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 ...

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 September 30, 2021 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 jurisd ...

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, 2021 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 ...

Financial Data and Key Metrics Changes - In Q1 2021, reported room nights declined 54% compared to Q1 2019, which was a 6% improvement from Q4 2020 [8][33] - Consolidated revenue for Q1 was $1.1 billion, a decrease of 61% versus 2019, with revenue declining more than gross bookings due to timing differences [44][46] - Adjusted EBITDA loss was $195 million in Q1, with a GAAP net loss of $55 million, aided by an income tax benefit of $223 million [49][50] Business Line Data and Key Metrics Changes - The US was the strongest performing major country in Q1, showing positive room night growth compared to 2019, driven by domestic bookings [15][35] - Airline tickets booked in Q1 were up 49% versus 2019, indicating strong growth in the flights business [42] - The average daily rates (ADR) for accommodations only declined 1% versus 2019, benefiting from a higher mix of North America [43] Market Data and Key Metrics Changes - Domestic room nights represented about 85% of reported room nights in Q1, consistent with Q4 2020 and significantly up from 2019 [37] - Europe remained the least recovered region in Q1, with trends softening towards the end of March due to rising COVID cases [36] - In April, room night declines were about 43% versus 2019, with the US showing strong recovery while Asia experienced worsened declines [54][56] Company Strategy and Development Direction - The company is focused on strengthening the Booking.com brand in the US and expanding its alternative accommodation offerings [17][18] - The Connected Trip vision aims to provide a multi-product offering, including flights, ground transportation, and attractions, supported by a payment network [21][24] - The company intends to remain carbon neutral in its operations and is committed to sustainability initiatives [29] Management's Comments on Operating Environment and Future Outlook - Management expressed uncertainty regarding the full recovery of travel, emphasizing that recovery will vary by region [30][65] - The company is encouraged by signs of recovery in some countries but remains cautious due to ongoing COVID-19 challenges [30][66] - Future growth is expected to be driven by increased bookings and a focus on market share, despite potential margin pressures [69][74] Other Important Information - The company ended Q1 with a cash and investment balance of $16.4 billion, benefiting from a recent euro bond offering [51] - Marketing expenses decreased 61% versus 2019, reflecting a shift towards a higher direct mix and improved ROI in paid channels [46][95] Q&A Session All Questions and Answers Question: Can you give us any updates or your thoughts on mix between US, Europe and Asia? - Management noted that historically, Europe accounted for about 50% of bookings, with Asia at 20% and the US at 30%. The US has seen an increase in its share due to recovery [77] Question: Did you see a rapid increase in bookings last summer when cases came down? - Management observed that when cases decrease and vaccination rates increase, bookings tend to rise, as seen in the US and Israel [78] Question: Can you provide more color on share gains and US bookings? - Management expressed satisfaction with Q1 results in the US, indicating that they are performing well but do not have complete industry-wide numbers yet [80] Question: How much did Q1 improve versus Q4 in the US? - Management confirmed significant sequential improvement in the US, with positive room night growth for each month of Q1, particularly strong in March [85] Question: What is the outlook for alternative accommodations post-COVID? - Management believes that alternative accommodations will remain part of consumers' consideration set, leading to a potential long-term increase in their mix [91] Question: Can you discuss the mix of agency versus merchant bookings? - Management noted a slightly lower mix of merchant bookings in Q1 compared to the previous year, attributing this to the demand for flexibility during the crisis [111]

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, 2021 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) Bank of America Securities 2021 March 10, 2021 8:30 AM ET Company Participants Glenn Fogel - President & Chief Executive Officer David Goulden - Chief Financial Officer Conference Call Participants Justin Post - Bank of America Justin Post Great. Good morning, everyone, and thank you so much for joining us this morning at the BofA Consumer Conference. Very pleased to have Glenn Fogel and David Goulden here today. We'll do a Q&A on many of the issues that we're hearing fro ...

Booking Holdings, Inc. (NASDAQ:BKNG) Q4 2020 Results Earnings Conference Call February 24, 2021 4:30 PM ET Company Participants Glenn Fogel - President and CEO David Goulden - Chief Financial Officer Conference Call Participants Lloyd Walmsley - Deutsche Bank Justin Post - Bank of America Kevin Kopelman - Cowen Eric Sheridan - UBS Doug Anmuth - JPMorgan Naved Khan - Truist Securities Stephen Ju - Credit Suisse Mario Lu - Barclays Jason Bazinet - Citi Operator Welcome to Booking Holdings Fourth Quarter 2020 ...

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, 2020 Commission File No.: 1-36691 Booking Holdings Inc. (Exact name of Registrant as specified in its charter) Delawa ...

Booking Holdings, Inc. (NASDAQ:BKNG) Q3 2020 Earnings Conference Call November 5, 2020 4:30 PM ET Company Participants Glenn Fogel - President & Chief Executive Officer David Goulden - Executive Vice President & Chief Financial Officer Conference Call Participants Alex Wang - Morgan Stanley Kevin Kopelman - Cowen Chris Kuntarich - Deutsche Bank Eric Sheridan - UBS Dae Lee - JPMorgan Justin Post - Bank of America Mark Mahaney - RBC Stephen Ju - Credit Suisse Deepak Mathivanan - Barclays Lee Horowitz - Everc ...

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 September 30, 2020 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 jurisd ...