Expedia Group Invests in AI That Doesn't Convert Yet
Expedia Group, in its Q2 2026 earnings call, said it is investing in two categories of AI: one for improving recommendations, ranking, and personalization, which is delivering immediate benefits; the other for conversational experiences like Vrbo's natural language search, which, while not yet driving conversion, provides over 60% more information about traveler intent, expected to yield compounding benefits over time. Q2 booked room nights grew 6% to 111.5 million, gross bookings up 12% to $33.9 billion.