BKNG · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
Booking Holdings Inc. · 2026-11-03 · Importance 54 · Surprise 40 · From source text
For the three months ended September 30, 2026, total revenue was $8.893 billion, down 1.3% year over year, while nine-month revenue was $21.777 billion, up 5.9%. Third-quarter merchant revenue increased 14.1% to $6.998 billion, while agency revenue decreased 4.1% to $2.463 billion; for the nine months, merchant revenue rose 17.2% to $15.823 billion and agency revenue fell 4.6% to $5.894 billion. The ongoing shift from agency to merchant bookings at Booking.com contributed to the revenue mix change, while growth in accommodation reservations at Agoda and Priceline also supported merchant revenue. Advertising and other revenue grew year over year in both periods, reflecting growth at OpenTable and in Booking.com advertising.
Key facts
- Booking Holdings' total revenues were $8.893 billion in Q3 2026, down 1.3% year over year, and $21.777 billion for the first nine months of 2026, up 5.9%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +13.6% | Booking Holdings' total revenues were $8.893 billion in Q3 2026, down 1.3% year over year, and $21.777 billion for the first nine months… |