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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Booking Holdings
Booking Holdings (BKNG) investor relations material
Booking Holdings Goldman Sachs Communacopia + Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communacopia + Technology Conference 2026 summary9 Sep, 2026
Opening remarks and business evolution
Forward-looking statements are based on August 2026 assumptions and subject to risks and uncertainties.
The business has evolved from a transactional platform to a sophisticated, highly engaging marketplace.
Two-thirds of traffic now comes directly, with a growing Genius loyalty program and expanded verticals like flights, attractions, and rental cars.
Market dynamics and demand trends
Travel demand showed resilience despite geopolitical events, with a strong rebound in bookings after initial caution due to the Middle East conflict.
Shift observed toward intra-regional and domestic travel, especially in Europe and Asia, due to higher airline ticket prices.
The U.S. emerged as the strongest travel market in Q2, with broad-based strength across customer segments.
Alternative accommodations and supply growth
Alternative accommodations are a key growth driver, with strong positions in Europe and Asia and significant opportunity in the U.S.
Listings grew 8% year-over-year to 9.1 million, signaling future room night growth.
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Latest events from Booking Holdings
- AI-powered personalization, Connected Trip, and loyalty revamps drive growth and innovation.BKNG
Citi’s 2026 Global TMT Conference - Q1 2026 delivered robust growth and record capital returns despite geopolitical headwinds.BKNGQ1 2026
- Double-digit growth, margin expansion, and robust capital returns set the stage for 2026.BKNGQ4 2025
- Q3 2025 saw double-digit growth in bookings and revenue, with raised guidance and a KAYAK impairment.BKNGQ3 2025
- Q2 2025 delivered 16% revenue growth and strong capital returns amid robust travel demand.BKNGQ2 2025
- Q3 revenue and bookings exceeded guidance, with strong growth in Europe, Asia, and alternative accommodations.BKNGQ3 2024
- Q2 revenue up 7%, net income up 18%, and guidance raised for revenue and EPS.BKNGQ2 2024
- Q1 2025 delivered record growth in room nights, revenue, and EBITDA, with a $20B buyback.BKNGQ1 2025
- Strong Q4 and 2024 growth, robust capital returns, and AI-driven transformation initiatives.BKNGQ4 2024
Next Booking Holdings earnings date
Q3 20263 Nov, 2026
Booking Holdings
Next Booking Holdings earnings date
Q3 20263 Nov, 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.