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Analyst
Jacob Seed
Period: Reporting periods mapped to calendar 2025 Q3 – 2025 Q4 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 2 of 2 questions from 1 company
EXPEExpedia Group2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
Is Expedia seeing any changes on traffic from Google as they continue to roll out more advanced AI features within travel?
Show response
Ariane confirmed no material traffic changes from Google AI yet. Strategy is to partner deeply and get early learnings. Scott clarified B2B marketing growth of 27% aligns with revenue growth as it is commission-based, not discretionary spend.
Calendar 2025 Q3
Could you talk more about the acceleration you saw in U.S. room nights? Any drivers to call out?
Show response
Scott cited 11% room nights (high single digits U.S., low double digits ex-U.S., 20%+ APAC), B2C strength in Europe highest since Q1 2023. Ariane added U.S. strength was across both consumer and B2B.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| EXPE Expedia Group | 2 | —Rate withheld: fewer than 3 questions |
- EXPEExpedia Group · 2 questions—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cloud & AI1
- Competitive Dynamics1
- Demand1
- Geographic Expansion1