内容来源：https://www.geekwire.com/2025/expedia-watching-government-shutdown-very-closely-as-shares-surge-after-q3-earnings-top-estimates/

内容总结：

美国在线旅游公司Expedia近日发布第三季度财报，其营收与每股收益均超市场预期，推动股价单日大涨近20%。公司高管在财报电话会议中回应了美国政府停摆对航空业的影响，并分享了人工智能技术带来的业务变革。

尽管面临美国联邦航空管理局可能因政府停摆取消航班的不确定性，Expedia首席财务官斯科特·申克尔表示正密切关注事态发展，并强调公司在制定预测时已常态化考量此类波动因素。值得注意的是，机票业务仅占该公司上季度1.01亿美元营收的较小比重。

本季度Expedia交出了亮眼成绩单：营收同比增长9%至44.1亿美元，调整后每股收益达7.57美元。公司同时上调了全年业绩指引。首席执行官阿里安·戈林指出，美国市场增长加速及全球业务持续走强是主要驱动力，旅客预订周期延长和停留天数增加反映出消费信心增强。

人工智能正成为Expedia发展的新引擎。戈林透露已与谷歌、OpenAI及Perplexity建立合作，通过智能搜索重塑旅行规划方式。公司内部同样受益于AI技术，虚拟客服已解决超50%的旅客咨询，人工客服在处理复杂问题时也能获得精准摘要，有效降低单次服务成本。

面对年末收官阶段，戈林表示虽保持乐观但仍将密切关注经济指标，在动态宏观环境中保持业务敏捷性。这位新任CEO特别强调，企业级业务在本季度表现尤为突出。

中文翻译：

Expedia集团正密切关注美国政府停摆事件及美国联邦航空管理局下令取消航班的后续连锁反应。该公司首席财务官斯科特·斯科克尔在周四财报电话会议上表示："我们正严密监控政府停摆事态发展。"他透露Expedia在制定预测时通常会考量此类不确定因素，尤其在市场波动时期。

航空业务仅占该集团总业务的较小份额，上季度营收约1.01亿美元。由于第三季度业绩超预期——营收增长9%达44.1亿美元，调整后每股收益7.57美元，Expedia股价周五应声上涨近20%。集团随即上调了全年业绩指引。

"本季度市场表现稳健，美国地区增速提升，全球其他地区保持强劲势头，"首席执行官阿里安·戈林在财报会议上指出，"我们注意到旅客停留时间延长和预订窗口提前，这都是消费需求走强的积极信号。"这位刚履新一年的CEO特别强调，旗下B2B业务迎来了"业绩爆发的季度"。

戈林同时表示："人工智能搜索正重塑旅客探索和规划行程的方式"，并提及与谷歌、OpenAI及Perplexity的战略合作。"我们正精准快速地推进布局，确保旗下品牌覆盖旅客决策的每个触点。"

斯科克尔补充说AI在内部运营中成效显著："虚拟客服能解决超50%的旅客咨询。当需要人工介入时，系统会生成精准摘要，有效降低单次服务成本。"

面对年度收官季度，戈林充满信心："尽管10月增长势头延续，我们仍将紧盯经济指标，在动态宏观环境中保持敏捷应对。"

英文来源：

Expedia is monitoring potential disruptions from the ongoing U.S. government shutdown and related FAA-ordered flight cancellations.
The Seattle-based company is “watching the government shutdown very closely,” said Scott Schenkel, chief financial officer, speaking on Expedia’s earnings call Thursday.
Schenkel said Expedia routinely factors in such uncertainties when setting forecasts, especially in volatile conditions.
Air travel is a relatively small part of the company’s business — about $101 million in revenue last quarter.
Expedia shares rose nearly 20% on Friday after the company topped expectations for its third quarter, reporting revenue growth of 9% to $4.41 billion, and adjusted earnings per share of $7.57. The company raised its full-year guidance.
“The market was healthy in the quarter with an acceleration in the U.S. and continued strength in the rest of the world,” Expedia CEO Ariane Gorin said on the earnings call. “We saw longer lengths of stay and longer booking windows, both signs of a stronger consumer.”
Gorin, who is in her first year leading Expedia, called out an “exceptional quarter” for the company’s B2B business.
She also noted that “AI-driven search is transforming the way travelers discover and plan their trips,” and cited partnerships with Google, OpenAI, and Perplexity.
“We’re moving fast and deliberately to ensure our brands show up wherever travelers are,” she said.
Schenkel said AI is also helping internally: “Our virtual agents resolve over 50% of traveler queries. And when human support is needed, it delivers concise summaries to the agent, reducing our service cost per transaction,” he said.
Gorin said the company remains confident heading into the final quarter of the year. “While we saw continued momentum in October, we’re keeping a close eye on economic indicators and remaining focused and agile amidst a dynamic macro environment,” she said.