Booking Holdings (BKNG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this online booking service have returned +8.7% over the past month versus the Zacks S&P 500 composite's +6.1% change. The Zacks Internet - Commerce industry, to which Booking Holdings belongs, has gained 6.7% over this period. Now the key question is: Where could the stock be headed ...

This action gets lost in the shuffle, but it's critically important. People love traveling. It's an opportunity to relax, see new places, be adventurous, party, or escape the daily grind. Some 40% of Americans plan to travel more in 2024 than they did in 2023, according to Forbes. Many will use online travel agencies (OTAs) like Booking.com, Priceline, KAYAK, or Agoda, all of which fall under the Booking Holdings (BKNG 0.07%) umbrella. Most people book their travel online, and the percentage is growing -- O ...

% 一个月 三个月 十二个月 相对收益 4.12 -5.23 16.11 绝对收益 6.04 0.19 42.72 数据来源：公司资料，彭博，万得 报告摘要 2 季度公司指引：管理层预计 2 季度，1）间夜量同比增 4%-6%，主要受复活节 时点、预订周期、中东地缘政治因素影响；2）交易额同比增 3%-5%，ADR 汇率 中性同比增 1%，交易额增长略低于间夜量增长，主要因汇率负面影响（-3%）； 3）收入同比增 4%-6%（汇率中性），与间夜量增速一致；4）经调整 EBITDA 为 17.0-17.5 亿美元，同比降低个位数，主要因 Connected Trip 建设持续，IT 投入加 大，同时代理转批发模式影响经营费用。此外，公司维持 2024 年全年指引，预 计总交易额汇率中性增 7%，收入同比增 8%，EPS 同比增 15%。 1 季度业绩超预期；生态建设或带动利润率潜力释放 Booking 1 季度业绩超预期，间夜量、成交额、收入增速均高于公司指引上线， 经调整 EBITDA 超市场预期 22%，财报公布至今股价涨 8%。公司当前战略重点 为一站式预订服务平台建设、代理转批发模式、会员生态等，有望带 ...

Summary of Booking Holdings Inc. Conference Call Company Overview - **Company**: Booking Holdings Inc. (NASDAQ: BKNG) - **Industry**: Online Travel - **Key Participants**: Glenn Fogel (CEO), Ewout Steenbergen (CFO) [1][2] Core Insights and Arguments Current State of Travel - Strong 1Q results with room nights growing by 9% and bookings by 10% despite tougher Easter comparisons [4] - Resiliency in global leisure travel and healthy growth in summer travel bookings noted [4][5] - Long-term growth in travel expected to outpace GDP growth, with significant opportunities in digital travel purchases [7][8] Growth Opportunities - Booking Holdings is focusing on expanding its alternative accommodations segment, which grew by 13% in 1Q [13] - The company is under-indexed in the U.S. alternative accommodation market, presenting a significant growth opportunity [15] - The Connected Trip initiative aims to personalize travel experiences, differentiating from traditional package offerings [24][25] Technological Advancements - Generative AI is being integrated into various products, enhancing customer service and operational efficiency [33][35] - AI Trip Planner and similar tools are being developed to provide personalized travel suggestions [34] Marketing and Brand Strategy - Increased marketing efforts for Booking.com in the U.S. to enhance brand recognition, particularly in alternative accommodations [17][18] - The Genius loyalty program is being expanded to provide better value to travelers and suppliers [48][50] Financial Outlook - Margins have been pressured due to investments in lower-margin businesses, but future growth is expected to improve margins through operating leverage [54][55] - Incremental margins from additional bookings are anticipated to be high due to existing fixed infrastructure costs [55] Additional Important Points - The company has a significant opportunity to capture a larger share of the alternative accommodations market, especially in high-growth regions like Asia [11] - The integration of traditional and alternative accommodations on a single platform is seen as a unique selling proposition [22] - The Connected Trip is expected to enhance customer experience and supplier demand, creating a win-win situation [28][29] - The company is committed to maintaining a balance between supply and demand in the alternative accommodations market [18][21] - Future investments in technology and customer service are expected to yield significant operational efficiencies [43][44] This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic direction, growth opportunities, and financial outlook.

Core Viewpoint - Booking Holdings Inc. is positioned as a global leader in online travel, emphasizing long-term growth potential despite short-term challenges in the travel industry [1][2][5]. Group 1: Company Performance - In the previous year, Booking Holdings booked over 1 billion room nights and achieved more than $150 billion in gross bookings [2]. - The company reported strong first-quarter results with room nights growing by 9% and bookings increasing by 10% [5]. - Alternative accommodations saw a growth of 13% in room nights, now accounting for 36% of total room nights [14]. Group 2: Market Opportunities - There remains significant potential for growth in the digital travel space, as approximately half of global travel is still not booked online [8]. - The company is focusing on expanding its presence in alternative accommodations, particularly in the U.S. market where it currently under-indexes [15]. - Emerging markets in Asia, such as India and Indonesia, are identified as high-growth areas for future expansion [11]. Group 3: Connected Trip Strategy - The Connected Trip concept aims to provide personalized travel experiences, differentiating itself from traditional package offerings by utilizing customer data for tailored suggestions [28][29]. - The company is leveraging Generative AI to enhance customer service and operational efficiency, aiming to recreate the personalized experience of a human travel agent [39][40]. - Metrics around the Connected Trip show significant growth, with a reported 50% increase in unique customers and repeat bookings [36]. Group 4: Financial Outlook - The company anticipates that future growth will lead to operating leverage, allowing for margin expansion despite current investments in lower-margin businesses [56]. - Incremental margins from additional bookings are expected to be high due to existing fixed infrastructure costs [56]. - The integration of Generative AI is projected to enhance operational efficiencies and improve the overall margin profile [57].

BARCELONA, Spain, May 16, 2024 /PRNewswire/ -- Freightos (NASDAQ: CRGO), the vendor-neutral booking and payment platform for the international freight industry, is pleased to expand the collaboration between WebCargo by Freightos and United Cargo (NASDAQ: UAL). In an industry which is still mostly offline, WebCargo is proud to be a key technology partner developing United Cargo's state-of-the-art selfservice online cargo portal and is proud to further expand this collaboration. Recently, United Cargo has fu ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Booking has six months to prepare for compliance with the EU law. The European Union on Monday added Dutch online travel giant Booking.com to its list of digital companies that are big enough to fall under tougher competition rules. Brussels also said it would investigate whether social media platform X, owned by tech billiona ...

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Travel demand is accelerating with major sector names reporting strong demand ahead of the key holiday period, underscoring the potential of airline stocks to buy before summer. Last week, Booking.com said it expects to see strong travel demand despite the slowdown in certain regions, namely the Middle East.Booking.com said it expects room-night growth to increase between 4% and 6% year-over-year. Moreover, the gross travel bookings are expected to rise 3-5%. Overall, the company’s  first-quarter results in ...

NORWALK, Conn., May 9, 2024 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced that Chief Executive Officer Glenn Fogel will be speaking at 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 20th at 02:30 pm ET. A live audio cast of the presentation will be available to the public at http://ir.bookingholdings.com. A replay will be available for 30 days.  About Booking HoldingsBooking Holdings (NASDAQ: BKNG) is the world's leading provider of online travel and ...