Expedia Group unveiled its Set‑Jetting travel hub on December 3, 2025, a one‑stop platform that curates hotels, activities, and flights for destinations highlighted in popular movies and TV shows. The launch is part of the company’s broader strategy to blend entertainment with travel planning, offering fans ready‑made itineraries that translate on‑screen moments into real‑world experiences.
The hub launch follows a strong Q3 2025 earnings report in which Expedia reported revenue of $4.41 billion, up 9% year‑over‑year, and net income of $959 million, a 40% increase from the prior year. Adjusted earnings per share rose to $7.57, beating the consensus estimate of $7.10 by $0.47, or 6.6%. The company also raised its full‑year guidance, reflecting confidence in continued demand and margin expansion.
The earnings beat was driven by a combination of higher gross bookings, a 26% jump in B2B bookings, and disciplined cost management that preserved margins despite a modest increase in operating expenses. AI‑driven personalization tools, such as Smart Trip AI™, helped upsell premium experiences and improve conversion rates, while the company’s investment in over 350 AI models across its platform enabled more efficient pricing and inventory management.
Set‑Jetting is positioned as a premium, curated product that differentiates Expedia from competitors who rely on generic search results. The hub leverages Expedia’s data assets to recommend hotels and activities that match the tone and setting of the featured media, and is expected to drive higher conversion rates and increase average booking value. The company forecasts the Set‑Jetting trend to become an $8 billion industry in the U.S. alone, with 81% of Gen Z and Millennial travelers planning trips based on screen content.
Investors and analysts responded positively to the earnings and the new product launch. The company’s guidance upgrade, coupled with margin expansion and the launch of a high‑margin experiential offering, reinforced confidence in Expedia’s long‑term growth trajectory. Analysts highlighted the company’s AI investments and B2B momentum as key drivers of the upbeat outlook.
CEO Ariane Gorin said the Set‑Jetting hub “demonstrates Expedia’s commitment to creating immersive travel experiences that resonate with today’s media‑savvy travelers.” CFO Scott Schenkel added that the company’s “AI‑powered platform and strong B2B performance” underpin the confidence in the raised guidance and the expected impact of the new hub on revenue and profitability.
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