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Booking Holdings
Booking Holdings (BKNG) investor relations material
Booking Holdings Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary4 Mar, 2026
Growth framework and financial outlook
Targets medium-term top-line and revenue growth of 8% and EPS growth of 15%, with 2026 guidance raised to 9% top-line and 15% EPS growth on a constant currency basis.
Achieved 10% top-line and 18% EPS growth in 2025, exceeding targets.
Growth driven by global travel market expansion, especially in Asia and the U.S., and reinvestment of transformation savings.
Strategic investments in Asia and U.S. markets, with double-digit U.S. growth and strong performance in flights and attractions.
Large buyback programs and operational leverage support mid-teens EPS growth.
Regional strategies and market execution
Asia strategy centers on localization through Agoda and expanding payment options, positioning for rapid market growth.
U.S. growth fueled by optimized performance marketing, B2B partnerships, and increasing direct channel bookings since mid-2025.
Alternative accommodations in the U.S. are growing faster than overall listings, with investments in supply and host experience.
European business maintains high single-digit growth, leveraging app-centric, all-in-one trip planning and loyalty programs.
Direct mix is strong in core markets, with Agoda also showing higher-than-expected direct engagement.
Marketing, technology, and agentic tools
Marketing spend exceeds $8 billion annually, with social media now a significant and growing channel alongside Google.
ROI and incrementality are key criteria for marketing investments, with social spend up 13% year-over-year.
LLMs and agentic tools are being developed internally to enhance the direct customer experience and maintain loyalty.
Agentic tools aim to provide seamless, personalized, end-to-end travel experiences, integrating pre-trip, in-trip, and post-trip services.
Internal AI tools, such as Penny and AI concierge, are already live on some platforms, with more advancements expected within a year.
Sustain U.S. direct channel growth drivers
Booking's agentic strategy to retain direct users
GenAI savings beyond customer service in 2026?
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Next Booking Holdings earnings date
Q1 202628 Apr, 2026
Booking Holdings
Next Booking Holdings earnings date
Q1 202628 Apr, 2026
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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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