BKNG · News · 20261104N

FTC Matter Financial Impact

Booking Holdings Inc. · 2026-11-04 · Importance 63 · Surprise 50 · In source text

A $900 million reduction related to an FTC investigation involving Priceline contributed to Booking Holdings’ Q3 revenue decline. The reduction was larger than the specified $221 million revenue-materiality threshold. The reported revenue decline was 1% in one account and 1.3% in another account in the digest.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativerealized-12.2%Booking Holdings faced a 1% decline in Q3 revenue due to a $900 million reduction related to an FTC investigation involving Priceline.