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

Norfolk Southern

There is more to the comparison, and in the sections below, we discuss the possible returns for NSC and BKNG in the next three years.

Pick Either Norfolk Southern Stock Or This Travel Company: Both May Offer Similar Returns

Launching Just Before Kickoff, Travelers Can Score Big During the Game, Starting with $1,000 Off Promo Codes NORWALK, Conn. , Feb. 8, 2023 /PRNewswire/ -- Priceline, the iconic online travel agency famous for 25 years of negotiating amazing deals and rewriting the rules of travel, is launching a new brand campaign built on the promise of getting you to your happy place at your happy price.

Back in the Game: Priceline Kicks Off New Integrated Ad Campaign with over $5M in Hidden Deals to Help Get Travelers to their Happy Place

Booking Holdings Inc. has recovered nicely from COVID-19 shocks to the travel industry and is expected to demonstrate 55% y-o-y revenue growth or 12% compared to 2019. The company is also on track to recover its 35% EBIT margin, however, the management warns about margin compression long term due to new low-margin revenue models.

Booking Holdings Still Has Potential

Airing live for the first time during the "big game" on February 12, Booking.com will give away half a million dollars in travel credits with 50 lucky winners receiving $10,000 each NEW YORK , Feb. 6, 2023 /PRNewswire/ -- Booking.com, the leading digital travel app with a mission to make it easier for everyone to experience the world, is launching a new ad campaign to show that booking a trip is half the fun. Starring Emmy Award winning, Academy Award and Golden Globe nominated American actress and producer, Melissa McCarthy, this continuation of the beloved Booking.yeah campaign will debut live during the upcoming "big game" on February 12, during which Booking.com will once again be giving away half a million dollars in vacations.

NEW BOOKING.COM AD CAMPAIGN WITH ACTRESS & PRODUCER MELISSA MCCARTHY AIMS TO INSPIRE TRAVELERS TO BOOK "SOMEWHERE, ANYWHERE"

Seaboard

There's no guarantee these stocks will split this year. But their share prices are certainly high enough to do so.

3 Stocks That Are Better Candidates for Stock Splits in 2023 Than Amazon Was Last Year

Does Booking Holdings (BKNG) have what it takes to be a top stock pick for momentum investors? Let's find out.

Booking Holdings (BKNG) Is Up 5.13% in One Week: What You Should Know

BigCommerce Holdings, Inc.

Expedia

TripAdvisor

Here's a sneak peek into four e-commerce stocks that have the potential to surpass estimates this earnings season.

4 E-commerce Stocks Set to Beat Earnings Estimates in Q4

NORWALK, Conn. , Jan. 31, 2023 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that it intends to hold a conference call to discuss its fourth quarter and full year 2022 financial results on Thursday, February 23 at 4:30 p.m.

Booking Holdings to Webcast Fourth Quarter and Full Year 2022 Financial Results on February 23

Airbnb

Ashford Hospitality Trust

Apple Hospitality REIT

Alpine Global Premier Properties Fund

Braemar Hotels & Resorts Inc

Cambria Global Real Estate ETF

Blackstone Group

CBRE Group

Carnival

Choice Hotels Int.

Chatham Lodging Trust

DiamondRock Hospitality

Invesco S&P 500 Equal Weight Real Estate ETF

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

FlexShares Global Quality Real Estate Index Fund

Hyatt Hotels

Xtrackers International Real Estate ETF

Hilton Worldwide Holdings

Hoya Capital Housing ETF

Host Hotels & Resorts

Hersha Hospitality Trust Class A

Despite lingering recession concerns and recent travel disruptions, Hotel REITs have been among the better-performing sectors over the past year, buoyed by steady post-pandemic operating improvement fueling long-awaited dividend resumptions. Several years of pent-up leisure demand helped to offset a sluggish business and group travel recovery. Hotel revenues eclipsed record highs in 2022, but with wide dispersion between markets and segments.

Hotel REITs: Dividends Are Back

American Airlines

Airbus SE

MGM Resorts

Vail Resorts

Uber

It's totally plausible for economists, investors, stock pundits, and others to have very different views about the economy and the stock market's outlook. But when it comes to the travel sector, I think it's crystal clear that the space is continuing to boom.

The 7 Best Travel Stocks to Buy for January

Booking Holdings (BKNG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Booking Holdings (BKNG) Could Beat Earnings Estimates Again

Wynn Resorts

Here are a pair of NASDAQ stocks that are likely to outperform longer term.

Stocks This Week: Buy Booking Holdings And Wynn Resorts

BKNG is a consolidator that owns businesses such as Booking.com, Priceline, Agoda and OpenTable. The business has grown well, and is forecast to grow sustainably in the future. Unlike many competitors, BKNG is highly profitable and trading at only 15x LTM EBITDA.

Booking Holdings: Betting Big On Travel

The Beachbody Co.

DoorDash

EVgo

General Motors

Shake Shack

Every few days, I read or hear the news that strongly indicates that the U.S. is not going to undergo a recession in 2023. One of the most recent, startling headlines in this category came from Goldman Sachs, which predicted that even the eurozone would not suffer a recession this year.

7 Consumer Discretionary Stocks to Buy if You Don't Think a Recession Is Coming

Apple

Amazon

Bumble

DoubleVerify Holdings

Microsoft

Perion Network

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple and Bumble.

Top Wall Street analysts pick these stocks to celebrate the new year

Both Airbnb and Booking are leading travel booking companies with strong brands and competitive advantages. While Booking is the bigger company, Airbnb is mounting a formidable challenge, and has also entered the hotel booking business.

Airbnb: Can Potentially Take The Travel Crown From Booking Holdings

The company offers services through sites including Booking.com, Rentalcars.com, OpenTable and others.

Booking Holdings 'one of the best ways to play the travel recovery.' Rated Buy.

Cheniere Energy

ServiceNow

Visa

Volkswagen AG

Wells Fargo

America's economic statistics continue to suggest that fears about an imminent recession and a corporate earnings collapse are way overblown. For example, during the recent holiday shopping season, sales climbed 7.6% year-over-year.

Our Predictions for the Top 7 Blue-Chip Stocks for 2023

Tokyo, New York, London regional favorites for countdown festivities SINGAPORE , Dec. 26, 2022 /PRNewswire/ -- For the first time in three years hassle-free international travel is possible again for New Year's Eve – and travelers are jumping at the opportunity to take advantage. Agoda data shows a 29% rise in searches for countdown getaways compared to last year, and a staggering 88% more searches compared to 2020.

Going out with a bang: Travel for New Year's Eve skyrockets

Four out of five will take a family holiday in the next 12 months Travelling with a group of friends is more likely than travelling with extended family  Families gravitate towards budget accommodation, Agoda Homes style vacation rentals and All inclusive resorts SINGAPORE , Dec. 21, 2022 /PRNewswire/ -- With year-end school holidays in full swing, digital travel platform Agoda's Family Travel Trend survey 2022 reveals that four out of five travelers will take a vacation with immediate family in the next 12 months and, while travelling with friends proves more popular than travelling with extended family, still more than half (52%) are keen to catch up with relatives for their vacation. Travelers from Singapore (61%), Taiwan (61%) and Vietnam (59%) are most likely to take at least one trip with immediate family.

Family and friend group travel back on the cards Agoda survey shows

Booking Holdings (NASDAQ: BKNG), the world's largest online travel agency that offers services from lodging to airline tickets to car rentals, has declined by 7% over the last ten trading days (two weeks) and currently stands at around $1939.

Booking Holdings' Stock Down 7% Over Ten Days. What's Next?

News for Booking Hlds Stock (BKNG)