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

The company reported record revenue and net income in the third quarter, from a strong summer travel season.

Booking CEO Says People Love to Travel. Investors Shouldn't Bet 'Against Human Nature.

Expedia

Expedia (NASDAQ:EXPE) and Booking.com parent Booking Holdings Inc (NASDAQ:BKNG) have reported third-quarter results that revealed records for both travel booking platforms due to resilience in global travel demand. However, while it still expected to report 4Q growth, Booking Holdings said demand had been curtailed by the war between Israel and Hamas, with cancellations and a drop in new bookings starting the second week of October, according to a report on Bloomberg.

Expedia and Booking.com reveal 3Q records on resilient travel demand; report cancellations due to Israel-Hamas war

Booking Holdings Inc. (NASDAQ:BKNG ) Q3 2023 Earnings Conference Call November 2, 2023 4:30 PM ET Company Participants Glenn Fogel - Chief Executive Officer David Goulden - Chief Financial Officer Conference Call Participants Mark Mahaney - Evercore Justin Post - Bank of America Kevin Kopelman - TD Cowen Lloyd Walmsley - UBS Doug Anmuth - JPMorgan Lee Horowitz - Deutsche Bank Eric Sheridan - Goldman Sachs Ron Josey - Citigroup John Colantuoni - Jefferies Operator Welcome to Booking Holdings Third Quarter 2023 Conference Call. Booking Holdings would like to remind everyone that this call may contain forward-looking statements which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995.

Booking Holdings Inc. (BKNG) Q3 2023 Earnings Call Transcript

Booking Holdings (BKNG) came out with quarterly earnings of $72.32 per share, beating the Zacks Consensus Estimate of $67.86 per share. This compares to earnings of $53.03 per share a year ago.

Booking Holdings (BKNG) Q3 Earnings and Revenues Beat Estimates

Evaluate the expected performance of Booking Holdings (BKNG) for the quarter ended September 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Countdown to Booking Holdings (BKNG) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

NORWALK, Conn. , Nov. 1, 2023 /PRNewswire/ -- Third quarter 2023 financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m.

Booking Holdings to Make Third Quarter 2023 Earnings Press Release Available on Company's Investor Relations Website on Thursday, November 2

Booking Holdings (BKNG) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Booking Holdings (BKNG) Might Surprise This Earnings Season

Airbnb

RE/MAX Hld

Shutterstock

Traditional businesses typically become stagnant or outright 'boring' due to a combination of positive and negative factors. On the positive side, stagnation and stability come from the 'if it's not broken, don't fix it' attitude of doing things the same as before just because they've been working.

The Digital Face of Real Estate, Your Best Bets This Year

We expect the company's stock to likely trade higher with revenues and earnings beating market expectations marginally.

Up 36% This Year, Will Booking Holdings' Stock Rally Further Following Q3 Results?

Booking Holdings' (BKNG) third-quarter 2023 results are likely to reflect strength in agency, merchant and advertising businesses.

What's in Store for Booking Holdings (BKNG) in Q3 Earnings?

Adobe

Microsoft

Microsoft revenue grew at a year-over-year pace of 13%. Adobe's robust growth could soon price the stock out of reach.

3 Stock-Split Stocks Due for Another Split

Regeneron Pharmaceuticals

Regeneron has no stock split in its history, while Booking Holdings has just one. Both companies have performed well, and their share prices are getting expensive.

Stock-Split Watch: Could These 2 Growth Stocks Be Next?

NORWALK, Conn. , Oct. 24, 2023 /PRNewswire/ -- Today, the Board of Directors of Booking Holdings Inc. (NASDAQ: BKNG) announced the appointment of Kelly Grier, retired Chair and CEO of leading global professional services firm Ernst & Young LLP (EY) U.S., effective November 6, 2023.

Kelly Grier, Retired Chair and CEO of Ernst & Young LLP U.S., Appointed to Booking Holdings Board of Directors

Travellers are getting seemingly convincing messages asking them to provide bank card details and threatening their reservation will be cancelled

Booking.com customers targeted by scam ‘confirmation' emails

High demand for travel is already beginning to abate. Many travel stocks are posting slowing sales growth.

Trouble Might Be Coming for the Travel Industry. Is It Worth Investing in Airbnb or Booking Holdings Stock Right Now?

Booking's earnings per share just hit an all-time high. The company is processing more payments than ever, which is a margin-boosting development.

Booking Holdings Stock Is Up 59% in the Last Year. Here's What's Driving the Gains.

The number of properties on Booking's sites has risen to 3.1 million. The size of the online travel industry is expected to reach $1.8 trillion by 2031.

Booking Holdings Stock Is Up Almost 50% This Year. Can It Keep Flying Higher?

BKNG stock has increased from around $2004 to $2850 YTD, outperforming the broader indices, with the S&P growing about 12% over the same period.

Booking Holdings Stock Is Up 40%. Can It Rise Further?

American Airlines

Alaska Air Group

Delta Air Lines

Southwest Airlines

Marriott

Spirit Airlines

United Continental Hlds

Frontier Group Holdings

Revenge travel refers to the boom that occurred as Covid restrictions eased and people rebooked canceled travel plans and took advantage of their freedom to move around again.

Is the Revenge Travel Boom Starting to Fizzle Out?

I recommend a buy rating due to BKNG's competitive position, growth potential, and strong balance sheet. Pre-COVID, BKNG demonstrated impressive growth, and it has since recovered and surpassed its pre-pandemic revenue levels.

Booking Holdings: Strong Competitive Position That Deserves A Premium In Valuation

Booking.com is experiencing strong double-digit growth on the top and bottom line, fueled by strong travel demand. Management notes that trends have accelerated after the close of its most recent quarter. The company's business model has been proven to co-exist alongside Airbnb.

Booking.Com: 18x P/E For This Growth Champion Riding Travel Tailwinds

Amazon

TripAdvisor

Amazon.com Inc (NASDAQ:AMZN) has partnered with Booking.com, TripAdvisor Inc, Trustpilot Group PLC (LSE:TRST), Glassdoor and Expedia (NASDAQ:EXPE) to clamp down on fake reviews across their respective industries. Having met in October last year, the group - dubbed the Coalition for Trusted Reviews - announced the partnership on Tuesday.

Amazon, Booking.com, TripAdvisor, Expedia team up to fight fake reviews

Booking Holdings (BKNG) closed at $2,966.47 in the latest trading session, marking a +0.56% move from the prior day.

Booking Holdings (BKNG) Rises But Trails Market: What Investors Should Know

Booking Holdings' (BKNG) OpenTable partners with Popmenu to streamline uploading, editing and managing menus for restaurant operators and diners.

Booking Holdings (BKNG) Boosts Menu Management With Popmenu

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SPDR S&P 500 ETF Trust

West Pharmaceutical Services

Risk and reward are supposed to be attached at the hip for S&P 500 stocks. But a small group of stocks are delivering all gain and no pain.

News for Booking Hlds Stock (BKNG)