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

NORWALK, Conn. , July 3, 2023 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that it intends to hold a conference call to discuss its second quarter 2023 financial results on Thursday, August 3 at 4:30 p.m.

Booking Holdings to Webcast Second Quarter 2023 Financial Results on August 3

Booking Holdings (BKNG) launches AI Trip Planner in beta to deliver a conversational trip planning experience to travelers.

Booking Holdings (BKNG) Unveils AI Trip Planner, Ups AI Efforts

Booking Holdings is spending heavily on marketing and sales personnel in 2023. It should start producing operating leverage in 2024, with strong potential to expand for years to come.

Booking Holdings Stock Looks Like a Long-Term Winner in Travel. Here's Why.

World's leading travel search engine scours the Internet to figure out who gets the middle armrest, among other important rules of travel KAYAK reinvents inflight guidance with the Unspoken Rules of Air Travel hopefully coming to a seatback near you  STAMFORD, Conn. , June 30, 2023 /PRNewswire/ -- Shoes on or off?

KAYAK Defines the Unspoken Rules of Air Travel You're Probably Breaking

OpenTable releases its annual list of 100 Most Popular Restaurants for Outdoor Dining, with returning diner favorites including Cafe Luxembourg and RH Rooftop in New York City, Bacari Silverlake in Los Angeles, Fia in Santa Monica and Foreign Cinema in San Francisco SAN FRANCISCO , June 28, 2023 /PRNewswire/ -- Summer is here and with it, increased demand for al fresco dining: OpenTable data reveals outdoor dining increased 20% in May and 19% in the first half of June (June 1 – 15), compared to 2022.1 To help diners discover a new favorite patio or rooftop, OpenTable is releasing its annual list of 100 Most Popular Restaurants for Outdoor Dining in America ,2 created by analyzing over 13 million OpenTable diner reviews. While the list debuts with the summer season, OpenTable data shows diners embraced outdoor dining as early as January 1st in Los Angeles, San Francisco, Miami, Atlanta, and even in cooler climates like New York City, Washington DC and Philadelphia – a testament to restaurants' creativity and efforts to make it a year-round activity.3 The 100 Most Popular Restaurants for Outdoor Dining list features restaurants coast-to-coast with delicious cuisine, picturesque settings, and above all, incredible outdoor dining experiences.

Outdoor Dining Sees 19% Boost in Early June vs. 2022, According to New OpenTable Data

BANGKOK, Thailand , June 28, 2023 /PRNewswire/ -- Agoda, Booking Holdings' Asian headquartered digital travel platform, known for its strategic partnership solutions and white-label product, has now leveraged its expertise to create a forward thinking wholesale distribution platform. Recognizing the critical need for transparency and hotel partner control in the wholesale distribution space, Agoda's innovative solution fills the current gap in the market by ensuring hotel chains, who determine their rates and distribution parameters, can now gain visibility and easily maintain control of their inventory.

Agoda Eases Hotel Distribution Pain-Points with Wholesale Distribution Platform and Solutions

New features support easier, more informed trip planning, including Priceline's Penny, a proprietary generative AI chatbot NORWALK, Conn. , June 28, 2023 /PRNewswire/ -- Priceline, a leader in travel planning and booking, today announced the launch of Trip Intelligence, an innovative suite of over 40 booking tools and site enhancements.

Priceline Unveils Trip Intelligence, its Summer 2023 Product Release A Game-Changing Suite of Tools and Enhancements for Smarter Travel Booking

AMSTERDAM , June 27, 2023 /PRNewswire/ -- Booking.com, one of the world's leading digital travel platforms, has announced its new AI Trip Planner, which will launch in beta to a selection of US travelers in the company's app on June 28. Built upon the foundation of Booking.com's existing machine learning models that recommend destination and accommodation options to millions of travelers on the platform every day, the AI Trip Planner is also partially powered by large language model (LLM) technology from OpenAI's ChatGPT API to create a new conversational experience for people to start their trip planning process.

Booking.com Launches New AI Trip Planner to Enhance Travel Planning Experience

Apple

DoorDash

Hedge funds employ various strategies to generate profits in the financial markets, and one of the most common approaches is taking short positions in stocks.

