Expedia

OTA行业里第一家成立的企业是Expedia，但现在却是行业三巨头Booking、携程和Expedia里运营效率最“拉跨”的一家。OTA主要是靠营销驱动销售，旗下产品广告的营销投放回报率是衡量其整体运营能力的一个重要指标。看看Expedia的这三年的广告投放费用占其总营收百分比，每年都几乎接近50%，跟Booking的...

今天OTA板块成为AI冲击的新的受害者，BKNG跌近10%，EXPE大跌15%。AI如何冲击到OTA？我让Gemini试图回答，没想到他的解答很有见地。四大原因：
一，搜索引擎的冲击
OTA传统营销模式是在搜索引擎投放广告，现在AI搜索则拦截了用户的请求，页面不会转到广告商主页。其次，由于用户驻留在AI互...

一、为什么 Expedia 的营销费用占收入的比重更高？
1. 多品牌矩阵分散，营销重复投入（最核心）
Expedia 旗下：Expedia、Hotels.com、Vrbo、Orbitz、Travelocity、Hotwire、ebookers、Wotif 等十几个独立品牌，各自独立投放、获客、做品牌，重复营销成本极高
Exp...

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003560  Size: 8 KB 网页链接

$Expedia(EXPE)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0001324424-26-000008  Act: 34  Size: 14 MB 网页链接

$Expedia(EXPE)$ 8-K Current report, items 2.02, 8.01, and 9.01 Accession Number: 0001324424-26-000005  Act: 34  Size: 1 MB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-002140  Size: 23 KB 网页链接

$Expedia(EXPE)$ 美股狠起来，自己人都杀

$Expedia(EXPE)$ 8-K Current report, items 1.01, 1.02, 2.03, 8.01, and 9.01 Accession Number: 0001104659-26-036875  Act: 34  Size: 1 MB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-004256  Size: 5 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-004258  Size: 5 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000162  Size: 5 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-002142  Size: 23 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-002141  Size: 19 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003564  Size: 5 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-004255  Size: 5 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-002145  Size: 6 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003715  Size: 8 KB 网页链接

$Expedia(EXPE)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000161  Size: 5 KB 网页链接

$Expedia(EXPE)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-001212  Act: 34  Size: 7 KB 网页链接