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Booking Holdings
Booking Holdings (BKNG) investor relations material
Booking Holdings Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary29 Apr, 2026
Strategic vision and market positioning
Focused on making travel easier and more personal through data and AI, connecting travelers and suppliers across 220+ countries and 40+ languages with over 4.5 million accommodation properties as of March 2026.
Portfolio includes leading brands such as Booking.com, Priceline, Agoda, KAYAK, and OpenTable, supporting a comprehensive travel ecosystem.
The Connected Trip vision aims to integrate planning, booking, and travel experiences, leveraging AI technology at its core.
Financial performance and growth
Achieved $26.9B in revenue for 2025, up 13% YoY, with 1.2B room nights booked (+8% YoY).
Adjusted EBITDA reached $9.9B (+20% YoY) with a 37% margin, and free cash flow was $9.1B (+15% YoY).
Adjusted EPS grew at a 16% CAGR, reflecting strong profitability and operational leverage.
Growth drivers and market opportunity
Capitalizing on secular trends: global travel market growth, increasing online penetration, and economic expansion.
The global travel market exceeds $3 trillion, with accommodations representing a $989B segment and online penetration rising to 69% in 2024.
Near- and long-term growth initiatives include expanding supply, enhancing customer value, driving efficiencies, and building the Connected Trip.
Room night penetration of existing partner base
Connected transactions as % of total volume
2025 Fixed OpEx growth vs revenue growth
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Latest events from Booking Holdings
- Q1 2026 saw 16% revenue growth and net income up 225%, despite Middle East conflict headwinds.BKNG
Q1 202629 Apr 2026 - Record financials, robust governance, and key proposals on officer exculpation and shareholder rights.BKNGProxy filing22 Apr 2026
- Key votes include director elections, executive pay, auditor ratification, and ESG proposals.BKNGProxy filing21 Apr 2026
- Record financial growth, strong governance, and major shareholder initiatives defined 2025.BKNGProxy filing10 Apr 2026
- 2026 growth targets raised as AI, agentic tools, and reinvestments drive global expansion.BKNGMorgan Stanley Technology, Media & Telecom Conference 20264 Mar 2026
- Strong double-digit growth, margin expansion, and robust 2026 outlook with stock split.BKNGQ4 202519 Feb 2026
- Q2 revenue up 7%, net income up 18%, and $8.75 dividend declared.BKNGQ2 20242 Feb 2026
- Board elections, record financials, strategic AI focus, and new dividend marked the meeting.BKNGAGM 202431 Jan 2026
- Healthy travel demand, AI innovation, and Connected Trip drive above-market growth outlook.BKNGGoldman Sachs Communacopia + Technology Conference 202421 Jan 2026
Next Booking Holdings earnings date
Barclays 18th Annual Americas Select Conference5 May, 2026
Booking Holdings
Next Booking Holdings earnings date
Barclays 18th Annual Americas Select Conference5 May, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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