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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 202627 Oct, 2026
Booking Holdings
Next Booking Holdings earnings date
Q3 202627 Oct, 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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I can't remember the last time an app had such a positive impact on my investment process.
@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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