BKNG · Other
Booking Holdings Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European General Court upheld the European Union antitrust veto of Booking Holdings’ proposed acquisition of ETraveli Group. The ruling blocks the ETraveli acquisition and prevents Booking Holdings from completing…
- EU Digital RegulationImportance 44 · Surprise 60The European General Court upheld the European Union antitrust veto of Booking Holdings’ proposed acquisition of ETraveli Group on September 23, 2026. The decision prevents the transaction from proceeding and adds…
- Guidance / OutlookImportance 37 · Surprise 42Third-party reporting said Booking management provided cautious guidance for the third quarter of 2026. The reports also cited lower analyst earnings estimates for fiscal 2027, indicating reduced expectations for…
- Revenue Performance and MixImportance 35 · Surprise 14Booking Holdings reported Q2 revenue of USD 7.35 billion. Q2 revenue increased 8.1% year over year. The reporting did not provide segment or geographic revenue figures for the quarter.
- AI Agent CompetitionImportance 31 · Surprise 42Meta’s Muse personal AI agent is raising concerns that consumers could bypass online travel agencies such as Booking.com when searching for and completing travel reservations. Expedia announced a partnership with Muse,…
- Litigation and Legal RiskImportance 31 · Surprise 42Consumer groups pursuing a Dutch mass claim asked the court to add Booking Holdings and Agoda as defendants alongside Booking.com. The claim alleges abuse of power, restrictions on competition, and misleading…
News · 2026-09-22
- Acquisition / Partnership / DivestitureImportance 44 · Surprise 60The European Union blocked Booking Holdings’ eTraveli transaction in September 2026. The blocked deal was identified as a factor contributing to Booking Holdings’ reported September share-price decline. The digest did…
- EU Digital RegulationImportance 44 · Surprise 60The European Union blocked Booking Holdings’ eTraveli deal. The regulatory decision is identified as one of three factors contributing to Booking’s September share-price decline. The report does not quantify any…
- Revenue Performance and MixImportance 33 · Surprise 6Booking Holdings reported quarterly revenue of approximately $7.35 billion. The company also reported quarterly earnings of $2.54 per share and a strong earnings beat. The digest provided no year-over-year or…
- Interest Rate EnvironmentImportance 17 · Surprise 24The Federal Reserve’s recent rate hike was reported as a factor affecting Booking Holdings. The article links the higher-rate environment to weaker consumer spending. No rate amount, effective date, or quantified…
- AI Agent CompetitionImportance 7 · Surprise 6The report said investors are concerned that AI agents could threaten online travel companies’ take rates and marketing efficiency. The concern relates to potential changes in how travelers discover and book…
News · 2026-09-20
- Revenue Performance and MixImportance 46 · Surprise 22Booking Holdings reported double-digit revenue growth in the second quarter of 2026. The reported growth exceeded the 10% materiality threshold for inclusion. The company’s diversified online travel brands were…
News · 2026-09-17
- Acquisition / Partnership / DivestitureImportance 22 · Surprise 60The EU General Court upheld the European Commission’s prohibition of Booking Holdings’ acquisition of eTraveli on September 17, 2026. The ruling marks the first merger blocked under a pure ecosystem theory of harm. The…
- EU Digital RegulationImportance 22 · Surprise 60The EU General Court upheld the European Commission’s prohibition of Booking Holdings’ acquisition of eTraveli. The decision represents the Commission’s first merger block based on a pure ecosystem theory of harm and…
- Distribution ChannelsImportance 20 · Surprise 24A HOTREC study found that European hotels received 51% of bookings through direct channels, compared with 29.9% through online travel agencies. Booking Holdings and Expedia Group together accounted for more than 85% of…
- AI Adoption and Connected TripImportance 10 · Surprise 6Morgan Stanley characterized artificial intelligence as a potential customer-acquisition channel for Booking.com rather than a replacement for online travel agencies. The analysis cited Booking’s network of…
News · 2026-09-13
- Capital Return ProgramImportance 58 · Surprise 42Booking repurchased $7.3 billion of its stock during the first half of 2026. The scale of the repurchases materially exceeds the company’s $221 million revenue materiality threshold. The reported activity indicates…
- AI Adoption and Connected TripImportance 31 · Surprise 42Booking said its AI-powered Connected Trip strategy represented a low double-digit share of transactions, exceeding the 10% threshold for material trend changes. Connected Trip transactions were growing faster than…
- Market Demand TrendsImportance 17 · Surprise 24Booking Holdings reported resilient travel demand in the second quarter. Bookings strengthened from June as concerns related to the Middle East conflict eased. The report indicates improving booking momentum across the…
News · 2026-09-09
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Booking Holdings lost its legal challenge to the European Commission’s veto of its proposed €1.63 billion acquisition of ETraveli Group. The EU General Court upheld the Commission’s conclusion that the transaction…
- AI Adoption and Connected TripImportance 31 · Surprise 42At the Goldman Sachs Communacopia + Technology Conference, Booking described its evolution from a transactional platform toward an AI-enabled marketplace. Management highlighted AI-driven internal efficiencies,…
- Distribution ChannelsImportance 31 · Surprise 42Booking Holdings highlighted direct traffic as a growth driver for its marketplace. The company is combining direct customer engagement with loyalty programs to reduce reliance on purely transactional bookings. This…
- Market Demand TrendsImportance 17 · Surprise 24Booking Holdings reported strong travel demand in the United States during the second quarter of 2026. The company described this demand as resilient despite geopolitical pressures. The commentary supports continued…
