Revenue segments as reported by the company.

Agency

Merchant

Advertising & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Performance Marketing

Sales & Other

Personnel

Restructuring and other exit costs

Transformation costs

Impairment

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Booking Hlds

Kayak.com is a fare aggregator and travel metasearch engine. Its products are available in 18 languages. The company also runs travel search engines checkfelix and swoodoo. Formerly a separate company, the KAYAK Software Corporation was acquired by Booking Holdings on May 21, 2013.

Kayak.com

OpenTable is an online restaurant-reservation service company and is based in San Francisco, California. According to the company, it provides online reservations for about 40,000 restaurants around the world and seats about 23 million diners per month and operates in the United States, Australia, Canada, France, Germany, Japan, Mexico, and the United Kingdom.

OpenTable

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Booking Holdings excels in Q4, eyes U.S. and China growth

Booking Holdings reported strong financial performance in Q4 2022, with record room nights and gross bookings for the full year.
The company demonstrated progress in expanding its business and enhancing market positions, with a focus on the U.S. and China.
While facing challenges such as top-line volatility and tough comps, Booking Holdings remains optimistic about growth opportunities globally.
Investments in marketing and merchandising are set to continue in 2023 to capitalize on market recovery and drive potential share gains.

Booking Holdings achieves record Q1 performance amidst growth strategies

Booking Holdings delivered exceptional Q1 performance with record room nights and gross bookings, driven by strong demand and strategic investments.
The company's focus on Connected Trip vision, AI technology, and sustainability efforts positions it well for future growth and customer engagement.
While facing challenges such as regulatory implications and cost management, Booking Holdings has opportunities to leverage AI, drive revenue growth, and expand market presence.
Overall, Booking Holdings' Q1 results reflect a resilient business model, strong financial health, and strategic initiatives to capitalize on market opportunities.

Booking Holdings excels in Q2 with record bookings and AI advancements

Booking Holdings' Q2 performance showcased strong financial growth driven by leisure travel demand and AI technology integration.
While facing uncertainties in AI's financial impact and evolving travel patterns, the company focuses on improving margins and sustaining growth.
Opportunities lie in expanding AI integration, enhancing customer experiences, and optimizing marketing strategies for increased profitability.
Challenges include adapting to new technologies, predicting travel trends, and balancing growth with competitive pressures and changing work patterns.

Booking Holdings reports robust Q3 performance amid strategic challenges

Booking Holdings delivered strong Q3 results amidst challenges, showcasing resilience and strategic focus on growth initiatives and market opportunities.
The company's performance in room night growth, revenue, and alternative accommodations highlights its adaptability and commitment to meeting evolving consumer demands.
While facing short-term challenges, Booking.com's emphasis on agility, AI integration, and customer value creation positions it well for long-term success and sustained growth.
Glenn Fogel and David Goulden's insights underscore Booking.com's proactive stance in navigating market dynamics, leveraging strengths, and addressing challenges to drive performance.

Booking Holdings posts solid Q4 results, eyes accelerated 2024 growth

Booking Holdings reported strong Q4 2023 results and aims for accelerated growth in 2024 across key metrics. The company focuses on leveraging AI technology, enhancing customer experience, and expanding alternative accommodations.
Despite challenges in the Middle East and a competitive bidding environment, Booking Holdings remains committed to driving growth through strategic investments in the U.S. and smart merchandising decisions. The company's performance in Q1 2024 is projected to show continued growth and margin expansion.

Booking Holdings excels in Q1 2024, eyes AI and alternative stays

Booking Holdings' Q1 performance was robust, driven by strategic initiatives and strong financials. While facing challenges in room night growth for Q2, the company is well-positioned to capitalize on opportunities in AI, direct bookings, and alternative accommodations.

Booking Holdings surpasses Q2 expectations, eyes growth opportunities ahead

Booking Holdings delivered strong Q2 results, exceeding expectations in key metrics and demonstrating resilience amidst evolving travel market dynamics.
While facing challenges in room night growth and regional performance, the company's focus on initiatives and marketing efforts has positioned it well for future growth.
Opportunities in AI, alternative accommodations, and loyalty programs present avenues for sustained growth, supported by a solid performance in Asia and the U.S.

Booking Holdings reports robust Q3 performance, eyes Asia expansion

Booking Holdings delivered a strong Q3 performance with revenue and EBITDA growth exceeding expectations.
Strategic initiatives like AI integration and focus on Asia's growth potential are driving progress.
Challenges in cost management and fixed expenses growth require careful monitoring for sustained profitability.
Opportunities in AI technology, social media marketing, and market expansion present avenues for future growth.

Booking Holdings exceeds 2024 targets, eyes global travel demand

Booking Holdings concluded 2024 on a high note, surpassing expectations across key financial metrics and setting ambitious growth targets for 2025. The company's strong performance and strategic initiatives position it well to capitalize on the anticipated growth in global leisure travel.

Booking Holdings excels in Q1 2025, poised for growth amidst uncertainties

Booking Holdings delivered strong financial results in Q1 2025, showcasing growth in revenue, EBITDA, and EPS. The company's strategic focus on AI technology, alternative accommodations, and loyalty programs positions it well for future growth. Despite uncertainties, Booking Holdings remains confident in its ability to navigate challenges and capitalize on opportunities.

Booking Holdings excels in Q2 2025, eyes Asia for growth

Booking Holdings' Q2 2025 performance exceeded expectations, driven by strong growth in room nights and revenue. The company's focus on AI, loyalty programs, and alternative accommodations positions it well for future success. While challenges exist in competitive markets and technology investments, opportunities in Asia and innovation offer growth potential.

Booking Holdings reports strong Q3 earnings, raises full-year guidance

Booking Holdings delivered a robust Q3 performance, exceeding expectations across key financial metrics and raising full-year guidance. The company's focus on loyalty programs, AI capabilities, and alternative accommodations is paying off, with Asia driving growth.