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

One of the company's key industry relationships is evolving. Could that diminish future revenue?

Don't Ignore This Long-Term Risk to Booking Holdings' Business

TripAdvisor

trivago

Travel-booking platforms jump on hopes of a coronavirus vaccine.

Why Booking Holdings, TripAdvisor, and Trivago Stocks Skyrocketed Today

American Airlines

AMC Entertainment

Boeing

Cheesecake Factory

Carnival

Cinemark Holdings

Disney

Darden Restaurants

Brinker International

Expedia

Coppersteel Holdco Inc

Hyatt Hotels

Southwest Airlines

Las Vegas Sands

Marriott

Royal Caribbean Cruises

SeaWorld Entertainment

Six Flags

United Continental Hlds

Wynn Resorts

The world was waiting for very positive news on the COVID-19 vaccine. There already had been some good news in prior weeks, but an announcement was made early on Monday by the Pfizer/BioNTech team that the efficacy from their most recent late-stage study was more than 90% positive.

Can Travel, Leisure, Entertainment Gains on COVID-19 Vaccine Hold?

Ctrip.com

Despegar.com

Trip.com

Shares of travel bookers are soaring Monday, as part of a big, broad celebratory rally in the stock market following 'important' news a potential COVID-19 vaccine.

Travel service stocks get a big boost from good news on potential COVID-19 vaccine

Choice Hotels Int.

Delta Air Lines

Hilton Worldwide Holdings

InterContinental Hotels Group

JetBlue Airways

MGM Resorts

Norwegian Cruise Line

Park Hotels & Resorts

Red Lion Hotels

Extended Stay America

Marriott Vacations Worldwide

Wyndham Hotels & Resorts Inc

Wyndham Destinations Inc

Everything's up in the air right now. Health experts have long warned us not to get too excited about vaccine trials before the full range of data can be examined, but investors in the travel industry are doing just that.

Airline, hotel, and travel stocks poised for Monday rally on Pfizer vaccine news

Consumer Discretionary Select Sector SPDR Fund

As travel demand slowly recovers, the industry may have some "leeway" to prepare for another round of restrictions, Chantico Global CEO Gina Sanchez said.

Why a second Covid wave may not hit travel stocks as hard as expected

Booking Holdings' (BKNG) third-quarter 2020 results reflect the adverse impact of coronavirus pandemic on the global travel industry.

Booking Holdings' (BKNG) Q3 Earnings Miss, Revenues Beat

Booking Holdings, the world's largest online travel company, continues to feel the weight of the pandemic, warning investors Thursday (Nov. 5) that the outbreak's current U.S. and European surge will make it very challenging to break even this year. But the company also said that it continues to innovate with things like an in-house “seamless […]

Booking Holdings CEO Says Travel Recovery Will Take Years, Not Quarters

Booking Holdings, Inc. (BKNG) CEO Glenn Fogel on Q3 2020 Results - Earnings Call Transcript

Booking Holdings (BKNG) delivered earnings and revenue surprises of -23.22% and 1.03%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Booking Holdings (BKNG) Lags Q3 Earnings Estimates

NORWALK, Conn., Nov. 4, 2020 /PRNewswire/ -- Third quarter 2020 financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m. ET on Thursday, November 5 through a press release posted to the company's Investor Relations website:...

Booking Holdings to Make Third Quarter 2020 Earnings Press Release Available on Company's Investor Relations Website on Thursday, November 5

Booking Holdings' (BKNG) Q3 results are likely to reflect the brunt of the COVID-19 crisis on the travel industry.

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

With daily coronavirus cases hitting a new record, Booking Holdings, MGM Resorts, and Marriott all pulled back today.

Why Travel Stocks Were Getting Battered Today

Brussels-based Booking.com is speaking out against the European Union's plans to regulate the reservation site as a “gatekeeper” in the hotel industry, according to a report in the Financial Times.  Considered one of Europe's only tech giants, Booking.com said the EU's plans will give unfair benefits to foreign competitors.

EU Big Tech Legislation Gets Backlash From Booking.com

General Electric

"Relatively strong" travel demand boosts all three stocks.

Why General Electric, Booking Holdings, and Six Flags Stocks All Surged Thursday

Owner of online booking websites such as booking.com, agoda, priceline, and kayak, Booking Holdings' stock fell nearly 10% in the last 5 trading days. Why? The reason is simple - the demand expectations within the travel and hospitality industry are re-adjusting in the wake of a new wave of.

Booking Holdings Falls; Likely To Remain A Risky Bet In Near Term

BKNG has been greatly affected by the pandemic this year. In the second quarter, it posted its first EBITDA loss in 19 years.

Booking Holdings: It Is A Great Time To Buy This Exceptional Stock

If there's one industry that's suffering the brunt of the COVID-19 pandemic, it's travel.

Stock Markets Sink on Cruise Ship Stock Sales; Online Travel Shares Fall

IHT Wealth Management’s Yussef Gheriani gives his bullish case based on pent up demand.

These travel plays may boost your portfolio – with one major exception

Business travelers have historically generated more than half, and in some cases as much as 75% of carriers’ profits. Deepening pessimism over when they'll hit the road again has profound implications for airlines.

Business Travel Demand Won’t Bounce Back In 2021, And Maybe Not For Years

The company continues to struggle with plunging travel demand amid the ongoing pandemic.

Why Booking Holdings Stock Declined 10.5% in September

Travel stocks could come under even more pressure judging by this proxy company, says Craig Johnson of Piper Sandler.

One proxy stock for the travel industry could signal more downside

Sabre

Investors wanting to play a gradual rebound in the travel economy may be well served by a long/short trade design.

Travel Reservation Pair Trade Idea: Long Booking, Short Sabre

Azul

UK health officials warn that coronavirus could run rampant again by mid-October.

Why Marriott International, Booking Holdings, and Azul Stocks All Dropped Today

Advance bookings for the winter holidays are down by double digits as of mid-September, but a trend toward last-minute trips and more generous terms from hosts and airlines might help mitigate an otherwise gloomy travel and tourism season.

News for Booking Hlds Stock (BKNG)