News · 2026-09-08
- Guidance / OutlookImportance 48 · Surprise 40Third-party coverage characterized Booking Holdings’ forward guidance as conservative. The outlook included concerns about subdued third-quarter revenue growth. Analysts nevertheless projected a 6.27% increase in…
- Revenue Performance and MixImportance 33 · Surprise 6Booking Holdings reported quarterly revenue of $7.35 billion and earnings per share of $2.54. The latest quarterly results exceeded analyst expectations for revenue and EPS. The company’s platform mix remained a…
- AI Adoption and Connected TripImportance 31 · Surprise 42At Citi’s 2026 Global TMT Conference on September 8, CEO Glenn Fogel identified artificial intelligence, loyalty programs, and broader travel integration as Booking Holdings’ strategic priorities. Management described…
- Distribution Channels ExpansionImportance 31 · Surprise 42Booking Holdings is targeting the U.S. alternative-accommodations channel as a growth opportunity. The company is expanding its Asian presence through Agoda, extending its indirect and regional distribution reach.…
- Geographic Market CommentaryImportance 23 · Surprise 30Booking Holdings is targeting growth in the U.S. alternative-accommodations market. Agoda is supporting expansion in Asia, where the company is seeking to increase its presence. Management also acknowledged…
- Macroeconomic Consumer PressureImportance 19 · Surprise 32Third-party reporting on September 8 attributed Booking Holdings’ 6.07% share decline partly to macroeconomic headwinds and concerns about potential Federal Reserve interest-rate hikes. The same report cited…
News · 2026-09-07
- Revenue Performance and MixImportance 33 · Surprise 6Booking Holdings reported quarterly revenue of $7.35 billion and earnings per share of $2.54. The latest quarterly results exceeded analyst expectations for revenue and EPS. The company’s platform mix remained a…
News · 2026-09-03
- Revenue Performance and MixImportance 33 · Surprise 6Booking Holdings reported quarterly revenue of $7.35 billion and earnings per share of $2.54. The latest quarterly results exceeded analyst expectations for revenue and EPS. The company’s platform mix remained a…
News · 2026-09-02
- Guidance / OutlookImportance 48 · Surprise 40Third-party coverage characterized Booking Holdings’ forward guidance as conservative. The outlook included concerns about subdued third-quarter revenue growth. Analysts nevertheless projected a 6.27% increase in…
- Macroeconomic Consumer PressureImportance 19 · Surprise 32Third-party reporting on September 8 attributed Booking Holdings’ 6.07% share decline partly to macroeconomic headwinds and concerns about potential Federal Reserve interest-rate hikes. The same report cited…
News · 2026-09-01
- Guidance / OutlookImportance 44 · Surprise 60Booking Holdings management provided a tempered outlook for room-night expansion and gross bookings. The cautious forward view was reported as contributing to investor concerns on August 31, 2026. The report did not…
- AI Adoption and Connected TripImportance 17 · Surprise 24Rosenblatt argued that Booking’s Connected Trip strategy could provide resilience against AI-driven disintermediation. The analyst described the strategy as an AI moat and said the market was over-discounting the…
- Middle East Conflict ImpactImportance 10 · Surprise 6Third-party coverage identified the Middle East conflict as a continuing challenge in Booking Holdings’ outlook. The reporting did not specify affected countries, booking volumes, cancellations, revenue exposure, or…
News · 2026-08-26
- Revenue Performance and MixImportance 36 · Surprise 14Booking Holdings’ second-quarter revenue increased 8% year over year. The reported growth represents a material increase against the company’s revenue base of 7,352 million filing currency units. The company’s…
- Loyalty Program GrowthImportance 26 · Surprise 24Booking Holdings’ Genius loyalty program accounted for more than 700 million room nights in 2025. Bernstein highlighted the program’s strong customer engagement and cost-effective model. The program spans Booking…
- Gross Margin DriversImportance 20 · Surprise 24Booking Holdings’ Genius loyalty program accounted for more than 700 million room nights in 2025. Bernstein described the Genius model as cost-effective, indicating favorable economics for the loyalty channel. The firm…
News · 2026-08-24
- Market Demand TrendsImportance 20 · Surprise 24Booking Holdings reported strong second-quarter results but expects slower room-night growth in the third quarter. Elevated airline prices and reduced airline capacity are pressuring long-haul international travel,…
News · 2026-08-23
- Guidance / OutlookImportance 51 · Surprise 60Booking Holdings reported strong second-quarter results that exceeded revenue and EPS estimates, but issued a cautious third-quarter outlook. The company reduced its full-year gross bookings guidance. Booking expects…
- Middle East Conflict ImpactImportance 40 · Surprise 42Booking Holdings trimmed its full-year gross bookings guidance in August 2026 and issued a cautious third-quarter outlook. Management expects slower room-night growth because elevated airline prices and reduced airline…
- Market Demand TrendsImportance 20 · Surprise 24Booking Holdings reported strong second-quarter results but expects slower room-night growth in the third quarter. Elevated airline prices and reduced airline capacity are pressuring long-haul international travel,…
News · 2026-08-22
- Institutional Ownership IncreaseImportance 32 · Surprise 24Bowie Capital Management acquired more than 381,000 Booking shares valued at approximately $68 million, making Booking 2.9% of its portfolio. Bank of New York Mellon acquired more than 7.6 million shares valued at…
News · 2026-08-21
- Revenue Performance and MixImportance 42 · Surprise 14Booking Holdings reported second-quarter revenue of $7.35 billion, exceeding analyst estimates. Revenue increased 8.1% year over year. Second-quarter earnings were $2.54 per share, also above expectations.
