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

Airbnb

Airbnb shares are currently trading at more than double their IPO price, despite the continuing difficult COVID-19 environment and accumulating losses. Future profitability might be too much to ask for. Booking Holdings has an excellent track record of 35% EBIT margin over the past eight years and has been able to deliver positive net income even during 9M20.

Steer Clear Of Airbnb And Add Booking On Weakness

Peloton

Shopify

Analysts mostly move to support growth stocks with their ratings today, and mostly fail to do so.

Why Peloton, Shopify, and Booking Holdings Stocks All Sank Today

Gilead Sciences

Groupon

Spotify

Citigroup

CyberArk Software

GrubHub

Morgan Stanley

Match Group

PepsiCo

Over halfway through the trading day on Monday, and the broad markets have retreated.

Citigroup, Gilead, Groupon, Morgan Stanley, Spotify and More Tuesday Afternoon Analyst Calls

Alaska Air Group

American Express

Disney

Wyndham Hotels & Resorts Inc

Wynn Resorts

The recent vaccine news has many investors betting on the return of travel. Here are the best tourism stocks to buy right now.

7 Tourism Stocks To Buy Investors Should Reserve Now

Even a beaten-down sector won't hold this company back.

It's Crazy, but This Nasdaq Stock Really Is at All-Time Highs

Bear of the Day: Booking Holdings (BKNG)

Carnival

Host Hotels & Resorts

Pebblebrook Hotel Trust

Trip.com

TripAdvisor

Many travel companies will revive and even thrive, so take advantage of some exceptional bargains.

Time to Book Some Travel Stocks

American Airlines

Delta Air Lines

Hawaiian Hlds

Hilton Worldwide Holdings

JetBlue Airways

Marriott

Norwegian Cruise Line

Royal Caribbean Cruises

Spirit Airlines

United Continental Hlds

Many stocks fell despite getting what seemed like good news.

Stock Markets Mixed; Why Cruise and Travel Stocks Aren't Celebrating a Washington Breakthrough

Russia's federal anti-monopoly service (FAS) has accused Booking.com of reportedly violating antitrust laws in the country and abusing a dominant market position, according to Reuters Monday (Dec. 21). FAS opened an investigation into Booking's move asking hotels and hostels to offer the same prices on their own sites and rival booking sites as they did […]

Russian Regulator Alleges Booking.com Broke Anti-Monopoly Law

Boeing

General Electric

Fiat Chrysler

Cyclical stocks look set to rebound in 2021. With pent-up demand growing behind the scenes, here are seven companies that will benefit.

7 Cyclical Stocks With Pent-Up Demand

Choice Hotels Int.

MGM Resorts

Airbnb delivered great profits quickly, but now there are several hotel stocks to consider for a recovery in the travel industry. The post 3 Hotel Stocks That Are the Biggest Threats to Airbnb appeared first on InvestorPlace.

3 Hotel Stocks That Are the Biggest Threats to Airbnb

One airline and one online travel agency are poised to blossom once the world economy reopens.

2 Stocks to Look at for the Post-Pandemic Travel Boom

Expedia

Citi Research analyst Jason Bazinet downgraded shares of Booking Holdings Inc. and Expedia Group Inc. to neutral from buy late Wednesday, writing that investors may have an overly rosy view of the prospects for the online-travel companies. "Recent vaccine headlines have caused most investors to expect 2022 revenue to match 2019 revenues," Bazinet wrote.

Booking, Expedia get downgrades from Citi as analyst warns potentially spotty vaccine adoption could hamper travel

Booking Holdings (BKNG) reported earnings 30 days ago. What's next for the stock?

Booking Holdings (BKNG) Up 20.2% Since Last Earnings Report: Can It Continue?

Bank of America

Empire State Realty Trust

Do these stocks belong on your watch list?

3 Great Stocks for a Post-COVID World

Booking Holdings, Inc. (BKNG) Presents at Nasdaq's 43rd Investor Conference (Transcript)

Online travel agencies are no longer "30%-plus growth disruptors," as the group has evolved to become a core part of the travel landscape, according to Bernstein. The Analyst: Richard Clarke initiated coverage of three OTA stocks Monday: 

Online Travel Agencies No Longer 'Growth Disruptors': Bernstein

NORWALK, Conn., Nov. 25, 2020 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that Chief Financial Officer David Goulden will speak at Nasdaq's 43rd Investor Conference on Thursday, December 3, 2020 beginning at 11:30 a.m. ET. A live audio cast of the presentation will be...

Booking Holdings to Present at Nasdaq's 43rd Investor Conference

Revenue has plunged at both Booking Holdings Inc. and Expedia Group Inc. this year.

Two travel giants raised $4 Billion to ride out the pandemic. Only one needed it.

Salesforce

DocuSign

Block

Lone Pine Capital, the hedge fund founded by Steve Mandel (Trades, Portfolio) in 1997, disclosed its portfolio for the third quarter of 2020 earlier this week.

The Top 5 Trades of Steve Mandel's Lone Pine

Growth stocks can make great additions to conservative income portfolios, providing a balance of growth and value that can improve your returns and help you remain disciplined over time. Booking Holdings and Teladoc Health are two popular growth stocks, who are mirror images of each other right now.

One Growth Stock That's Set To Soar And Another You Should Ignore

Booking Holdings, Inc. (BKNG) CEO Glenn Fogel at Global Technology, Internet, Media and Telecommunications Conference - Transcript

Baidu

Alphabet

New Linde PLC

Sarah Ketterer (Trades, Portfolio), the CEO and fundamental portfolio manager of Causeway Capital Management, recently released the firm's portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Sarah Ketterer's Top 3rd-Quarter Trades

Booking Holdings (NASDAQ:BKNG) recently reported results for the third quarter of fiscal 2020.

Booking Holdings: One Step Forward, One Step Back

NORWALK, Conn., Nov. 12, 2020 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that Chief Executive Officer Glenn Fogel, and Chief Financial Officer David Goulden will speak at the 2020 RBC Capital Markets Technology, Internet, Media and Telecommunications Conference on...

News for Booking Hlds Stock (BKNG)