#earnings-guidance

#earnings-guidance

(Bloomberg/Ignacio Gonzalez) Expedia Group Inc. raised its full-year gross bookings and revenue outlook, signaling that strong travel trends are continuing into the holiday quarter. Revenue for the year is now expected to increase 6.5% at the midpoint, up from 3% to 5% previously, the company said Thursday in a statement. Analysts expected a 4.6% rise, according to Bloomberg-compiled estimates. It also sees gross bookings growing 7%, again ahead of estimates and Expedia's previous guidance.

That question has become more pressing. During the company's third-quarter earnings announcement, it predicted a weaker holiday shopping season than expected, citing President Donald Trump's tariffs and their negative impact on the home furnishings category. As a result, Pinterest's fourth-quarter revenue is expected to come in between $1.31 billion and $1.34 billion, while analysts were estimating $1.34 billion, on average. The news sent the stock tumbling by more than 21% on Wednesday.

Investors are now asking whether the July blowout marks the start of a structural inflection or a one-time surge ahead of the holiday ad cycle. The company's next phase depends on maintaining ad performance gains, scaling its new search experience, and sustaining international adoption. Management has described this period as a "once-in-a-generation opportunity" for Reddit to redefine how human conversations power both advertising and AI ecosystems.

United Airlines (Nasdaq:UAL) reports fiscal third-quarter 2025 results after the close today at 4 p.m. ET, marking one of the most closely watched earnings of the airline earnings season.The stock has rallied toward $100 in recent weeks amid optimism that corporate travel and domestic yields have turned a corner after a soft first half.United's Q2 call emphasized margin durability, supply-side discipline across the industry, and a visible inflection in demand.