Headquartered in Norwalk, Connecticut, Booking Holdings Inc. (BKNG) has grown into one of the world’s largest online travel service providers. With a market cap of $166.3 billion, the company manages a portfolio of prominent brands, including Booking.com, Priceline, Agoda, and Kayak, that collectively serve travelers in over 220 countries and territories. The booking company is set to report its third-quarter earnings after market close on Tuesday, Oct. 28. Ahead of the event, analysts expect BKNG to repo ...

Group 1 - Booking Holdings plans to hold a conference call to discuss its third quarter 2025 financial results on October 28 at 4:30 p.m. ET [1] - The financial results will be posted on the company's Investor Relations website at approximately 4:00 p.m. ET on the same day [2] - Booking Holdings is a leading provider of online travel and related services, operating in over 220 countries and territories through brands like Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2] Group 2 - The Chief Financial Officer, Ewout Steenbergen, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference [3] - Additionally, the CFO will also present at the Citi 2025 Global TMT Conference [4]

Booking Holdings Inc. (NASDAQ:BKNG) is one of the best beginner stocks to buy, according to analysts. On September 11 at the Goldman Sachs Communicopia + Technology Conference 2025, the company affirmed plans to expand its footprint as it also seeks to enhance customer experiences through technology. Booking Holdings Inc. (BKNG) Taps AI Innovation to Enhance Booking Experiences Rawpixel.com/Shutterstock.com Part of the plan entails leveraging artificial intelligence to enable personalized travel plannin ...

Group 1 - Booking Holdings' CFO Ewout Steenbergen will participate in a fireside chat at the Citi 2025 Global TMT Conference in New York City on September 3 at 9:30am ET [1] - A live audio cast of the presentation will be available to the public, with a replay accessible approximately 24 hours later [1] Group 2 - Booking Holdings is the world's leading provider of online travel and related services, operating in over 220 countries and territories [2] - The company offers services through five primary consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2] - The mission of Booking Holdings is to make it easier for everyone to experience the world [2]

Core Insights - Booking Holdings reported strong second quarter 2025 results, exceeding expectations for adjusted earnings and revenue, with adjusted EPS of $55.40 against estimates of $50.32 and GAAP revenue of $6.8 billion versus an expected $6.55 billion [1][2] - Despite robust operating growth and strong cash generation, headline net income and GAAP EPS declined due to negative impacts from foreign currency changes and higher interest expenses [1] Financial Performance - Adjusted EPS (Non-GAAP) was $55.40, up 32% year-over-year from $41.90 [2] - GAAP EPS was $27.43, down 38% from $44.38 in Q2 2024 [2] - Revenue reached $6.8 billion, a 16% increase from $5.9 billion in Q2 2024 [2] - Adjusted EBITDA was $2.4 billion, reflecting a 26% increase from $1.9 billion year-over-year [2] - Free cash flow was $3.1 billion, up 30% from $2.38 billion in the previous year [2] Business Operations - Booking Holdings operates a comprehensive online travel platform with brands like Booking.com, Priceline, and KAYAK, serving over 220 countries and territories [3] - The company is focused on expanding brand presence, advancing AI technology, deepening partner relationships, ensuring regulatory compliance, and competing against rivals [4] Growth Metrics - Room nights booked increased by 8% to 309 million, while gross bookings rose 13% to $46.7 billion [5] - Flight bookings surged by 44%, indicating growth beyond traditional hotel bookings [5] - Connected Trip transactions grew over 30% year-over-year, representing a low double-digit percentage of total transactions [6][11] Margin and Cost Management - Adjusted EBITDA margin improved to 35.6%, up from 32.4% in Q2 2024, as revenue growth outpaced operating expenses [7] - Marketing expenses as a percentage of gross bookings were 4.6%, reflecting increased direct and loyalty channel bookings [7] Challenges and External Factors - GAAP net income margin dropped to 13.2% from 26.0% year-over-year, primarily due to unfavorable foreign currency swings and higher interest costs [8] - The company faced scrutiny regarding customer data and AI usage, alongside heightened competition in alternative accommodations [13] Future Outlook - Management projects room nights to grow between 3.5% and 5.5%, with gross bookings up 8% to 10%, and revenue rising 7% to 9% [14] - For FY2025, revenue is expected to grow at a high single-digit rate, with adjusted EBITDA anticipated to grow at a mid-teens percentage [14] - The company declared a quarterly dividend of $9.60 per share and completed $1.3 billion in share repurchases [15]

