BKNG · 8-K · 20260804PR000036
Revenue Performance and Mix
Booking Holdings Inc. · 2026-08-04 · Importance 47 · Surprise 22 · No source text
Second-quarter revenue increased 8% year over year to $7.352 billion, or approximately 7% on a constant-currency basis, while gross bookings increased 9% to $51.0 billion. Merchant revenue rose to $5.127 billion from $4.457 billion, a 15% increase, while agency revenue declined to $1.903 billion from $2.044 billion, a 7% decrease. Advertising and other revenue increased to $322 million from $297 million, an 8% increase. Room nights increased 5% to 325 million, and alternative-accommodation room nights on Booking.com increased 4%.
Key facts
- Three months ended June 30, 2026 — Merchant revenues: $5,127 million; Agency revenues: $1,903 million; Advertising and other revenues: $322 million; Total revenues: $7,352 million. source
- Over the trailing quarters, reported Total Revenues for Q2 2026: $7.4B and Year/Year Growth 8% (constant currency growth 7%). source
- Gross bookings Q2 2026: $51.0B. source
- Revenue Q2 2026: $7.4B. source
- Revenue grew 8% compared to the second quarter of 2025. source
- Gross bookings grew 9% compared to the second quarter of 2025. source
- CC ADRs increased by about 2% in Q2 2026. source
- Q2 2026 Room Nights: 325M. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.5% | Over the trailing quarters, reported Total Revenues for Q2 2026: $7.4B and Year/Year Growth 8% (constant currency growth 7%). |
| revenue | unclear | realized | — | Revenue Q2 2026: $7.4B. |