The company deepens its OpenAI partnership while B2B bookings and AI-driven personalization fuel strong quarterly results
Nov 7, 2025
Expedia Group used its Q3 2025 earnings call to detail its evolving AI roadmap — from deepening its OpenAI partnership to injecting AI across its B2B and marketing platforms. The company also reported strong financial performance, with B2B bookings leading overall growth and AI-powered personalization emerging as a central theme for future expansion.
Key takeaways
- AI partnership priorities: Expedia is focusing on answer engine optimization and seamless integration within ChatGPT to ensure brand visibility and a smooth booking experience.
- Learning phase: CEO Ariane Gorin described the OpenAI collaboration as “early days,” emphasizing experimentation and adapting as AI-driven traffic grows.
- Personalized conversion: Expedia aims to improve lead quality from platforms like ChatGPT, Perplexity, and Gemini by enhancing its understanding of traveler intent for better conversion rates.
- AI across operations: The company is embedding AI into partner and advertiser tools to improve content quality, targeting, and marketplace performance.
- B2B strength: Expedia’s B2B bookings grew 26% year over year, with $3 billion in agency bookings and new AI-powered trip planner tools driving momentum.
- Financial highlights: Q3 revenue rose 9% to $2.72 billion, EBITDA increased 16%, and room nights were up 11%, marking Expedia’s strongest U.S. growth in three years.
- B2C recovery: Hotels.com and Vrbo rebounded with new loyalty programs and service upgrades, contributing to an improved performance across Expedia’s consumer brands.
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