EXPE in “The Web Loses Its Clicks”
Expedia Group, Inc.
Travel agents embedded in AI platforms can compare and assemble itineraries before users reach Expedia's storefront.
EXPE impact map — “The Web Loses Its Clicks”
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Sep 3, 2025 – Sep 4, 2026 · 254 sessions
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Full story
The Web Loses Its Clicks
AI answers and agents are replacing links, weakening the economics of search, marketplaces and the open web.
BEAR side — Travel agents embedded in AI platforms can compare and assemble itineraries before users reach Expedia's storefront.
Read the full The Web Loses Its Clicks storyBull side
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Bear side
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EXPE in “The Web Loses Its Clicks”
StableExposure: not rated yetAI answers and agents are replacing links, weakening the economics of search, marketplaces and the open web.
Travel agents embedded in AI platforms can compare and assemble itineraries before users reach Expedia's storefront.
- Iran War
EXPE in “Iran War”
FadingExposure: not rated yetStrait of Hormuz risk repriced energy and defense in days.
Expedia can suffer if higher airfares and geopolitical uncertainty reduce flight, hotel and package booking volumes, especially for long-haul trips.
- AI Agents Tax the Open Web
EXPE in “AI Agents Tax the Open Web”
FadingExposure: not rated yetAnswers replace links, rewarding platforms with proprietary audiences while starving businesses built on search referrals.
Agentic travel search can commoditize online travel agencies and increase the cost of securing high-intent customers.