Core Insights - Booking Holdings is adapting to potential declines in Google-driven traffic by increasing investments in social media and promoting direct bookings, which now represent over 60% of its traffic [1][12] - U.S. consumer travel spending showed low single-digit growth in Q2, while Europe and Asia experienced stronger performance, with Asia being a key focus for long-term strategy [2][3][4] Financial Performance - In Q2, Booking reported a net income of $895 million ($27.43 per share), down 41% from $1.52 billion ($44.38 per share) a year earlier, while revenue increased by 16% to $6.8 billion [13] - Gross bookings reached $46.7 billion, reflecting a 13% increase, with room nights booked rising by 8% to 309 million [4][15] Regional Performance - The U.S. was the slowest-growing region for Booking, with growth in the low single digits, while Europe saw high single-digit growth and Asia experienced low double-digit growth [3][4] - Booking's two-brand strategy in Asia, utilizing Agoda.com and Booking.com, aims to enhance user experience and capitalize on the region's economic momentum [5] AI and Technology Initiatives - The company is heavily investing in generative and agentic AI across its brands, with initiatives like enhanced voice capabilities for Priceline's AI assistant and personalized products at Kayak [7][8] - Booking aims to develop an AI version of a human travel agent to provide tailored travel recommendations based on user data [9] Future Outlook - Booking anticipates revenue growth of 7% to 9% for Q3 and low double digits for the full year, with gross bookings expected to increase in the low double digits [14][15] - The company is focusing on increasing direct bookings and social media engagement, having spent 25% more on social media channels compared to the previous year [12]

Core Viewpoint - Booking Holdings reported strong Q2 results with revenue growth of 16% year-over-year, reaching $6.8 billion, exceeding market expectations of $6.55 billion [1] - The company provided a cautious outlook for Q3, citing economic and geopolitical uncertainties that may impact travel demand [1] Financial Performance - Q2 adjusted earnings per share increased by 32% to $55.40, surpassing the market forecast of $50.38 [1] - Total bookings for Q2 grew by 13% to $46.7 billion, exceeding analyst expectations, with a 7.7% increase in nights booked [1] - Air ticket sales surged by 44% during the same period [1] Future Outlook - Booking adjusted its full-year total bookings growth rate to "high single digits," an improvement from the "mid-high single digits" range provided in April [2] - The CEO highlighted strong growth in Europe and Asia, particularly in Asia where growth reached low double digits [2] - The CFO noted that lower average room rates in the U.S. and shorter stays indicate consumer caution in spending amid the current economic environment [2] Market Context - The report reflects mixed guidance from the U.S. travel industry, with Delta Airlines restoring performance guidance while American Airlines provided a more pessimistic outlook [1] - Despite the cautious outlook, travel demand trends have remained stable, aiding the company's improved full-year guidance [2] - Following the earnings report, Booking's stock fell by 1.87% in after-hours trading, although it has risen 13% year-to-date, outperforming the S&P 500's 8.3% increase [2]

Core Insights - Booking Holdings will release its second quarter 2025 financial results on July 29 at approximately 4:00 p.m. ET [1] - A conference call to discuss these results is scheduled for July 29 at 4:30 p.m. ET, which will be webcast and available for audio replay for seven days [2] Company Overview - Booking Holdings is the leading provider of online travel and related services, operating in over 220 countries and territories through five main consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2]

Group 1 - Booking Holdings plans to hold a conference call to discuss its second quarter 2025 financial results on July 29 at 4:30 p.m. ET [1] - The financial results will be posted on the company's Investor Relations website at approximately 4:00 p.m. ET on the same day [2] - Booking Holdings is the leading provider of online travel and related services, operating in over 220 countries and territories through brands like Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2]

Consumer Sentiment and Travel Industry Outlook - Consumer sentiment rebounded sharply in May, showing a nearly 16% increase from the previous month, driven by a moderating trade war and tariff reductions [5][6] - Despite the rebound, the current sentiment index of 60.5 remains significantly below the pre-pandemic levels and the post-election bump [5][6] Travel Sector Performance - The travel industry, including airlines, hotels, and cruise lines, has faced challenges in 2025, with many companies missing earnings expectations and revising guidance downward [7][8] - The rebound in consumer sentiment is expected to benefit the travel sector, particularly during the summer [6] United Airlines - United Airlines reported strong Q1 earnings, surpassing EPS projections, and is one of the only two airlines to turn a profit in Q1 [9][10] - The company has better net margins and cash flow per share compared to competitors, trading at a forward P/E of 5.1, indicating reasonable valuation [10] Royal Caribbean - Royal Caribbean Cruises reported a net margin of 19.38% in Q1, significantly higher than its competitors, and was the only cruise line to turn a profit [12][13] - The company also pays dividends, currently yielding 1.12%, making it an attractive option in the cruise line sector [13] Booking Holdings - Booking Holdings reported strong Q1 earnings, exceeding expectations and raising guidance, positioning itself as a leader in the online travel reservation space [15] - The company has superior metrics compared to its largest competitor, Expedia, including higher EPS and profit margins [15]