15 February 2009

For a View on the Travel Economy - Tune in on Thursday

Expedia will be reporting its Quarterly numbers on Thursday. The analysts will be eagerly picking apart the tealeaves from Bellevue looking for signs.

We know they will be bad so here is an indication guide you can look for.

If December's numbers are off more than 15% then that is bad. If the Quarterly transaction numbers are off more that 10% then that is bad.

The revenue numbers should be reasonable given the uptick in ad spend, but the traffic numbers will be key

Cheers

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