AAPL, BKNG, DASH Lead Fintel's Top 10 Big Shorts List for June

eBay

Target

While the U.S. economy has proved surprisingly resilient in 2023, the majority of economists are still calling for a recession in the next 12 months. Meanwhile, the Conference Board's consumer confidence index hit a six-month low last month.

Excessive Consumer Spending Is Over! Time to Sell These 3 Stocks

Carnival

Signet Jewelers

Signet should see improved results as engagements pick up. Booking Holdings is poised to capitalize on the boom in travel.

Why Signet Jewelers, Booking Holdings, and Carnival Are No-Brainer Buys Right Now

Norwegian Cruise Line

In many ways, the maritime cruise industry has fully recovered from the pandemic's impact. Other facets of the leisure travel business are also showing comparable strength.

Why Carnival, Booking Holdings, and Norwegian Cruise Line Are No-Brainer Buys Right Now

FedEx

Align Technology

Air Products and Chemicals

Astec Industries

Exelon

Oxford Industries

Union Pacific

Barron's tried to apply the Goldilocks principle to stock-picking. We came up with eight ideas.

FedEx, Booking, and 6 Other Stocks That Show Being Average Is Just Fine

Carnival and Booking are benefiting as consumers unleash pent-up demand for travel.

Best Stock to Buy: Carnival Cruise Line vs. Booking Holdings

Booking is growing its payments platform, and that's an important detail that's easy to miss. The native payment platform is one important part of management's long-term vision, and AI could fill in the rest.

Booking Just Grew 1 Part of Its Business by 67%, and It Could Usher In AI Travel Innovation

AutoZone

Chipotle

Sometimes when investors see a share price of $1,000, $2,000 or more, they skip right past it. But there's no need for such ‘stock sticker shock' — for two reasons.

Even at $2,000+ Per Share, These 3 Stocks Are Deals

Wells Fargo initiated coverage of Booking Holdings Inc (NASDAQ:BKNG) stock earlier with an "underweight" rating and $2,257 price target, which is a roughly 14% discount to last night's close.

Bid This Travel Stock Adieu While It's Still on Top

BKNG stock has increased from around $2042 to $2671 in the last six months, outperforming the broader indices, with the S&P growing about 8% over the same period.

Booking Holdings Stock Up 30% Over Last Six Months. What's Next?

Pinterest

Advertising and travel are behemoth industries with lengthy growth runways ahead. Pinterest is increasingly monetizing the images on its platform, and users are responding.

2 Super Stocks That Could Make You Richer in 2023 and Beyond

MercadoLibre

Stock splits have been all the rage over the past couple of years, even as the market plunged. Some of the most popular stocks have initiated stock splits, making them more affordable to retail investors.

Stock-Split Watch: 3 Fantastic Growth Stocks That Could Split Their Shares in 2023

Booking Holdings' (BKNG) Priceline gears up to introduce a travel assistant chatbot backed by Google Cloud's generative AI technology.

Booking Holdings (BKNG) Ups Generative AI Game With Google

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is Booking Holdings (BKNG) a Buy as Wall Street Analysts Look Optimistic?

Alphabet

Priceline and Google Cloud announced a partnership on Tuesday to bring artificial intelligence chatbot technology to the travel booking process

Priceline joins A.I. chatbot race, signing on with Google to help ease travel booking

Generative AI implementations to focus on creating enhanced travel experiences for customers and improved workflows for employees NORWALK, Conn. and SUNNYVALE, Calif.

Priceline Charts Businesswide Generative AI Deployments with Google Cloud

Expedia

On initial examination, Expedia appears to be trading at a discount to Booking Holdings given its lower trailing EV/EBITDA and P/FCF ratios. On closer look, Booking Holdings appears to be the more shareholder friendly business with more conservative financing, though is trading at a slight premium to our estimates of fair value. Booking Holdings also appears to be a better business qualitatively, buoyed by its wider moat from its larger network. Expedia's home rental site Vrbo also does not match Booking's scale.

News for Booking Hlds Stock (BKNG)