In early December 2025, Expedia Group Inc. appointed Xavier Amatriain, a former Google AI vice president and experienced data science leader, as its first chief artificial intelligence and data officer to oversee its machine learning and data science efforts.
This move highlights Expedia’s push to deepen AI-driven personalization and platform efficiency across its travel ecosystem by elevating data and machine learning to the executive level.
Next, we’ll examine how appointing a dedicated chief AI and data officer could influence Expedia’s investment narrative and technology priorities.
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To own Expedia Group, I think you need to believe its unified platform, B2B growth, and AI-powered personalization can offset travel-market choppiness and intense competition. The appointment of a chief AI and data officer looks directionally supportive of the near term catalyst around better conversion and marketing efficiency, but it does not by itself change the biggest current risk that softer, price sensitive U.S. travel demand and supplier promotions could still pressure margins.
This AI appointment sits alongside Expedia’s Q3 2025 update, where the company raised full year revenue growth guidance to 6% to 7% and continued sizable share repurchases and dividends. Together, these moves frame a story where execution on technology and data could matter as much as headline booking trends, especially as Expedia tries to improve profitability in its core B2C brands while competition for traffic and customer attention remains intense.
Yet behind the AI push, investors should also be aware of the growing risk that reliance on third party traffic sources could…
Read the full narrative on Expedia Group (it’s free!)
Expedia Group’s narrative projects $16.9 billion revenue and $2.1 billion earnings by 2028. This requires 6.4% yearly revenue growth and roughly a $1.0 billion earnings increase from $1.1 billion today.
Uncover how Expedia Group’s forecasts yield a $269.79 fair value, in line with its current price.
Nine members of the Simply Wall St Community currently estimate Expedia’s fair value between US$132.67 and US$521.61, highlighting very different expectations. Before you commit to any view, it is worth weighing those wide valuation ranges alongside the risk that softer, promotion driven U.S. demand could still constrain Expedia’s margins and earnings quality over time.