- Institutional Ownership IncreaseImportance 32 · Surprise 24Bowie Capital Management acquired more than 381,000 Booking shares valued at approximately $68 million, making Booking 2.9% of its portfolio. Bank of New York Mellon acquired more than 7.6 million shares valued at…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings declared a quarterly dividend of $0.42 per share. The dividend announcement accompanied the company’s strong second-quarter earnings and revenue performance. The reported quarterly dividend provides a…
News · 2026-08-20
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings declared a quarterly dividend of $0.42 per share. The dividend was cited in multiple reports covering the company’s second-quarter 2026 results and shareholder activity. The digest did not state the…
News · 2026-08-19
- Revenue Performance and MixImportance 42 · Surprise 14Booking Holdings reported second-quarter 2026 revenue of $7.35 billion, an 8.1% year-over-year increase. Second-quarter EPS was $2.54, exceeding analyst expectations. Third-party reporting characterized the results as…
News · 2026-08-18
- Revenue Performance and MixImportance 33 · Surprise 6Booking Holdings reported quarterly earnings of $2.54 per share. The company generated quarterly revenue of $7.35 billion, exceeding the materiality threshold of $221 million. The reported quarterly earnings exceeded…
- Institutional Ownership IncreaseImportance 20 · Surprise 24BlackRock acquired more than 65 million Booking Holdings shares valued at approximately $11.65 billion. The purchase gives BlackRock an 8.70% ownership stake and makes it one of Booking’s largest institutional holders.…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings announced a quarterly dividend of $0.42 per share. The dividend was declared alongside quarterly revenue of $7.35 billion and earnings of $2.54 per share. The reported dividend provides a recurring…
News · 2026-08-17
- Revenue Performance and MixImportance 42 · Surprise 14Booking Holdings reported second-quarter revenue of $7.35 billion, up 8.1% year over year. Second-quarter adjusted EPS was $2.54, and the company exceeded analyst revenue and earnings expectations. The digest provides…
- Guidance / OutlookImportance 26 · Surprise 24Third-party reporting on August 17, 2026 said Booking Holdings provided cautious near-term guidance despite strong second-quarter results. Analysts were reportedly trimming full-year gross-booking expectations,…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings declared a quarterly dividend of $0.42 per share. The dividend announcement was reported alongside the company’s second-quarter results. The digest does not state the payment date, record date, or…
News · 2026-08-16
- Revenue Performance and MixImportance 41 · Surprise 14Booking Holdings reported $7.35 billion in quarterly revenue, an 8.1% year-over-year increase. The reported revenue exceeded analyst expectations for the quarter. The digest provides no segment or geographic revenue…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings declared a quarterly dividend of $0.42 per share. The dividend announcement accompanied the company’s latest quarterly earnings report. The digest does not state the record date, payment date, or…
- Net Income and ProfitabilityImportance 9 · Surprise 6Booking Holdings reported quarterly EPS of $2.54. Quarterly earnings exceeded analyst expectations. The digest does not provide net income, operating income, or margin figures, so it does not identify specific…
News · 2026-08-15
- Revenue Performance and MixImportance 41 · Surprise 14Booking Holdings reported quarterly revenue of $7.35 billion, up 8.1% year over year. Quarterly earnings were $2.54 per share, exceeding analyst expectations. The digest does not provide segment, geographic, or…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Booking Holdings declared a quarterly dividend of $0.42 per share. The dividend announcement accompanied quarterly revenue of $7.35 billion and earnings of $2.54 per share. The digest does not specify the record date,…