Q3 · Q&A responses: +8.42009 Q4 · Q&A responses: +14.72010 Q1 · Q&A responses: +10.02010 Q2 · Q&A responses: +6.32010 Q3 · Q&A responses: +19.12010 Q4 · Q&A responses: +8.72011 Q1 · Q&A responses: +12.52011 Q2 · Q&A responses: +8.12011 Q3 · Q&A responses: +7.02011 Q4 · Q&A responses: +1.52012 Q1 · Q&A responses: +10.72012 Q2 · Q&A responses: +5.62012 Q3 · Q&A responses: +10.52012 Q4 · Q&A responses: +13.52013 Q1 · Q&A responses: +16.32013 Q2 · Q&A responses: +10.02013 Q3 · Q&A responses: +18.22013 Q4 · Q&A responses: +14.32014 Q1 · Q&A responses: +9.02014 Q3 · Q&A responses: +11.92014 Q4 · Q&A responses: +6.92015 Q2 · Q&A responses: +11.32015 Q3 · Q&A responses: +11.92016 Q1 · Q&A responses: +8.42016 Q2 · Q&A responses: +8.72016 Q3 · Q&A responses: +9.72016 Q4 · Q&A responses: +10.32017 Q2 · Q&A responses: +14.22017 Q3 · Q&A responses: +5.62017 Q4 · Q&A responses: +4.22018 Q1 · Q&A responses: +7.32018 Q2 · Q&A responses: +6.12018 Q3 · Q&A responses: +11.72018 Q4 · Q&A responses: +13.92019 Q1 · Q&A responses: +16.72019 Q2 · Q&A responses: +16.82019 Q3 · Q&A responses: +13.92019 Q4 · Q&A responses: +7.42020 Q1 · Q&A responses: +20.42020 Q2 · Q&A responses: +4.22020 Q3 · Q&A responses: +11.62020 Q4 · Q&A responses: +15.82021 Q1 · Q&A responses: +18.72021 Q2 · Q&A responses: +9.12021 Q3 · Q&A responses: +20.92021 Q4 · Q&A responses: +16.92022 Q1 · Q&A responses: +14.82022 Q2 · Q&A responses: +19.42022 Q3 · Q&A responses: +15.62022 Q4 · Q&A responses: +14.52023 Q1 · Q&A responses: +13.02023 Q2 · Q&A responses: +17.12023 Q3 · Q&A responses: +15.42023 Q4 · Q&A responses: +19.72024 Q1 · Q&A responses: +10.32024 Q2 · Q&A responses: +12.82024 Q3 · Q&A responses: +20.82024 Q4 · Q&A responses: +12.12025 Q1 · Q&A responses: +16.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-2.79$6.06$14.902007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12024 Q32014 Q1: $3.952014 Q2: $4.162014 Q3: $4.502014 Q4: $4.682015 Q1: $4.092015 Q2: $4.382015 Q3: $5.202015 Q4: $6.082016 Q1: $5.592016 Q2: $5.922016 Q3: $6.132016 Q4: $6.382017 Q1: $5.792017 Q2: $6.032017 Q3: $6.252017 Q4: $5.422018 Q1: $4.942018 Q2: $5.572018 Q3: $6.072018 Q4: $6.552019 Q1: $7.212019 Q2: $7.532019 Q3: $7.862019 Q4: $6.982020 Q1: $6.452020 Q2: $-1.572020 Q3: $-0.302020 Q4: $0.682021 Q1: $1.032021 Q2: $3.192021 Q3: $4.742021 Q4: $6.952022 Q1: $8.382022 Q2: $8.582022 Q3: $8.782022 Q4: $9.322023 Q1: $9.872023 Q2: $10.432023 Q3: $11.252023 Q4: $12.272024 Q1: $13.132024 Q2: $13.352024 Q3: $13.68

Forward P/E

-7.0695.44197.932007 Q12009 Q32012 Q12014 Q32017 Q12019 Q32022 Q12024 Q32014 Q1: 19.052014 Q2: 19.342014 Q3: 18.962014 Q4: 18.562015 Q1: 22.962015 Q2: 24.632015 Q3: 24.002015 Q4: 21.572016 Q1: 20.432016 Q2: 17.642016 Q3: 18.162016 Q4: 18.242017 Q1: 22.372017 Q2: 24.412017 Q3: 23.322017 Q4: 21.872018 Q1: 22.922018 Q2: 21.962018 Q3: 21.892018 Q4: 17.582019 Q1: 16.712019 Q2: 17.222019 Q3: 17.032019 Q4: 15.832020 Q1: 7.082020 Q2: 36.022020 Q4: 183.792021 Q1: 179.442021 Q2: 52.572021 Q3: 31.942021 Q4: 22.682022 Q1: 23.002022 Q2: 12.172022 Q3: 12.552022 Q4: 9.962023 Q1: 9.302023 Q2: 10.452023 Q3: 9.492023 Q4: 11.812024 Q1: 10.302024 Q2: 9.332024 Q3: 10.21

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -3.2 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↓ -5.7 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↑ +3.8 fwd EPS ↓ -0.58 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↓ -6.6 fwd EPS ↑ +0.88 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +3.3 fwd EPS ↓ -0.49 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -4.0 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -5.3 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -6.0 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↑ +7.2 fwd EPS ↓ -0.53 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -6.4 fwd EPS ↑ +2.16 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.4 fwd EPS ↑ +1.43 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -3.1 fwd EPS ↑ +0.54 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -3.2 fwd EPS ↑ +0.83 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -10.6 fwd EPS ↑ +0.86 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+13.2——View →
2024 Q42025-02-06+16.6——View →
2024 Q32024-11-07+19.5$13.6810.2View →
2024 Q22024-08-08+10.2$13.359.3View →
2024 Q12024-05-02+7.3$13.1310.3View →
2023 Q42024-02-08+18.0$12.2711.8View →
2023 Q32023-11-02+14.0$11.259.5View →
2023 Q22023-08-03+17.3$10.4310.4View →