Booking Holdings Inc. (NASDAQ:BKNG) Q2 2022 Earnings Conference Call August 3, 2022 4:30 PM ET Company Participants Glenn Fogel - Chief Executive Officer David Goulden - Chief Financial Officer Conference Call Participants Mark Mahaney - Evercore Justin Post - Bank of America Lloyd Walmsley - UBS Kevin Kopelman - Cowen Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Naved Khan - Truist Lee Horowitz - Deutsche Bank Operator Good afternoon, everyone and welcome to Booking Holdings’ Second Quarter 2022 Con ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-36691 Booking Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 06-1528493 (State or other jurisdictio ...

Summary of Booking Holdings Inc. Conference Call Company Overview - **Company**: Booking Holdings Inc. (NASDAQ: BKNG) - **Participants**: Glenn Fogel (CEO), David Goulden (CFO), Kevin Kopelman (Cowen and Company) Industry Insights - **Travel Environment**: The travel environment is recovering, with booking numbers in April 2022 exceeding those of April 2019. The average daily rates (ADRs) are also higher, indicating strong consumer spending on travel despite inflation concerns [5][7]. - **Booking Trends**: Bookings for the summer season are 15% higher globally compared to 2019, with Europe and the U.S. seeing a 30% increase [7]. Key Points - **Consumer Behavior**: There is confidence among travelers, as evidenced by a normalization in booking windows. Despite inflation, consumers continue to spend on travel [5][6]. - **Future Visibility**: Predicting travel demand beyond the summer season is challenging due to historical volatility. The company focuses on providing quality services and products to capture market share [10][11]. - **Cross-Border Travel**: The return of cross-border travel is expected to complement domestic travel, but the overall impact on total travel spending remains uncertain [13]. Financial Performance - **Booking Numbers**: Room nights booked in April 2022 were 10% above April 2019 levels, indicating strong recovery despite challenges in Asia and the Russia-Ukraine situation [14]. - **Market Share Gains**: The company has gained market share in the U.S. and Europe, with plans to build on successful programs from 2021 [15][16]. Strategic Initiatives - **Flight Offerings**: The company is expanding its flight offerings, now available in 40 countries, with significant growth in ticket sales (2.5x compared to Q1 2019). Flights are seen as a new customer acquisition funnel [19][20]. - **Acquisition of Etraveli**: This acquisition will enhance the flight product by leveraging Etraveli's backend capabilities, allowing for more efficient operations [26]. - **Alternative Accommodations**: The company aims to improve its competitive position in the U.S. alternative accommodations market, focusing on better product offerings and marketing strategies [28][29]. Marketing and Customer Engagement - **Marketing Strategy**: The company plans to leverage marketing spend to capture demand as travel recovers. A new TV campaign has shown positive early results in increasing brand awareness [44][49]. - **Competitive Environment**: The competitive landscape, particularly on Google, remains intense, but the company has a strong track record of adapting to changes [50][51]. Financial Management - **Capital Allocation**: The company balances investments in business growth with share repurchases. The focus remains on organic growth and strategic acquisitions [61][62]. - **Payment Systems**: Enhancements in payment systems are crucial for alternative accommodations and overall customer experience, allowing for more flexible and efficient transactions [37][39]. Conclusion - **Long-Term Outlook**: The travel market is expected to grow at a rate slightly above GDP in the long run. The company aims to capture a larger share of this growing market by continuously improving its services and products [66].

Booking Holdings Inc. (NASDAQ:BKNG) 50th Annual J.P. Morgan Global Technology, Media and Communications Conference May 25, 2022 1:50 PM ET Company Participants David Goulden - EVP and CFO Conference Call Participants Doug Anmuth - JPMorgan Doug Anmuth All right. We're going to go ahead and get started. So I'm Doug Anmuth, JPMorgan's Internet analyst. We're pleased to have with us today David Goulden, EVP and CFO of Booking Holdings. So Booking is the global leader in online travel with the mission to make i ...

Booking Holdings Inc. (NASDAQ:BKNG) Q1 2022 Earnings Conference Call May 4, 2022 4:30 PM ET Company Participants Glenn Fogel - President and Chief Executive Officer David Goulden - Executive Vice President and Chief Financial Officer Conference Call Participants Lloyd Walmsley - UBS Brian Nowak - Morgan Stanley Kevin Kopelman - Cowen and Company Justin Post - Bank of America Merrill Lynch Mark Mahaney - Evercore ISI Eric Sheridan - Goldman Sachs Doug Anmuth - J.P. Morgan Operator Welcome to Booking Holding ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-36691 Booking Holdings Inc. (Exact name of registrant as specified in its charter) Delaware 06-1528493 (State or other jurisdicti ...

Booking Holdings, Inc. (NASDAQ:BKNG) Q4 2021 Earnings Conference Call February 23, 2022 4:30 PM ET Company Participants Glenn Fogel - President & Chief Executive Officer David Goulden - Executive Vice President & Chief Financial Officer Conference Call Participants Justin Post - Bank of America Merrill Lynch Lloyd Walmsley - UBS Kevin Kopelman - Cowen & Company Douglas Anmuth - JPMorgan Chase & Co. Mark Mahaney - Evercore ISI Operator Welcome to Booking Holdings Fourth Quarter 2021 Conference Call. Booking ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________________________ FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 _____________________________________________________________________________________________ For the fiscal year ended: December 31, 2021 Commission File No.: 1-36691 Booking Holdings Inc. (Exact name of Registrant as specified in its charter) Delawa ...

Booking Holdings Inc. (NASDAQ:BKNG) UBS Global TMT Virtual Conference 2021 December 6, 2021 11:00 AM ET Company Participants Glenn Fogel – Chief Executive Officer David Goulden – Chief Financial Officer Conference Call Participants Lloyd Walmsley – UBS Lloyd Walmsley All right good morning. Welcome back to the next session. My name is Lloyd Walmsley. I run the Internet Research Team here at UBS. And excited to have Booking Holdings for our next session. We have Glenn Fogel, CEO; David Goulden, CFO. Guys tha ...

Booking Holdings Inc. BKNG Q3 2021 Earnings Conference Call November 3, 2021 4:30 PM ET Company Participants Glenn Fogel – Chief Executive Officer David Goulden – Chief Financial Officer Conference Call Participants Justin Post – Bank of America Kevin Kopelman – Cowen and Company Deepak Mathivanan – Wolfe Research Mark Mahaney – Evercore ISI Eric Sheridan – Goldman Sachs Stephen Ju – Credit Suisse Doug Anmuth – JPMorgan Operator Good day, and thank you for standing by. Welcome to the Booking Holdings Third ...