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

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 company offers services through the following brands: Booking.com, KAYAK, Priceline, Agoda, Rentalcars.com, 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 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

BofA Global Research's Justin Post thinks the online travel agency will be a major winner from the accelerating rollout of Covid-19 vaccines.

Booking.com Shares Should Benefit as Europeans Resume Traveling, Analyst Says

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Booking Holdings Inc. (BKNG) CEO Glenn Fogel Presents at Bank of America Securities 2021 (Transcript)

Booking Holdings CEO Glenn Fogel said people should look into making travel plans now before prices go back up, according to CNBC. He said there's a lot of anxiety right now as people attempt to get their lives “back the way it used to be,” per CNBC.

Pent-Up Demand Leads Booking Holdings CEO To Warn Consumers Of Price Increases

People should start making travel plans now before prices go up, warned Booking Holdings CEO Glenn Fogel.

Booking Holdings CEO warns travelers to make reservations now before prices rise

A broad recovery in the travel sector lifted Booking last month.

Why Booking Holdings Stock Gained 20% in February

NORWALK, Conn., March 1, 2021 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG), the world leader in online travel and related services, today announced that Chief Executive Officer Glenn Fogel and Chief Financial Officer David Goulden will be speaking virtually at the Bank of America...

Booking Holdings to Attend the Bank of America Merrill Lynch 2021 Consumer & Retail Technology Conference

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The travel and leisure segments of the market may be some of the most value-oriented ones as their business has essentially been shut down due to the COVID-19 virus. According to the government, getting to a point where more than 70% of the population is vaccinated should allow a return to normalcy.

Travel And Leisure Companies Should Benefit From Satisfying Pent-Up Demand

Shares of Booking Holdings Inc (NASDAQ:BKNG) have received a price target increase from $2,100 to $3,000 by Susquehanna. These are the details.

BKNG Stock Price: $3,000 Target (Up From $2,100) By Susquehanna

Booking Holdings' (BKNG) fourth-quarter 2020 results reflect the impacts of COVID-related headwinds on the global travel industry.

Booking Holdings (BKNG) Posts Narrower-Than-Expected Q4 Loss

Booking Holdings, Inc.'s (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript

Booking Holdings Inc. (NASDAQ: BKNG) published its earnings report for the fiscal fourth quarter on Wednesday that came in better than what analysts had anticipated, despite the ongoing Coronavirus pandemic that continues to wreak havoc on travel and tourism. Booking Holdings shares initially jumped roughly 2% in after-hours trading on Wednesday but lost the gain […] The post Booking Holdings swings to a loss of £116 million in the fourth quarter appeared first on Invezz.

Booking Holdings swings to a loss of £116 million in the fourth quarter

Booking Holdings (BKNG) delivered earnings and revenue surprises of 88.78% and 5.45%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Booking Holdings (BKNG) Reports Q4 Loss, Tops Revenue Estimates

Shares of Booking Holdings (NASDAQ:BKNG) moved higher in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share were down 102.46% year over year to ($0.57), which beat the estimate of ($4.28).

Recap: Booking Holdings Q4 Earnings

Booking Holdings Inc.'s business continued to struggle in the face of the COVID-19 pandemic at the end of 2020, but held up better than analysts expected.

Booking's stock gains despite continued erosion of the online-travel business

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These 2 Nasdaq Stocks Are at All-Time Highs -- and They're Not Ones You'd Expect to See

NORWALK, Conn., Feb. 23, 2021 /PRNewswire/ -- Fourth quarter financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m. ET on Wednesday, February 24 through a press release posted to the company's Investor Relations website:...

Booking Holdings to Make Fourth Quarter 2020 Earnings Press Release Available on Company's Investor Relations Website on Wednesday, February 24

Booking Holdings, the world's largest online travel agency that offers services from lodging to airline tickets to car rentals, is scheduled to announce its fiscal fourth-quarter results on Wednesday, February 24.We expect the company's stock to likely trade lower as its earnings could miss.

What To Expect From Booking Holdings Stock Post Q4 Release?

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Julian Robertson (Trades, Portfolio)'s Tiger Management recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.

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Booking Holdings (BKNG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Booking Holdings (BKNG) to Report a Decline in Earnings: What to Look Out for

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The Smead Value Fund (Trades, Portfolio) recently disclosed its portfolio updates for its fiscal fourth quarter of 2020, which ended on Nov. 30.

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The outlook for travel and tourism appears dim.

Why Booking Holdings Tumbled 12.7% in January

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The travel stock has made a surprising comeback, but will it stick?

News for Booking Hlds Stock (BKNG)