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

American Airlines

Airbnb

Expedia

JetBlue Airways

Marriott

Mesa Air Group Inc.

United Continental Hlds

An upsurge in the global pandemic is stoking fear.

These Travel Stocks Are Leading the Nasdaq Down

Booking Holdings has the potential to rally as much as 13% on a breakout, MKM Partners technician JC O'Hara says.

One lagging travel stock this year could soon play catch-up, trader says

Many of the travel stocks have moved sideways since March, but Booking Holdings Inc (NASDAQ:BKNG) is breaking out, MKM Partners Chief Market Technician JC O'Hara said on CNBC's "Power Lunch" Friday. O'Hara told CNBC that he likes the technical setup for Booking Holdings.

Market Technician O'Hara Sees Bullish Booking Holdings Technical Setup

Looking ahead to happier times could provide a boost for these companies -- if everything goes well.

These 2 Nasdaq Stocks Could See Big Gains This Summer

The online travel agent not only has promising numbers, but stands to gain from all the pent-up vacation demand from the pandemic, Jefferies argues.

Why Booking Holdings Looks Like A Post-Pandemic Winner

While global travel is still depressed, Booking Holdings Inc. stands to benefit from a "meaningful inflection" upon a broad rollout of vaccination efforts, Jefferies analyst Brent Thill argued. He upgraded shares of Booking to buy from hold Tuesday, writing that the company is in a position to outperform in 2021 and 2022 given its diversified geographical revenue stream, relative low exposure to air fares, and high exposure to accommodations, which are recovering more quickly.

Booking Holdings stands to benefit from 'meaningful infection' in travel, analyst says in upgrade

Last week, Booking Holdings Inc (NASDAQ:BKNG) made it onto Schaeffer's Senior Quantitative Analyst Rocky White's list of 25 stock with the best returns in April , and things are certainly looking up for the stock today.

BKNG Inching Toward Record Highs After Upgrade

Booking Holdings' stock (NASDAQ: BKNG), the world's largest online travel agency that offers services from lodging to airline tickets to car rentals, has more than doubled from the March 2020 lows of around $1177 (when broader markets made a bottom due to the spread of Covid-19) to $2422 currently.

Here's Why Booking Holdings Stock Is Overpriced At $2400 Levels

Delta Air Lines

Hilton Worldwide Holdings

Hertz

Travelzoo

With the industry in serious need of recovery and consumers slowly taking to the skies again, here are a few leading brands looking for a summertime bounce-back. Hilton Worldwide Holdings Inc. (NYSE::HLT)

Will These Brands Bounce Back As Travelers Hit The Road?

As the pace of Covid-19 vaccination continues to ramp up in the U.S. -- the weekly average of inoculations is now at 3 million new shots per day -- previously shunned travel stocks are retaking the spotlight.

Target These 2 Travel Stocks in April

Plug Power

Roku

FuelCell Energy

Chegg

Comerica

Gilead Sciences

Varonis Systems

With the trading day about halfway over, the broad markets were pulling back. The Dow Jones industrial average, S&P 500 and Nasdaq were all down in lockstep about 0.4%.

Booking, Expedia, FuelCell, Plug Power, Roku and More of Tuesday Afternoon Analyst Calls

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

Booking Holdings (BKNG) Down 0.2% Since Last Earnings Report: Can It Rebound?

Pinterest

Snap

Pinterest and Snap downgrades by Bank of America sow some disagreement between Oppenheimer's Ari Wald and Chantico Global's Gina Sanchez.

Booking Holdings vs Pinterest, Snap: Analysts' call on reopening puts two traders at odds

The continued coronavirus vaccination effort across Western markets should soon translate to "positive reopening data points" across transportation, leisure and travel, according to BofA Securities. This bodes well for Booking Holdings Inc (NASDAQ: BKNG), but not so much for names like Snap Inc (NYSE: SNAP) and Pinterest Inc (NYSE: PINS), in the sell-side firm's view.

Why Booking Holdings Is A Reopening Winner — And Snap, Pinterest Are Not

BofA Global Research's Justin Post thinks the online travel agency will be a major winner from the accelerating rollout of Covid-19 vaccines.

Booking.com Shares Should Benefit as Europeans Resume Traveling, Analyst Says

McDonald's

NIKE

Starbucks

5 Cyclical Companies Popular Among Gurus

Bank of America

Booking Holdings Inc. (BKNG) CEO Glenn Fogel Presents at Bank of America Securities 2021 (Transcript)

Booking Holdings CEO Glenn Fogel said people should look into making travel plans now before prices go back up, according to CNBC. He said there's a lot of anxiety right now as people attempt to get their lives “back the way it used to be,” per CNBC.

Pent-Up Demand Leads Booking Holdings CEO To Warn Consumers Of Price Increases

People should start making travel plans now before prices go up, warned Booking Holdings CEO Glenn Fogel.

Booking Holdings CEO warns travelers to make reservations now before prices rise

A broad recovery in the travel sector lifted Booking last month.

Why Booking Holdings Stock Gained 20% in February

NORWALK, Conn., March 1, 2021 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG), the world leader in online travel and related services, today announced that Chief Executive Officer Glenn Fogel and Chief Financial Officer David Goulden will be speaking virtually at the Bank of America...

Booking Holdings to Attend the Bank of America Merrill Lynch 2021 Consumer & Retail Technology Conference

Carnival

US Global Jets ETF

Norwegian Cruise Line

Invesco Dynamic Leisure and Entertainment ETF

Royal Caribbean Cruises

The travel and leisure segments of the market may be some of the most value-oriented ones as their business has essentially been shut down due to the COVID-19 virus. According to the government, getting to a point where more than 70% of the population is vaccinated should allow a return to normalcy.

Travel And Leisure Companies Should Benefit From Satisfying Pent-Up Demand

Shares of Booking Holdings Inc (NASDAQ:BKNG) have received a price target increase from $2,100 to $3,000 by Susquehanna. These are the details.

BKNG Stock Price: $3,000 Target (Up From $2,100) By Susquehanna

Booking Holdings' (BKNG) fourth-quarter 2020 results reflect the impacts of COVID-related headwinds on the global travel industry.

Booking Holdings (BKNG) Posts Narrower-Than-Expected Q4 Loss

Booking Holdings, Inc.'s (BKNG) CEO Glenn Fogel on Q4 2020 Results - Earnings Call Transcript

News for Booking Hlds Stock (BKNG)