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Booking Holdings (BKNG) investor relations material
Booking Holdings Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary11 Sep, 2025
Strategic priorities and vision
Focus on the connected trip vision, aiming to make travel seamless by integrating all trip components for customers.
Key objectives include increasing direct customer interactions, expanding vertical offerings, growing geographically (especially in Asia and the U.S.), advancing payments and fintech, and maintaining disciplined capital strategy.
Alternative accommodations, flights, attractions, and rides are all experiencing rapid growth, with alternative accommodations now at 37% of room nights.
Payments business is a significant P&L contributor, facilitating 70% of bookings and exceeding $100 billion in volume.
Capital strategy emphasizes productivity, efficiency, reinvestment in growth, and consistent shareholder returns.
Consumer trends and business performance
Market conditions are described as steady, with Europe and Asia showing healthy growth and the U.S. improving but still mixed across income segments.
ADRs in the U.S. were negative in the short term but are expected to align with inflation over the medium term.
Take rates remain stable overall, with flight growth putting some pressure but payments business offsetting it.
Alternative accommodations have outgrown the market leader in 16 of the last 17 quarters, with 8.4 million listings and 8% year-over-year growth.
Technology, AI, and connected trip
Generative AI is being leveraged for customer service, reducing costs and increasing satisfaction, and for smart filters that improve booking accuracy and reduce cancellations.
Partnerships with major tech firms (OpenAI, Google, Microsoft, Amazon, Salesforce) support ongoing AI innovation.
The connected trip is already real, with multi-vertical bookings growing 30% year-over-year and AI expected to further personalize and automate trip management in the future.
AI is seen as both an opportunity and a potential disruptor, with a focus on building direct, agentic experiences to maintain customer relationships.
Tangible P&L impact from AI initiatives?
Alternative accommodations US growth strategy?
How is performance marketing mix evolving?
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Next Booking Holdings earnings date
Q3 202528 Oct, 2025
LIVEat 20:30
Next Booking Holdings earnings date
Q3 202528 Oct, 2025
LIVEat 20:30
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Frequently asked questions
The online travel behemoth
If you’ve ever booked hotels, rental cars, or airplane tickets, chances are you have used some of the Booking Holdings platforms. With customers and partners in more than 220 countries, Booking is the world’s leading provider of online travel bookings and related services.
Booking was originally founded in 1997 by Jay Walker as The Priceline Group, with the online travel site Priceline.com and its famous Name Your Own Price bidding model. From 2005 through 2007, Priceline struck gold by making a number of acquisitions in the European and Asian markets, adding Booking.com, Active Hotels, and Agoda to its brand portfolio, and seizing the then fragmented online travel agency (OTA) market. Some of Booking’s main competitors are Airbnb, Expedia Group, and Trip.com Group.
The Booking universe
The Booking universe is spread over six primary consumer-facing brands: Booking.com, Priceline, Agoda, Rentalcars.com, KAYAK, and OpenTable, as well as several subsidiary brands. Consisting of more than 28 million hotels, homes, apartments, and other unique places to stay, its gross travel bookings are growing rapidly despite taking a heavy hit during COVID-19.
The main revenue driver for Booking Holdings
Booking.com is the main revenue driver in the business, hence the company name, and earns its money through the room rates and referral fees for each reservation through the platform. These are different business models, and they are structured in two legs: The merchant leg, where prices and allocations are negotiated with the property owners and then distributed on the Booking platform. And then there is the simplified agency leg, where Booking serves as the agent and collects commission fees for passing the reservations to hotels.
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