Bookings Holdings Inc. (NASDAQ:BKNG) Bank of America Securities 2025 Global Technology Conference June 4, 2025 2:20 PM ET Company Participants Ewout Lucien Steenbergen - Executive VP & CFO Conference Call Participants Justin Post - BofA Securities, Research Division Justin Post Thank you, everyone, for joining us. We are very happy to have Ewout Steenbergen, did I pronounce it right, I hope, for a little Q&A with Booking. Covered Booking, used to be Priceline for 18 years and have always appreciated the com ...

Booking Holdings (BKNG) 2025 Conference June 04, 2025 02:20 PM ET Speaker0 Thank you everyone for joining us. We are very happy to have Iwout Steenbergen, Speaker1 did I pronounce it right? Hope. For Speaker0 a little Q and A with booking, covered booking, it used to be Priceline for eighteen years and have always appreciated the company and the access. So thank you so much for coming. Maybe just to start, know you're not new anymore, but you Speaker1 kind of came a little Speaker0 bit more on your backgrou ...

Financial Data and Key Metrics Changes - In 2024, the company achieved revenue of nearly $24 billion, representing an 11% year-over-year increase [28] - Adjusted EBITDA exceeded $8 billion, marking a 17% increase [29] - Adjusted earnings per share rose to over $187, up 23% [29] - The company returned over $7 billion to shareholders in 2024 and announced a new $20 billion share repurchase authorization in early 2025 [30] Business Line Data and Key Metrics Changes - The company booked over 1.1 billion room nights across its platforms in 2024 [27] - Merchant gross bookings grew by 27% in 2024, accounting for 63% of total gross bookings, up from 54% in 2023 [32] - The Genius Loyalty program expanded beyond accommodations into other travel verticals, driving incremental bookings [33] Market Data and Key Metrics Changes - The alternative accommodations segment ended 2024 with 7.9 million listings, contributing to strong double-digit growth in room nights [35] - This segment is now more than two-thirds the size of the industry leader, indicating its increasing attractiveness [36] Company Strategy and Development Direction - The company aims to grow annual constant currency gross bookings and revenue by at least 8% and constant currency adjusted earnings per share by at least 15% in a normalized travel environment [30] - The connected trip vision focuses on providing more value to customers and simplifying the travel experience [31] - The integration of AI across various brands is a key strategic priority, enhancing customer experience and operational efficiency [34] Management's Comments on Operating Environment and Future Outlook - The management acknowledges uncertainties in the geopolitical and macroeconomic landscape but emphasizes the resilience of the travel industry [36] - The company remains committed to delivering value and adapting to changing market conditions [37] Other Important Information - The board of directors recommended against a nonbinding stockholder proposal regarding special shareholder meetings, which received 49% support in a previous vote [21][24] Q&A Session Summary Question: What is the board's plan for downstream profits of AI? - The board indicated that significant investment in AI is necessary before realizing downstream profits, with a focus on reinvesting gains into strategic areas for sustainable growth [40][41] Question: Can you provide an example of how Booking uses AI? - The company utilizes AI in various ways, including AI trip planners on Booking.com and personalized services on Kayak, enhancing customer interactions and operational efficiency [42][43] Question: Does talk of annexing Canada have a significant negative impact on travel to the US? - Management noted a decrease in Canadians traveling to the US but highlighted an increase in travel to other destinations like Mexico, indicating resilience in their business model [49][50] Question: How much was spent on share buybacks since 2024, and what is expected to be spent in 2025? - Approximately $6 billion was spent on share buybacks in the previous year, with future spending not explicitly disclosed but authorized for continued buybacks [52]

Group 1 - Booking Holdings has been one of the top performers in the market despite the focus on hot topics like AI, tariffs, inflation, and budget deficits [1] - The company is positioned to attract long-term investors by emphasizing qualitative attributes and fundamental pricing [2] Group 2 - The article aims to provide insights on companies with strong growth potential while managing downside risks [2] - There is a strategy to maintain a concentrated portfolio that avoids underperformers and maximizes exposure to high-performing stocks [2]

A month has gone by since the last earnings report for Booking Holdings (BKNG) . Shares have added about 7.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Booking Holdings due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then? ...

Core Insights - Freightos has integrated China Airlines into its digital freight booking platforms, WebCargo and 7LFreight, enhancing access to real-time pricing and booking for freight forwarders [1][3] - This integration allows freight forwarders to instantly access China Airlines' rates, capacity, and eBookings across a network of 85 aircraft serving 192 destinations in 29 countries [2][3] Company Developments - The initial rollout of the integration will cover major hubs in the United States, Canada, Germany, Luxembourg, the Netherlands, Japan, and 14 destinations in Mainland China, Hong Kong, Taiwan, and Southeast Asia [3] - China Airlines aims to enhance its digital transformation strategy to better serve freight forwarders by providing real-time access to capacity and rates [4] Industry Impact - The integration is expected to help maintain agility in air cargo booking amidst fast-changing tariff uncertainties, thereby supporting global trade [3] - Freightos positions itself as a leading vendor-neutral global freight booking platform, connecting airlines, ocean carriers, freight forwarders, and importers/exporters to streamline international trade [5][6]

BKNG moves up 1.1% on a day the broad market was flatToday, Booking Holdings Inc.(BKNG) experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 09:50AM on May 22nd, a significant trading signal occurred for Booking Holdings Inc., (BKNG) as it demonstrated a Power Inflow at a price of $5296.03. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart mon ...

NORWALK, Conn., May 21, 2025 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced that Chief Financial Officer Ewout Steenbergen will speak at the Bank of America Securities 2025 Global Technology Conference, held in San Francisco, on June 4th, beginning at 11:20 am PT / 2:20pm ET. A live audio cast of the presentation will be available to the public at https://ir.bookingholdings.com/events, and a replay will be available approximately 24 hours later.Source: Booking Holdings#BKNG_CorporateAbout B ...

Core Insights - New research indicates that 55% of Americans prefer outdoor dining when the weather is pleasant, with 34% willing to dine outside even in unexpected weather conditions [1][3] - OpenTable has identified cities with the highest outdoor dining demand during the summer months, including Austin, Boston, Chicago, Los Angeles, New York, San Diego, San Francisco, and Washington D.C. [1][4] - OpenTable is launching a list of Top Restaurants for Outdoor Dining, based on over 10 million diner reviews and demand metrics [1][4] Company Insights - OpenTable is a global leader in restaurant technology, assisting over 60,000 restaurants worldwide in filling 1.8 billion seats annually [6] - The company aims to enhance the dining experience by providing data-backed lists and curated guides to help diners find suitable outdoor dining options [1][6] - OpenTable's methodology for ranking restaurants includes various metrics such as diner ratings, percentage of five-star reviews, and advance reservations [4] Industry Trends - There is a growing trend among pet owners, with 54% of dog owners having dined with their pets, yet 65% face challenges in finding pet-friendly restaurants [1][3] - The outdoor dining season is particularly significant in cooler climates, indicating a seasonal opportunity for restaurants to increase revenue [1][3] - The demand for outdoor dining options is expected to continue, driven by consumer preferences for dining experiences that include outdoor settings [1][4]

Being that we are in the midst of a trade war and a period of considerable economic uncertainty, it might not sound like the ideal time to buy a discretionary travel stock like Booking Holdings ( Writer and individual investor looking to uncover interesting investment ideas ranging from the exotic and obscure to obvious ones hiding in plain sight because they are overlooked. I have a degree in communications from Fordham University and an MBA from the University of Iowa. Investing across equities, cryptocur ...